Samsara (NYSE:IOT) Insider John Bicket Sells 55,364 Shares of Stock

Samsara Inc. (NYSE:IOT - Get Free Report) insider John Bicket sold 55,364 shares of the firm's stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $25.23, for a total value of $1,396,833.72. Following the completion of the sale, the insider directly owned 68,200 shares in the company, valued at approximately $1,720,686. The trade was a 44.81% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link.

• Samsara Is Forming a Triple Bottom—Time to Buy?

John Bicket also recently made the following trade(s):

• On Wednesday, February 4th, John Bicket sold 208,536 shares of Samsara stock. The shares were sold at an average price of $25.20, for a total transaction of $5,255,107.20.
• On Tuesday, January 20th, John Bicket sold 263,900 shares of Samsara stock. The stock was sold at an average price of $32.43, for a total transaction of $8,558,277.00.
• On Tuesday, January 6th, John Bicket sold 263,900 shares of Samsara stock. The stock was sold at an average price of $34.40, for a total transaction of $9,078,160.00.
• 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 value of $5,220,660.57.
• On Wednesday, December 3rd, John Bicket sold 24,162 shares of Samsara stock. The shares were sold at an average price of $38.15, for a total value 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 value of $5,519,968.30.

Samsara Price Performance

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Samsara stock opened at $24.20 on Friday. The company has a market cap of $13.96 billion, a price-to-earnings ratio of -302.53 and a beta of 1.61. Samsara Inc. has a 12 month low of $23.38 and a 12 month high of $61.90. The stock's 50-day moving average is $35.36 and its 200-day moving average is $36.76.

• Ignore the Noise—Samsara Stock Is Still a Strong Buy

Samsara (NYSE:IOT - Get Free Report) last issued its earnings results on Thursday, December 4th. The company reported $0.01 earnings per share (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 firm had revenue of $415.98 million for the quarter, compared to analysts' expectations of $398.92 million. During the same quarter in the previous year, the firm posted $0.07 EPS. The firm'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. Research analysts anticipate that Samsara Inc. will post -0.3 EPS for the current year.

Samsara News Roundup

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Brand and product push: Samsara launched an AI “Safety Coach” in a Super Bowl commercial and named NASCAR champion Jesse Love as its first avatar — a national ad and product spotlight that could boost awareness and enterprise interest in Samsara’s AI safety offerings. Samsara Launches New AI Coach in Super Bowl Commercial
• Positive Sentiment: Marketing/branding tie‑in extended: Samsara extended its partnership with Richard Childress Racing, reinforcing its motorsports marketing strategy and ongoing brand exposure in fleet/safety audiences. Samsara and Richard Childress Racing Announce Partnership Extension
• Neutral Sentiment: Valuation scrutiny: Recent articles assess Samsara’s valuation after a sharp one‑year share decline, keeping investor focus on whether growth and platform durability justify current multiples. These pieces are background for investors weighing longer‑term upside vs near‑term execution risk. Assessing Samsara Valuation
• Neutral Sentiment: Additional analysis: Commentary on platform durability across the NYSE composite offers more context for institutional investors evaluating Samsara’s competitive positioning. Does Samsara Reflect Platform Durability
• Negative Sentiment: Large insider selling: Co‑founders/insiders John Bicket and Sanjit Biswas executed multiple sales on Feb 3–4, each selling roughly 264k shares across two transactions at an average ~ $25.2 per share (proceeds ≈ $6.65M each), materially reducing their holdings by ~40–45% — a signal that can pressure sentiment. SEC filings: John Bicket Form 4 and Sanjit Biswas Form 4
• Negative Sentiment: Analyst price‑target revision: Wells Fargo trimmed its target from $52 to $43 but kept an “overweight” rating — a downward revision that reduces headline upside and may temper momentum among some investors. Wells Fargo Price Target Cut

Hedge Funds Weigh In On Samsara

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

A number of institutional investors have recently made changes to their positions in IOT. Catalyst Capital Advisors LLC purchased a new position in shares of Samsara during the 2nd quarter valued at approximately $28,000. Versant Capital Management Inc grew its stake 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 purchasing an additional 851 shares in the last quarter. Whipplewood Advisors LLC increased its holdings 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 buying an additional 850 shares during the last quarter. Optiver Holding B.V. increased its holdings in Samsara by 953.2% in the third quarter. Optiver Holding B.V. now owns 1,169 shares of the company's stock valued at $44,000 after buying an additional 1,058 shares during the last quarter. Finally, Allworth Financial LP raised its stake in Samsara by 906.9% during the second quarter. Allworth Financial LP now owns 1,168 shares of the company's stock valued at $46,000 after buying an additional 1,052 shares in the last quarter. 96.02% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms recently weighed in on IOT. JPMorgan Chase & Co. lifted their target price on shares of Samsara from $46.00 to $48.00 and gave the company a "neutral" rating in a report on Friday, December 5th. BMO Capital Markets boosted their price objective on Samsara from $47.00 to $50.00 and gave the stock an "outperform" rating in a research note on Friday, December 5th. Wells Fargo & Company lowered their target price on Samsara from $52.00 to $43.00 and set an "overweight" rating for the company in a research note on Wednesday. KeyCorp started coverage on Samsara in a research report on Tuesday, December 9th. They set an "overweight" rating and a $55.00 price target on the stock. Finally, Zacks Research downgraded shares of Samsara from a "strong-buy" rating to a "hold" rating in a research report on Monday. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $49.53.

View Our Latest Research Report on Samsara

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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