Samsara (NYSE:IOT) Insider Sells $1,315,136.25 in Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 33,939 shares of the stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $38.75, for a total value of $1,315,136.25. Following the completion of the transaction, the insider directly owned 137,000 shares of the company’s stock, valued at $5,308,750. This represents a 19.85% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink.

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

• On Wednesday, December 17th, John Bicket sold 136,061 shares of Samsara stock. The shares were 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.
• 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 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 transaction of $1,681,245.49.
• On Tuesday, November 18th, John Bicket sold 123,441 shares of Samsara stock. The stock was sold at an average price of $36.51, for a total transaction of $4,506,830.91.
• On Wednesday, November 5th, John Bicket sold 20,723 shares of Samsara stock. The stock was sold at an average price of $38.52, for a total transaction of $798,249.96.
• On Tuesday, November 4th, John Bicket sold 149,277 shares of Samsara stock. The stock was sold at an average price of $38.94, for a total transaction of $5,812,846.38.
• On Tuesday, October 21st, John Bicket sold 170,000 shares of Samsara stock. The shares were sold at an average price of $38.66, for a total transaction of $6,572,200.00.
• On Tuesday, October 7th, John Bicket sold 170,000 shares of Samsara stock. The stock was sold at an average price of $38.35, for a total value of $6,519,500.00.
• On Wednesday, September 24th, John Bicket sold 36,579 shares of Samsara stock. The shares were sold at an average price of $37.50, for a total value of $1,371,712.50.

Samsara Trading Up 0.2%

Samsara stock traded up $0.09 during mid-day trading on Friday, hitting $38.24. The company had a trading volume of 13,209,540 shares, compared to its average volume of 5,067,942. Samsara Inc. has a 12 month low of $31.40 and a 12 month high of $61.90. The company has a market capitalization of $21.94 billion, a PE ratio of -478.00 and a beta of 1.61. The stock’s 50 day moving average price is $38.91 and its two-hundred day moving average price is $38.52.

Samsara (NYSE:IOT) last posted its quarterly earnings results on Thursday, December 4th. The company reported $0.01 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.12 by ($0.11). The company 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 revenue for the quarter was up 29.2% compared to the same quarter last year. During the same period in the prior year, the firm 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 research analysts anticipate that Samsara Inc. will post -0.3 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the stock. KeyCorp started coverage on shares of Samsara in a research report on Tuesday, December 9th. They set an “overweight” rating and a $55.00 price target for the company. Bank of America increased their target price on Samsara from $53.00 to $55.00 and gave the company a “buy” rating in a research note on Friday, December 5th. BMO Capital Markets upped their price target on Samsara from $47.00 to $50.00 and gave the company an “outperform” rating in a report on Friday, December 5th. JPMorgan Chase & Co. increased their price objective on Samsara from $46.00 to $48.00 and gave the company a “neutral” rating in a research report on Friday, December 5th. Finally, Evercore ISI set a $50.00 price objective on Samsara and gave the stock an “outperform” rating in a report on Wednesday, October 1st. 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 assigned a Sell rating to the company. According to data from MarketBeat.com, Samsara has an average rating of “Moderate Buy” and an average price target of $51.53.

Institutional Trading of Samsara

Hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in Samsara by 6.9% in the third quarter. Vanguard Group Inc. now owns 29,716,700 shares of the company’s stock valued at $1,106,947,000 after acquiring an additional 1,913,474 shares during the period. Sands Capital Management LLC increased its position in shares of Samsara by 6.4% during the 3rd quarter. Sands Capital Management LLC now owns 20,518,332 shares of the company’s stock valued at $764,308,000 after purchasing an additional 1,242,122 shares during the last quarter. State Street Corp lifted its stake in shares of Samsara by 107.8% in the 2nd quarter. State Street Corp now owns 5,611,956 shares of the company’s stock worth $223,244,000 after purchasing an additional 2,910,916 shares during the period. Geode Capital Management LLC boosted its holdings in shares of Samsara by 65.6% in the second quarter. Geode Capital Management LLC now owns 4,877,254 shares of the company’s stock worth $193,387,000 after buying an additional 1,931,870 shares during the last quarter. Finally, Artisan Partners Limited Partnership boosted its holdings in shares of Samsara by 74.8% in the second quarter. Artisan Partners Limited Partnership now owns 3,964,300 shares of the company’s stock worth $157,700,000 after buying an additional 1,696,341 shares during the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

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.