Key Points
- John Bicket sold 263,900 Samsara shares on Feb. 17 at an average price of $25.87 for about $6.83 million, leaving him with 57,600 shares and an reported 82.08% reduction in his holdings.
- The Feb. 17 sale is part of a string of large disposals since December (including multiple 263,900-share blocks in January), signaling a concentrated insider sell-off over recent months.
- Samsara shares recently traded at $27.39 (up 2.2%); analysts have a consensus "Moderate Buy" with a $46.69 target, while the company reported +29.2% revenue growth but missed EPS and still shows negative margins.
Samsara Inc. (NYSE:IOT - Get Free Report) CAO Benjamin Louis Kirchhoff sold 1,731 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $26.64, for a total transaction of $46,113.84. Following the transaction, the chief accounting officer owned 121,913 shares in the company, valued at approximately $3,247,762.32. The trade was a 1.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.
Benjamin Louis Kirchhoff also recently made the following trade(s):
- On Thursday, January 15th, Benjamin Louis Kirchhoff sold 1,683 shares of Samsara stock. The shares were sold at an average price of $34.53, for a total value of $58,113.99.
- On Tuesday, December 30th, Benjamin Louis Kirchhoff sold 1,683 shares of Samsara stock. The shares were sold at an average price of $36.13, for a total transaction of $60,806.79.
- On Wednesday, December 10th, Benjamin Louis Kirchhoff sold 1,609 shares of Samsara stock. The shares were sold at an average price of $44.44, for a total value of $71,503.96.
Samsara Trading Up 0.7%
Shares of NYSE IOT traded up $0.18 during mid-day trading on Friday, reaching $26.98. The company had a trading volume of 1,413,520 shares, compared to its average volume of 8,525,323. The company has a 50-day moving average price of $32.46 and a two-hundred day moving average price of $35.97. The stock has a market cap of $15.57 billion, a PE ratio of -336.85 and a beta of 1.61. Samsara Inc. has a 1-year low of $23.38 and a 1-year high of $55.42.
Samsara (NYSE:IOT - Get Free Report) last issued its quarterly earnings data on Thursday, December 4th. The company reported $0.01 earnings per share 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 during the quarter, compared to analyst estimates of $398.92 million. During the same quarter in the previous year, the firm posted $0.07 earnings per share. Samsara's quarterly revenue 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. On average, research analysts expect that Samsara Inc. will post -0.3 EPS for the current year.
Wall Street Analysts Forecast Growth
Several research analysts have weighed in on the stock. Zacks Research cut shares of Samsara from a "strong-buy" rating to a "hold" rating in a report on Monday, February 2nd. BTIG Research assumed coverage on Samsara in a report on Tuesday, December 16th. They issued a "buy" rating and a $55.00 target price on the stock. 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 research note on Thursday, January 15th. Jefferies Financial Group set a $57.00 price target on Samsara in a report on Wednesday, December 10th. Finally, The Goldman Sachs Group initiated coverage on Samsara in a report on Wednesday, February 11th. They issued a "buy" rating and a $36.00 price target on the stock. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Samsara has a consensus rating of "Moderate Buy" and a consensus price target of $46.69.
Get Our Latest Stock Report on Samsara
Key Stories Impacting Samsara
Here are the key news stories impacting Samsara this week:
- Positive Sentiment: Samsara was named the No. 1 Supply Chain & Logistics Software in G2’s 2026 Best Software Awards — a credibility boost for customer adoption and sales momentum in key verticals. G2 Award
- Positive Sentiment: Analysts and trade pieces highlight Samsara’s rollout of AI across its Connected Operations Platform — if AI features drive stickier usage and upsells, revenue growth and gross retention could improve over time. AI Platform
- Neutral Sentiment: Macro/market pieces note Samsara is down ~57% over the past year — useful context for value investors but not an immediate catalyst. The company’s large addressable market and platform expansion keep the debate (buy/hold/sell) open. Longer-term Performance
- Negative Sentiment: Multiple insiders, including John Bicket and co-founder Sanjit Biswas, disclosed large sales (263,900 shares each on Feb 17) totaling several million dollars — repeated, sizable insider exits often weigh on investor confidence and can be interpreted as a short‑term negative signal. Insider Sales
- Negative Sentiment: Coverage pieces raise valuation and earnings uncertainty (analyst downgrades and “AI jitters” themes). Given recent EPS volatility and mixed guidance, any weaker-than-expected quarterly results or cautious commentary could trigger further downside. Analyst/Valuation Concerns
Institutional Inflows and Outflows
A number of large investors have recently made changes to their positions in IOT. Catalyst Capital Advisors LLC purchased a new stake in Samsara during the 2nd quarter valued at approximately $28,000. Acumen Wealth Advisors LLC purchased a new stake in shares of Samsara in the fourth quarter valued at approximately $28,000. Caitong International Asset Management Co. Ltd grew its holdings in Samsara by 312.6% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company's stock worth $31,000 after acquiring an additional 669 shares in the last quarter. Versant Capital Management Inc raised its position in shares of Samsara by 6,078.6% in the 3rd quarter. Versant Capital Management Inc now owns 865 shares of the company's stock worth $32,000 after acquiring an additional 851 shares in the last quarter. Finally, AlphaCentric Advisors LLC acquired a new stake in Samsara in the fourth quarter valued at approximately $36,000. 96.02% of the stock is owned by hedge funds and other institutional investors.
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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