Insider Selling: Samsara (NYSE:IOT) Director Sells $366,100.00 in Stock

Samsara Inc. (NYSE:IOT) Director Jonathan Chadwick sold 10,000 shares of the business’s stock in a transaction on Friday, December 26th. The shares were sold at an average price of $36.61, for a total value of $366,100.00. Following the completion of the sale, the director directly owned 43,865 shares in the company, valued at approximately $1,605,897.65. This represents a 18.56% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link.

Samsara Price Performance

Samsara stock opened at $35.43 on Friday. The firm has a market capitalization of $20.44 billion, a P/E ratio of -442.88 and a beta of 1.62. The stock has a fifty day moving average price of $38.71 and a two-hundred day moving average price of $38.00. Samsara Inc. has a 52-week low of $31.40 and a 52-week high of $61.90.

Samsara (NYSE:IOT) last posted its earnings results on Thursday, December 4th. The company reported $0.01 earnings per share 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 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 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. On average, equities research analysts predict that Samsara Inc. will post -0.3 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on IOT. BTIG Research began coverage on shares of Samsara in a report on Tuesday, December 16th. They issued a “buy” rating and a $55.00 price objective on the stock. Bank of America upped their target price on shares of Samsara from $53.00 to $55.00 and gave the company a “buy” rating in a research report on Friday, December 5th. TD Cowen increased their price target on Samsara from $49.00 to $55.00 and gave the company a “buy” rating in a research note on Friday, December 5th. JPMorgan Chase & Co. lifted their price objective on Samsara from $46.00 to $48.00 and gave the stock a “neutral” rating in a research note on Friday, December 5th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Samsara in a report on Wednesday, October 8th. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $51.53.

Hedge Funds Weigh In On Samsara

A number of institutional investors and hedge funds have recently added to or reduced their stakes in IOT. Vanguard Group Inc. raised its position in shares of 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 buying an additional 4,307,755 shares in the last quarter. Norges Bank bought a new position in Samsara during the 2nd quarter worth $134,950,000. State Street Corp raised its holdings in Samsara by 107.8% in the 2nd quarter. State Street Corp now owns 5,611,956 shares of the company’s stock valued at $223,244,000 after acquiring an additional 2,910,916 shares in the last quarter. Sands Capital Management LLC lifted its position in shares of Samsara by 17.2% during the 2nd quarter. Sands Capital Management LLC now owns 19,276,210 shares of the company’s stock valued at $766,808,000 after acquiring an additional 2,833,049 shares during the period. Finally, Wellington Management Group LLP lifted its position in shares of Samsara by 363.2% during the 3rd quarter. Wellington Management Group LLP now owns 3,181,099 shares of the company’s stock valued at $118,496,000 after acquiring an additional 2,494,368 shares during the period. 96.02% of the stock is owned by institutional investors and hedge funds.

Samsara News Roundup

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Zacks upgraded Samsara from “hold” to “strong‑buy,” which can attract short‑term buying interest and momentum flows. Read More.
• Neutral Sentiment: Broker research is broadly constructive: multiple firms recently raised targets (TD Cowen, BMO, RBC, Piper Sandler, BTIG) and the consensus remains around a “Moderate Buy” with an average target ≈ $51.50 — supportive for medium‑term upside but not enough to offset near‑term concerns. Read More.
• Neutral Sentiment: Institutional ownership is very high (≈96% held by funds), and large index/ETF positions (Vanguard, Sands, State Street) mean flows can amplify moves but also provide a stable shareholder base. This is tolerance for volatility, not an immediate catalyst. Read More.
• Negative Sentiment: Several insiders executed large sales over Dec. 29–31: co‑founders John Bicket and Sanjit Biswas sold large blocks (combined multi‑million dollar disposals). Large founder exits increase supply and can signal caution to the market. Read More.
• Negative Sentiment: Director Jonathan Chadwick and CAO Benjamin Kirchhoff also trimmed positions (10,000 and 1,683 shares respectively), adding to the negative headline of concentrated insider selling. Read More. Read More.

About Samsara

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.