Insider Selling: Samsara (NYSE:IOT) Insider Sells 85,773 Shares of Stock

31 Dec 2025, 19:14 by Doug Wharley · The Cerbat Gem

Samsara Inc. (NYSE:IOT – Get Free Report) insider John Bicket sold 85,773 shares of the business’s stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $35.96, for a total value of $3,084,397.08. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.

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

On Wednesday, December 31st, John Bicket sold 1,953 shares of Samsara stock. The stock was sold at an average price of $35.74, for a total transaction of $69,800.22.
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 stock was 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 value 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.
On Wednesday, November 19th, John Bicket sold 46,559 shares of Samsara stock. The stock was 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.
On Wednesday, November 5th, John Bicket sold 20,723 shares of Samsara stock. The shares were sold at an average price of $38.52, for a total value of $798,249.96.
On Tuesday, November 4th, John Bicket sold 149,277 shares of Samsara stock. The stock was sold at an average price of $38.94, for a total value of $5,812,846.38.

Samsara Price Performance

Shares of IOT traded down $0.55 during mid-day trading on Wednesday, hitting $35.43. 2,857,717 shares of the company’s stock were exchanged, compared to its average volume of 5,010,016. Samsara Inc. has a 52 week low of $31.40 and a 52 week high of $61.90. The company has a market cap of $20.44 billion, a PE ratio of -442.88 and a beta of 1.61. The company has a 50-day simple moving average of $38.83 and a 200 day simple moving average of $38.04.

Samsara (NYSE:IOT – Get Free Report) last announced its 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). The business had revenue of $415.98 million for the quarter, compared to analyst estimates of $398.92 million. Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.The business’s revenue for the quarter was up 29.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.07 EPS. 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, analysts anticipate that Samsara Inc. will post -0.3 earnings per share for the current year.

Analyst Upgrades and Downgrades

IOT has been the subject of several recent analyst reports. Bank of America increased their price objective on Samsara from $53.00 to $55.00 and gave the company a “buy” rating in a report on Friday, December 5th. TD Cowen upped their price target on shares of Samsara from $49.00 to $55.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. BTIG Research initiated coverage on shares of Samsara in a research report on Tuesday, December 16th. They issued a “buy” rating and a $55.00 price objective for the company. JPMorgan Chase & Co. boosted their price objective on shares of Samsara from $46.00 to $48.00 and gave the stock a “neutral” rating in a research note on Friday, December 5th. Finally, Truist Financial raised their target price on shares of Samsara from $35.00 to $39.00 and gave the company a “hold” rating in a research note on Friday, September 5th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Samsara has an average rating of “Moderate Buy” and a consensus target price of $51.53.

Read Our Latest Stock Analysis on IOT

Institutional Trading of Samsara

Several hedge funds and other institutional investors have recently modified their holdings of IOT. Hudson Bay Capital Management LP bought a new position in Samsara in the 3rd quarter valued at about $5,043,000. IFP Advisors Inc boosted its holdings in shares of Samsara by 194.4% during the third quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock worth $47,000 after acquiring an additional 828 shares during the period. Swiss Life Asset Management Ltd grew its position in shares of Samsara by 7.1% in the third quarter. Swiss Life Asset Management Ltd now owns 25,947 shares of the company’s stock valued at $967,000 after purchasing an additional 1,719 shares during the last quarter. Polar Asset Management Partners Inc. bought a new position in shares of Samsara during the third quarter worth approximately $1,637,000. Finally, JPMorgan Chase & Co. lifted its holdings in Samsara by 20.6% during the 3rd quarter. JPMorgan Chase & Co. now owns 1,664,688 shares of the company’s stock worth $62,010,000 after purchasing an additional 284,174 shares during 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: Zacks added Samsara (IOT) to its Rank #1 (Strong Buy) list — a short-term positive catalyst that can attract buyer interest. Zacks Article
Positive Sentiment: Several brokers have raised price targets and maintained buy/outperform ratings (Bank of America, Cowen, RBC, Piper Sandler), and the stock retains an average analyst stance of “Moderate Buy” — supportive for medium-term demand. Analyst Coverage
Neutral Sentiment: Recent quarter: revenue beat consensus (revenue +29% YoY) but EPS missed and margins remain negative; company gave FY2026 EPS guidance (0.50) and Q4 guidance (0.12–0.13) — mixed fundamentals leave room for both upside and continued investor caution. Earnings & Guidance
Negative Sentiment: Large insider sales from senior leaders: John Bicket sold a total of ~170,000 shares across Dec. 29–31 (~$6.14M), and co‑founder Sanjit Biswas sold ~160,000 shares (~$5.78M). Combined executive selling (~330k+ shares, roughly $11–12M) is likely pressuring sentiment. SEC filings: Bicket and Biswas sales. Bicket/Biswas Form 4
Negative Sentiment: Additional director/office sales: Director Jonathan Chadwick sold 10,000 shares (Dec. 26) and CAO Benjamin Kirchhoff sold 1,683 shares — further insider liquidity that can reinforce downward pressure. Chadwick Form 4

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.