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

Samsara Inc. (NYSE:IOT) insider John Bicket sold 263,900 shares of the company’s stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $32.43, for a total value of $8,558,277.00. Following the completion of the transaction, the insider directly owned 78,800 shares in the company, valued at approximately $2,555,484. This represents a 77.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

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

• 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 transaction 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 transaction 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 transaction 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.
• On Wednesday, November 19th, John Bicket sold 46,559 shares of Samsara stock. The shares were sold at an average price of $36.11, for a total value of $1,681,245.49.
• On Tuesday, November 18th, John Bicket sold 123,441 shares of Samsara stock. The stock was sold at an average price of $36.51, for a total value of $4,506,830.91.

Samsara Price Performance

Samsara stock opened at $32.08 on Friday. The firm has a market cap of $18.51 billion, a PE ratio of -401.05 and a beta of 1.62. The stock’s fifty day moving average price is $36.95 and its two-hundred day moving average price is $37.41. Samsara Inc. has a one year low of $31.25 and a one year high of $61.90.

Samsara (NYSE:IOT) last released its 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). 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 for the quarter, compared to analyst estimates of $398.92 million. During the same period last year, the company posted $0.07 earnings per share. The business’s revenue for the quarter was up 29.2% compared to the same quarter last year. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. Sell-side analysts expect that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Samsara

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Farther Finance Advisors LLC boosted its stake in shares of Samsara by 67.0% during the fourth quarter. Farther Finance Advisors LLC now owns 4,431 shares of the company’s stock valued at $157,000 after purchasing an additional 1,778 shares in the last quarter. Assetmark Inc. raised its holdings in Samsara by 148.5% in the 4th quarter. Assetmark Inc. now owns 47,121 shares of the company’s stock valued at $1,670,000 after buying an additional 28,156 shares during the last quarter. Baillie Gifford & Co. boosted its position in Samsara by 15.0% during the 4th quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock worth $1,689,565,000 after buying an additional 6,208,553 shares during the period. Sumitomo Mitsui Trust Group Inc. boosted its position in Samsara by 13.5% during the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 631,491 shares of the company’s stock worth $22,386,000 after buying an additional 75,018 shares during the period. Finally, Carnegie Investment Counsel grew its holdings in Samsara by 118.2% during the 4th quarter. Carnegie Investment Counsel now owns 72,980 shares of the company’s stock worth $2,587,000 after acquiring an additional 39,535 shares during the last quarter. Institutional investors and hedge funds own 96.02% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently commented on the stock. KeyCorp assumed coverage on shares of Samsara in a research report on Tuesday, December 9th. They issued an “overweight” rating and a $55.00 target price for the company. Jefferies Financial Group set a $57.00 target price on Samsara in a research note on Wednesday, December 10th. Piper Sandler raised their target price on Samsara from $48.00 to $49.00 and gave the company an “overweight” rating in a report on Friday, December 5th. Wells Fargo & Company boosted their price target on Samsara from $50.00 to $52.00 and gave the stock an “overweight” rating in a report on Friday, December 5th. Finally, Exane BNP Paribas raised Samsara to a “strong-buy” rating in a research note on Thursday, January 15th. Three 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 stock. Based on data from MarketBeat, Samsara currently has a consensus rating of “Moderate Buy” and an average target price of $50.56.

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.