Samsara (NYSE:IOT) Insider Sells $1,408,313.37 in Stock

05 Feb 2026, 18:48 by Doug Wharley · The Cerbat Gem

Samsara Inc. (NYSE:IOT – Get Free Report) insider Sanjit Biswas sold 55,819 shares of Samsara stock in a transaction on Tuesday, February 3rd. The stock was sold at an average price of $25.23, for a total transaction of $1,408,313.37. Following the sale, the insider owned 68,200 shares of the company’s stock, valued at $1,720,686. The trade was a 45.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website.

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

On Wednesday, February 4th, Sanjit Biswas sold 208,081 shares of Samsara stock. The shares were sold at an average price of $25.19, for a total value of $5,241,560.39.
On Tuesday, January 20th, Sanjit Biswas sold 263,900 shares of Samsara stock. The stock was 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 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 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 transaction 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 stock was 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 shares were sold at an average price of $38.10, for a total value 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.
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 transaction of $1,324,670.32.

Samsara Trading Down 3.6%

Shares of Samsara stock traded down $0.90 on Thursday, reaching $24.20. 11,326,870 shares of the company were exchanged, compared to its average volume of 8,507,157. The stock has a fifty day moving average price of $35.63 and a 200-day moving average price of $36.84. Samsara Inc. has a fifty-two week low of $23.38 and a fifty-two week high of $61.90. The firm has a market capitalization of $13.96 billion, a price-to-earnings ratio of -302.53 and a beta of 1.61.

Samsara (NYSE:IOT – Get Free Report) 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, equities analysts anticipate that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Institutional Trading of Samsara

Several large investors have recently modified their holdings of the business. TD Private Client Wealth LLC increased its position in Samsara by 113.0% during the 4th quarter. TD Private Client Wealth LLC now owns 18,470 shares of the company’s stock valued at $655,000 after buying an additional 9,800 shares in the last quarter. North Dakota State Investment Board bought a new stake in Samsara in the 4th quarter valued at $336,000. iA Global Asset Management Inc. purchased a new position in shares of Samsara in the 4th quarter worth $6,503,000. Qsemble Capital Management LP grew its holdings in Samsara by 390.5% during the 4th quarter. Qsemble Capital Management LP now owns 124,172 shares of the company’s stock valued at $4,402,000 after purchasing an additional 98,858 shares during the last quarter. Finally, DNB Asset Management AS raised its position in Samsara by 9.4% during the 4th quarter. DNB Asset Management AS now owns 144,307 shares of the company’s stock valued at $5,116,000 after purchasing an additional 12,340 shares in the last quarter. 96.02% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

IOT has been the subject of a number of research reports. Wells Fargo & Company decreased their price objective on Samsara from $52.00 to $43.00 and set an “overweight” rating for the company in a report on Wednesday. Exane BNP Paribas raised shares of Samsara to a “strong-buy” rating in a research report on Thursday, January 15th. TD Cowen reaffirmed a “buy” rating on shares of Samsara in a report on Friday, December 5th. BTIG Research initiated coverage on shares of Samsara in a research report on Tuesday, December 16th. They set a “buy” rating and a $55.00 price objective for the company. Finally, BNP Paribas Exane raised Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 price target on the stock in a research note on Thursday, January 15th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Samsara has a consensus rating of “Moderate Buy” and an average target price of $49.53.

View Our Latest Stock Report on Samsara

More Samsara News

Here are the key news stories impacting Samsara this week:

Positive Sentiment: Wells Fargo cut its price target from $52 to $43 but kept an “overweight” rating, implying continued analyst conviction in multi-quarter upside (their $43 PT represents material upside vs. recent levels). Benzinga
Neutral Sentiment: Coverage pieces assessing Samsara’s valuation and platform durability are highlighting the company’s growth story but also noting a sharp one‑year shareholder return decline — useful context for investors but not an immediate catalyst. Kalkine Media Yahoo Finance
Negative Sentiment: Significant insider selling: co‑founders/executives John Bicket and Sanjit Biswas each disposed of large blocks (sales on Feb 3–4 totaling roughly 208k + 55k shares per person at ~ $25.19–$25.23/share), cutting their holdings by ~41–45% — a potential negative signal to the market on near‑term insider conviction. SEC filings: John Bicket Form 4 and Sanjit Biswas Form 4
Negative Sentiment: Zacks Research downgraded Samsara from “strong-buy” to “hold,” reducing near-term analyst enthusiasm and potentially pressuring sentiment. Zacks TickerReport

About Samsara

(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.