Insider Selling: Samsara (NYSE:IOT) Insider Sells 263,900 Shares of Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 263,900 shares of the company’s stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $32.43, for a total transaction of $8,558,277.00. Following the completion of the transaction, the insider owned 78,800 shares of the company’s stock, valued at approximately $2,555,484. The trade was a 77.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.

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

• On Tuesday, January 6th, John Bicket sold 263,900 shares of Samsara stock. The stock was 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 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 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 transaction 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 stock was 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 value of $5,519,968.30.
• On Wednesday, November 19th, John Bicket sold 46,559 shares of Samsara stock. The stock was sold at an average price of $36.11, for a total value 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.

Samsara Trading Up 0.9%

IOT traded up $0.30 during trading on Thursday, hitting $32.10. The company’s stock had a trading volume of 5,935,944 shares, compared to its average volume of 7,194,574. The firm has a market capitalization of $18.52 billion, a price-to-earnings ratio of -401.25 and a beta of 1.62. The business’s fifty day simple moving average is $37.20 and its 200 day simple moving average is $37.49. Samsara Inc. has a twelve month low of $31.25 and a twelve month high of $61.90.

Samsara (NYSE:IOT) last released 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 net margin of 2.79% and a negative return on equity of 3.49%. The firm had revenue of $415.98 million during the quarter, compared to analysts’ expectations of $398.92 million. During the same quarter last year, the business earned $0.07 EPS. The business’s revenue 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. As a group, equities research analysts forecast that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the company. Catalyst Capital Advisors LLC purchased a new stake in Samsara during the 2nd quarter worth approximately $28,000. Versant Capital Management Inc boosted its stake in Samsara by 6,078.6% in the third 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 boosted its position in Samsara by 349.8% during the 2nd 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. Allworth Financial LP increased its holdings in shares of Samsara by 906.9% in the 2nd 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. Finally, Optiver Holding B.V. boosted its position in shares of Samsara by 953.2% during the third quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after buying an additional 1,058 shares during the period. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on IOT shares. Exane BNP Paribas upgraded shares of Samsara to a “strong-buy” rating in a report on Thursday, January 15th. Wells Fargo & Company upped their price objective on shares of Samsara from $50.00 to $52.00 and gave the company an “overweight” rating in a research note on Friday, December 5th. JPMorgan Chase & Co. lifted their price objective on shares of Samsara from $46.00 to $48.00 and gave the company a “neutral” rating in a research note on Friday, December 5th. BTIG Research initiated 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. Finally, Zacks Research upgraded Samsara from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, December 30th. Three analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $50.56.

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.