Samsara (NYSE:IOT) Insider Adam Eltoukhy Sells 4,688 Shares

Samsara Inc. (NYSE:IOT) insider Adam Eltoukhy sold 4,688 shares of the stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $26.79, for a total transaction of $125,591.52. Following the transaction, the insider directly owned 246,675 shares of the company’s stock, valued at $6,608,423.25. The trade was a 1.87% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link.

Adam Eltoukhy also recently made the following trade(s):

• On Tuesday, January 20th, Adam Eltoukhy sold 4,688 shares of Samsara stock. The shares were sold at an average price of $32.54, for a total value of $152,547.52.
• On Monday, December 22nd, Adam Eltoukhy sold 4,688 shares of Samsara stock. The stock was sold at an average price of $38.32, for a total value of $179,644.16.
• On Monday, December 15th, Adam Eltoukhy sold 18,952 shares of Samsara stock. The shares were sold at an average price of $40.72, for a total value of $771,725.44.
• On Wednesday, December 10th, Adam Eltoukhy sold 9,498 shares of Samsara stock. The shares were sold at an average price of $44.45, for a total value of $422,186.10.

Samsara Trading Down 7.7%

Samsara stock traded down $2.07 during midday trading on Monday, reaching $24.72. 6,873,162 shares of the stock traded hands, compared to its average volume of 8,560,530. The firm has a market cap of $14.26 billion, a PE ratio of -308.98 and a beta of 1.61. The company has a 50-day simple moving average of $32.17 and a two-hundred day simple moving average of $35.89. Samsara Inc. has a 12-month low of $23.38 and a 12-month high of $53.00.

Samsara (NYSE:IOT) last issued its quarterly earnings results on Thursday, December 4th. The company reported $0.01 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.12 by ($0.11). Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.The business had revenue of $415.98 million for the quarter, compared to analyst estimates of $398.92 million. During the same period in the prior year, the company posted $0.07 EPS. 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. Equities research analysts anticipate that Samsara Inc. will post -0.3 earnings per share for the current year.

Institutional Trading of Samsara

Institutional investors have recently modified their holdings of the stock. Baillie Gifford & Co. boosted its holdings in shares of Samsara by 15.0% in the 4th quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock valued at $1,689,565,000 after buying an additional 6,208,553 shares in the last quarter. Goldman Sachs Group Inc. lifted its position in Samsara by 58.9% in the fourth quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock valued at $421,079,000 after acquiring an additional 4,401,082 shares during the last quarter. Vanguard Group Inc. lifted its position in Samsara by 18.3% in the second quarter. Vanguard Group Inc. now owns 27,803,226 shares of the company’s stock valued at $1,106,012,000 after acquiring an additional 4,307,755 shares during the last quarter. Norges Bank acquired a new position in Samsara in the fourth quarter valued at $127,415,000. Finally, Brown Advisory Inc. grew its holdings in shares of Samsara by 42.1% during the fourth quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company’s stock worth $397,536,000 after purchasing an additional 3,322,023 shares during the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have commented on IOT shares. Jefferies Financial Group set a $57.00 price target on shares of Samsara in a research note on Wednesday, December 10th. Royal Bank Of Canada set a $35.00 target price on Samsara in a research note on Wednesday, February 11th. Bank of America upped their price target on Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a report on Friday, December 5th. TD Cowen reiterated a “buy” rating on shares of Samsara in a research note on Friday, December 5th. Finally, Wells Fargo & Company cut their target price on shares of Samsara from $52.00 to $43.00 and set an “overweight” rating on the stock in a research note on Wednesday, February 4th. 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 assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $46.69.

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.