Samsara (NYSE:IOT) Insider John Bicket Sells 208,536 Shares

Samsara Inc. (NYSE:IOT) insider John Bicket sold 208,536 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $25.20, for a total transaction of $5,255,107.20. Following the completion of the sale, the insider owned 294,100 shares of the company’s stock, valued at approximately $7,411,320. The trade was a 41.49% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.

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

• On Tuesday, February 3rd, John Bicket sold 55,364 shares of Samsara stock. The shares were sold at an average price of $25.23, for a total value of $1,396,833.72.
• On Tuesday, January 20th, John Bicket sold 263,900 shares of Samsara stock. The shares were sold at an average price of $32.43, for a total value of $8,558,277.00.
• On Tuesday, January 6th, John Bicket sold 263,900 shares of Samsara stock. The stock was 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 shares were 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 transaction 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 value 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 value of $5,519,968.30.

Samsara Trading Down 3.6%

Shares of NYSE IOT opened at $24.20 on Friday. The company’s 50-day moving average price is $35.36 and its 200 day moving average price is $36.76. The stock has a market cap of $13.96 billion, a price-to-earnings ratio of -302.53 and a beta of 1.61. Samsara Inc. has a 52 week low of $23.38 and a 52 week high of $61.90.

Samsara (NYSE:IOT) last released 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 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 business’s revenue was up 29.2% compared to the same quarter last year. During the same period last year, the firm 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. As a group, research analysts expect that Samsara Inc. will post -0.3 earnings per share for the current year.

Hedge Funds Weigh In On Samsara

A number of institutional investors and hedge funds have recently added to or reduced their stakes in IOT. Lazard Asset Management LLC raised its holdings in Samsara by 2.0% in the third quarter. Lazard Asset Management LLC now owns 13,971 shares of the company’s stock worth $520,000 after purchasing an additional 279 shares during the period. KLP Kapitalforvaltning AS raised its stake in Samsara by 0.3% during the 3rd quarter. KLP Kapitalforvaltning AS now owns 113,900 shares of the company’s stock worth $4,243,000 after buying an additional 300 shares during the period. Jefferies Financial Group Inc. raised its stake in Samsara by 1.6% during the 3rd quarter. Jefferies Financial Group Inc. now owns 20,995 shares of the company’s stock worth $782,000 after buying an additional 322 shares during the period. Cim LLC lifted its holdings in Samsara by 1.0% during the third quarter. Cim LLC now owns 32,700 shares of the company’s stock worth $1,218,000 after acquiring an additional 326 shares in the last quarter. Finally, Empowered Funds LLC grew its stake in Samsara by 3.4% in the first quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock valued at $390,000 after acquiring an additional 335 shares during the period. 96.02% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on IOT. Jefferies Financial Group set a $57.00 target price on shares of Samsara in a report on Wednesday, December 10th. Piper Sandler boosted their price objective on shares of Samsara from $48.00 to $49.00 and gave the company an “overweight” rating in a research note on Friday, December 5th. Bank of America upped their price objective on Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a report on Friday, December 5th. Wells Fargo & Company reduced their target price on Samsara from $52.00 to $43.00 and set an “overweight” rating on the stock in a report on Wednesday. Finally, JPMorgan Chase & Co. boosted their price target on Samsara from $46.00 to $48.00 and gave the company a “neutral” rating in a research report on Friday, December 5th. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $49.53.

More Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Brand and product push: Samsara launched an AI “Safety Coach” in a Super Bowl commercial and named NASCAR champion Jesse Love as its first avatar — a national ad and product spotlight that could boost awareness and enterprise interest in Samsara’s AI safety offerings. Samsara Launches New AI Coach in Super Bowl Commercial
• Positive Sentiment: Marketing/branding tie‑in extended: Samsara extended its partnership with Richard Childress Racing, reinforcing its motorsports marketing strategy and ongoing brand exposure in fleet/safety audiences. Samsara and Richard Childress Racing Announce Partnership Extension
• Neutral Sentiment: Valuation scrutiny: Recent articles assess Samsara’s valuation after a sharp one‑year share decline, keeping investor focus on whether growth and platform durability justify current multiples. These pieces are background for investors weighing longer‑term upside vs near‑term execution risk. Assessing Samsara Valuation
• Neutral Sentiment: Additional analysis: Commentary on platform durability across the NYSE composite offers more context for institutional investors evaluating Samsara’s competitive positioning. Does Samsara Reflect Platform Durability
• Negative Sentiment: Large insider selling: Co‑founders/insiders John Bicket and Sanjit Biswas executed multiple sales on Feb 3–4, each selling roughly 264k shares across two transactions at an average ~ $25.2 per share (proceeds ≈ $6.65M each), materially reducing their holdings by ~40–45% — a signal that can pressure sentiment. SEC filings: John Bicket Form 4 and Sanjit Biswas Form 4
• Negative Sentiment: Analyst price‑target revision: Wells Fargo trimmed its target from $52 to $43 but kept an “overweight” rating — a downward revision that reduces headline upside and may temper momentum among some investors. Wells Fargo Price Target Cut

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.