Sanjit Biswas Sells 263,900 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 263,900 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $25.87, for a total transaction of $6,827,093.00. Following the completion of the sale, the insider directly owned 57,600 shares of the company’s stock, valued at $1,490,112. This trade represents a 82.08% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

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

• On Wednesday, February 4th, Sanjit Biswas sold 208,081 shares of Samsara stock. The stock was sold at an average price of $25.19, for a total transaction of $5,241,560.39.
• On Tuesday, February 3rd, Sanjit Biswas sold 55,819 shares of Samsara stock. The shares were sold at an average price of $25.23, for a total transaction of $1,408,313.37.
• On Tuesday, January 20th, Sanjit Biswas 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, Sanjit Biswas 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 Tuesday, December 30th, Sanjit Biswas sold 77,758 shares of Samsara stock. The shares were sold at an average price of $35.96, for a total value of $2,796,177.68.
• 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 value 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 value 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 value of $5,199,211.74.
• 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 transaction of $539,191.20.
• On Tuesday, December 2nd, Sanjit Biswas sold 145,848 shares of Samsara stock. The stock was sold at an average price of $37.85, for a total transaction of $5,520,346.80.

Samsara Price Performance

Shares of NYSE:IOT opened at $26.80 on Friday. The stock’s 50-day moving average is $32.17 and its 200 day moving average is $35.89. The company has a market cap of $15.46 billion, a PE ratio of -334.99 and a beta of 1.61. Samsara Inc. has a 1 year low of $23.38 and a 1 year high of $55.42.

Samsara (NYSE:IOT) last issued its quarterly earnings data on Thursday, December 4th. The company reported $0.01 earnings per share for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.11). The business 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%.Samsara’s quarterly revenue was up 29.2% compared to the same quarter last year. During the same quarter in the prior year, the business posted $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. Analysts expect that Samsara Inc. will post -0.3 EPS for the current fiscal year.

Institutional Trading of Samsara

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Pinegrove Venture Partners LLC grew its holdings in shares of Samsara by 46.0% during the third quarter. Pinegrove Venture Partners LLC now owns 556,582 shares of the company’s stock valued at $20,733,000 after buying an additional 175,411 shares during the last quarter. Lazard Freres Gestion S.A.S. bought a new position in Samsara in the 3rd quarter valued at approximately $2,235,000. Bessemer Group Inc. boosted its stake in Samsara by 19.8% during the 3rd quarter. Bessemer Group Inc. now owns 1,728,322 shares of the company’s stock valued at $64,379,000 after purchasing an additional 286,193 shares during the last quarter. LBP AM SA boosted its stake in Samsara by 13.9% during the 3rd quarter. LBP AM SA now owns 313,987 shares of the company’s stock valued at $11,696,000 after purchasing an additional 38,235 shares during the last quarter. Finally, JPMorgan Chase & Co. increased its holdings in shares of Samsara by 28.9% in the 2nd quarter. JPMorgan Chase & Co. now owns 1,380,514 shares of the company’s stock worth $54,917,000 after purchasing an additional 309,920 shares in the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Key Headlines Impacting Samsara

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

Several equities analysts recently issued reports on the stock. BNP Paribas Exane upgraded 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. BTIG Research started coverage on Samsara in a report on Tuesday, December 16th. They set a “buy” rating and a $55.00 target price on the stock. BMO Capital Markets raised their target price on Samsara from $47.00 to $50.00 and gave the company an “outperform” rating in a research note on Friday, December 5th. Jefferies Financial Group set a $57.00 price target on Samsara in a research note on Wednesday, December 10th. Finally, Zacks Research downgraded Samsara from a “strong-buy” rating to a “hold” rating in a report on Monday, February 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Samsara presently has an average rating of “Moderate Buy” and an average target price of $46.69.

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.