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Overview
Smart money at a glance
Filings to Sep 30, 2026Net selling: insiders sold $83.9M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$83.9M netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 4 added, 3 cutMore adding
Key stats
Fundamentals Sep 30- Open
- $37.90
- 52-wk high
- $47.47
- High
- $38.43
- 52-wk low
- $23.38
- Low
- $37.14
- Prev close
- $37.97
- Mkt cap
- $22.24B
- P/E
- 253.1x
- Volume
- 5.59M
- Fwd P/E
- 52.4x
- Beta
- 1.34
- P/S
- 12.0x
- P/B
- 14.4x
- Profit margin
- +4.9%
- Op margin
- +1.0%
- ROE
- +6.4%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about IOT filings
Are insiders buying or selling Samsara Inc (IOT) stock?
Net selling: insiders sold $83.9M and bought $0 of IOT stock on the open market in the 90 days to Sep 30, 2026, according to SEC Form 4 filings. $83.9M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Bicket, John (See Remarks), who sold $39.9M. The latest filing was on Sep 29, 2026.
Which members of Congress have traded IOT recently?
None. No member of Congress disclosed a IOT trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this IOT smart-money data?
This summary uses filings available on Sep 30, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (2)
- BC
Baron Capital
$93.4M
added
- BA
Balyasny
$83.5M
added
Sells/Trims (1)
- CI
Citadel
$79.7M
sold
What insiders are doing
How top traders are positioned
No tracked top-trader positions in IOT right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in $0.01 a share above what analysts expected.
Earnings per share
$0.02 expected
Revenue
$483.3M expected
Company adjusted EPS
From the company's release
Compared on the analyst basis, which counts earnings differently from the company.
GAAP EPS was $0.03 and adjusted EPS was $0.20. The analyst basis could not be confirmed, so no beat or miss is shown.
Q3 FY2027 guidance
$514.0M to $516.0M
$509.7M expected+1.0%at the midpoint
What the street expects next
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $416.0M | $444.3M | $478.8M | $508.4M |
| Cost of what it sold | $97.0M | $105.9M | $117.7M | $115.9M |
| Gross profit | $319.0M | $338.4M | $361.1M | $392.6M |
| What it spent | ||||
| Research and development | $86.2M | $89.5M | $97.6M | $102.6M |
| Sales and admin | $66.1M | $63.9M | $52.8M | $67.4M |
| Other operating costs | $168.4M | $175.9M | $203.6M | $217.8M |
| Total operating expenses | $320.7M | $329.4M | $353.9M | $387.7M |
| What was left | ||||
| Operating profit | -$1.7M | $9.0M | $7.2M | $4.9M |
| Profit before tax | $9.1M | $27.5M | $48.9M | $17.5M |
| Tax | $1.3M | $5.5M | $4.4M | $1.3M |
| Net profit | $7.8M | $22.0M | $44.5M | $16.2M |
| EBITDA | $15.2M | $35.0M | $56.9M | $25.9M |
Technicals
Price structure
This stock's price action is mixed.
Trend
Mixed
40 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage leans bearish
Samsara (NYSE: IOT) accounting chief sells 770 shares
NeutralSep 22Samsara Inc. CFO Benjamin Kirchhoff Sells 770 Shares Under Rule 10b5-1 Plan
Leans bearishSep 22Samsara director Jonathan Chadwick sells $420,872 of Class A stock. By Investing.com
NeutralSep 19Samsara (NYSE: IOT) accounting chief sells shares under preset plan
Leans bearishSep 18RSU tax withholding trims Samsara (IOT) CFO stake
NeutralSep 18RSU taxes lead Samsara (IOT) exec to forfeit 12K shares
NeutralSep 18305K-share gift from Samsara (IOT) CTO after share conversion
NeutralSep 18Samsara (IOT) director sells 10,000 shares around $42
Leans bearishSep 18
Macro
10 macro signals shaping IOT right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results