Samsara (NYSE:IOT) Insider John Bicket Sells 55,364 Shares of Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 55,364 shares of Samsara stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $25.23, for a total value of $1,396,833.72. Following the sale, the insider owned 68,200 shares in the company, valued at $1,720,686. This trade represents a 44.81% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink.

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

• On Wednesday, February 4th, John Bicket sold 208,536 shares of Samsara stock. The stock was sold at an average price of $25.20, for a total value of $5,255,107.20.
• On Tuesday, January 20th, John Bicket 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, John Bicket 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 Wednesday, December 31st, John Bicket sold 1,953 shares of Samsara stock. The stock was sold at an average price of $35.74, for a total transaction of $69,800.22.
• On Tuesday, December 30th, John Bicket sold 85,773 shares of Samsara stock. The shares were 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 stock was 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 value of $1,315,136.25.
• On Wednesday, December 17th, John Bicket sold 136,061 shares of Samsara stock. The stock was sold at an average price of $38.37, for a total value of $5,220,660.57.
• On Wednesday, December 3rd, John Bicket sold 24,162 shares of Samsara stock. The shares were 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 Price Performance

NYSE:IOT opened at $24.20 on Friday. The firm has a market cap of $13.96 billion, a price-to-earnings ratio of -302.53 and a beta of 1.61. The firm’s fifty day moving average price is $35.36 and its 200 day moving average price is $36.76. Samsara Inc. has a 1-year low of $23.38 and a 1-year high of $61.90.

Samsara (NYSE:IOT) last released its earnings results on Thursday, December 4th. The company reported $0.01 EPS for the quarter, missing the consensus estimate of $0.12 by ($0.11). The firm 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 firm’s revenue was up 29.2% on a year-over-year basis. 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, analysts expect that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

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

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on IOT. BNP Paribas Exane upgraded shares of Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 price target for the company in a report on Thursday, January 15th. TD Cowen reaffirmed a “buy” rating on shares of Samsara in a report on Friday, December 5th. BTIG Research assumed coverage on Samsara in a research note on Tuesday, December 16th. They set a “buy” rating and a $55.00 price target on the stock. Bank of America upped their price target on Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a report on Friday, December 5th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Samsara in a research report on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Samsara has an average rating of “Moderate Buy” and a consensus target price of $49.53.

Hedge Funds Weigh In On Samsara

Institutional investors have recently made changes to their positions in the stock. Catalyst Capital Advisors LLC purchased a new stake in shares of Samsara in the second quarter valued at $28,000. Versant Capital Management Inc lifted its holdings in Samsara by 6,078.6% in the 3rd quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock valued at $32,000 after purchasing an additional 851 shares in the last quarter. Whipplewood Advisors LLC boosted its stake in shares of Samsara by 349.8% during the 2nd quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company’s stock worth $43,000 after purchasing an additional 850 shares during the last quarter. Allworth Financial LP boosted its position in Samsara by 906.9% during the second quarter. Allworth Financial LP now owns 1,168 shares of the company’s stock worth $46,000 after acquiring an additional 1,052 shares during the last quarter. Finally, Optiver Holding B.V. grew its stake in Samsara by 953.2% in the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after acquiring an additional 1,058 shares during the period. 96.02% of the stock is owned by institutional investors and hedge funds.

About Samsara

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.