InsidersTradesSigma
Track the Samsara Inc. share price and the full insider trade history of the company, a listed equity based in United States. Shares trade on the US market, under the oversight of SEC (Form 4). Operating in the Technology sector, Samsara Inc. has published 910 insider filings. Market capitalisation: €16.2bn. The latest transaction was reported on 20 August 2026 (Cession). Among the most active insiders: Bicket John. The full history is openly available.
910
Insider Decl.
n/a
Thresholds
€406m
6 ops.
Buy Volume
€660m
616 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Samsara Inc. Buy (bullish), based on 21 analysts. Average price target: US$44.70.
43Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 17,655 of 28,896 companies
45.2
score / 100
Value39
Quality52
FCF yld1.3%
Earn yld-0.1%
EV/EBITDA·
ROE4.4%
Gross mgn77%
Net mgn-0.6%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 20 August 2026
Declarations910 total
87,448 shares@ US$39.9195Class A Common StockSEC:0001895106-26-000018:0
8,967 shares@ US$40.4842Class A Common StockSEC:0001895106-26-000018:1
7,400 shares@ US$39.9676Class A Common StockSEC:0001895106-26-000018:2
3,200 shares@ US$40.4473Class A Common StockSEC:0001895106-26-000018:3
26,363 shares@ US$39.9382Class A Common StockSEC:0001895106-26-000018:4
2,600 shares@ US$40.4865Class A Common StockSEC:0001895106-26-000018:5
48,341 shares@ US$39.5868Class A Common StockSEC:0001895106-26-000018:6
28,687 shares@ US$40.3688Class A Common StockSEC:0001895106-26-000018:7
15,892 shares@ US$40.1811Class A Common StockSEC:0001895106-26-000018:8
445 shares@ US$40.6995Class A Common StockSEC:0001895106-26-000018:9
34,557 shares@ US$39.4352Class A Common StockSEC:0001895106-26-000018:10
85,002 shares@ US$39.9108Class A Common StockSEC:0001895111-26-000017:0
10,946 shares@ US$40.4421Class A Common StockSEC:0001895111-26-000017:1
9,700 shares@ US$40.0703Class A Common StockSEC:0001895111-26-000017:2
900 shares@ US$40.6047Class A Common StockSEC:0001895111-26-000017:3
25,706 shares@ US$39.9288Class A Common StockSEC:0001895111-26-000017:4
3,201 shares@ US$40.4487Class A Common StockSEC:0001895111-26-000017:5
49,625 shares@ US$39.6059Class A Common StockSEC:0001895111-26-000017:6
27,061 shares@ US$40.3804Class A Common StockSEC:0001895111-26-000017:7
15,752 shares@ US$40.1799Class A Common StockSEC:0001895111-26-000017:8
641 shares@ US$40.6608Class A Common StockSEC:0001895111-26-000017:9
35,266 shares@ US$39.4286Class A Common StockSEC:0001895111-26-000017:10
100 shares@ US$40.08Class A Common StockSEC:0001895111-26-000017:11
2,625 shares@ US$39.310.0006% mcap7.3% of flowClass A Common StockSEC:0002074298-26-000015:0
989 shares@ US$39.500.0002% mcap2.8% of flowClass A Common StockSEC:0002074298-26-000015:1
25 of 910 declarations
关于 Samsara Inc.
Samsara Inc. (NYSE: IOT) 是一家总部位于美国的技术公司，致力于通过其互联运营平台实现物理运营的数字化。Samsara由Sanjit Biswas和John Bicket于2015年创立，总部位于美国加利福尼亚州旧金山。该公司服务于业务依赖车辆、设备、场地和一线员工的组织，客户群涵盖运输、物流、建筑、现场服务、制造、零售、公用事业和公共部门。其市场定位是应用物联网和运营软件的领先提供商，结合了互联硬件、云软件和分析，而非销售独立的设备。 Samsara的商业模式以其云平台的订阅收入为中心，辅以专有的物联网设备和软件集成。其核心应用领域包括AI驱动的视频安全、车辆远程信息处理、员工应用、资产跟踪、场地可视化、商业导航、维护、互联表格和互联培训。实际上，该平台从行车记录仪、网关、传感器和资产标签中获取数据，然后将这些运营数据转化为警报、仪表板、自动化和可操作的工作流程。这种架构支持经常性收入，增加了转换成本，并实现了同一账户内多个应用程序的交叉销售。 在竞争方面，Samsara通过集成端到端堆栈（数据捕获、云处理、AI驱动的洞察和工作流程执行）实现差异化。这种定位对于需要可见性、合规性、安全改进和生产力提升的大型、复杂、多站点组织尤其重要。该公司强调其庞大的全球客户群和日益增长的多产品采用率，这加深了客户关系并支持了扩展收入。在其最近的沟通中，Samsara还将自己定位为“物理AI”和互联运营管理领域的领导者，这一叙述突显了其超越车队远程信息处理的雄心。 近期发展强化了这一战略。在2025年和2026年期间，Samsara推出并扩展了基于AI的安全工具，包括自动化指导、天气智能、员工安全功能以及旨在现代化关键基础设施的新公共部门解决方案。该公司还宣布了围绕资产可见性和车队运营的新合作伙伴关系和产品增强。与此同时，它在G2和TIME100等行业排名中获得了制造业和物流领域的认可，突显了品牌势头和客户满意度的增长。对于投资者而言，Samsara仍然是美国纽约证券交易所上市的高增长软件和物联网公司，受益于工业物联网、车队数字化和AI赋能运营软件在关键任务行业中的长期采用。
