John Bicket Sells 85,773 Shares of Samsara (NYSE:IOT) Stock

Posted by Defense World Staff on Jan 2nd, 2026

Samsara Inc. (NYSE:IOT – Get Free Report) insider John Bicket sold 85,773 shares of the business’s stock in a transaction dated Tuesday, December 30th. The stock was sold at an average price of $35.96, for a total transaction of $3,084,397.08. The transaction was disclosed in a legal filing with the SEC, which is available 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 stock was sold at an average price of $35.74, for a total value of $69,800.22.
On Monday, December 29th, John Bicket sold 82,274 shares of Samsara stock. The stock was sold at an average price of $36.27, for a total value 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 value 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 stock was 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.
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 transaction 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 transaction of $4,506,830.91.
On Wednesday, November 5th, John Bicket sold 20,723 shares of Samsara stock. The stock was sold at an average price of $38.52, for a total transaction of $798,249.96.
On Tuesday, November 4th, John Bicket sold 149,277 shares of Samsara stock. The stock was sold at an average price of $38.94, for a total transaction of $5,812,846.38.

Samsara Trading Down 1.5%

IOT stock opened at $35.43 on Friday. The firm has a 50-day moving average of $38.71 and a two-hundred day moving average of $38.00. Samsara Inc. has a 12 month low of $31.40 and a 12 month high of $61.90. The company has a market cap of $20.44 billion, a price-to-earnings ratio of -442.88 and a beta of 1.62.

Samsara (NYSE:IOT – Get Free Report) last issued its earnings results on Thursday, December 4th. The company reported $0.01 earnings per share for the quarter, missing the consensus estimate 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 company had revenue of $415.98 million for the quarter, compared to analyst estimates of $398.92 million. During the same quarter in the prior year, the firm earned $0.07 earnings per share. The company’s revenue for the quarter was up 29.2% on a year-over-year basis. 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 forecast that Samsara Inc. will post -0.3 earnings per share for the current year.

Wall Street Analyst Weigh In

IOT has been the topic of several recent research reports. Wells Fargo & Company boosted their price target on shares of Samsara from $50.00 to $52.00 and gave the company an “overweight” rating in a research report on Friday, December 5th. Evercore ISI set a $50.00 target price on shares of Samsara and gave the company an “outperform” rating in a report on Wednesday, October 1st. BTIG Research assumed coverage on shares of Samsara in a report on Tuesday, December 16th. They set a “buy” rating and a $55.00 price target for the company. Bank of America lifted their price target on shares of Samsara from $53.00 to $55.00 and gave the company a “buy” rating in a research report on Friday, December 5th. Finally, KeyCorp assumed coverage on Samsara in a report on Tuesday, December 9th. They issued an “overweight” rating and a $55.00 price objective on the stock. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $51.53.

Check Out Our Latest Analysis on IOT

Key Samsara News

Here are the key news stories impacting Samsara this week:

Positive Sentiment: Zacks upgraded Samsara from “hold” to “strong‑buy,” which can attract short‑term buying interest and momentum flows. Read More.
Neutral Sentiment: Broker research is broadly constructive: multiple firms recently raised targets (TD Cowen, BMO, RBC, Piper Sandler, BTIG) and the consensus remains around a “Moderate Buy” with an average target ≈ $51.50 — supportive for medium‑term upside but not enough to offset near‑term concerns. Read More.
Neutral Sentiment: Institutional ownership is very high (≈96% held by funds), and large index/ETF positions (Vanguard, Sands, State Street) mean flows can amplify moves but also provide a stable shareholder base. This is tolerance for volatility, not an immediate catalyst. Read More.
Negative Sentiment: Several insiders executed large sales over Dec. 29–31: co‑founders John Bicket and Sanjit Biswas sold large blocks (combined multi‑million dollar disposals). Large founder exits increase supply and can signal caution to the market. Read More.
Negative Sentiment: Director Jonathan Chadwick and CAO Benjamin Kirchhoff also trimmed positions (10,000 and 1,683 shares respectively), adding to the negative headline of concentrated insider selling. Read More. Read More.

Hedge Funds Weigh In On Samsara

A number of hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. raised its position in Samsara by 6.9% in the third quarter. Vanguard Group Inc. now owns 29,716,700 shares of the company’s stock valued at $1,106,947,000 after purchasing an additional 1,913,474 shares during the period. Sands Capital Management LLC grew its stake in shares of Samsara by 6.4% in the third quarter. Sands Capital Management LLC now owns 20,518,332 shares of the company’s stock valued at $764,308,000 after buying an additional 1,242,122 shares in the last quarter. State Street Corp raised its holdings in shares of Samsara by 107.8% in the 2nd quarter. State Street Corp now owns 5,611,956 shares of the company’s stock valued at $223,244,000 after buying an additional 2,910,916 shares during the period. Geode Capital Management LLC lifted its stake in Samsara by 65.6% during the 2nd quarter. Geode Capital Management LLC now owns 4,877,254 shares of the company’s stock worth $193,387,000 after acquiring an additional 1,931,870 shares in the last quarter. Finally, Artisan Partners Limited Partnership boosted its holdings in Samsara by 74.8% during the 2nd quarter. Artisan Partners Limited Partnership now owns 3,964,300 shares of the company’s stock valued at $157,700,000 after acquiring an additional 1,696,341 shares during the period. Hedge funds and other institutional investors own 96.02% of the company’s stock.

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.