Insider Selling: Samsara (NYSE:IOT) Insider Sells $6,827,093.00 in Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 263,900 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $25.87, for a total value of $6,827,093.00. Following the completion of the sale, the insider owned 57,600 shares of the company’s stock, valued at $1,490,112. This represents a 82.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link.

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

• On Wednesday, February 4th, Sanjit Biswas sold 208,081 shares of Samsara stock. The shares were sold at an average price of $25.19, for a total value of $5,241,560.39.
• On Tuesday, February 3rd, Sanjit Biswas sold 55,819 shares of Samsara stock. The stock was sold at an average price of $25.23, for a total value of $1,408,313.37.
• On Tuesday, January 20th, Sanjit Biswas sold 263,900 shares of Samsara stock. The shares were sold at an average price of $32.43, for a total transaction of $8,558,277.00.
• On Tuesday, January 6th, Sanjit Biswas sold 263,900 shares of Samsara stock. The shares were sold at an average price of $34.40, for a total transaction of $9,078,160.00.
• On Tuesday, December 30th, Sanjit Biswas sold 77,758 shares of Samsara stock. The shares were sold at an average price of $35.96, for a total transaction of $2,796,177.68.
• On Monday, December 29th, Sanjit Biswas sold 82,242 shares of Samsara stock. The shares were sold at an average price of $36.27, for a total transaction of $2,982,917.34.
• 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 transaction of $948,807.54.
• On Wednesday, December 17th, Sanjit Biswas sold 135,502 shares of Samsara stock. The shares were 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 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 shares were sold at an average price of $37.85, for a total value of $5,520,346.80.

Samsara Stock Down 0.4%

Samsara stock traded down $0.12 during mid-day trading on Thursday, hitting $26.81. 6,291,614 shares of the company were exchanged, compared to its average volume of 8,742,246. Samsara Inc. has a 1-year low of $23.38 and a 1-year high of $58.43. The business has a fifty day moving average of $32.80 and a 200 day moving average of $36.03. The company has a market capitalization of $15.47 billion, a PE ratio of -335.13 and a beta of 1.61.

Samsara (NYSE:IOT) last announced 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). The firm had revenue of $415.98 million for the quarter, compared to analyst estimates of $398.92 million. Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.The company’s revenue for the quarter was up 29.2% compared to the same quarter last year. During the same quarter last year, the business 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. Research analysts expect that Samsara Inc. will post -0.3 earnings per share for the current year.

Analyst Ratings Changes

IOT has been the topic of a number of recent analyst reports. BMO Capital Markets boosted their price objective on Samsara from $47.00 to $50.00 and gave the stock an “outperform” rating in a research note on Friday, December 5th. The Goldman Sachs Group began coverage on Samsara in a report on Wednesday, February 11th. They issued a “buy” rating and a $36.00 price target for the company. Zacks Research downgraded shares of Samsara from a “strong-buy” rating to a “hold” rating in a research report on Monday, February 2nd. Wells Fargo & Company lowered their price objective on shares of Samsara from $52.00 to $43.00 and set an “overweight” rating for the company in a research report on Wednesday, February 4th. Finally, BNP Paribas Exane raised shares of Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 target price for the company in a research note on Thursday, January 15th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $46.69.

Institutional Trading of Samsara

Several institutional investors and hedge funds have recently made changes to their positions in the business. Catalyst Capital Advisors LLC acquired a new stake in shares of Samsara during the second quarter worth $28,000. Acumen Wealth Advisors LLC bought a new position in Samsara during the fourth quarter worth about $28,000. Versant Capital Management Inc grew its position 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 buying an additional 851 shares during the period. Caitong International Asset Management Co. Ltd increased its stake in shares of Samsara by 312.6% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock valued at $31,000 after acquiring an additional 669 shares during the last quarter. Finally, AlphaCentric Advisors LLC bought a new stake in shares of Samsara in the 4th quarter valued at about $36,000. Institutional investors own 96.02% of the company’s stock.

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.