Samsara (NYSE:IOT) Insider Sanjit Biswas Sells 208,081 Shares

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 208,081 shares of the business’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $25.19, for a total value of $5,241,560.39. Following the sale, the insider owned 294,100 shares in the company, valued at approximately $7,408,379. The trade was a 41.44% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link.

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

• 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 stock was 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 stock was 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 stock was sold at an average price of $35.96, for a total value 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 shares were sold at an average price of $38.73, for a total value of $948,807.54.
• On Wednesday, December 17th, Sanjit Biswas sold 135,502 shares of Samsara stock. The stock was 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 stock was 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 transaction of $5,520,346.80.
• On Wednesday, November 19th, Sanjit Biswas sold 36,664 shares of Samsara stock. The stock was sold at an average price of $36.13, for a total transaction of $1,324,670.32.

Samsara Stock Performance

NYSE IOT traded down $0.90 during trading on Thursday, reaching $24.20. 11,326,870 shares of the company’s stock were exchanged, compared to its average volume of 8,507,157. The company has a 50 day moving average price of $35.63 and a two-hundred day moving average price of $36.84. The stock has a market cap of $13.96 billion, a P/E ratio of -302.53 and a beta of 1.61. Samsara Inc. has a 1 year low of $23.38 and a 1 year high of $61.90.

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 the consensus estimate of $0.12 by ($0.11). The company had revenue of $415.98 million during the quarter, compared to analyst estimates of $398.92 million. Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. The business’s revenue was up 29.2% on a year-over-year basis. During the same quarter in the prior year, the company 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 forecast that Samsara Inc. will post -0.3 EPS for the current fiscal year.

Analysts Set New Price Targets

Several brokerages recently issued reports on IOT. KeyCorp began coverage on Samsara in a report on Tuesday, December 9th. They set an “overweight” rating and a $55.00 price objective for the company. Royal Bank Of Canada dropped their target price on Samsara from $50.00 to $46.00 and set an “outperform” rating for the company in a research note on Monday, January 5th. Wells Fargo & Company dropped their price objective on Samsara from $52.00 to $43.00 and set an “overweight” rating for the company in a report on Wednesday. BMO Capital Markets lifted their price target on shares of Samsara from $47.00 to $50.00 and gave the company an “outperform” rating in a research report on Friday, December 5th. Finally, 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. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $49.53.

Hedge Funds Weigh In On Samsara

Several large investors have recently made changes to their positions in IOT. Baillie Gifford & Co. boosted its position in shares of Samsara by 15.0% in the 4th quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock valued at $1,689,565,000 after purchasing an additional 6,208,553 shares during the period. Vanguard Group Inc. raised its holdings in shares of Samsara by 11.5% during the fourth quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company’s stock worth $1,174,620,000 after acquiring an additional 3,417,849 shares in the last quarter. Sands Capital Management LLC lifted its holdings 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 buying an additional 1,242,122 shares during the last quarter. State Street Corp grew its position in Samsara by 107.8% in 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 in the last quarter. Finally, Geode Capital Management LLC boosted its holdings in 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 purchasing an additional 1,931,870 shares in the last quarter. Institutional investors own 96.02% of the company’s stock.

Samsara News Summary

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Wells Fargo cut its price target from $52 to $43 but kept an “overweight” rating, implying continued analyst conviction in multi-quarter upside (their $43 PT represents material upside vs. recent levels). Benzinga
• Neutral Sentiment: Coverage pieces assessing Samsara’s valuation and platform durability are highlighting the company’s growth story but also noting a sharp one‑year shareholder return decline — useful context for investors but not an immediate catalyst. Kalkine Media Yahoo Finance
• Negative Sentiment: Significant insider selling: co‑founders/executives John Bicket and Sanjit Biswas each disposed of large blocks (sales on Feb 3–4 totaling roughly 208k + 55k shares per person at ~ $25.19–$25.23/share), cutting their holdings by ~41–45% — a potential negative signal to the market on near‑term insider conviction. SEC filings: John Bicket Form 4 and Sanjit Biswas Form 4
• Negative Sentiment: Zacks Research downgraded Samsara from “strong-buy” to “hold,” reducing near-term analyst enthusiasm and potentially pressuring sentiment. Zacks TickerReport

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.