Samsara (NYSE:IOT) Insider Sanjit Biswas Sells 135,502 Shares of Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 135,502 shares of the business’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $38.37, for a total transaction of $5,199,211.74. Following the completion of the sale, the insider directly owned 6,000 shares in the company, valued at $230,220. This represents a 95.76% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

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

• On Thursday, December 18th, Sanjit Biswas sold 24,498 shares of Samsara stock. The stock was sold at an average price of $38.73, for a total value of $948,807.54.
• On Wednesday, December 3rd, Sanjit Biswas sold 14,152 shares of Samsara stock. The shares were 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 value 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 value of $4,501,764.00.
• On Wednesday, November 5th, Sanjit Biswas sold 10,937 shares of Samsara stock. The stock was 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 transaction 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 shares were sold at an average price of $37.60, for a total value of $999,784.00.

Samsara Stock Performance

IOT opened at $38.24 on Friday. Samsara Inc. has a 52-week low of $31.40 and a 52-week high of $61.90. The firm has a market capitalization of $21.94 billion, a PE ratio of -478.00 and a beta of 1.61. The business’s 50-day simple moving average is $38.94 and its 200 day simple moving average is $38.46.

Samsara (NYSE:IOT) last posted its quarterly earnings results on Thursday, December 4th. The company reported $0.01 earnings per share for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.11). The company 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 firm’s revenue for the quarter was up 29.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.07 earnings per share. 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, research analysts forecast that Samsara Inc. will post -0.3 earnings per share for the current year.

More Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: BTIG initiated/upgraded coverage on Samsara with a buy/strong‑buy stance, which provides institutional validation of the growth outlook and likely lifted short‑term demand. BTIG initiates coverage
• Neutral Sentiment: Coverage and press on Samsara’s Q3 results highlight revenue strength (double‑digit growth) even though profit metrics remain mixed; this keeps investor focus on execution and margin progress rather than creating a clear directional impulse. Q3 earnings coverage
• Negative Sentiment: Large insider sales by co‑founders Sanjit Biswas and John Bicket (massive reductions on Dec. 17–18 that left each with about 6,000 shares) generated more than $5M in proceeds per filing — a material drop in their holdings that can be read as diversification or concern and tends to weigh on sentiment. SEC filings and a press roundup detail the transactions. John Bicket Form 4 Sanjit Biswas Form 4 Insider selling roundup

Institutional Investors Weigh In On Samsara

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

Analyst Ratings Changes

A number of research analysts have recently commented on IOT shares. TD Cowen lifted their price objective on shares of Samsara from $49.00 to $55.00 and gave the company a “buy” rating in a research report on Friday, December 5th. Weiss Ratings reissued a “sell (d-)” rating on shares of Samsara in a research report on Wednesday, October 8th. Morgan Stanley raised their price objective on Samsara from $50.00 to $53.00 and gave the company an “equal weight” rating in a research report on Monday, September 8th. Bank of America boosted their target price on Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a report on Friday, December 5th. Finally, Truist Financial raised their price target on Samsara from $35.00 to $39.00 and gave the company a “hold” rating in a report on Friday, September 5th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Samsara currently has an average rating of “Moderate Buy” and a consensus target price of $51.53.

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.