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

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 263,900 shares of the firm’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $32.43, for a total transaction of $8,558,277.00. Following the completion of the transaction, the insider owned 78,800 shares of the company’s stock, valued at approximately $2,555,484. The trade was a 77.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

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

• On Tuesday, January 6th, Sanjit Biswas sold 263,900 shares of Samsara stock. The shares were sold at an average price of $34.40, for a total transaction of $9,078,160.00.
• On Tuesday, December 30th, Sanjit Biswas sold 77,758 shares of Samsara stock. The stock was sold at an average price of $35.96, for a total transaction 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 stock was 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 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 value 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 value 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.

Samsara Stock Performance

IOT opened at $32.08 on Friday. The stock has a 50-day moving average of $36.95 and a 200-day moving average of $37.41. Samsara Inc. has a 52-week low of $31.25 and a 52-week high of $61.90. The company has a market cap of $18.51 billion, a PE ratio of -401.05 and a beta of 1.62.

Samsara (NYSE:IOT) last announced 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 net margin of 2.79% and a negative return on equity of 3.49%. The company had revenue of $415.98 million for the quarter, compared to analyst estimates of $398.92 million. During the same quarter last year, the business earned $0.07 EPS. 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. On average, research analysts predict that Samsara Inc. will post -0.3 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of research firms have issued reports on IOT. Jefferies Financial Group set a $57.00 price target on shares of Samsara in a report on Wednesday, December 10th. BTIG Research initiated coverage on Samsara in a report on Tuesday, December 16th. They set a “buy” rating and a $55.00 price target for the company. Weiss Ratings restated a “sell (d-)” rating on shares of Samsara in a research note on Wednesday, October 8th. TD Cowen reiterated a “buy” rating on shares of Samsara in a research note on Friday, December 5th. Finally, Exane BNP Paribas raised shares of Samsara to a “strong-buy” rating in a report on Thursday, January 15th. Three 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 stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $50.56.

Institutional Investors Weigh In On Samsara

A number of institutional investors have recently added to or reduced their stakes in the stock. Lazard Freres Gestion S.A.S. bought a new stake in shares of Samsara in the 3rd quarter worth about $2,235,000. JPMorgan Chase & Co. grew its holdings in shares of Samsara by 28.9% during the second 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 during the last quarter. Lunate Capital Ltd acquired a new stake in Samsara in the second quarter worth about $905,000. Windmill Hill Asset Management Ltd boosted its stake in shares of Samsara by 126.7% in the 2nd quarter. Windmill Hill Asset Management Ltd now owns 21,665 shares of the company’s stock valued at $862,000 after purchasing an additional 12,107 shares during the last quarter. Finally, Vanguard Group Inc. grew its position in shares of Samsara by 18.3% during the 2nd quarter. Vanguard Group Inc. now owns 27,803,226 shares of the company’s stock worth $1,106,012,000 after buying an additional 4,307,755 shares during the period. 96.02% of the stock is owned by institutional investors and hedge funds.

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.