Insider Selling: Samsara (NYSE:IOT) Insider Sells $2,982,917.34 in Stock

01 Jan 2026, 00:14 by Sarita Garza · The Markets Daily

Samsara Inc. (NYSE:IOT – Get Free Report) insider Sanjit Biswas sold 82,242 shares of the business’s stock in a transaction on Monday, December 29th. The shares were sold at an average price of $36.27, for a total transaction of $2,982,917.34. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink.

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

On Tuesday, December 30th, Sanjit Biswas sold 77,758 shares of Samsara stock. The shares were sold at an average price of $35.96, for a total transaction of $2,796,177.68.
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 transaction 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 stock was 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 value of $1,324,670.32.
On Tuesday, November 18th, Sanjit Biswas sold 123,336 shares of Samsara stock. The shares were 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 stock was sold at an average price of $38.38, for a total transaction of $419,762.06.
On Tuesday, November 4th, Sanjit Biswas sold 149,063 shares of Samsara stock. The stock was sold at an average price of $38.94, for a total value of $5,804,513.22.
On Tuesday, October 21st, Sanjit Biswas sold 160,000 shares of Samsara stock. The shares were sold at an average price of $38.63, for a total value of $6,180,800.00.

Samsara Stock Performance

NYSE IOT traded down $0.55 on Wednesday, reaching $35.43. The company had a trading volume of 2,857,717 shares, compared to its average volume of 5,010,016. The firm has a market capitalization of $20.44 billion, a price-to-earnings ratio of -442.88 and a beta of 1.61. The company’s fifty day moving average is $38.83 and its 200-day moving average is $38.04. Samsara Inc. has a 1-year low of $31.40 and a 1-year high of $61.90.

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

Analyst Upgrades and Downgrades

Several brokerages have recently commented on IOT. KeyCorp began coverage on Samsara in a research note on Tuesday, December 9th. They set an “overweight” rating and a $55.00 target price for the company. Morgan Stanley lifted their price objective on shares of Samsara from $50.00 to $53.00 and gave the stock an “equal weight” rating in a research report on Monday, September 8th. Wells Fargo & Company increased their price objective on shares of Samsara from $50.00 to $52.00 and gave the company an “overweight” rating in a research report on Friday, December 5th. Royal Bank Of Canada upped their price target on shares of Samsara from $46.00 to $50.00 and gave the company an “outperform” rating in a research note on Friday, December 5th. Finally, Bank of America raised their price objective on shares of Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a research report on Friday, December 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. According to data from MarketBeat, Samsara currently has an average rating of “Moderate Buy” and a consensus target price of $51.53.

Read Our Latest Analysis on IOT

Institutional Trading of Samsara

Several hedge funds have recently modified their holdings of IOT. Catalyst Capital Advisors LLC bought a new stake in Samsara in the 2nd quarter valued at about $28,000. Versant Capital Management Inc boosted its stake in shares of Samsara by 6,078.6% in the 3rd quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock worth $32,000 after buying an additional 851 shares during the last quarter. Family Legacy Financial Solutions LLC purchased a new position in shares of Samsara in the 2nd quarter worth approximately $40,000. AlphaQuest LLC grew its holdings in shares of Samsara by 519.6% in the first quarter. AlphaQuest LLC now owns 1,041 shares of the company’s stock valued at $40,000 after acquiring an additional 873 shares in the last quarter. Finally, Whipplewood Advisors LLC increased its position in shares of Samsara by 349.8% during the second quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company’s stock valued at $43,000 after acquiring an additional 850 shares during the last quarter. Institutional investors own 96.02% of the company’s stock.

More Samsara News

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.