Sanjit Biswas Sells 135,502 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 135,502 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $38.37, for a total transaction of $5,199,211.74. Following the sale, the insider owned 6,000 shares of the company’s stock, valued at $230,220. This trade represents a 95.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Sanjit Biswas also recently made the following trade(s):

• On Thursday, December 18th, Sanjit Biswas sold 24,498 shares of Samsara stock. The shares were sold at an average price of $38.73, for a total value of $948,807.54.
• On Wednesday, December 3rd, Sanjit Biswas sold 14,152 shares of Samsara stock. The stock was sold at an average price of $38.10, for a total value of $539,191.20.
• On Tuesday, December 2nd, Sanjit Biswas sold 145,848 shares of Samsara stock. The shares were sold at an average price of $37.85, for a total value of $5,520,346.80.
• On Wednesday, November 19th, Sanjit Biswas sold 36,664 shares of Samsara stock. The shares were sold at an average price of $36.13, for a total value of $1,324,670.32.
• On Tuesday, November 18th, Sanjit Biswas sold 123,336 shares of Samsara stock. The stock was sold at an average price of $36.50, for a total value of $4,501,764.00.
• On Wednesday, November 5th, Sanjit Biswas sold 10,937 shares of Samsara stock. The shares were sold at an average price of $38.38, for a total transaction of $419,762.06.
• On Tuesday, November 4th, Sanjit Biswas sold 149,063 shares of Samsara stock. The shares were sold at an average price of $38.94, for a total transaction of $5,804,513.22.
• On Tuesday, October 21st, Sanjit Biswas sold 160,000 shares of Samsara stock. The stock was sold at an average price of $38.63, for a total transaction of $6,180,800.00.
• On Tuesday, October 7th, Sanjit Biswas sold 160,000 shares of Samsara stock. The shares were sold at an average price of $38.36, for a total transaction of $6,137,600.00.
• On Wednesday, September 24th, Sanjit Biswas sold 26,590 shares of Samsara stock. The stock was sold at an average price of $37.60, for a total transaction of $999,784.00.

Samsara Trading Up 0.2%

NYSE IOT opened at $38.24 on Friday. The company has a market cap of $21.94 billion, a price-to-earnings ratio of -478.00 and a beta of 1.61. The company has a 50 day moving average of $38.94 and a 200-day moving average of $38.41. Samsara Inc. has a 1-year low of $31.40 and a 1-year high of $61.90.

Samsara (NYSE:IOT) 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). The company had revenue of $415.98 million for the quarter, compared to the consensus estimate of $398.92 million. Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.Samsara’s revenue was up 29.2% on a year-over-year basis. During the same quarter last year, the business earned $0.07 EPS. 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 forecast that Samsara Inc. will post -0.3 earnings per share for the current year.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of IOT. Catalyst Capital Advisors LLC bought a new position in shares of Samsara in the 2nd quarter valued at $28,000. Versant Capital Management Inc increased its holdings in 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 purchasing an additional 851 shares in the last quarter. Family Legacy Financial Solutions LLC bought a new position in Samsara in the second quarter valued at about $40,000. AlphaQuest LLC boosted its stake in shares of Samsara by 519.6% during the first quarter. AlphaQuest LLC now owns 1,041 shares of the company’s stock valued at $40,000 after purchasing an additional 873 shares in the last quarter. Finally, Whipplewood Advisors LLC grew its holdings in shares of Samsara by 349.8% during the second quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company’s stock worth $43,000 after purchasing an additional 850 shares during the last quarter. 96.02% of the stock is currently owned by institutional investors and hedge funds.

Samsara News Summary

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: BTIG initiated/upgraded coverage on Samsara with a buy/strong‑buy stance, which provides institutional validation of the growth outlook and likely lifted short‑term demand. BTIG initiates coverage
• Neutral Sentiment: Coverage and press on Samsara’s Q3 results highlight revenue strength (double‑digit growth) even though profit metrics remain mixed; this keeps investor focus on execution and margin progress rather than creating a clear directional impulse. Q3 earnings coverage
• Negative Sentiment: Large insider sales by co‑founders Sanjit Biswas and John Bicket (massive reductions on Dec. 17–18 that left each with about 6,000 shares) generated more than $5M in proceeds per filing — a material drop in their holdings that can be read as diversification or concern and tends to weigh on sentiment. SEC filings and a press roundup detail the transactions. John Bicket Form 4 Sanjit Biswas Form 4 Insider selling roundup

Analysts Set New Price Targets

Several equities analysts have commented on the stock. Craig Hallum raised shares of Samsara from a “hold” rating to a “buy” rating and raised their target price for the company from $42.00 to $48.00 in a report on Friday, September 5th. Weiss Ratings reissued a “sell (d-)” rating on shares of Samsara in a research note on Wednesday, October 8th. TD Cowen boosted their price objective on shares of Samsara from $49.00 to $55.00 and gave the company a “buy” rating in a research report on Friday, December 5th. BMO Capital Markets raised their target price on Samsara from $47.00 to $50.00 and gave the company an “outperform” rating in a report on Friday, December 5th. Finally, Truist Financial lifted their price target on Samsara from $35.00 to $39.00 and gave the company a “hold” rating in a research note on Friday, September 5th. One equities research 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat, Samsara presently has a consensus rating of “Moderate Buy” and an average price target of $51.53.

Samsara Company Profile

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.