Insider Selling: Samsara (NYSE:IOT) Insider Sells $5,241,560.39 in Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 208,081 shares of the business’s 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 transaction, the insider directly owned 294,100 shares in the company, valued at $7,408,379. This trade represents a 41.44% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link.

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

• On Tuesday, February 3rd, Sanjit Biswas sold 55,819 shares of Samsara stock. The stock was sold at an average price of $25.23, for a total transaction of $1,408,313.37.
• On Tuesday, January 20th, Sanjit Biswas sold 263,900 shares of Samsara stock. The shares were 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 shares were sold at an average price of $34.40, for a total value 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 shares were 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 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 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 shares were sold at an average price of $38.10, for a total value 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 value 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.

Samsara Stock Up 4.7%

Shares of NYSE:IOT opened at $25.39 on Friday. The firm has a market cap of $14.65 billion, a PE ratio of -317.38 and a beta of 1.61. The company’s 50 day moving average price is $35.11 and its two-hundred day moving average price is $36.66. Samsara Inc. has a 12-month low of $23.38 and a 12-month high of $61.90.

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 the consensus estimate 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 company had revenue of $415.98 million during the quarter, compared to analyst estimates of $398.92 million. During the same period in the prior year, the firm earned $0.07 earnings per share. Samsara’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. On average, research analysts expect that Samsara Inc. will post -0.3 EPS for the current year.

Hedge Funds Weigh In On Samsara

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Catalyst Capital Advisors LLC purchased a new position in Samsara in the second quarter worth $28,000. Versant Capital Management Inc raised its stake in Samsara by 6,078.6% in the 3rd quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock valued at $32,000 after acquiring an additional 851 shares during the period. Whipplewood Advisors LLC raised its position in shares of Samsara by 349.8% in the second quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company’s stock valued at $43,000 after purchasing an additional 850 shares during the period. Optiver Holding B.V. raised its stake in shares of Samsara by 953.2% during the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock valued at $44,000 after purchasing an additional 1,058 shares during the period. Finally, Allworth Financial LP grew its stake in Samsara by 906.9% during the second quarter. Allworth Financial LP now owns 1,168 shares of the company’s stock valued at $46,000 after acquiring an additional 1,052 shares in the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Key Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: National marketing + product launch: Samsara rolled out an AI “Safety Coach” in a Super Bowl commercial and named NASCAR champion Jesse Love as the avatar — a high‑profile ad that raises brand awareness and highlights a new AI safety offering that could accelerate sales conversations with fleet customers. Read More.
• Positive Sentiment: Marketing/partnership extension: Samsara extended its partnership with Richard Childress Racing, reinforcing its motorsports marketing strategy and repeated exposure to fleet and safety audiences. Read More.
• Neutral Sentiment: Analyst and valuation context: Coverage and commentary continue to debate whether current multiples reflect long‑term growth potential after the stock’s pullback; useful background for longer‑term investors but not an immediate trading catalyst. Read More.
• Neutral Sentiment: Platform/industry analysis: Additional writeups examine platform durability vs peers — informative for institutionals evaluating competitive positioning. Read More.
• Negative Sentiment: Large insider selling: Co‑founders/insiders John Bicket and Sanjit Biswas filed multiple large sales on Feb 3–4 (several transactions ~25.2–$25.3 avg), each reducing holdings by ~40–45% and generating multi‑million dollar proceeds — a material supply signal that can pressure sentiment and headline flow. SEC filings: Read More. and Read More.
• Negative Sentiment: Analyst target cut: Wells Fargo trimmed its price target (reducing headline upside) even while keeping an overweight stance—this can temper momentum among some buy‑side participants. Read More.

Wall Street Analyst Weigh In

A number of research firms have recently commented on IOT. JPMorgan Chase & Co. increased their target price on shares of Samsara from $46.00 to $48.00 and gave the stock a “neutral” rating in a report on Friday, December 5th. Piper Sandler reiterated an “overweight” rating and issued a $37.00 price target (down previously from $49.00) on shares of Samsara in a research report on Friday. BMO Capital Markets increased their price objective on shares of Samsara from $47.00 to $50.00 and gave the stock an “outperform” rating in a research report on Friday, December 5th. Wells Fargo & Company lowered their target price on Samsara from $52.00 to $43.00 and set an “overweight” rating for the company in a report on Wednesday. Finally, BNP Paribas Exane raised shares of Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 price target for the company in a research note on Thursday, January 15th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $48.73.

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.