Insider Selling: Samsara (NYSE:IOT) Insider Sells $9,078,160.00 in Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 263,900 shares of the company’s stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $34.40, for a total value of $9,078,160.00. Following the completion of the transaction, the insider owned 89,400 shares in the company, valued at $3,075,360. This represents a 74.70% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

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

• 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 value of $2,982,917.34.
• On Thursday, December 18th, Sanjit Biswas sold 24,498 shares of Samsara stock. The shares were sold at an average price of $38.73, for a total transaction of $948,807.54.
• On Wednesday, December 17th, Sanjit Biswas sold 135,502 shares of Samsara stock. The shares were sold at an average price of $38.37, for a total transaction 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 stock was 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.
• On Tuesday, November 18th, Sanjit Biswas sold 123,336 shares of Samsara stock. The stock was sold at an average price of $36.50, for a total transaction of $4,501,764.00.
• On Wednesday, November 5th, Sanjit Biswas sold 10,937 shares of Samsara stock. The shares were sold at an average price of $38.38, for a total value of $419,762.06.
• On Tuesday, November 4th, Sanjit Biswas sold 149,063 shares of Samsara stock. The shares were sold at an average price of $38.94, for a total value of $5,804,513.22.

Samsara Trading Down 0.5%

IOT opened at $33.64 on Friday. The stock has a 50-day moving average price of $38.10 and a 200-day moving average price of $37.80. Samsara Inc. has a 12-month low of $31.40 and a 12-month high of $61.90. The stock has a market capitalization of $19.41 billion, a P/E ratio of -420.44 and a beta of 1.62.

Samsara (NYSE:IOT) last announced its quarterly earnings data 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 for the quarter, compared to analysts’ expectations of $398.92 million. Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. The business’s quarterly revenue was up 29.2% on a year-over-year basis. During the same period in the prior year, the business posted $0.07 earnings per share. 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 year.

Wall Street Analyst Weigh In

IOT has been the topic of a number of analyst reports. BTIG Research assumed coverage on shares of Samsara in a research report on Tuesday, December 16th. They issued a “buy” rating and a $55.00 target price on the stock. Cowen reaffirmed a “buy” rating on shares of Samsara in a research note on Friday, December 5th. JPMorgan Chase & Co. boosted their target price on Samsara from $46.00 to $48.00 and gave the company a “neutral” rating in a research note on Friday, December 5th. Royal Bank Of Canada dropped their target price on Samsara from $50.00 to $46.00 and set an “outperform” rating for the company in a report on Monday, January 5th. Finally, Bank of America lifted their price target on Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a research note on Friday, December 5th. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $51.27.

Institutional Investors Weigh In On Samsara

Institutional investors and hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. increased its stake in shares of Samsara by 18.3% during 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 during the period. Norges Bank bought a new stake in Samsara in the second quarter valued at $134,950,000. State Street Corp increased its position in Samsara by 107.8% during the 2nd quarter. State Street Corp now owns 5,611,956 shares of the company’s stock valued at $223,244,000 after purchasing an additional 2,910,916 shares during the period. Sands Capital Management LLC raised its holdings in Samsara by 17.2% in the 2nd quarter. Sands Capital Management LLC now owns 19,276,210 shares of the company’s stock worth $766,808,000 after purchasing an additional 2,833,049 shares in the last quarter. Finally, Wellington Management Group LLP lifted its position in shares of Samsara by 363.2% in the 3rd quarter. Wellington Management Group LLP now owns 3,181,099 shares of the company’s stock worth $118,496,000 after purchasing an additional 2,494,368 shares during the period. Hedge funds and other institutional investors own 96.02% of the company’s stock.

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.