Sanjit Biswas Sells 82,242 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 82,242 shares of the stock in a transaction on Monday, December 29th. The stock was sold at an average price of $36.27, for a total value of $2,982,917.34. The sale was disclosed in a legal filing with the Securities & Exchange Commission, 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 stock was sold at an average price of $35.96, for a total value of $2,796,177.68.
• 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 transaction 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 transaction 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 shares were sold at an average price of $36.13, for a total value 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 stock was sold at an average price of $38.38, for a total transaction 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 transaction of $5,804,513.22.
• On Tuesday, October 21st, Sanjit Biswas sold 160,000 shares of Samsara stock. The shares were sold at an average price of $38.63, for a total transaction of $6,180,800.00.

Samsara Trading Down 1.5%

IOT traded down $0.55 on Wednesday, hitting $35.43. 2,857,717 shares of the company’s stock were exchanged, compared to its average volume of 5,010,016. The stock has a fifty day moving average of $38.83 and a two-hundred day moving average of $38.04. Samsara Inc. has a twelve month low of $31.40 and a twelve month high of $61.90. The firm has a market cap of $20.44 billion, a PE ratio of -442.88 and a beta of 1.61.

Samsara (NYSE:IOT) last announced 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). Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.The company had revenue of $415.98 million for the quarter, compared to analyst estimates of $398.92 million. During the same quarter in the previous year, the company posted $0.07 earnings per share. The firm’s revenue for the quarter was up 29.2% compared to the same quarter last year. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. On average, analysts predict that Samsara Inc. will post -0.3 EPS for the current year.

Institutional Investors Weigh In On Samsara

Institutional investors and hedge funds have recently modified their holdings of the business. Hudson Bay Capital Management LP acquired a new stake in shares of Samsara in the third quarter worth about $5,043,000. IFP Advisors Inc boosted its holdings in shares of Samsara by 194.4% during the 3rd quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock worth $47,000 after buying an additional 828 shares during the period. Swiss Life Asset Management Ltd grew its position in shares of Samsara by 7.1% in the third quarter. Swiss Life Asset Management Ltd now owns 25,947 shares of the company’s stock valued at $967,000 after purchasing an additional 1,719 shares during the last quarter. Polar Asset Management Partners Inc. bought a new position in Samsara in the 3rd quarter worth approximately $1,637,000. Finally, JPMorgan Chase & Co. boosted its holdings in Samsara by 20.6% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,664,688 shares of the company’s stock valued at $62,010,000 after purchasing an additional 284,174 shares during the period. Institutional investors and hedge funds own 96.02% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have commented on the stock. Piper Sandler boosted their price target on shares of Samsara from $48.00 to $49.00 and gave the stock an “overweight” rating in a research report on Friday, December 5th. Weiss Ratings reissued a “sell (d-)” rating on shares of Samsara in a report on Wednesday, October 8th. Truist Financial increased their price target on Samsara from $35.00 to $39.00 and gave the company a “hold” rating in a research note on Friday, September 5th. BMO Capital Markets lifted 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. Finally, Wells Fargo & Company boosted their price objective on Samsara from $50.00 to $52.00 and gave the stock an “overweight” rating in a research note on Friday, December 5th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $51.53.

Key Stores Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Zacks added Samsara (IOT) to its Rank #1 (Strong Buy) list — a short-term positive catalyst that can attract buyer interest. Zacks Article
• Positive Sentiment: Several brokers have raised price targets and maintained buy/outperform ratings (Bank of America, Cowen, RBC, Piper Sandler), and the stock retains an average analyst stance of “Moderate Buy” — supportive for medium-term demand. Analyst Coverage
• Neutral Sentiment: Recent quarter: revenue beat consensus (revenue +29% YoY) but EPS missed and margins remain negative; company gave FY2026 EPS guidance (0.50) and Q4 guidance (0.12–0.13) — mixed fundamentals leave room for both upside and continued investor caution. Earnings & Guidance
• Negative Sentiment: Large insider sales from senior leaders: John Bicket sold a total of ~170,000 shares across Dec. 29–31 (~$6.14M), and co‑founder Sanjit Biswas sold ~160,000 shares (~$5.78M). Combined executive selling (~330k+ shares, roughly $11–12M) is likely pressuring sentiment. SEC filings: Bicket and Biswas sales. Bicket/Biswas Form 4
• Negative Sentiment: Additional director/office sales: Director Jonathan Chadwick sold 10,000 shares (Dec. 26) and CAO Benjamin Kirchhoff sold 1,683 shares — further insider liquidity that can reinforce downward pressure. Chadwick Form 4

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.