Adam Eltoukhy, who serves as Executive Vice President, Chief Legal Officer and Secretary of Samsara Inc (IOT), executed insider sales on February 20, 2026, disposing of 4,688 shares of the company’s Class A Common Stock for about $125,611 in aggregate proceeds. The disclosed per-share price for those transactions is $26.6981.
The filings indicate the 4,688-share package was liquidated across multiple trades at prices spanning $26.26 to $27.24. In addition, Eltoukhy completed separate sales of 500 shares at $27.60, with those transactions reported at prices ranging from $27.43 to $27.77.
These sales occurred while Samsara's share price sits near a 52-week low of $23.38 and the stock has lost 51% of its value over the past year. Following the February transactions, Eltoukhy’s direct holdings total 246,675 shares of Class A Common Stock, a figure that includes restricted stock units. He also maintains indirect ownership of 117,171 shares through the ES Trust.
The insider transactions were carried out under a Rule 10b5-1 trading plan that Eltoukhy adopted on March 28, 2025. Separately, InvestingPro’s analysis cited in company filings indicates the stock appears overvalued at current levels and notes that the platform provides 12 additional ProTips for investors assessing the company ahead of its March 5 earnings report.
Investor attention toward Samsara has been heightened by recent analyst actions and company disclosures. Goldman Sachs began coverage with a Buy rating and a $36 price target, pointing to Samsara’s position in digitizing physical operations. KeyBanc also initiated coverage with an Overweight rating and set a $55 price target, highlighting what it describes as significant potential within the large Physical Operations industry.
Company-supplied performance metrics in Samsara’s 2025 Year in Review were also cited in market commentary. The report states users experienced a 73% reduction in crash rates. A corporate customer example, Swissport North America, reported a 60% reduction in operational incidents and a 23% decrease in vehicle damage within an 18-week period after deploying Samsara’s technology.
Market strategists have also signaled changing expectations for software shares. BMO Capital Markets projects a recovery for software stocks in 2026 and lists Samsara among its outperform-rated names. Taken together, the analyst initiations, the company’s safety and operational metrics, and the recent insider selling form the current public narrative around Samsara as it approaches the March 5 earnings report.
Clear summary
Adam Eltoukhy sold 4,688 shares of Samsara Class A stock on February 20, 2026, for roughly $125,611 at a reported $26.6981 per share. Sales were executed across multiple price points, and additional 500-share transactions were reported separately. After these moves, Eltoukhy holds 246,675 Class A shares directly and 117,171 shares indirectly through the ES Trust. The trades were made under a Rule 10b5-1 plan adopted March 28, 2025. The stock is trading near a 52-week low and down 51% over the past year, while analysts have recently initiated coverage and the company has disclosed notable safety improvements for users.
Key points
- Insider sale: Adam Eltoukhy sold 4,688 Class A shares on February 20, 2026, for approximately $125,611 at $26.6981 per share, with the trades spanning $26.26 to $27.24.
- Additional transactions: Eltoukhy also sold 500 shares at $27.60 in prices from $27.43 to $27.77; his direct and indirect holdings now stand at 246,675 and 117,171 shares respectively.
- Market context and coverage: Shares trade near a 52-week low of $23.38 and are down 51% over the past year; Goldman Sachs and KeyBanc have initiated coverage with Buy and Overweight ratings and price targets of $36 and $55, respectively.
Risks and uncertainties
- Share-price decline: The stock has fallen 51% year-over-year and is close to its 52-week low, reflecting downside risk for equity holders in the software and physical operations sectors.
- Valuation concerns: InvestingPro’s analysis characterizes the stock as appearing overvalued at current levels, a consideration for investors in software and industrial technology exposure.
- Earnings catalyst: Samsara is scheduled to report earnings on March 5, and the period leading up to the report can introduce near-term volatility for market participants.