John Bicket Sells 208,536 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 208,536 shares of the firm’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $25.20, for a total transaction of $5,255,107.20. Following the completion of the transaction, the insider directly owned 294,100 shares in the company, valued at approximately $7,411,320. This represents a 41.49% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website.

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

• On Tuesday, February 3rd, John Bicket sold 55,364 shares of Samsara stock. The shares were sold at an average price of $25.23, for a total value of $1,396,833.72.
• 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 shares were 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 shares were 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 value of $5,519,968.30.

Samsara Stock Performance

NYSE:IOT opened at $25.39 on Friday. Samsara Inc. has a one year low of $23.38 and a one year high of $61.90. The business’s 50-day simple moving average is $35.11 and its 200 day simple moving average is $36.67. The stock has a market cap of $14.65 billion, a price-to-earnings ratio of -317.38 and a beta of 1.61.

Samsara (NYSE:IOT) last posted its quarterly earnings data 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 business had revenue of $415.98 million for the quarter, compared to analysts’ expectations of $398.92 million. During the same quarter in the prior year, the firm earned $0.07 earnings per share. Samsara’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. On average, equities research analysts predict that Samsara Inc. will post -0.3 EPS for the current year.

Wall Street Analyst Weigh In

A number of research firms have commented on IOT. JPMorgan Chase & Co. increased 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. KeyCorp began coverage on shares of Samsara in a research report on Tuesday, December 9th. They set an “overweight” rating and a $55.00 price objective for the company. Royal Bank Of Canada cut their target price on shares of Samsara from $50.00 to $46.00 and set an “outperform” rating on the stock in a report on Monday, January 5th. Jefferies Financial Group set a $57.00 price objective on Samsara in a research report on Wednesday, December 10th. Finally, Zacks Research cut Samsara from a “strong-buy” rating to a “hold” rating in a research note on Monday, February 2nd. Two equities 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, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $48.73.

Institutional Trading of Samsara

Several hedge funds have recently added to or reduced their stakes in the business. MJP Associates Inc. ADV bought a new position in shares of Samsara in the fourth quarter worth $272,000. Leonteq Securities AG bought a new position in Samsara in the 4th quarter valued at about $76,000. ABN Amro Investment Solutions acquired a new position in Samsara during the 4th quarter valued at about $878,000. PNC Financial Services Group Inc. raised its position in shares of Samsara by 96.8% during the 4th quarter. PNC Financial Services Group Inc. now owns 27,560 shares of the company’s stock worth $977,000 after buying an additional 13,553 shares in the last quarter. Finally, Handelsbanken Fonder AB raised its position in shares of Samsara by 10.0% during the 4th quarter. Handelsbanken Fonder AB now owns 88,400 shares of the company’s stock worth $3,134,000 after buying an additional 8,000 shares in the last quarter. 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: 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.

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.