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

Samsara Inc. (NYSE:IOT) insider John Bicket sold 263,900 shares of the business’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $34.40, for a total transaction of $9,078,160.00. Following the completion of the sale, the insider owned 89,400 shares in the company, valued at approximately $3,075,360. The trade was a 74.70% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.

John Bicket also recently made the following trade(s):

• On Wednesday, December 31st, John Bicket sold 1,953 shares of Samsara stock. The shares were sold at an average price of $35.74, for a total value of $69,800.22.
• On Tuesday, December 30th, John Bicket sold 85,773 shares of Samsara stock. The stock was sold at an average price of $35.96, for a total value of $3,084,397.08.
• On Monday, December 29th, John Bicket sold 82,274 shares of Samsara stock. The shares were sold at an average price of $36.27, for a total value of $2,984,077.98.
• On Thursday, December 18th, John Bicket sold 33,939 shares of Samsara stock. The shares were sold at an average price of $38.75, for a total value of $1,315,136.25.
• On Wednesday, December 17th, John Bicket sold 136,061 shares of Samsara stock. The stock was sold at an average price of $38.37, for a total value of $5,220,660.57.
• On Wednesday, December 3rd, John Bicket sold 24,162 shares of Samsara stock. The shares were sold at an average price of $38.15, for a total value of $921,780.30.
• On Tuesday, December 2nd, John Bicket sold 145,838 shares of Samsara stock. The shares were sold at an average price of $37.85, for a total transaction of $5,519,968.30.
• On Wednesday, November 19th, John Bicket sold 46,559 shares of Samsara stock. The shares were sold at an average price of $36.11, for a total transaction of $1,681,245.49.
• On Tuesday, November 18th, John Bicket sold 123,441 shares of Samsara stock. The shares were sold at an average price of $36.51, for a total transaction of $4,506,830.91.
• On Wednesday, November 5th, John Bicket sold 20,723 shares of Samsara stock. The stock was sold at an average price of $38.52, for a total transaction of $798,249.96.

Samsara Stock Down 0.5%

Samsara stock opened at $33.64 on Friday. The company’s 50-day moving average price is $38.10 and its 200-day moving average price is $37.80. The company has a market cap of $19.41 billion, a PE ratio of -420.44 and a beta of 1.62. Samsara Inc. has a twelve month low of $31.40 and a twelve month high of $61.90.

Samsara (NYSE:IOT) last released its quarterly earnings results on Thursday, December 4th. The company reported $0.01 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 company had revenue of $415.98 million during the quarter, compared to analysts’ expectations of $398.92 million. During the same quarter in the prior year, the business posted $0.07 EPS. The company’s revenue was up 29.2% on a year-over-year basis. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. As a group, sell-side analysts expect that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Institutional Trading of Samsara

Institutional investors and hedge funds have recently modified their holdings of the stock. SG Americas Securities LLC boosted its holdings in shares of Samsara by 1,027.5% in the fourth quarter. SG Americas Securities LLC now owns 190,578 shares of the company’s stock valued at $6,756,000 after purchasing an additional 173,675 shares during the period. Assenagon Asset Management S.A. lifted its holdings in shares of Samsara by 4.5% in the 4th quarter. Assenagon Asset Management S.A. now owns 15,173 shares of the company’s stock worth $538,000 after buying an additional 651 shares during the period. Wealth Enhancement Advisory Services LLC grew its position in shares of Samsara by 1,514.6% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 295,461 shares of the company’s stock worth $10,329,000 after buying an additional 277,162 shares in the last quarter. Nordea Investment Management AB increased its stake in shares of Samsara by 18.8% during the fourth quarter. Nordea Investment Management AB now owns 2,467,232 shares of the company’s stock valued at $88,228,000 after buying an additional 389,751 shares during the period. Finally, Covea Finance raised its holdings in shares of Samsara by 13.1% in the fourth quarter. Covea Finance now owns 91,600 shares of the company’s stock valued at $3,247,000 after acquiring an additional 10,600 shares in the last quarter. Institutional investors own 96.02% of the company’s stock.

Analyst Ratings Changes

Several research analysts have commented on the stock. JPMorgan Chase & Co. lifted their price objective on shares of Samsara from $46.00 to $48.00 and gave the stock a “neutral” rating in a research note on Friday, December 5th. TD Cowen lifted their price target on shares of Samsara from $49.00 to $55.00 and gave the stock a “buy” rating in a research note on Friday, December 5th. 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 price objective on the stock. 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 research report on Monday, January 5th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Samsara in a report on Wednesday, October 8th. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $51.27.

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.