Samsara (NYSE:IOT) Insider John Bicket Sells 136,061 Shares

Samsara Inc. (NYSE:IOT) insider John Bicket sold 136,061 shares of the stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $38.37, for a total value of $5,220,660.57. Following the completion of the sale, the insider directly owned 6,000 shares of the company’s stock, valued at $230,220. The trade was a 95.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink.

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

• On Thursday, December 18th, John Bicket sold 33,939 shares of Samsara stock. The shares were sold at an average price of $38.75, for a total transaction of $1,315,136.25.
• 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 transaction of $921,780.30.
• On Tuesday, December 2nd, John Bicket sold 145,838 shares of Samsara stock. The stock was sold at an average price of $37.85, for a total transaction of $5,519,968.30.
• On Wednesday, November 19th, John Bicket sold 46,559 shares of Samsara stock. The shares were sold at an average price of $36.11, for a total transaction of $1,681,245.49.
• On Tuesday, November 18th, John Bicket sold 123,441 shares of Samsara stock. The shares were sold at an average price of $36.51, for a total transaction of $4,506,830.91.
• On Wednesday, November 5th, John Bicket sold 20,723 shares of Samsara stock. The stock was sold at an average price of $38.52, for a total transaction of $798,249.96.
• On Tuesday, November 4th, John Bicket sold 149,277 shares of Samsara stock. The shares were sold at an average price of $38.94, for a total value of $5,812,846.38.
• On Tuesday, October 21st, John Bicket sold 170,000 shares of Samsara stock. The stock was sold at an average price of $38.66, for a total value of $6,572,200.00.
• On Tuesday, October 7th, John Bicket sold 170,000 shares of Samsara stock. The shares were sold at an average price of $38.35, for a total value of $6,519,500.00.
• On Wednesday, September 24th, John Bicket sold 36,579 shares of Samsara stock. The shares were sold at an average price of $37.50, for a total transaction of $1,371,712.50.

Samsara Stock Performance

Shares of Samsara stock opened at $38.24 on Friday. Samsara Inc. has a one year low of $31.40 and a one year high of $61.90. The company has a market cap of $21.94 billion, a P/E ratio of -478.00 and a beta of 1.61. The firm has a fifty day moving average of $38.94 and a two-hundred day moving average of $38.46.

Samsara (NYSE:IOT) last issued its earnings results on Thursday, December 4th. The company reported $0.01 earnings per share 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 analysts’ expectations of $398.92 million. Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. The firm’s revenue was up 29.2% on a year-over-year basis. During the same period in the previous year, the firm 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. As a group, equities analysts predict that Samsara Inc. will post -0.3 earnings per share for the current year.

Key Stores Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: BTIG initiated/upgraded coverage on Samsara with a buy/strong?buy stance, which provides institutional validation of the growth outlook and likely lifted short?term demand. BTIG initiates coverage
• Neutral Sentiment: Coverage and press on Samsara’s Q3 results highlight revenue strength (double?digit growth) even though profit metrics remain mixed; this keeps investor focus on execution and margin progress rather than creating a clear directional impulse. Q3 earnings coverage
• Negative Sentiment: Large insider sales by co?founders Sanjit Biswas and John Bicket (massive reductions on Dec. 17–18 that left each with about 6,000 shares) generated more than $5M in proceeds per filing — a material drop in their holdings that can be read as diversification or concern and tends to weigh on sentiment. SEC filings and a press roundup detail the transactions. John Bicket Form 4 Sanjit Biswas Form 4 Insider selling roundup

Analyst Ratings Changes

Several analysts have recently commented on the company. BTIG Research began coverage on Samsara in a report on Tuesday. They issued a “buy” rating and a $55.00 price target for the company. Evercore ISI set a $50.00 target price on Samsara and gave the company an “outperform” rating in a report on Wednesday, October 1st. BMO Capital Markets upped their price target on shares of Samsara from $47.00 to $50.00 and gave the stock an “outperform” rating in a research note on Friday, December 5th. Royal Bank Of Canada boosted their price objective on shares of Samsara from $46.00 to $50.00 and gave the stock an “outperform” rating in a report on Friday, December 5th. Finally, Craig Hallum raised Samsara from a “hold” rating to a “buy” rating and boosted their price target for the stock from $42.00 to $48.00 in a research note on Friday, September 5th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $51.53.

Institutional Investors Weigh In On Samsara

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

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.