Insider Selling: Samsara (NYSE:IOT) Insider Sells 4,688 Shares of Stock

January 23, 2026 by InsiderTrades.com

Key Points

Insider sale: Samsara co‑founder John Bicket sold 263,900 shares on Jan 20 at an average of $32.43 (~$8.56M), cutting his position by about 77% to 78,800 shares, and co‑founder Sanjit Biswas reportedly made a matching sale.
The stock is trading near its 1‑year low (~$31.25) after recent weakness; Samsara missed EPS expectations last quarter but reported revenue up 29.2% year‑over‑year, and issued FY2026 guidance of ~0.50 EPS while analysts maintain a "Moderate Buy" consensus target of $50.56.
These transactions follow numerous large insider sales by Bicket over the past months, representing substantial insider supply that could amplify short‑term selling pressure and investor concern.

Samsara Inc. (NYSE:IOT - Get Free Report) insider Adam Eltoukhy sold 4,688 shares of Samsara stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $32.54, for a total transaction of $152,547.52. Following the completion of the sale, the insider owned 246,675 shares of the company's stock, valued at approximately $8,026,804.50. This trade represents a 1.87% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink.

Samsara Is Forming a Triple Bottom—Time to Buy?

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

On Monday, December 22nd, Adam Eltoukhy sold 4,688 shares of Samsara stock. The shares were sold at an average price of $38.32, for a total transaction of $179,644.16.
On Monday, December 15th, Adam Eltoukhy sold 18,952 shares of Samsara stock. The stock was 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 shares were sold at an average price of $44.45, for a total value of $422,186.10.
On Thursday, November 20th, Adam Eltoukhy sold 4,767 shares of Samsara stock. The stock was sold at an average price of $36.04, for a total value of $171,802.68.

Samsara Trading Up 0.9%

Shares of NYSE IOT opened at $32.10 on Friday. The company has a market capitalization of $18.52 billion, a price-to-earnings ratio of -401.25 and a beta of 1.62. Samsara Inc. has a twelve month low of $31.25 and a twelve month high of $61.90. The business has a 50 day simple moving average of $37.07 and a 200-day simple moving average of $37.45.

Ignore the Noise—Samsara Stock Is Still a Strong Buy

Samsara (NYSE:IOT - Get Free Report) last released 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 analyst estimates of $398.92 million. During the same period in the prior year, the firm earned $0.07 EPS. The business's revenue for the quarter was up 29.2% compared to the same quarter last year. 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.

Samsara News Roundup

Here are the key news stories impacting Samsara this week:

Positive Sentiment: Large customer adoption — Thousands of food & beverage leaders have standardized on Samsara for deliveries, highlighting traction in a vertical that can drive recurring subscription and hardware revenue. Read More.
Neutral Sentiment: Analyst / investor take — Commentary asking whether it’s “too late” to buy after the pullback provides context for investors weighing valuation vs. growth, but contains no new company-specific data. Read More.
Negative Sentiment: Headlines and market forces pushed shares sharply lower earlier in the week as investors sold amid renewed trade‑tension fears; coverage cited an ~8% drop to near the 52‑week low. This macro/news-driven selling can amplify volatility and investor caution. Read More.
Negative Sentiment: Large insider sales — Co‑founders John Bicket and Sanjit Biswas each sold 263,900 shares at about $32.43 (~$8.56M each), cutting their holdings by ~77%, and another insider (Adam Eltoukhy) sold a smaller block (~4,688 shares). Large founder sell-offs often raise investor concern about insider confidence and add direct supply to the market. SEC filings: John Bicket (Read More.), Sanjit Biswas (Read More.), Adam Eltoukhy (Read More.).
Negative Sentiment: Market commentary aggregation — Multiple news summaries (MSN, InsiderMonkey) flagged Samsara among stocks trading down, reinforcing negative sentiment and likely contributing to short‑term selling pressure. Read More. • Read More.

Institutional Inflows and Outflows

MarketBeat Week in Review – 03/10 - 03/14

Hedge funds and other institutional investors have recently modified their holdings of the business. Brighton Jones LLC bought a new stake in Samsara in the fourth quarter worth $13,464,000. Royal Bank of Canada boosted its position in Samsara by 100.3% during the first quarter. Royal Bank of Canada now owns 96,142 shares of the company's stock worth $3,686,000 after purchasing an additional 48,135 shares during the period. Jones Financial Companies Lllp grew its holdings in Samsara by 2,444.6% during the first quarter. Jones Financial Companies Lllp now owns 17,787 shares of the company's stock valued at $682,000 after purchasing an additional 17,088 shares during the last quarter. Empowered Funds LLC raised its position in shares of Samsara by 3.4% in the first quarter. Empowered Funds LLC now owns 10,168 shares of the company's stock valued at $390,000 after purchasing an additional 335 shares during the period. Finally, Wealth Enhancement Advisory Services LLC lifted its stake in shares of Samsara by 14.5% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 22,961 shares of the company's stock worth $898,000 after buying an additional 2,916 shares during the last quarter. Institutional investors own 96.02% of the company's stock.

Analysts Set New Price Targets

A number of brokerages have commented on IOT. BTIG Research initiated coverage on Samsara in a research note on Tuesday, December 16th. They issued a "buy" rating and a $55.00 target price for the company. BNP Paribas Exane upgraded Samsara from a "neutral" rating to an "outperform" rating and set a $40.00 target price on the stock in a report on Thursday, January 15th. Exane BNP Paribas upgraded shares of Samsara to a "strong-buy" rating in a research report on Thursday, January 15th. KeyCorp began coverage on Samsara in a research report on Tuesday, December 9th. They set an "overweight" rating and a $55.00 price objective for the company. Finally, 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. Three analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $50.56.

Get Our Latest Stock Analysis on IOT

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.