Samsara (NYSE:IOT) Insider John Bicket Sells 96,690 Shares of Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 96,690 shares of the company’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $27.98, for a total transaction of $2,705,386.20. Following the completion of the sale, the insider directly owned 158,200 shares of the company’s stock, valued at approximately $4,426,436. This trade represents a 37.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

John Bicket also recently made the following trade(s):

• On Tuesday, April 14th, John Bicket sold 167,210 shares of Samsara stock. The stock was sold at an average price of $26.60, for a total transaction of $4,447,786.00.
• On Thursday, April 2nd, John Bicket sold 10,009 shares of Samsara stock. The stock was sold at an average price of $30.96, for a total transaction of $309,878.64.
• On Wednesday, April 1st, John Bicket sold 116,486 shares of Samsara stock. The stock was sold at an average price of $31.80, for a total transaction of $3,704,254.80.
• On Tuesday, March 31st, John Bicket sold 137,405 shares of Samsara stock. The shares were sold at an average price of $31.44, for a total transaction of $4,320,013.20.
• On Tuesday, February 17th, John Bicket sold 263,900 shares of Samsara stock. The shares were sold at an average price of $25.87, for a total transaction of $6,827,093.00.
• On Wednesday, February 4th, John Bicket sold 208,536 shares of Samsara stock. The shares were sold at an average price of $25.20, for a total transaction of $5,255,107.20.
• On Tuesday, February 3rd, John Bicket sold 55,364 shares of Samsara stock. The shares were sold at an average price of $25.23, for a total transaction of $1,396,833.72.
• On Tuesday, January 20th, John Bicket sold 263,900 shares of Samsara stock. The shares were sold at an average price of $32.43, for a total transaction of $8,558,277.00.

Samsara Stock Performance

IOT stock opened at $29.53 on Friday. The firm has a market cap of $17.15 billion, a price-to-earnings ratio of -1,475.76, a PEG ratio of 10.58 and a beta of 1.50. The firm has a 50-day simple moving average of $29.73 and a two-hundred day simple moving average of $34.30. Samsara Inc. has a one year low of $23.38 and a one year high of $48.40.

Samsara (NYSE:IOT) last released its quarterly earnings results on Thursday, March 5th. The company reported $0.18 EPS for the quarter, beating the consensus estimate of $0.13 by $0.05. The business had revenue of $444.30 million during the quarter, compared to analyst estimates of $422.29 million. Samsara had a negative net margin of 0.56% and a negative return on equity of 0.72%. The company’s quarterly revenue was up 28.3% on a year-over-year basis. During the same period in the prior year, the firm posted $0.11 earnings per share. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. As a group, equities analysts predict that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Key Headlines Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Zacks and other outlets flagged that Samsara has outpaced broader market returns recently and reminded investors of the company’s March quarter beat (revenue and EPS above estimates), which supports the bullish case. Samsara Inc. (IOT) Exceeds Market Returns: Some Facts to Consider
• Neutral Sentiment: Wall Street coverage is mixed — several firms maintain Buy/Outperform ratings but some have trimmed targets (BTIG, Truist), leaving a consensus “Moderate Buy” and a consensus price target well above the current level. That background supports interest but keeps upside dependent on execution. MarketBeat: Samsara (IOT) profile and analyst coverage
• Neutral Sentiment: Institutional ownership remains very high (~96% owned by institutions) with small recent adjustments noted; these flows are informative but not abrupt enough to explain a big move on their own. MarketBeat: Institutional holdings
• Negative Sentiment: Large insider selling by co‑founders John Bicket and Sanjit Biswas (multiple trades on April 14–15 totaling several hundred thousand shares each) is weighing on sentiment. The sales reduced their holdings substantially, though filings show the trades were executed under pre‑arranged Rule 10b5‑1 plans, which tempers immediate governance concerns but still increases float and can pressure the stock. SEC Form 4 (insider sales)
• Negative Sentiment: Smaller insider sales by the CAO (Benjamin Kirchhoff) were also filed; these are minor in dollar terms but add to the narrative of insider liquidations this week. InsiderTrades: Insider selling alert

Hedge Funds Weigh In On Samsara

Several hedge funds have recently modified their holdings of the stock. Baillie Gifford & Co. increased its holdings in shares of Samsara by 15.0% during the fourth quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock valued at $1,689,565,000 after acquiring an additional 6,208,553 shares in the last quarter. Vanguard Group Inc. increased its holdings in Samsara by 11.5% in the 4th quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company’s stock worth $1,174,620,000 after buying an additional 3,417,849 shares during the period. Sands Capital Management LLC raised its position in Samsara by 6.4% during the 3rd quarter. Sands Capital Management LLC now owns 20,518,332 shares of the company’s stock worth $764,308,000 after buying an additional 1,242,122 shares during the last quarter. Goldman Sachs Group Inc. raised its position in Samsara by 58.9% during the 4th quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock worth $421,079,000 after buying an additional 4,401,082 shares during the last quarter. Finally, Brown Advisory Inc. lifted its stake in Samsara by 42.1% during the 4th quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company’s stock valued at $397,536,000 after acquiring an additional 3,322,023 shares during the period. Institutional investors and hedge funds own 96.02% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. Piper Sandler reissued an “overweight” rating and set a $39.00 price target (up from $37.00) on shares of Samsara in a research report on Friday, March 6th. BNP Paribas Exane upgraded shares of Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 price objective on the stock in a report on Thursday, January 15th. UBS Group restated a “buy” rating and set a $48.00 price objective on shares of Samsara in a report on Friday, March 6th. Royal Bank Of Canada upped their price objective on shares of Samsara from $35.00 to $41.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Finally, Truist Financial cut their price objective on shares of Samsara from $39.00 to $30.00 and set a “hold” rating on the stock in a report on Tuesday, February 17th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $46.18.

About Samsara

Samsara develops an industrial Internet of Things (IoT) platform designed to help organizations monitor, manage, and optimize physical operations. The company combines connected hardware — including telematics devices, GPS trackers, dash cameras, and environmental sensors — with cloud-based software to provide real-time visibility into vehicles, mobile equipment, and fixed assets. Its software offers tools for fleet management, driver and worker safety, asset tracking, compliance (including electronic logging), maintenance scheduling, and operational analytics.

The Samsara platform emphasizes integration of live data streams with analytics and workflow features to drive efficiency and safety across industries that rely on dispersed equipment and mobile workforces.