Key Points
- Insider selling: Chief/insider Adam Eltoukhy sold 4,688 Samsara shares on Dec. 22 at an average $38.32 (≈$179.6K) and has executed several larger sales in recent weeks, trimming his stake to 246,675 shares (a 1.87% reduction).
- Quarterly results: Samsara missed EPS estimates ($0.01 vs. $0.12) but beat revenue expectations as revenue rose 29.2% year-over-year to $416M; the company set FY2026 guidance around $0.50 EPS and Q4 guidance of $0.12–$0.13.
- Market context: IOT trades near the high $30s (opened $37.14) with a 52-week range of $31.40–$61.90 and a $21.4B market cap, while analysts hold a "Moderate Buy" consensus with a $51.53 average target.
Samsara Inc. (NYSE:IOT - Get Free Report) insider Adam Eltoukhy sold 4,688 shares of the company's stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $38.32, for a total value of $179,644.16. Following the sale, the insider directly owned 246,675 shares of the company's stock, valued at $9,452,586. The trade was a 1.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.
Adam Eltoukhy also recently made the following trade(s):
- 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 transaction 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 transaction of $422,186.10.
- On Thursday, November 20th, Adam Eltoukhy sold 4,767 shares of Samsara stock. The shares were sold at an average price of $36.04, for a total transaction of $171,802.68.
- On Monday, October 20th, Adam Eltoukhy sold 4,767 shares of Samsara stock. The stock was sold at an average price of $37.16, for a total transaction of $177,141.72.
Samsara Price Performance
IOT stock opened at $37.14 on Wednesday. Samsara Inc. has a 52-week low of $31.40 and a 52-week high of $61.90. The company has a 50-day moving average of $38.93 and a two-hundred day moving average of $38.23. The stock has a market capitalization of $21.43 billion, a price-to-earnings ratio of -464.19 and a beta of 1.61.
Samsara (NYSE:IOT - Get Free Report) last posted its quarterly earnings data on Thursday, December 4th. The company reported $0.01 EPS 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 business had revenue of $415.98 million during the quarter, compared to the consensus estimate of $398.92 million. During the same quarter in the previous year, the firm posted $0.07 earnings per share. The company's revenue for the quarter 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. Equities analysts expect that Samsara Inc. will post -0.3 EPS for the current fiscal year.
Institutional Trading of Samsara
Several institutional investors have recently made changes to their positions in IOT. Vident Advisory LLC lifted its stake in Samsara by 66.2% during the first quarter. Vident Advisory LLC now owns 14,282 shares of the company's stock worth $547,000 after purchasing an additional 5,691 shares during the period. JPMorgan Chase & Co. raised its holdings in shares of Samsara by 28.9% in the 2nd quarter. JPMorgan Chase & Co. now owns 1,380,514 shares of the company's stock worth $54,917,000 after buying an additional 309,920 shares in the last quarter. Northern Trust Corp lifted its position in shares of Samsara by 37.2% during the 1st quarter. Northern Trust Corp now owns 1,082,209 shares of the company's stock worth $41,481,000 after buying an additional 293,603 shares during the period. PDT Partners LLC lifted its position in shares of Samsara by 65.3% during the 1st quarter. PDT Partners LLC now owns 193,688 shares of the company's stock worth $7,424,000 after buying an additional 76,529 shares during the period. Finally, Lunate Capital Ltd acquired a new stake in Samsara in the 2nd quarter valued at $905,000. 96.02% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
Several research firms have recently weighed in on IOT. Piper Sandler increased their price objective on Samsara from $48.00 to $49.00 and gave the company an "overweight" rating in a research report on Friday, December 5th. Craig Hallum raised shares of Samsara from a "hold" rating to a "buy" rating and increased their price target for the company from $42.00 to $48.00 in a report on Friday, September 5th. Bank of America boosted their price objective on shares of Samsara from $53.00 to $55.00 and gave the stock a "buy" rating in a report on Friday, December 5th. TD Cowen increased their target price on shares of Samsara from $49.00 to $55.00 and gave the company a "buy" rating in a research note on Friday, December 5th. Finally, Jefferies Financial Group set a $57.00 price target on Samsara in a research note on Wednesday, December 10th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $51.53.
Check Out Our Latest Research Report on IOT
About Samsara
(
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.
Further Reading
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