Samsara (NYSE:IOT) Insider Sells $125,591.52 in Stock

Samsara Inc. (NYSE:IOT) insider Adam Eltoukhy sold 4,688 shares of Samsara stock in a transaction on Friday, February 20th. The stock was sold at an average price of $26.79, for a total transaction of $125,591.52. Following the completion of the transaction, the insider owned 246,675 shares in the company, valued at approximately $6,608,423.25. The trade was a 1.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Adam Eltoukhy also recently made the following trade(s):

• On Tuesday, January 20th, Adam Eltoukhy sold 4,688 shares of Samsara stock. The shares were sold at an average price of $32.54, for a total transaction of $152,547.52.
• On Monday, December 22nd, Adam Eltoukhy sold 4,688 shares of Samsara stock. The stock was sold at an average price of $38.32, for a total value of $179,644.16.
• On Monday, December 15th, Adam Eltoukhy sold 18,952 shares of Samsara stock. The shares were sold at an average price of $40.72, for a total value of $771,725.44.
• On Wednesday, December 10th, Adam Eltoukhy sold 9,498 shares of Samsara stock. The stock was sold at an average price of $44.45, for a total value of $422,186.10.

Samsara Stock Performance

Shares of IOT stock opened at $27.49 on Thursday. Samsara Inc. has a fifty-two week low of $23.38 and a fifty-two week high of $51.01. The company has a market capitalization of $15.86 billion, a P/E ratio of -343.58 and a beta of 1.61. The stock has a 50 day moving average price of $31.40 and a two-hundred day moving average price of $35.70.

Samsara (NYSE:IOT) last posted its quarterly earnings results on Thursday, December 4th. The company reported $0.01 EPS for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.11). The firm 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 company’s quarterly revenue was up 29.2% compared to the same quarter last year. During the same quarter in the prior year, the company 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, equities analysts predict that Samsara Inc. will post -0.3 earnings per share for the current year.

Hedge Funds Weigh In On Samsara

Several large investors have recently made changes to their positions in IOT. Baillie Gifford & Co. increased its position in Samsara by 15.0% during the 4th quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock valued at $1,689,565,000 after buying an additional 6,208,553 shares in the last quarter. Vanguard Group Inc. increased its holdings in shares of Samsara by 11.5% during the fourth quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company’s stock valued at $1,174,620,000 after acquiring an additional 3,417,849 shares in the last quarter. Sands Capital Management LLC increased its holdings in shares of Samsara by 6.4% during the third quarter. Sands Capital Management LLC now owns 20,518,332 shares of the company’s stock valued at $764,308,000 after acquiring an additional 1,242,122 shares in the last quarter. Goldman Sachs Group Inc. raised its position in shares of Samsara by 58.9% in the 4th quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock worth $421,079,000 after purchasing an additional 4,401,082 shares during the last quarter. Finally, Brown Advisory Inc. boosted its stake in Samsara by 42.1% in the 4th quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company’s stock worth $397,536,000 after purchasing an additional 3,322,023 shares in the last quarter. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research firms have weighed in on IOT. BNP Paribas Exane upgraded Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 price objective for the company in a report on Thursday, January 15th. KeyCorp assumed coverage on shares of Samsara in a research report on Tuesday, December 9th. They set an “overweight” rating and a $55.00 price objective on the stock. Zacks Research cut shares of Samsara from a “strong-buy” rating to a “hold” rating in a research report on Monday, February 2nd. Royal Bank Of Canada set a $35.00 target price on shares of Samsara in a research note on Wednesday, February 11th. Finally, BTIG Research started coverage on shares of Samsara in a research note on Tuesday, December 16th. They issued a “buy” rating and a $55.00 price target for the company. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $46.06.

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.