Key Points
- John Bicket sold 263,900 shares of Samsara on January 6 at an average price of $34.40 for roughly $9.08 million, leaving him with 89,400 shares and representing a 74.7% reduction in his direct ownership.
- The January sale is part of a sustained pattern of insider selling by Bicket over November–December, consisting of multiple large, multimillion-dollar dispositions across several transactions.
- Samsara recently missed quarterly EPS while reporting revenue up 29.2% year-over-year; management set FY2026 EPS guidance of 0.50, and analysts hold a consensus “Moderate Buy” with a $51.27 target as the stock trades in the mid-$30s below its 50- and 200-day moving averages.
Samsara Inc. (NYSE:IOT - Get Free Report) insider John Bicket sold 263,900 shares of the company's stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $34.40, for a total value of $9,078,160.00. Following the transaction, the insider directly owned 89,400 shares of the company's stock, valued at approximately $3,075,360. The trade was a 74.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link.
John Bicket also recently made the following trade(s):
- On Wednesday, December 31st, John Bicket sold 1,953 shares of Samsara stock. The shares were sold at an average price of $35.74, for a total transaction of $69,800.22.
- On Tuesday, December 30th, John Bicket sold 85,773 shares of Samsara stock. The stock was sold at an average price of $35.96, for a total transaction of $3,084,397.08.
- On Monday, December 29th, John Bicket sold 82,274 shares of Samsara stock. The shares were sold at an average price of $36.27, for a total transaction of $2,984,077.98.
- 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 17th, John Bicket sold 136,061 shares of Samsara stock. The stock was sold at an average price of $38.37, for a total transaction of $5,220,660.57.
- 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 shares were 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 stock was sold at an average price of $36.11, for a total value of $1,681,245.49.
- On Tuesday, November 18th, John Bicket sold 123,441 shares of Samsara stock. The stock was sold at an average price of $36.51, for a total value of $4,506,830.91.
- On Wednesday, November 5th, John Bicket sold 20,723 shares of Samsara stock. The shares were sold at an average price of $38.52, for a total value of $798,249.96.
Samsara Price Performance
NYSE IOT opened at $33.75 on Friday. The stock's 50 day simple moving average is $38.23 and its 200-day simple moving average is $37.86. The company has a market cap of $19.47 billion, a PE ratio of -421.85 and a beta of 1.62. 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 posted its quarterly earnings data on Thursday, December 4th. The company reported $0.01 EPS 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 analyst estimates 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 for the quarter was up 29.2% compared to the same quarter last year. During the same period in the prior year, the company posted $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. On average, equities research analysts anticipate that Samsara Inc. will post -0.3 EPS for the current fiscal year.
Institutional Trading of Samsara
Several hedge funds have recently made changes to their positions in the company. Catalyst Capital Advisors LLC purchased a new stake in shares of Samsara during the 2nd quarter valued at approximately $28,000. Versant Capital Management Inc grew its position in Samsara by 6,078.6% in the third quarter. Versant Capital Management Inc now owns 865 shares of the company's stock worth $32,000 after acquiring an additional 851 shares during the period. Family Legacy Financial Solutions LLC acquired a new stake in Samsara during the second quarter worth $40,000. Whipplewood Advisors LLC raised its position in Samsara by 349.8% in the second quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company's stock valued at $43,000 after purchasing an additional 850 shares during the period. Finally, Allworth Financial LP lifted its stake in shares of Samsara by 906.9% in the 2nd quarter. Allworth Financial LP now owns 1,168 shares of the company's stock valued at $46,000 after purchasing an additional 1,052 shares during the last quarter. Hedge funds and other institutional investors own 96.02% of the company's stock.
Wall Street Analyst Weigh In
A number of equities analysts recently weighed in on IOT shares. Evercore ISI set a $50.00 price target on shares of Samsara and gave the stock an "outperform" rating in a research report on Wednesday, October 1st. Jefferies Financial Group set a $57.00 target price on shares of Samsara in a research note on Wednesday, December 10th. Bank of America boosted their target price on Samsara from $53.00 to $55.00 and gave the stock a "buy" rating in a report on Friday, December 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 report on Friday, December 5th. Finally, Cowen reiterated a "buy" rating on shares of Samsara in a research report on Friday, December 5th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $51.27.
Read Our Latest Stock Analysis 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.
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