Samsara (NYSE:IOT) Insider Sanjit Biswas Sells 263,900 Shares of Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 263,900 shares of the stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $34.40, for a total value of $9,078,160.00. Following the sale, the insider directly owned 89,400 shares in the company, valued at $3,075,360. This trade represents a 74.70% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link.

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

• 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 value of $2,796,177.68.
• On Monday, December 29th, Sanjit Biswas sold 82,242 shares of Samsara stock. The stock was 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 transaction 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 transaction 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 transaction 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 transaction 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 transaction 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 transaction of $4,501,764.00.
• On Wednesday, November 5th, Sanjit Biswas sold 10,937 shares of Samsara stock. The shares were sold at an average price of $38.38, for a total value of $419,762.06.
• On Tuesday, November 4th, Sanjit Biswas sold 149,063 shares of Samsara stock. The stock was sold at an average price of $38.94, for a total value of $5,804,513.22.

Samsara Stock Down 7.1%

Shares of NYSE IOT opened at $33.75 on Friday. The stock’s 50-day simple moving average is $38.23 and its two-hundred day simple moving average is $37.86. Samsara Inc. has a twelve month low of $31.40 and a twelve month high of $61.90. The firm has a market capitalization of $19.47 billion, a P/E ratio of -421.85 and a beta of 1.62.

Samsara (NYSE:IOT) last issued its quarterly 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 business had revenue of $415.98 million for 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 business’s revenue was up 29.2% compared to the same quarter last year. During the same quarter last year, the business posted $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, research analysts anticipate that Samsara Inc. will post -0.3 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. Catalyst Capital Advisors LLC purchased a new stake in Samsara during the 2nd quarter valued at about $28,000. Versant Capital Management Inc lifted its position in Samsara by 6,078.6% in the third quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock valued at $32,000 after purchasing an additional 851 shares during the last quarter. Family Legacy Financial Solutions LLC bought a new stake in Samsara in the second quarter valued at approximately $40,000. Whipplewood Advisors LLC boosted its stake in shares of Samsara by 349.8% during the second quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company’s stock valued at $43,000 after purchasing an additional 850 shares during the period. Finally, Optiver Holding B.V. grew its holdings in shares of Samsara by 953.2% in the third quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after purchasing an additional 1,058 shares during the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on IOT shares. TD Cowen raised 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. Piper Sandler increased their target price on Samsara from $48.00 to $49.00 and gave the company an “overweight” rating in a research note on Friday, December 5th. BMO Capital Markets raised their price target on Samsara from $47.00 to $50.00 and gave the company an “outperform” rating in a research report on Friday, December 5th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Samsara in a research note on Wednesday, October 8th. Finally, Cowen reiterated a “buy” rating on shares of Samsara in a research report on Friday, December 5th. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $51.27.

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.