Samsara (NYSE:IOT) Insider John Bicket Sells 263,900 Shares of Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 263,900 shares of the company’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $32.43, for a total value of $8,558,277.00. Following the completion of the transaction, the insider directly owned 78,800 shares of the company’s stock, valued at approximately $2,555,484. This trade represents a 77.01% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link.

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

• On Tuesday, January 6th, John Bicket sold 263,900 shares of Samsara stock. The shares were sold at an average price of $34.40, for a total value of $9,078,160.00.
• On Wednesday, December 31st, John Bicket sold 1,953 shares of Samsara stock. The stock was sold at an average price of $35.74, for a total value of $69,800.22.
• On Tuesday, December 30th, John Bicket sold 85,773 shares of Samsara stock. The stock was sold at an average price of $35.96, for a total value of $3,084,397.08.
• On Monday, December 29th, John Bicket sold 82,274 shares of Samsara stock. The shares were sold at an average price of $36.27, for a total transaction of $2,984,077.98.
• On Thursday, December 18th, John Bicket sold 33,939 shares of Samsara stock. The stock was sold at an average price of $38.75, for a total transaction of $1,315,136.25.
• 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 transaction 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 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 shares were sold at an average price of $36.11, for a total value 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 value of $4,506,830.91.

Samsara Trading Up 0.9%

Shares of Samsara stock opened at $32.10 on Friday. The stock has a 50 day moving average of $37.07 and a 200 day moving average of $37.45. Samsara Inc. has a 12 month low of $31.25 and a 12 month high of $61.90. The firm has a market cap of $18.52 billion, a PE ratio of -401.25 and a beta of 1.62.

Samsara (NYSE:IOT) last released its quarterly earnings data 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). The firm had revenue of $415.98 million during the quarter, compared to the consensus estimate of $398.92 million. Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.The business’s revenue was up 29.2% compared to the same quarter last year. During the same period in the previous 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. As a group, equities research analysts forecast that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Samsara News Summary

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Large customer adoption — Thousands of food & beverage leaders have standardized on Samsara for deliveries, highlighting traction in a vertical that can drive recurring subscription and hardware revenue. Read More.
• Neutral Sentiment: Analyst / investor take — Commentary asking whether it’s “too late” to buy after the pullback provides context for investors weighing valuation vs. growth, but contains no new company-specific data. Read More.
• Negative Sentiment: Headlines and market forces pushed shares sharply lower earlier in the week as investors sold amid renewed trade‑tension fears; coverage cited an ~8% drop to near the 52‑week low. This macro/news-driven selling can amplify volatility and investor caution. Read More.
• Negative Sentiment: Large insider sales — Co‑founders John Bicket and Sanjit Biswas each sold 263,900 shares at about $32.43 (~$8.56M each), cutting their holdings by ~77%, and another insider (Adam Eltoukhy) sold a smaller block (~4,688 shares). Large founder sell-offs often raise investor concern about insider confidence and add direct supply to the market. SEC filings: John Bicket (Read More.), Sanjit Biswas (Read More.), Adam Eltoukhy (Read More.).
• Negative Sentiment: Market commentary aggregation — Multiple news summaries (MSN, InsiderMonkey) flagged Samsara among stocks trading down, reinforcing negative sentiment and likely contributing to short‑term selling pressure. Read More. • Read More.

Institutional Trading of Samsara

Several institutional investors have recently added to or reduced their stakes in IOT. Catalyst Capital Advisors LLC purchased a new position in shares of Samsara during the second quarter valued at approximately $28,000. Versant Capital Management Inc lifted its stake in shares of Samsara by 6,078.6% during the 3rd quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock worth $32,000 after acquiring an additional 851 shares during the last quarter. Whipplewood Advisors LLC boosted its holdings in Samsara by 349.8% during the 2nd quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company’s stock valued at $43,000 after acquiring an additional 850 shares during the period. Optiver Holding B.V. boosted its holdings in Samsara by 953.2% during the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock valued at $44,000 after acquiring an additional 1,058 shares during the period. Finally, Allworth Financial LP grew its position in 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 acquiring an additional 1,052 shares during the last quarter. Institutional investors own 96.02% of the company’s stock.

Analyst Upgrades and Downgrades

IOT has been the topic of a number of research reports. Bank of America boosted their target price on shares of Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a report on Friday, December 5th. BMO Capital Markets lifted their price target on Samsara from $47.00 to $50.00 and gave the stock an “outperform” rating in a research report on Friday, December 5th. Jefferies Financial Group set a $57.00 price objective on Samsara in a research report on Wednesday, December 10th. BTIG Research began coverage on Samsara in a report on Tuesday, December 16th. They issued a “buy” rating and a $55.00 target price for the company. Finally, BNP Paribas Exane raised Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 target price on the stock in a research report on Thursday, January 15th. Three research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $50.56.

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.