Key Points
- Insider sale: Co‑founder Sanjit Biswas sold 24,498 shares on Dec. 18 at an average $38.73 (~$948,808), leaving him with 127,000 shares (a 16.17% drop), and this transaction is part of multiple recent large sales by company insiders that generated tens of millions in proceeds.
- Mixed earnings: Samsara reported Q3 revenue of $415.98M (up 29.2% YoY) beating estimates but missed on EPS ($0.01 vs. $0.12 consensus) and remains unprofitable, while setting FY‑2026 guidance of $0.50 EPS.
- Market view: The stock has a market cap of about $21.94B, a 52‑week range of $31.40–$61.90, and analysts hold a consensus "Moderate Buy" rating with an average price target of $51.53.
Samsara Inc. (NYSE:IOT - Get Free Report) insider Sanjit Biswas sold 24,498 shares of the business's stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $38.73, for a total value of $948,807.54. Following the sale, the insider owned 127,000 shares in the company, valued at approximately $4,918,710. This represents a 16.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link.
Sanjit Biswas also recently made the following trade(s):
- 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 shares were 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 transaction of $1,324,670.32.
- On Tuesday, November 18th, Sanjit Biswas sold 123,336 shares of Samsara stock. The shares were 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 shares were sold at an average price of $38.94, for a total value 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 value of $6,180,800.00.
- On Tuesday, October 7th, Sanjit Biswas sold 160,000 shares of Samsara stock. The stock was sold at an average price of $38.36, for a total value of $6,137,600.00.
- On Wednesday, September 24th, Sanjit Biswas sold 26,590 shares of Samsara stock. The stock was sold at an average price of $37.60, for a total value of $999,784.00.
Samsara Price Performance
Shares of NYSE:IOT opened at $38.24 on Friday. The stock has a market capitalization of $21.94 billion, a price-to-earnings ratio of -478.00 and a beta of 1.61. The business's fifty day moving average price is $38.94 and its two-hundred day moving average price is $38.46. Samsara Inc. has a fifty-two week low of $31.40 and a fifty-two week high of $61.90.
Samsara (NYSE:IOT - Get Free Report) last posted 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 the consensus estimate 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 for the quarter was up 29.2% compared to the same quarter last year. During the same period in the previous year, the company 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. Research analysts expect that Samsara Inc. will post -0.3 EPS for the current fiscal year.
Wall Street Analyst Weigh In
A number of research firms recently weighed in on IOT. Jefferies Financial Group set a $57.00 price target on Samsara in a report on Wednesday, December 10th. Morgan Stanley increased their target price on Samsara from $50.00 to $53.00 and gave the stock an "equal weight" rating in a report on Monday, September 8th. KeyCorp began coverage on Samsara in a report on Tuesday, December 9th. They issued an "overweight" rating and a $55.00 price target for the company. Royal Bank Of Canada increased 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, JPMorgan Chase & Co. upped their target price on shares of Samsara from $46.00 to $48.00 and gave the stock a "neutral" rating in a research report on Friday, December 5th. One investment 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 stock. Based on data from MarketBeat, Samsara presently has an average rating of "Moderate Buy" and a consensus price target of $51.53.
View Our Latest Stock Report on IOT
Institutional Investors Weigh In On Samsara
Several institutional investors have recently modified their holdings of the business. Gerber Kawasaki Wealth & Investment Management lifted its holdings in Samsara by 0.5% in the first quarter. Gerber Kawasaki Wealth & Investment Management now owns 54,000 shares of the company's stock valued at $2,070,000 after buying an additional 250 shares during the period. Lazard Asset Management LLC lifted its stake in shares of Samsara by 2.0% in the 3rd quarter. Lazard Asset Management LLC now owns 13,971 shares of the company's stock valued at $520,000 after purchasing an additional 279 shares during the period. KLP Kapitalforvaltning AS boosted its position in shares of Samsara by 0.3% in the 3rd quarter. KLP Kapitalforvaltning AS now owns 113,900 shares of the company's stock worth $4,243,000 after purchasing an additional 300 shares during the last quarter. Jefferies Financial Group Inc. increased its holdings in Samsara by 1.6% in the third quarter. Jefferies Financial Group Inc. now owns 20,995 shares of the company's stock valued at $782,000 after purchasing an additional 322 shares during the last quarter. Finally, Cim LLC lifted its stake in Samsara by 1.0% in the third quarter. Cim LLC now owns 32,700 shares of the company's stock valued at $1,218,000 after buying an additional 326 shares during the period. Institutional investors and hedge funds own 96.02% of the company's stock.
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
Samsara Company Profile
(
Get Free Report)
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.
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