Possible Bearish Signals With Samsara Insiders Disposing Stock
Possible Bearish Signals With Samsara Insiders Disposing Stock
The fact that multiple Samsara Inc. (NYSE:IOT) insiders offloaded a considerable amount of shares over the past year could have raised some eyebrows amongst investors. When analyzing insider transactions, it is usually more valuable to know whether insiders are buying versus knowing if they are selling, as the latter sends an ambiguous message. However, when multiple insiders sell stock over a specific duration, shareholders should take notice as that could possibly be a red flag.
在过去的一年中,多位Samsara Inc.(纽约证券交易所代码:IOT)内部人士抛售了大量股票,这一事实可能会引起投资者的关注。在分析内幕交易时,了解内部人士是否在买入通常比知道他们是否在卖出更有价值,因为后者发出的信息模棱两可。但是,当多个内部人士在特定期限内出售股票时,股东应注意,因为这可能是一个危险信号。
While insider transactions are not the most important thing when it comes to long-term investing, we would consider it foolish to ignore insider transactions altogether.
尽管在长期投资中,内幕交易并不是最重要的事情,但我们认为完全忽视内幕交易是愚蠢的。
The Last 12 Months Of Insider Transactions At Samsara
Samsara 最近 12 个月的内幕交易
Over the last year, we can see that the biggest insider sale was by the Non-Employee Independent Director, Hemant Taneja, for US$57m worth of shares, at about US$18.86 per share. So it's clear an insider wanted to take some cash off the table, even below the current price of US$34.36. As a general rule we consider it to be discouraging when insiders are selling below the current price, because it suggests they were happy with a lower valuation. Please do note, however, that sellers may have a variety of reasons for selling, so we don't know for sure what they think of the stock price. We note that the biggest single sale was 100% of Hemant Taneja's holding.
在过去的一年中,我们可以看到,最大的内幕出售是非雇员独立董事Hemant Taneja以每股约18.86美元的价格出售了价值5700万美元的股票。因此,很明显,一位内部人士想从桌上提取一些现金,甚至低于目前的34.36美元价格。通常,当内部人士以低于当前价格的价格出售时,我们认为这令人沮丧,因为这表明他们对较低的估值感到满意。但是,请注意,卖家可能有各种各样的卖出原因,因此我们不确定他们对股价的看法。我们注意到,最大的单笔销售是Hemant Taneja持有的100%的股份。
Samsara insiders didn't buy any shares over the last year. The chart below shows insider transactions (by companies and individuals) over the last year. By clicking on the graph below, you can see the precise details of each insider transaction!
去年,Samsara内部人士没有购买任何股票。下图显示了去年的内幕交易(公司和个人)。通过点击下面的图表,你可以看到每笔内幕交易的确切细节!
![insider-trading-volume](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240308/0-1c40c46e3677cdd07df5c9a12383defb-0-63373b58416da82105acdcd23aba6c6d.png/big)
If you are like me, then you will not want to miss this free list of growing companies that insiders are buying.
如果你像我一样,那么你不会想错过这份业内人士正在收购的成长型公司的免费名单。
Insiders At Samsara Have Sold Stock Recently
Samsara的内部人士最近出售了股票
The last quarter saw substantial insider selling of Samsara shares. In total, insiders dumped US$11m worth of shares in that time, and we didn't record any purchases whatsoever. Overall this makes us a bit cautious, but it's not the be all and end all.
上个季度,Samsara的股票出现了大量内幕抛售。在此期间,内部人士总共抛售了价值1100万美元的股票,我们没有记录任何购买记录。总的来说,这使我们有点谨慎,但这并不是万能的。
Insider Ownership Of Samsara
Samsara 的内部所有权
For a common shareholder, it is worth checking how many shares are held by company insiders. A high insider ownership often makes company leadership more mindful of shareholder interests. Samsara insiders own about US$8.6b worth of shares (which is 46% of the company). Most shareholders would be happy to see this sort of insider ownership, since it suggests that management incentives are well aligned with other shareholders.
对于普通股股东来说,值得检查一下公司内部人士持有多少股票。较高的内部所有权通常会使公司领导层更加关注股东的利益。Samsara内部人士拥有价值约86亿美元的股份(占该公司的46%)。大多数股东会很高兴看到这种内部所有权,因为这表明管理层的激励措施与其他股东非常一致。
What Might The Insider Transactions At Samsara Tell Us?
Samsara的内幕交易能告诉我们什么?
Insiders haven't bought Samsara stock in the last three months, but there was some selling. And even if we look at the last year, we didn't see any purchases. It is good to see high insider ownership, but the insider selling leaves us cautious. In addition to knowing about insider transactions going on, it's beneficial to identify the risks facing Samsara. Every company has risks, and we've spotted 3 warning signs for Samsara you should know about.
内部人士在过去三个月中没有买入Samsara的股票,但出现了一些抛售。而且,即使我们看看去年,我们也没有看到任何购买。看到较高的内部所有权是件好事,但内幕抛售使我们持谨慎态度。除了了解正在进行的内幕交易外,确定Samsara面临的风险也是有益的。每家公司都有风险,我们发现了你应该知道的3个Samsara警告信号。
If you would prefer to check out another company -- one with potentially superior financials -- then do not miss this free list of interesting companies, that have HIGH return on equity and low debt.
如果你想看看另一家公司——一家财务状况可能优越的公司——那么千万不要错过这份免费的股本回报率高、债务低的有趣公司的名单。
For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests.
就本文而言,内部人士是指向相关监管机构报告其交易的个人。我们目前只考虑公开市场交易和私下处置的直接利益,不包括衍生品交易或间接权益。
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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Simply Wall St的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。