Samsara (NYSE:IOT) Insider Sells $5,220,660.57 in Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 136,061 shares of Samsara stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $38.37, for a total value of $5,220,660.57. Following the sale, the insider owned 6,000 shares of the company’s stock, valued at approximately $230,220. This represents a 95.78% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link.

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

• 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 transaction of $1,315,136.25.
• 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 transaction 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.
• 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 value 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 value 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 value 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 stock was sold at an average price of $37.50, for a total value of $1,371,712.50.

Samsara Trading Up 0.2%

Shares of NYSE IOT traded up $0.09 on Friday, reaching $38.24. 13,209,540 shares of the company traded hands, compared to its average volume of 5,067,942. The stock has a market capitalization of $21.94 billion, a PE ratio of -478.00 and a beta of 1.61. Samsara Inc. has a fifty-two week low of $31.40 and a fifty-two week high of $61.90. The company has a 50 day moving average of $38.91 and a 200 day moving average of $38.52.

Samsara (NYSE:IOT) last released its earnings results on Thursday, December 4th. The company reported $0.01 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.11). Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. The company had revenue of $415.98 million during the quarter, compared to analysts’ expectations of $398.92 million. During the same quarter in the previous year, the firm posted $0.07 earnings per share. Samsara’s revenue for the quarter was up 29.2% compared to the same quarter last year. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. As a group, research analysts expect that Samsara Inc. will post -0.3 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on the company. Wells Fargo & Company lifted their target price on Samsara from $50.00 to $52.00 and gave the company an “overweight” rating in a report on Friday, December 5th. KeyCorp initiated coverage on Samsara in a report on Tuesday, December 9th. They issued an “overweight” rating and a $55.00 price objective on the stock. Piper Sandler lifted their price objective on Samsara from $48.00 to $49.00 and gave the company an “overweight” rating in a research note on Friday, December 5th. Truist Financial increased their target price 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. Finally, Cowen reaffirmed a “buy” rating on shares of Samsara in a research report 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 issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $51.53.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in IOT. Vanguard Group Inc. increased its stake in Samsara by 18.3% during the 2nd quarter. Vanguard Group Inc. now owns 27,803,226 shares of the company’s stock worth $1,106,012,000 after buying an additional 4,307,755 shares during the period. Norges Bank acquired a new stake in shares of Samsara during the second quarter valued at about $134,950,000. State Street Corp increased its position in shares of Samsara by 107.8% during the second quarter. State Street Corp now owns 5,611,956 shares of the company’s stock worth $223,244,000 after acquiring an additional 2,910,916 shares during the last quarter. Sands Capital Management LLC increased its position in shares of Samsara by 17.2% during the second quarter. Sands Capital Management LLC now owns 19,276,210 shares of the company’s stock worth $766,808,000 after acquiring an additional 2,833,049 shares during the last quarter. Finally, Wellington Management Group LLP lifted its stake in shares of Samsara by 363.2% in the third quarter. Wellington Management Group LLP now owns 3,181,099 shares of the company’s stock worth $118,496,000 after acquiring an additional 2,494,368 shares in the last quarter. 96.02% of the stock is owned by institutional investors and hedge funds.

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.