John Bicket Sells 263,900 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 263,900 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $25.87, for a total value of $6,827,093.00. Following the completion of the sale, the insider directly owned 57,600 shares in the company, valued at approximately $1,490,112. This represents a 82.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link.

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

• On Wednesday, February 4th, John Bicket sold 208,536 shares of Samsara stock. The stock was sold at an average price of $25.20, for a total value of $5,255,107.20.
• 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 shares were 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 stock was sold at an average price of $34.40, for a total transaction 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 transaction 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 transaction of $3,084,397.08.
• On Monday, December 29th, John Bicket sold 82,274 shares of Samsara stock. The stock was 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 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 stock was sold at an average price of $38.15, for a total value of $921,780.30.

Samsara Stock Performance

Shares of NYSE:IOT traded down $0.12 during midday trading on Thursday, reaching $26.81. 6,291,614 shares of the company’s stock traded hands, compared to its average volume of 8,742,246. Samsara Inc. has a one year low of $23.38 and a one year high of $58.43. The company has a market cap of $15.47 billion, a price-to-earnings ratio of -335.13 and a beta of 1.61. The stock has a 50 day moving average of $32.80 and a 200 day moving average of $36.03.

Samsara (NYSE:IOT) last issued its 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 business had revenue of $415.98 million during the quarter, compared to analysts’ expectations of $398.92 million. Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.Samsara’s quarterly revenue was up 29.2% compared to the same quarter last year. During the same period last year, the firm posted $0.07 EPS. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. Sell-side analysts predict that Samsara Inc. will post -0.3 EPS for the current fiscal year.

Hedge Funds Weigh In On Samsara

Several large investors have recently made changes to their positions in IOT. Catalyst Capital Advisors LLC purchased a new stake in shares of Samsara during the 2nd quarter worth approximately $28,000. Acumen Wealth Advisors LLC purchased a new stake in Samsara during the fourth quarter valued at $28,000. Caitong International Asset Management Co. Ltd raised its stake in Samsara by 312.6% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock valued at $31,000 after purchasing an additional 669 shares in the last quarter. Versant Capital Management Inc lifted its position in Samsara by 6,078.6% during the third quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock valued at $32,000 after purchasing an additional 851 shares during the last quarter. Finally, AlphaCentric Advisors LLC purchased a new position in shares of Samsara in the 4th quarter worth $36,000. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on IOT shares. Zacks Research downgraded shares of Samsara from a “strong-buy” rating to a “hold” rating in a research report on Monday, February 2nd. Royal Bank Of Canada set a $35.00 price objective on Samsara in a report on Wednesday, February 11th. Jefferies Financial Group set a $57.00 target price on Samsara in a report on Wednesday, December 10th. The Goldman Sachs Group initiated coverage on Samsara in a research note on Wednesday, February 11th. They set a “buy” rating and a $36.00 price target for the company. 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 report on Thursday, January 15th. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Samsara has an average rating of “Moderate Buy” and an average price target of $46.69.

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.