Key Points
- Dominic Phillips sold 8,231 Samsara shares on Dec. 10 at an average $44.46 for $365,950, leaving him with 666,871 shares (a 1.22% reduction) and continuing a series of large insider sales across Sept–Dec.
- Samsara missed quarterly EPS ($0.01 vs. $0.12 expected) and remains unprofitable (negative net margin and ROE) despite revenue rising 29.2% year‑over‑year; the company has guided to roughly $0.50 for FY2026 and Q4 2026 to $0.12–0.13 while sell‑side consensus expects -0.3 EPS for the current year.
- The stock traded lower (down ~2.6%), has a $25.14B market cap and a 52‑week range of $31.40–$61.90, with heavy institutional ownership (about 96%) and an average analyst rating of "Moderate Buy" with a $51.29 price target.
Samsara Inc. (NYSE:IOT - Get Free Report) CAO Benjamin Louis Kirchhoff sold 1,609 shares of the company's stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $44.44, for a total value of $71,503.96. Following the transaction, the chief accounting officer owned 98,976 shares of the company's stock, valued at approximately $4,398,493.44. The trade was a 1.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.
Benjamin Louis Kirchhoff also recently made the following trade(s):
- On Monday, September 29th, Benjamin Louis Kirchhoff sold 4,933 shares of Samsara stock. The shares were sold at an average price of $37.47, for a total value of $184,839.51.
Samsara Stock Performance
Shares of IOT opened at $42.57 on Friday. The firm has a fifty day moving average of $38.95 and a 200-day moving average of $38.76. The company has a market cap of $24.42 billion, a price-to-earnings ratio of -535.79 and a beta of 1.61. Samsara Inc. has a 1 year low of $31.40 and a 1 year high of $61.90.
Samsara (NYSE:IOT - Get Free Report) last released its quarterly earnings data 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 firm had revenue of $415.98 million during the quarter, compared to analyst estimates of $398.92 million. During the same period last year, the business earned $0.07 EPS. The firm's revenue was up 29.2% on a year-over-year basis. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. Analysts predict that Samsara Inc. will post -0.3 EPS for the current year.
Analyst Ratings Changes
A number of analysts have recently weighed in on IOT shares. JPMorgan Chase & Co. upped their price target on shares of Samsara from $46.00 to $48.00 and gave the stock a "neutral" rating in a research note on Friday, December 5th. Craig Hallum raised Samsara from a "hold" rating to a "buy" rating and boosted their target price for the stock from $42.00 to $48.00 in a report on Friday, September 5th. BMO Capital Markets increased their price target on Samsara from $47.00 to $50.00 and gave the company an "outperform" rating in a research note on Friday, December 5th. Cowen reiterated a "buy" rating on shares of Samsara in a research report on Friday, December 5th. Finally, Piper Sandler upped their price objective on Samsara from $48.00 to $49.00 and gave the company an "overweight" rating in a report on Friday, December 5th. Ten research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $51.29.
Get Our Latest Stock Analysis on Samsara
Institutional Inflows and Outflows
Several institutional investors have recently modified their holdings of IOT. Catalyst Capital Advisors LLC acquired a new stake in shares of Samsara during the 2nd quarter valued at $28,000. Versant Capital Management Inc raised its position in shares of Samsara by 6,078.6% during the third quarter. Versant Capital Management Inc now owns 865 shares of the company's stock worth $32,000 after purchasing an additional 851 shares during the period. AlphaQuest LLC lifted its holdings in shares of Samsara by 519.6% during the first quarter. AlphaQuest LLC now owns 1,041 shares of the company's stock valued at $40,000 after purchasing an additional 873 shares during the last quarter. Family Legacy Financial Solutions LLC acquired a new position in shares of Samsara in the 2nd quarter valued at $40,000. Finally, Whipplewood Advisors LLC increased its stake in Samsara by 349.8% in 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 in the last quarter. Institutional investors own 96.02% of the company's stock.
Samsara Company Profile
(
Get Free Report)
Samsara Inc provides solutions that connects physical operations data to its connected operations cloud in the United States and internationally. The company's Connected Operations Cloud includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy.
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