Samsara (NYSE:IOT) Insider Sells 55,819 Shares

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 55,819 shares of the company’s stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $25.23, for a total transaction of $1,408,313.37. Following the transaction, the insider owned 68,200 shares in the company, valued at $1,720,686. The trade was a 45.01% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website.

Sanjit Biswas also recently made the following trade(s):

• On Wednesday, February 4th, Sanjit Biswas sold 208,081 shares of Samsara stock. The stock was sold at an average price of $25.19, for a total transaction of $5,241,560.39.
• On Tuesday, January 20th, Sanjit Biswas sold 263,900 shares of Samsara stock. The stock was sold at an average price of $32.43, for a total transaction of $8,558,277.00.
• On Tuesday, January 6th, Sanjit Biswas sold 263,900 shares of Samsara stock. The shares were sold at an average price of $34.40, for a total value of $9,078,160.00.
• On Tuesday, December 30th, Sanjit Biswas sold 77,758 shares of Samsara stock. The shares were sold at an average price of $35.96, for a total transaction of $2,796,177.68.
• On Monday, December 29th, Sanjit Biswas sold 82,242 shares of Samsara stock. The stock was sold at an average price of $36.27, for a total value of $2,982,917.34.
• On Thursday, December 18th, Sanjit Biswas sold 24,498 shares of Samsara stock. The stock was sold at an average price of $38.73, for a total value of $948,807.54.
• On Wednesday, December 17th, Sanjit Biswas sold 135,502 shares of Samsara stock. The stock was sold at an average price of $38.37, for a total value of $5,199,211.74.
• On Wednesday, December 3rd, Sanjit Biswas sold 14,152 shares of Samsara stock. The shares were sold at an average price of $38.10, for a total transaction of $539,191.20.
• On Tuesday, December 2nd, Sanjit Biswas sold 145,848 shares of Samsara stock. The shares were sold at an average price of $37.85, for a total transaction of $5,520,346.80.
• On Wednesday, November 19th, Sanjit Biswas sold 36,664 shares of Samsara stock. The shares were sold at an average price of $36.13, for a total transaction of $1,324,670.32.

Samsara Stock Down 3.6%

Shares of IOT traded down $0.90 during trading hours on Thursday, reaching $24.20. 11,326,870 shares of the company traded hands, compared to its average volume of 8,507,157. Samsara Inc. has a fifty-two week low of $23.38 and a fifty-two week high of $61.90. The stock has a fifty day simple moving average of $35.63 and a 200 day simple moving average of $36.84. The stock has a market capitalization of $13.96 billion, a PE ratio of -302.53 and a beta of 1.61.

Samsara (NYSE:IOT) last issued its earnings results on Thursday, December 4th. The company reported $0.01 earnings per share for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.11). The firm had revenue of $415.98 million during the quarter, compared to analyst estimates of $398.92 million. Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. Samsara’s revenue was up 29.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.07 EPS. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. Research analysts predict that Samsara Inc. will post -0.3 EPS for the current fiscal year.

Wall Street Analyst Weigh In

IOT has been the topic of several recent research reports. Bank of America lifted their price objective on Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a report on Friday, December 5th. Piper Sandler upped their target price on Samsara from $48.00 to $49.00 and gave the stock an “overweight” rating in a report on Friday, December 5th. JPMorgan Chase & Co. upped their price objective on Samsara from $46.00 to $48.00 and gave the company a “neutral” rating in a report on Friday, December 5th. BTIG Research began coverage on shares of Samsara in a report on Tuesday, December 16th. They issued a “buy” rating and a $55.00 target price for the company. Finally, Zacks Research lowered shares of Samsara from a “strong-buy” rating to a “hold” rating in a research report on Monday. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Samsara presently has a consensus rating of “Moderate Buy” and a consensus price target of $49.53.

Key Stories Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Wells Fargo cut its price target from $52 to $43 but kept an “overweight” rating, implying continued analyst conviction in multi-quarter upside (their $43 PT represents material upside vs. recent levels). Benzinga
• Neutral Sentiment: Coverage pieces assessing Samsara’s valuation and platform durability are highlighting the company’s growth story but also noting a sharp one‑year shareholder return decline — useful context for investors but not an immediate catalyst. Kalkine Media Yahoo Finance
• Negative Sentiment: Significant insider selling: co‑founders/executives John Bicket and Sanjit Biswas each disposed of large blocks (sales on Feb 3–4 totaling roughly 208k + 55k shares per person at ~ $25.19–$25.23/share), cutting their holdings by ~41–45% — a potential negative signal to the market on near‑term insider conviction. SEC filings: John Bicket Form 4 and Sanjit Biswas Form 4
• Negative Sentiment: Zacks Research downgraded Samsara from “strong-buy” to “hold,” reducing near-term analyst enthusiasm and potentially pressuring sentiment. Zacks TickerReport

Institutional Investors Weigh In On Samsara

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Catalyst Capital Advisors LLC purchased a new position in shares of Samsara in the 2nd quarter worth about $28,000. Versant Capital Management Inc raised its stake in shares of Samsara by 6,078.6% in the third quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock worth $32,000 after purchasing an additional 851 shares during the last quarter. Whipplewood Advisors LLC raised its stake in Samsara by 349.8% during the 2nd quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company’s stock valued at $43,000 after buying an additional 850 shares during the last quarter. Optiver Holding B.V. lifted its position in shares of Samsara by 953.2% during the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock valued at $44,000 after buying an additional 1,058 shares in the last quarter. Finally, Allworth Financial LP lifted its holdings in Samsara by 906.9% in the 2nd quarter. Allworth Financial LP now owns 1,168 shares of the company’s stock worth $46,000 after purchasing an additional 1,052 shares in the last quarter. 96.02% of the stock is currently owned by institutional investors.

Samsara Company Profile

Samsara develops an industrial Internet of Things (IoT) platform designed to help organizations monitor, manage, and optimize physical operations. The company combines connected hardware — including telematics devices, GPS trackers, dash cameras, and environmental sensors — with cloud-based software to provide real-time visibility into vehicles, mobile equipment, and fixed assets. Its software offers tools for fleet management, driver and worker safety, asset tracking, compliance (including electronic logging), maintenance scheduling, and operational analytics.

The Samsara platform emphasizes integration of live data streams with analytics and workflow features to drive efficiency and safety across industries that rely on dispersed equipment and mobile workforces.