Insider Selling: Samsara (NYSE:IOT) Insider Sells $2,533,944.35 in Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 87,227 shares of the company’s stock in a transaction dated Wednesday, April 29th. The shares were sold at an average price of $29.05, for a total transaction of $2,533,944.35. Following the completion of the sale, the insider directly owned 112,900 shares of the company’s stock, valued at $3,279,745. The trade was a 43.59% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• On Thursday, April 30th, John Bicket sold 72,816 shares of Samsara stock. The shares were sold at an average price of $28.49, for a total transaction of $2,074,527.84.
• On Tuesday, April 28th, John Bicket sold 103,857 shares of Samsara stock. The shares were sold at an average price of $29.50, for a total transaction of $3,063,781.50.
• On Wednesday, April 15th, John Bicket sold 96,690 shares of Samsara stock. The shares were sold at an average price of $27.98, for a total transaction of $2,705,386.20.
• On Tuesday, April 14th, John Bicket sold 167,210 shares of Samsara stock. The shares were 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 shares were 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 shares were 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 stock was sold at an average price of $25.20, for a total value of $5,255,107.20.
• On Tuesday, February 3rd, John Bicket sold 55,364 shares of Samsara stock. The stock was sold at an average price of $25.23, for a total value of $1,396,833.72.

Samsara Trading Up 6.2%

NYSE IOT opened at $30.53 on Friday. The stock’s 50-day moving average price is $30.36 and its two-hundred day moving average price is $33.68. The company has a market cap of $17.73 billion, a PE ratio of -1,525.49, a PEG ratio of 11.18 and a beta of 1.29. Samsara Inc. has a 1 year low of $23.38 and a 1 year high of $48.40.

Samsara (NYSE:IOT) last posted its quarterly earnings data on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.13 by $0.05. The firm had revenue of $444.30 million for the quarter, compared to the consensus estimate of $422.29 million. Samsara had a negative return on equity of 0.72% and a negative net margin of 0.56%.The business’s revenue for the quarter was up 28.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.11 EPS. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. Research analysts forecast that Samsara Inc. will post 0.06 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on IOT. KeyCorp boosted their price objective on Samsara from $40.00 to $41.00 and gave the stock an “overweight” rating in a report on Friday, March 6th. BMO Capital Markets upped their target price on Samsara from $40.00 to $44.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Royal Bank Of Canada increased their price objective on Samsara from $35.00 to $41.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. The Goldman Sachs Group set a $45.00 price objective on Samsara in a report on Monday, March 2nd. Finally, Wells Fargo & Company increased their price objective on Samsara from $43.00 to $46.00 and gave the stock an “overweight” rating in a report on Friday, March 6th. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Samsara currently has a consensus rating of “Moderate Buy” and a consensus target price of $46.18.

Key Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Quarterly results and guidance supported fundamentals — Samsara beat EPS and revenue in its most recent report and set FY/FY‑quarter guidance that keeps the growth narrative intact. This underpins investor confidence in recurring‑revenue momentum. Samsara Shows What Happens When Fundamentals Beat Fear
• Positive Sentiment: TIME100 recognition in Manufacturing & Logistics — a branding/validation boost that can help enterprise sales cycles and market credibility for Samsara’s Connected Operations platform. Samsara Named to TIME100 Most Influential Companies List
• Positive Sentiment: New industry study highlights a large addressable problem — reported average equipment theft/loss costs (~$13.2M for large operations) that can drive demand for Samsara’s asset‑tracking and security offerings. That strengthens the revenue opportunity thesis. Samsara Study Reveals Equipment Theft and Loss Costs
• Neutral Sentiment: Short‑term market commentary flagged an intraday pullback in a prior session — mostly a sentiment/flow item rather than new fundamental news. Useful to monitor volatility but not a new catalyst. Samsara Inc. (IOT) Stock Sinks As Market Gains
• Neutral Sentiment: Customer wins / ecosystem traction (e.g., First Student coverage tied to the TIME100 list) support the narrative but are not an immediate earnings catalyst. First Student Named to TIME100 Most Influential Companies List
• Negative Sentiment: Large, pre‑arranged insider sales by co‑founders (Sanjit Biswas and John Bicket) — executed across April 28–30 via 10b5‑1 plans — have released roughly ~527,800 shares (~$15M+ proceeds at the trade prices shown) into the market. Multiple filings show steep reductions in their held lots; while planned, these sales increase float and can create near‑term selling pressure and headline risk. SEC filings: Form 4 (Bicket filing) and Form 4 (Biswas filing)

Institutional Investors Weigh In On Samsara

Large investors have recently added to or reduced their stakes in the stock. Acumen Wealth Advisors LLC bought a new stake in Samsara during the fourth quarter worth approximately $28,000. Versant Capital Management Inc boosted its position in Samsara by 6,078.6% during the third quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock worth $32,000 after purchasing an additional 851 shares during the period. Caitong International Asset Management Co. Ltd boosted its position in Samsara by 312.6% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock worth $31,000 after purchasing an additional 669 shares during the period. AlphaCentric Advisors LLC bought a new stake in Samsara during the fourth quarter worth approximately $36,000. Finally, Optiver Holding B.V. boosted its position in Samsara by 953.2% during the third quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after purchasing an additional 1,058 shares during the period. Institutional investors own 96.02% of the company’s stock.

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.