Insider Selling: Samsara (NYSE:IOT) Insider Sells 208,536 Shares of Stock

Posted by Kyle Jackson on Feb 5th, 2026

Samsara Inc. (NYSE:IOT – Get Free Report) insider John Bicket sold 208,536 shares of the company’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $25.20, for a total value of $5,255,107.20. Following the sale, the insider owned 294,100 shares of the company’s stock, valued at $7,411,320. The trade was a 41.49% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

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

On Tuesday, February 3rd, John Bicket sold 55,364 shares of Samsara stock. The stock was 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 value 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 transaction 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 transaction 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 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 transaction 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.
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.

Samsara Stock Performance

Shares of Samsara stock traded down $0.90 on Thursday, hitting $24.20. The company had a trading volume of 11,326,870 shares, compared to its average volume of 8,507,157. Samsara Inc. has a 1 year low of $23.38 and a 1 year high of $61.90. The stock has a market capitalization of $13.96 billion, a price-to-earnings ratio of -302.53 and a beta of 1.61. The stock has a 50 day moving average of $35.63 and a 200-day moving average of $36.84.

Samsara (NYSE:IOT – Get Free Report) last posted its 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). The firm had revenue of $415.98 million for the quarter, compared to the consensus estimate 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 in the prior year, the business earned $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. Equities analysts anticipate that Samsara Inc. will post -0.3 earnings per share for the current year.

Wall Street Analyst Weigh In

Several analysts have issued reports on IOT shares. TD Cowen reiterated a “buy” rating on shares of Samsara in a research note on Friday, December 5th. BMO Capital Markets boosted their target price on Samsara from $47.00 to $50.00 and gave the stock an “outperform” rating in a research report on Friday, December 5th. Royal Bank Of Canada cut their price target on shares of Samsara from $50.00 to $46.00 and set an “outperform” rating for the company in a research report on Monday, January 5th. Jefferies Financial Group set a $57.00 price objective on Samsara in a research note on Wednesday, December 10th. Finally, Bank of America increased their target price on shares of Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a report on Friday, December 5th. Two equities research 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 issued a Sell rating to the company. Based on data from MarketBeat, Samsara presently has a consensus rating of “Moderate Buy” and an average price target of $49.53.

Check Out Our Latest Research Report on Samsara

Institutional Investors Weigh In On Samsara

Several institutional investors have recently modified their holdings of IOT. Brighton Jones LLC bought a new position in shares of Samsara during the 4th quarter valued at $13,464,000. Royal Bank of Canada lifted its position in shares of Samsara by 100.3% in the first quarter. Royal Bank of Canada now owns 96,142 shares of the company’s stock valued at $3,686,000 after acquiring an additional 48,135 shares in the last quarter. Jones Financial Companies Lllp boosted its stake in Samsara by 2,444.6% in the 1st quarter. Jones Financial Companies Lllp now owns 17,787 shares of the company’s stock worth $682,000 after purchasing an additional 17,088 shares during the period. Empowered Funds LLC grew its stake in Samsara by 3.4% during the first quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock valued at $390,000 after acquiring an additional 335 shares in the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. bought a new stake in shares of Samsara in the second quarter worth about $184,000. 96.02% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Samsara

Here are the key news stories impacting Samsara this week:

Positive Sentiment: Wells Fargo cut its price target from $52 to $43 but kept an “overweight” rating, implying continued analyst conviction in multi-quarter upside (their $43 PT represents material upside vs. recent levels). Benzinga
Neutral Sentiment: Coverage pieces assessing Samsara’s valuation and platform durability are highlighting the company’s growth story but also noting a sharp one‑year shareholder return decline — useful context for investors but not an immediate catalyst. Kalkine Media Yahoo Finance
Negative Sentiment: Significant insider selling: co‑founders/executives John Bicket and Sanjit Biswas each disposed of large blocks (sales on Feb 3–4 totaling roughly 208k + 55k shares per person at ~ $25.19–$25.23/share), cutting their holdings by ~41–45% — a potential negative signal to the market on near‑term insider conviction. SEC filings: John Bicket Form 4 and Sanjit Biswas Form 4
Negative Sentiment: Zacks Research downgraded Samsara from “strong-buy” to “hold,” reducing near-term analyst enthusiasm and potentially pressuring sentiment. Zacks TickerReport

About Samsara

(Get Free Report)

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.