Sanjit Biswas Sells 208,081 Shares of Samsara (NYSE:IOT) Stock

Posted by Chris Copeland on Feb 5th, 2026

Samsara Inc. (NYSE:IOT – Get Free Report) insider Sanjit Biswas sold 208,081 shares of Samsara stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $25.19, for a total value of $5,241,560.39. Following the completion of the transaction, the insider directly owned 294,100 shares in the company, valued at approximately $7,408,379. This represents a 41.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.

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

On Tuesday, February 3rd, Sanjit Biswas sold 55,819 shares of Samsara stock. The shares were sold at an average price of $25.23, for a total value of $1,408,313.37.
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 stock was sold at an average price of $34.40, for a total transaction 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 value 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 transaction 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 stock was 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 value of $1,324,670.32.

Samsara Price Performance

NYSE:IOT traded down $0.90 on Thursday, hitting $24.20. 11,326,870 shares of the company’s stock were exchanged, compared to its average volume of 8,507,157. Samsara Inc. has a 52 week low of $23.38 and a 52 week high of $61.90. The company has a market cap of $13.96 billion, a P/E ratio of -302.53 and a beta of 1.61. The firm has a 50-day moving average price of $35.63 and a 200-day moving average price of $36.84.

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

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Baillie Gifford & Co. raised its holdings in Samsara by 15.0% during the 4th quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock valued at $1,689,565,000 after acquiring an additional 6,208,553 shares during the period. Vanguard Group Inc. boosted its position in shares of Samsara by 11.5% during the 4th quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company’s stock valued at $1,174,620,000 after acquiring an additional 3,417,849 shares during the last quarter. Sands Capital Management LLC lifted its position in Samsara by 6.4% during the third quarter. Sands Capital Management LLC now owns 20,518,332 shares of the company’s stock valued at $764,308,000 after purchasing an additional 1,242,122 shares during the last quarter. State Street Corp grew its position in Samsara by 107.8% in the second quarter. State Street Corp now owns 5,611,956 shares of the company’s stock worth $223,244,000 after acquiring an additional 2,910,916 shares in the last quarter. Finally, Geode Capital Management LLC boosted its holdings in shares of Samsara by 65.6% in the 2nd quarter. Geode Capital Management LLC now owns 4,877,254 shares of the company’s stock worth $193,387,000 after purchasing an additional 1,931,870 shares in the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Trending Headlines about 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

Analysts Set New Price Targets

A number of analysts have recently weighed in on the stock. Zacks Research downgraded shares of Samsara from a “strong-buy” rating to a “hold” rating in a report on Monday. BMO Capital Markets increased their target price on Samsara from $47.00 to $50.00 and gave the company an “outperform” rating in a research report on Friday, December 5th. KeyCorp began coverage on shares of Samsara in a research note on Tuesday, December 9th. They set an “overweight” rating and a $55.00 price target for the company. BTIG Research initiated coverage on Samsara in a research report on Tuesday, December 16th. They set a “buy” rating and a $55.00 price objective for the company. Finally, BNP Paribas Exane upgraded shares of Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 target price on the stock in a report on Thursday, January 15th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Samsara currently has an average rating of “Moderate Buy” and an average price target of $49.53.

Check Out Our Latest Stock Report on Samsara

About Samsara

(Get Free Report)

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.