John Bicket Sells 263,900 Shares of Samsara (NYSE:IOT) Stock

Posted by Defense World Staff on Feb 21st, 2026

Samsara Inc. (NYSE:IOT – Get Free Report) insider John Bicket sold 263,900 shares of Samsara stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $25.87, for a total transaction of $6,827,093.00. Following the transaction, the insider directly owned 57,600 shares of the company’s stock, valued at $1,490,112. The trade was a 82.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link.

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 transaction of $5,255,107.20.
On Tuesday, February 3rd, John Bicket sold 55,364 shares of Samsara stock. The stock was sold at an average price of $25.23, for a total transaction of $1,396,833.72.
On Tuesday, January 20th, John Bicket sold 263,900 shares of Samsara stock. The stock was sold at an average price of $32.43, for a total transaction 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 transaction 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 value of $1,315,136.25.
On Wednesday, December 17th, John Bicket sold 136,061 shares of Samsara stock. The shares were 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.

Samsara Trading Down 0.0%

NYSE:IOT opened at $26.80 on Friday. The company has a market cap of $15.46 billion, a price-to-earnings ratio of -334.99 and a beta of 1.61. Samsara Inc. has a twelve month low of $23.38 and a twelve month high of $55.42. The stock has a fifty day simple moving average of $32.17 and a 200-day simple moving average of $35.89.

Samsara (NYSE:IOT – Get Free Report) last posted its quarterly earnings results on Thursday, December 4th. The company reported $0.01 EPS 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 during the quarter, compared to analysts’ expectations of $398.92 million. During the same period in the prior year, the business earned $0.07 EPS. The company’s quarterly revenue 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 research analysts predict that Samsara Inc. will post -0.3 EPS for the current fiscal year.

Samsara News Summary

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 and sales‑momentum positive for key verticals. G2 Award
Positive Sentiment: Analyst pieces highlight Samsara’s push to integrate AI across its Connected Operations Platform — if AI features drive retention and upsells this could materially improve revenue growth and gross retention over time. AI Platform
Neutral Sentiment: Recent results were mixed: Q3 (Dec. quarter) revenue beat estimates but EPS missed, and management set FY‑2026 and Q4‑2026 EPS targets that leave some near‑term earnings uncertainty — this is a mixed catalyst that can swing sentiment both ways. Earnings & Guidance
Negative Sentiment: Large insider sales: insiders including co‑founder Sanjit Biswas and John Bicket each sold 263,900 shares (Feb. 17), and the CAO sold additional shares — those sizable, concentrated exits (multi‑million dollars) often weigh on investor confidence and can pressure the stock short‑term. Insider Sales
Negative Sentiment: Coverage notes and “AI jitters” have led to some analyst downgrades and renewed valuation debate — with negative EPS history and mixed guidance, disappointing quarterly results or cautious commentary could trigger further downside. Analyst/Valuation Concerns

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on IOT shares. Piper Sandler reiterated an “overweight” rating and issued a $37.00 price target (down previously from $49.00) on shares of Samsara in a report on Friday, February 6th. JPMorgan Chase & Co. upped their target price on Samsara from $46.00 to $48.00 and gave the stock a “neutral” rating in a report on Friday, December 5th. The Goldman Sachs Group began coverage on Samsara in a research report on Wednesday, February 11th. They set a “buy” rating and a $36.00 price target on the stock. BMO Capital Markets lifted their price objective on Samsara from $47.00 to $50.00 and gave the company an “outperform” rating in a report on Friday, December 5th. Finally, BTIG Research began coverage on shares of Samsara in a research note on Tuesday, December 16th. They issued a “buy” rating and a $55.00 price objective for the company. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $46.69.

View Our Latest Stock Analysis on IOT

Institutional Investors Weigh In On Samsara

Hedge funds have recently made changes to their positions in the stock. Catalyst Capital Advisors LLC purchased a new position in Samsara in the second quarter valued at about $28,000. Acumen Wealth Advisors LLC purchased a new stake in shares of Samsara during the fourth quarter valued at about $28,000. Versant Capital Management Inc boosted its holdings 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 valued at $32,000 after buying an additional 851 shares in the last quarter. Caitong International Asset Management Co. Ltd grew its position in shares of Samsara by 312.6% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock worth $31,000 after buying an additional 669 shares during the last quarter. Finally, AlphaCentric Advisors LLC purchased a new position in shares of Samsara in the 4th quarter worth approximately $36,000. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

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.