Samsara (NYSE:IOT) Insider Sells $9,078,160.00 in Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 263,900 shares of Samsara stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $34.40, for a total transaction of $9,078,160.00. Following the sale, the insider owned 89,400 shares in the company, valued at approximately $3,075,360. This represents a 74.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink.

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

• 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 stock was 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 stock was 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 transaction 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 value of $1,324,670.32.
• On Tuesday, November 18th, Sanjit Biswas sold 123,336 shares of Samsara stock. The stock was sold at an average price of $36.50, for a total transaction of $4,501,764.00.
• On Wednesday, November 5th, Sanjit Biswas sold 10,937 shares of Samsara stock. The shares were sold at an average price of $38.38, for a total transaction of $419,762.06.
• On Tuesday, November 4th, Sanjit Biswas sold 149,063 shares of Samsara stock. The shares were sold at an average price of $38.94, for a total value of $5,804,513.22.

Samsara Stock Down 7.1%

Shares of IOT traded down $2.56 during mid-day trading on Thursday, hitting $33.75. 6,378,988 shares of the company’s stock were exchanged, compared to its average volume of 6,136,595. The stock has a market cap of $19.47 billion, a price-to-earnings ratio of -421.85 and a beta of 1.62. The firm has a fifty day moving average of $38.33 and a two-hundred day moving average of $37.89. Samsara Inc. has a twelve month low of $31.40 and a twelve month high of $61.90.

Samsara (NYSE:IOT) last released its quarterly earnings results on Thursday, December 4th. The company reported $0.01 EPS for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.11). The firm had revenue of $415.98 million during the quarter, compared to the consensus estimate of $398.92 million. Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. The company’s revenue for the quarter 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. On average, equities analysts predict that Samsara Inc. will post -0.3 earnings per share for the current year.

Institutional Trading of Samsara

A number of institutional investors have recently bought and sold shares of the business. Catalyst Capital Advisors LLC bought a new stake in Samsara in the second quarter valued at about $28,000. Versant Capital Management Inc raised its holdings in Samsara by 6,078.6% in the third quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock worth $32,000 after purchasing an additional 851 shares during the period. Family Legacy Financial Solutions LLC bought a new position in shares of Samsara during the second quarter worth $40,000. Whipplewood Advisors LLC grew its holdings in shares of Samsara by 349.8% in the 2nd quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company’s stock valued at $43,000 after buying an additional 850 shares during the period. Finally, Allworth Financial LP grew 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 valued at $46,000 after buying an additional 1,052 shares during the period. Institutional investors and hedge funds own 96.02% of the company’s stock.

Wall Street Analysts Forecast Growth

IOT has been the topic of several recent research reports. Cowen reiterated a “buy” rating on shares of Samsara in a research report on Friday, December 5th. Jefferies Financial Group set a $57.00 price target on shares of Samsara in a research note on Wednesday, December 10th. Evercore ISI set a $50.00 price objective on Samsara and gave the company an “outperform” rating in a research note on Wednesday, October 1st. TD Cowen increased their target price on Samsara from $49.00 to $55.00 and gave the stock a “buy” rating in a report on Friday, December 5th. Finally, BTIG Research began coverage on Samsara in a research note on Tuesday, December 16th. They issued a “buy” rating and a $55.00 price target on the stock. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Samsara has a consensus rating of “Moderate Buy” and a consensus target price of $51.27.

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.