Insider Selling: Samsara (NYSE:IOT) Insider Sells $5,255,107.20 in Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 208,536 shares of the stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $25.20, for a total value of $5,255,107.20. Following the completion of the transaction, the insider owned 294,100 shares of the company’s stock, valued at $7,411,320. This trade represents a 41.49% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website.

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

• On Tuesday, February 3rd, John Bicket sold 55,364 shares of Samsara stock. The shares were sold at an average price of $25.23, for a total transaction of $1,396,833.72.
• On Tuesday, January 20th, John Bicket sold 263,900 shares of Samsara stock. The stock was sold at an average price of $32.43, for a total transaction of $8,558,277.00.
• On Tuesday, January 6th, John Bicket 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 Wednesday, December 31st, John Bicket sold 1,953 shares of Samsara stock. The stock was 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 shares were 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 stock was sold at an average price of $38.75, for a total transaction of $1,315,136.25.
• On Wednesday, December 17th, John Bicket sold 136,061 shares of Samsara stock. The shares were sold at an average price of $38.37, for a total transaction 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 transaction of $921,780.30.
• On Tuesday, December 2nd, John Bicket sold 145,838 shares of Samsara stock. The stock was sold at an average price of $37.85, for a total transaction of $5,519,968.30.

Samsara Stock Up 4.7%

Shares of NYSE:IOT opened at $25.39 on Friday. The firm has a fifty day moving average of $35.11 and a two-hundred day moving average of $36.66. Samsara Inc. has a 12-month low of $23.38 and a 12-month high of $61.90. The firm has a market capitalization of $14.65 billion, a P/E ratio of -317.38 and a beta of 1.61.

Samsara (NYSE:IOT) last posted its quarterly earnings results 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 company had revenue of $415.98 million during the quarter, compared to analyst estimates of $398.92 million. Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.The company’s revenue was up 29.2% compared to the same quarter last year. During the same period last year, the company 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. Equities research analysts expect that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of analysts have issued reports on the stock. Bank of America lifted their target price on shares of Samsara from $53.00 to $55.00 and gave the company a “buy” rating in a research note on Friday, December 5th. Piper Sandler reaffirmed an “overweight” rating and issued a $37.00 price objective (down previously from $49.00) on shares of Samsara in a research note on Friday. Weiss Ratings reissued a “sell (d-)” rating on shares of Samsara in a research report on Thursday, January 22nd. Wells Fargo & Company cut their target price on Samsara from $52.00 to $43.00 and set an “overweight” rating on the stock in a report on Wednesday. Finally, KeyCorp began coverage on Samsara in a research note on Tuesday, December 9th. They set an “overweight” rating and a $55.00 price target for the company. Two 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 company. According to data from MarketBeat, Samsara presently has a consensus rating of “Moderate Buy” and an average target price of $48.73.

Institutional Investors Weigh In On Samsara

Hedge funds and other institutional investors have recently made changes to their positions in the business. Catalyst Capital Advisors LLC bought a new stake in Samsara during the 2nd quarter valued at approximately $28,000. Versant Capital Management Inc lifted its holdings in shares of Samsara by 6,078.6% during the third quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock worth $32,000 after buying an additional 851 shares during the last quarter. Whipplewood Advisors LLC boosted 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 acquiring an additional 850 shares during the period. Optiver Holding B.V. grew its stake in shares of Samsara by 953.2% in the third quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after acquiring an additional 1,058 shares during the last quarter. Finally, Allworth Financial LP increased its position in Samsara by 906.9% during the second quarter. Allworth Financial LP now owns 1,168 shares of the company’s stock worth $46,000 after acquiring an additional 1,052 shares during the period. 96.02% of the stock is owned by institutional investors and hedge funds.

More 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.

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.