Sanjit Biswas Sells 24,498 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 24,498 shares of the firm’s stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $38.73, for a total value of $948,807.54. Following the sale, the insider directly owned 127,000 shares of the company’s stock, valued at $4,918,710. The trade was a 16.17% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link.

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

• 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 shares were 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 stock was 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 shares were sold at an average price of $36.50, for a total value 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 value of $419,762.06.
• On Tuesday, November 4th, Sanjit Biswas sold 149,063 shares of Samsara stock. The stock was sold at an average price of $38.94, for a total value of $5,804,513.22.
• On Tuesday, October 21st, Sanjit Biswas sold 160,000 shares of Samsara stock. The shares were sold at an average price of $38.63, for a total transaction of $6,180,800.00.
• On Tuesday, October 7th, Sanjit Biswas sold 160,000 shares of Samsara stock. The stock was sold at an average price of $38.36, for a total transaction of $6,137,600.00.
• On Wednesday, September 24th, Sanjit Biswas sold 26,590 shares of Samsara stock. The stock was sold at an average price of $37.60, for a total transaction of $999,784.00.

Samsara Price Performance

Shares of IOT traded up $0.09 during midday trading on Friday, reaching $38.24. The stock had a trading volume of 13,209,540 shares, compared to its average volume of 5,067,942. The company has a market cap of $21.94 billion, a price-to-earnings ratio of -478.00 and a beta of 1.61. The company’s fifty day simple moving average is $38.91 and its two-hundred day simple moving average is $38.52. Samsara Inc. has a 1-year low of $31.40 and a 1-year high of $61.90.

Samsara (NYSE:IOT) last released its quarterly earnings data on Thursday, December 4th. The company reported $0.01 EPS 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 net margin of 2.79% and a negative return on equity of 3.49%. The company’s revenue was up 29.2% compared to the same quarter last year. During the same quarter in the previous year, the company 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. On average, sell-side analysts forecast that Samsara Inc. will post -0.3 earnings per share for the current year.

Hedge Funds Weigh In On Samsara

Institutional investors and hedge funds have recently bought and sold shares of the stock. Hudson Bay Capital Management LP purchased a new stake in shares of Samsara during the third quarter valued at approximately $5,043,000. IFP Advisors Inc grew its holdings in Samsara by 194.4% during the 3rd quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock valued at $47,000 after purchasing an additional 828 shares in the last quarter. Swiss Life Asset Management Ltd increased its stake in Samsara by 7.1% during the 3rd quarter. Swiss Life Asset Management Ltd now owns 25,947 shares of the company’s stock worth $967,000 after buying an additional 1,719 shares during the period. Polar Asset Management Partners Inc. purchased a new position in Samsara in the 3rd quarter valued at about $1,637,000. Finally, JPMorgan Chase & Co. grew its stake in shares of Samsara by 20.6% during the third quarter. JPMorgan Chase & Co. now owns 1,664,688 shares of the company’s stock valued at $62,010,000 after acquiring an additional 284,174 shares in the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently commented on IOT shares. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Samsara in a report on Wednesday, October 8th. Truist Financial raised their price objective on shares of Samsara from $35.00 to $39.00 and gave the stock a “hold” rating in a research report on Friday, September 5th. Royal Bank Of Canada upped their target price on shares of Samsara from $46.00 to $50.00 and gave the company an “outperform” rating in a report on Friday, December 5th. Wells Fargo & Company increased their price target on shares of Samsara from $50.00 to $52.00 and gave the stock an “overweight” rating in a report on Friday, December 5th. Finally, Cowen reaffirmed a “buy” rating on shares of Samsara in a research note on Friday, December 5th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Samsara has an average rating of “Moderate Buy” and an average price target of $51.53.

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.