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

Posted by Defense World Staff on Feb 7th, 2026

Samsara Inc. (NYSE:IOT – Get Free Report) insider John Bicket sold 55,364 shares of the firm’s stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $25.23, for a total transaction of $1,396,833.72. Following the completion of the sale, the insider directly owned 68,200 shares of the company’s stock, valued at approximately $1,720,686. This represents a 44.81% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

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

On Wednesday, February 4th, John Bicket sold 208,536 shares of Samsara stock. The stock was sold at an average price of $25.20, for a total value of $5,255,107.20.
On Tuesday, January 20th, John Bicket sold 263,900 shares of Samsara stock. The shares were sold at an average price of $32.43, for a total value 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 value 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 value 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 value of $3,084,397.08.
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 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 transaction 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 transaction 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 transaction of $5,519,968.30.

Samsara Stock Performance

IOT opened at $25.39 on Friday. The company has a fifty day moving average price of $35.11 and a two-hundred day moving average price of $36.67. The firm has a market capitalization of $14.65 billion, a PE ratio of -317.38 and a beta of 1.61. Samsara Inc. has a 52 week low of $23.38 and a 52 week high of $61.90.

Samsara (NYSE:IOT – Get Free Report) last posted its quarterly earnings results on Thursday, December 4th. The company reported $0.01 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.12 by ($0.11). The company had revenue of $415.98 million during 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%.The firm’s revenue for the quarter was up 29.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.07 earnings per share. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. Equities analysts forecast that Samsara Inc. will post -0.3 EPS for the current year.

Institutional Trading of Samsara

A number of institutional investors have recently modified their holdings of the company. Catalyst Capital Advisors LLC bought a new position in shares of Samsara during the second quarter worth about $28,000. Versant Capital Management Inc boosted its position in Samsara by 6,078.6% during 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 during the last quarter. Whipplewood Advisors LLC grew its stake in shares of Samsara by 349.8% during the 2nd quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company’s stock worth $43,000 after acquiring an additional 850 shares in the last quarter. Allworth Financial LP raised its holdings in shares of Samsara by 906.9% in the second quarter. Allworth Financial LP now owns 1,168 shares of the company’s stock valued at $46,000 after purchasing an additional 1,052 shares during the last quarter. Finally, Optiver Holding B.V. lifted its position in shares of Samsara by 953.2% in the third quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after purchasing an additional 1,058 shares in the last quarter. 96.02% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on IOT. Zacks Research cut shares of Samsara from a “strong-buy” rating to a “hold” rating in a report on Monday, February 2nd. BNP Paribas Exane raised shares of Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 price target on the stock in a research report on Thursday, January 15th. TD Cowen restated a “buy” rating on shares of Samsara in a research report on Friday, December 5th. KeyCorp initiated coverage on Samsara in a report on Tuesday, December 9th. They set an “overweight” rating and a $55.00 target price on the stock. Finally, BTIG Research assumed coverage on Samsara in a research note on Tuesday, December 16th. They issued a “buy” rating and a $55.00 target price for the company. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Samsara has an average rating of “Moderate Buy” and a consensus price target of $48.73.

Read Our Latest Research Report on IOT

Key Stories Impacting Samsara

Here are the key news stories impacting Samsara this week:

Positive Sentiment: National marketing + product launch: Samsara rolled out an AI “Safety Coach” in a Super Bowl commercial and named NASCAR champion Jesse Love as the avatar — a high‑profile ad that raises brand awareness and highlights a new AI safety offering that could accelerate sales conversations with fleet customers. Read More.
Positive Sentiment: Marketing/partnership extension: Samsara extended its partnership with Richard Childress Racing, reinforcing its motorsports marketing strategy and repeated exposure to fleet and safety audiences. Read More.
Neutral Sentiment: Analyst and valuation context: Coverage and commentary continue to debate whether current multiples reflect long‑term growth potential after the stock’s pullback; useful background for longer‑term investors but not an immediate trading catalyst. Read More.
Neutral Sentiment: Platform/industry analysis: Additional writeups examine platform durability vs peers — informative for institutionals evaluating competitive positioning. Read More.
Negative Sentiment: Large insider selling: Co‑founders/insiders John Bicket and Sanjit Biswas filed multiple large sales on Feb 3–4 (several transactions ~25.2–$25.3 avg), each reducing holdings by ~40–45% and generating multi‑million dollar proceeds — a material supply signal that can pressure sentiment and headline flow. SEC filings: Read More. and Read More.
Negative Sentiment: Analyst target cut: Wells Fargo trimmed its price target (reducing headline upside) even while keeping an overweight stance—this can temper momentum among some buy‑side participants. Read More.

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.