Sanjit Biswas Sells 77,758 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 77,758 shares of Samsara stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $35.96, for a total value of $2,796,177.68. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink.

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

• On Monday, December 29th, Sanjit Biswas sold 82,242 shares of Samsara stock. The stock was sold at an average price of $36.27, for a total transaction of $2,982,917.34.
• 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 transaction of $948,807.54.
• On Wednesday, December 17th, Sanjit Biswas sold 135,502 shares of Samsara stock. The shares were sold at an average price of $38.37, for a total transaction of $5,199,211.74.
• On Wednesday, December 3rd, Sanjit Biswas sold 14,152 shares of Samsara stock. The shares were sold at an average price of $38.10, for a total transaction 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 transaction of $5,520,346.80.
• On Wednesday, November 19th, Sanjit Biswas sold 36,664 shares of Samsara stock. The stock was sold at an average price of $36.13, for a total transaction 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 transaction 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 value 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 value 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 value of $6,180,800.00.

Samsara Trading Down 1.5%

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

Samsara (NYSE:IOT) last released its quarterly 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 firm had revenue of $415.98 million for the quarter, compared to the consensus estimate of $398.92 million. During the same quarter last year, the firm posted $0.07 earnings per share. The business’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, analysts predict that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Trending Headlines about Samsara

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.

Institutional Investors Weigh In On Samsara

Several institutional investors and hedge funds have recently made changes to their positions in IOT. Vanguard Group Inc. grew its stake in Samsara by 6.9% during the third quarter. Vanguard Group Inc. now owns 29,716,700 shares of the company’s stock worth $1,106,947,000 after purchasing an additional 1,913,474 shares during the period. Sands Capital Management LLC boosted its holdings in shares of Samsara by 6.4% during the 3rd quarter. Sands Capital Management LLC now owns 20,518,332 shares of the company’s stock worth $764,308,000 after buying an additional 1,242,122 shares in the last quarter. State Street Corp grew its position in shares of Samsara by 107.8% during the 2nd quarter. State Street Corp now owns 5,611,956 shares of the company’s stock worth $223,244,000 after buying an additional 2,910,916 shares during the period. Geode Capital Management LLC grew its position in shares of 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 buying an additional 1,931,870 shares during the period. Finally, Artisan Partners Limited Partnership increased its stake in shares of Samsara by 74.8% in 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 in the last quarter. Institutional investors own 96.02% of the company’s stock.

Analyst Ratings Changes

IOT has been the subject of several analyst reports. Bank of America lifted their price target on shares of Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a report on Friday, December 5th. Wells Fargo & Company raised their target price on Samsara from $50.00 to $52.00 and gave the stock an “overweight” rating in a research report on Friday, December 5th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Samsara in a research report on Wednesday, October 8th. Craig Hallum upgraded Samsara from a “hold” rating to a “buy” rating and raised their price objective for the stock from $42.00 to $48.00 in a research report on Friday, September 5th. Finally, Piper Sandler lifted their price objective on Samsara from $48.00 to $49.00 and gave the stock an “overweight” rating in a research note on Friday, December 5th. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $51.53.

About Samsara

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.