Market Cap
$22.3B
IOT
Samsara Inc.
$40.97 ▲ +2.32%
Prev close $40.04Market cap$22.3B
ConsensusBuy
12-mo target$52.16 (+27.3%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (5 insiders)44 New Institutional Positions6 Institutional Exits Software & IT
Snapshot
The big-picture read on IOT right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (75%)
Inst. Holders
50 funds
Inst. Value
$9.4B
Inst. Activity
44 buys / 6 sells
Insider Activity
$0.00 buy / $27.2M sell
Insider Net $
-$27.2M
Social Sentiment
43° Neutral
SEC Reports
20
Price chart 30d +11.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 Insider
Biswas Sanjit sold 13,283 shares
CHIEF EXECUTIVE OFFICER @ $38.60 ($512.7K)
Oct 1, 2026 Insider
Biswas Sanjit sold 7,846 shares
CHIEF EXECUTIVE OFFICER @ $39.17 ($307.3K)
Oct 1, 2026 Insider
Bicket John sold 7,504 shares
SEE REMARKS @ $39.17 ($294.0K)
Oct 1, 2026 short_volume
Aug 27, 2026 SEC Short Volume: IOT — 57.1% short (1.0M / 1.7M)
Short: 982,641 | Exempt: 13,193 | TRF Vol: 1,720,348 | Short Ratio: 57.1% | Off-exchange volume (dar
A cluster of insider sales at Samsara Inc. (IOT) totaling $3.07M over a 7-day window, led by the CEO and a senior execut
CLUSTER — Impact 4/10
CEO Sanjit Biswas and President John Bicket sold a combined $6.88M in open-market sales over a 7-day window, with the bu
CLUSTER — Impact 3/10
Susan L. Bostrom, a former affiliate of Samsara Inc., filed a Form 144 notice of intent to sell 75,000 shares of common
144 — Impact 3/10
Jun 30, 2026 Inst.
MORGAN STANLEY — ADD
12,348,309 shares ($400.5M)
Analyst ratings buy % +1.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
75% rate it Buy or better · 28 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | Cantor Fitzgerald | INITIATE | Overweight | 49% |
| Sep 4, 2026 | BNP Paribas | MAINTAIN | Outperform | — |
| Sep 4, 2026 | Piper Sandler | REITERATE | Neutral | 54% |
| Sep 4, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Sep 4, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 4, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Sep 4, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Sep 4, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Sep 4, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Sep 4, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 15 | 7 | 0 | 0 | 75% | |
| Aug 1, 2026 | 6 | 16 | 6 | 0 | 0 | 79% | |
| Jul 1, 2026 | 5 | 16 | 6 | 0 | 0 | 78% | |
| Jun 1, 2026 | 5 | 16 | 6 | 0 | 0 | 78% | |
| May 1, 2026 | 5 | 16 | 6 | 0 | 0 | 78% | |
| Apr 1, 2026 | 5 | 16 | 6 | 0 | 0 | 78% | |
| Mar 1, 2026 | 5 | 15 | 6 | 0 | 0 | 77% | |
| Feb 1, 2026 | 5 | 15 | 6 | 0 | 0 | 77% |
Price targets
Where 23 covering analysts think IOT trades over the next 12 months.
$52.16 +27.3% upside Strong Buy
Current$40.97 Low$39.00 Median$53.00 High$60.00 23 analysts
$39.00$60.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
43°
Neutral
BearishNeutralBullish
Recent posts
Anyone piling up with $IOT now maybe?
▲ 1 · 💬 0· ⚡ 0.5
What quality compounders fit this portfolio?
▲ 1 · 💬 7· ⚡ 0.5
How tf did $IOT issue an earnings press release quoting the wrong year?
▲ 1 · 💬 0· ⚡ 0.5
$IOT - 100k YOLO JUNE 4 EARNINGs
▲ 1 · 💬 0· ⚡ 0.5
$IOT (Samsara) - YOLO June 4 Earnings
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 0 bullish, 1 bearish, 0 mixed, 19 neutral · avg impact 2.9/10.
BEARISHCLUSTER4/10
A cluster of insider sales at Samsara Inc. (IOT) totaling $3.07M over a 7-day window, led by the CEO
Aug 27, 2026
NEUTRALCLUSTER3/10
CEO Sanjit Biswas and President John Bicket sold a combined $6.88M in open-market sales over a 7-day
Aug 20, 2026
NEUTRAL1443/10
Susan L. Bostrom, a former affiliate of Samsara Inc., filed a Form 144 notice of intent to sell 75,0
Aug 7, 2026
NEUTRALCLUSTER3/10
Two Samsara executives, CEO Sanjit Biswas and insider John Bicket, sold a combined ~$15.3M in open-m
Aug 7, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: IOT — 57.1% short (1.0M / 1.7M)
Short: 982,641 | Exempt: 13,193 | TRF Vol: 1,720,348 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: IOT — 59.6% short (1.0M / 1.6M)
Short: 956,902 | Exempt: 401 | TRF Vol: 1,606,189 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: IOT — 63.9% short (0.9M / 1.4M)
Short: 917,722 | Exempt: 4,364 | TRF Vol: 1,435,784 | Short Ratio: 63.9% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: IOT — 60.4% short (1.0M / 1.6M)
Short: 985,873 | Exempt: 274 | TRF Vol: 1,631,338 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: IOT — 61.7% short (1.4M / 2.3M)
Short: 1,393,156 | Exempt: 1,445 | TRF Vol: 2,256,943 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.19 | $0.18–$0.19 | 25.6% | +3.4% | 16↑ 2↓ | $0.5B | 21 |
| Next Q | $0.21 | $0.18–$0.22 | 19.3% | +3.6% | 15↑ 1↓ | $0.5B | 21 |
| Current FY | $0.77 | $0.72–$0.78 | 37.7% | +8.3% | 19↑ 0↓ | $2.0B | 23 |
| Next FY | $0.95 | $0.78–$1.04 | 23.2% | +5.5% | 19↑ 1↓ | $2.5B | 24 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.188 | — |
| 7d ago | $0.188 | — |
| 30d ago | $0.182 | +0.006 |
| 60d ago | $0.182 | +0.006 |
| 90d ago | $0.178 | +0.010 |
Institutional ownership
Which big funds own IOT (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.4B total value (290,172,199 shares) as of 2026-Q2. Top holders: BAILLIE, FMR, BlackRock,. Net buying activity: 44 institutions added/increased vs 6 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BAILLIE GIFFORD & CO | 56,358,374 | $1.8B | 19.4% | — |
| FMR LLC | 26,406,588 | $856.4M | 9.1% | — |
| BlackRock, Inc. | 23,805,185 | $772.0M | 8.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 17,724,063 | $574.8M | 6.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 15,491,321 | $502.4M | 5.3% | — |
| MORGAN STANLEY | 12,348,309 | $400.5M | 4.3% | ADD +46.7% |
| SANDS CAPITAL MANAGEMENT, LLC | 11,348,732 | $368.0M | 3.9% | TRIM -27.5% |
| GOLDMAN SACHS GROUP INC | 10,121,320 | $328.2M | 3.5% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 9,327,606 | $302.5M | 3.2% | — |
| STATE STREET CORP | 7,981,248 | $258.8M | 2.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 8,417,014 | 12,348,309 | +46.7% | $400.5M |
| SANDS CAPITAL MANAGEMENT, LLC | TRIM | 15,657,744 | 11,348,732 | -27.5% | $368.0M |
| BAMCO INC /NY/ | ADD | 5,119,835 | 7,881,752 | +53.9% | $255.6M |
| BROWN ADVISORY INC | TRIM | 10,098,893 | 7,109,824 | -29.6% | $230.6M |
| UBS Group AG | ADD | 2,794,487 | 4,556,406 | +63.0% | $147.8M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 521,431 | 3,083,647 | +491.4% | $100.0M |
| Freestone Grove Partners LP | ADD | 2,157,361 | 2,871,558 | +33.1% | $93.1M |
| NORGES BANK | NEW | — | 2,542,640 | — | $82.5M |
| Atreides Management, LP | NEW | — | 2,308,649 | — | $74.9M |
| ALLIANCEBERNSTEIN L.P. | ADD | 1,764,096 | 2,268,495 | +28.6% | $71.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 50 transactions. Net -$27.2M — $0.00 bought, $27.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | SELL | 13,283 | $38.60 | $512.7K |
| Oct 1, 2026 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | SELL | 7,846 | $39.17 | $307.3K |
| Oct 1, 2026 | Bicket John | SEE REMARKS | SELL | 7,504 | $39.17 | $294.0K |
| Oct 1, 2026 | Bicket John | SEE REMARKS | SELL | 13,019 | $38.63 | $502.9K |
| Sep 30, 2026 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | SELL | 70 | $38.91 | $2.7K |
| Sep 30, 2026 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | SELL | 300 | $38.91 | $11.7K |
| Sep 30, 2026 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | SELL | 76,359 | $38.39 | $2.9M |
| Sep 30, 2026 | Bicket John | SEE REMARKS | SELL | 400 | $38.90 | $15.6K |
| Sep 30, 2026 | Bicket John | SEE REMARKS | SELL | 100 | $38.92 | $3.9K |
| Sep 30, 2026 | Bicket John | SEE REMARKS | SELL | 76,831 | $38.39 | $2.9M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IOT.
Shares short
29,539,772
Settlement Sep 15, 2026
Change vs prior
+2.3%
Semi-monthly cycle
Days to cover
2.8
At avg daily volume
Of shares outstanding
≈5.0%
Estimate — not % of float
All IOT filing & press-release reports (36)
- CLUSTER reportAug 27, 2026
- CLUSTER reportAug 20, 2026
- 144 reportAug 7, 2026
- CLUSTER reportAug 7, 2026
- CLUSTER reportAug 6, 2026
- 144 reportAug 4, 2026
- CLUSTER reportJul 29, 2026
- 144 reportJul 28, 2026
- CLUSTER reportJul 24, 2026
- CLUSTER reportJul 23, 2026
- CLUSTER reportJul 16, 2026
- CLUSTER reportJul 9, 2026
- CLUSTER reportJul 7, 2026
- CLUSTER reportJul 2, 2026
- CLUSTER reportJun 17, 2026
- CLUSTER reportJun 17, 2026
- CLUSTER reportJun 17, 2026
- 144 reportJun 15, 2026
- CLUSTER reportJun 12, 2026
- 144 reportJun 8, 2026
- DEFA14A reportJun 5, 2026
- 8-K reportJun 4, 2026
- CLUSTER reportJun 1, 2026
- CLUSTER reportMay 28, 2026
- CLUSTER reportMay 21, 2026
- CLUSTER reportMay 14, 2026
- CLUSTER reportMay 12, 2026
- CLUSTER reportMay 4, 2026
- CLUSTER reportApr 30, 2026
- CLUSTER reportApr 21, 2026
- CLUSTER reportApr 16, 2026
- CLUSTER reportApr 3, 2026
- CLUSTER reportMar 23, 2026
- CLUSTER reportMar 18, 2026
- CLUSTER reportMar 17, 2026
- 8-K reportMar 5, 2026