Samsara (NYSE:IOT) Insider Sells $3,848,614.77 in Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 128,159 shares of the company’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $30.03, for a total value of $3,848,614.77. Following the completion of the transaction, the insider directly owned 22,300 shares in the company, valued at approximately $669,669. This trade represents a 85.18% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Sanjit Biswas also recently made the following trade(s):

• On Thursday, May 28th, Sanjit Biswas sold 31,081 shares of Samsara stock. The shares were sold at an average price of $31.21, for a total value of $970,038.01.
• On Tuesday, May 26th, Sanjit Biswas sold 104,660 shares of Samsara stock. The shares were sold at an average price of $31.10, for a total value of $3,254,926.00.
• On Wednesday, May 13th, Sanjit Biswas sold 95,628 shares of Samsara stock. The shares were sold at an average price of $27.47, for a total value of $2,626,901.16.
• On Tuesday, May 12th, Sanjit Biswas sold 168,272 shares of Samsara stock. The shares were sold at an average price of $28.58, for a total value of $4,809,213.76.
• On Thursday, April 30th, Sanjit Biswas sold 72,958 shares of Samsara stock. The shares were sold at an average price of $28.49, for a total value of $2,078,573.42.
• On Wednesday, April 29th, Sanjit Biswas sold 87,067 shares of Samsara stock. The shares were sold at an average price of $29.05, for a total value of $2,529,296.35.
• On Tuesday, April 28th, Sanjit Biswas sold 103,875 shares of Samsara stock. The shares were sold at an average price of $29.50, for a total value of $3,064,312.50.
• On Wednesday, April 15th, Sanjit Biswas sold 96,562 shares of Samsara stock. The shares were sold at an average price of $27.98, for a total value of $2,701,804.76.
• On Tuesday, April 14th, Sanjit Biswas sold 167,338 shares of Samsara stock. The shares were sold at an average price of $26.60, for a total value of $4,451,190.80.
• On Thursday, April 2nd, Sanjit Biswas sold 10,381 shares of Samsara stock. The shares were sold at an average price of $30.97, for a total value of $321,499.57.

Samsara Trading Up 11.3%

IOT stock opened at $35.15 on Friday. The company has a market capitalization of $20.41 billion, a PE ratio of -1,756.77, a P/E/G ratio of 10.41 and a beta of 1.29. Samsara Inc. has a 12-month low of $23.38 and a 12-month high of $48.40. The business’s fifty day moving average price is $30.28 and its 200 day moving average price is $32.55.

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, beating 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 company’s quarterly revenue was up 28.3% compared to the same quarter last year. During the same quarter in the previous year, the business 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 predict that Samsara Inc. will post 0.08 EPS for the current fiscal year.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Acumen Wealth Advisors LLC purchased a new position in shares of Samsara in the 4th quarter valued at about $28,000. Caitong International Asset Management Co. Ltd increased its holdings in shares of Samsara by 312.6% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock valued at $31,000 after acquiring an additional 669 shares during the last quarter. AlphaCentric Advisors LLC purchased a new position in shares of Samsara in the 4th quarter valued at about $36,000. Optiver Holding B.V. increased its holdings in shares of Samsara by 953.2% in the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock valued at $44,000 after acquiring an additional 1,058 shares during the last quarter. Finally, IFP Advisors Inc increased its holdings in shares of Samsara by 194.4% in the 3rd quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock valued at $47,000 after acquiring an additional 828 shares during the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Analysts Set New Price Targets

IOT has been the topic of several recent research reports. BMO Capital Markets upped their price target on Samsara from $40.00 to $44.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. Royal Bank Of Canada upped their price target on Samsara from $35.00 to $41.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. Truist Financial cut their price target on Samsara from $39.00 to $30.00 and set a “hold” rating on the stock in a report on Tuesday, February 17th. Evercore restated an “outperform” rating on shares of Samsara in a report on Friday, March 6th. Finally, Piper Sandler restated an “overweight” rating and set a $39.00 price target (up from $37.00) on shares of Samsara in a report on Friday, March 6th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $46.18.

Samsara News Summary

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara said it earned the No. 1 spot in 23 Summer 2026 G2 Grid Reports, more than any other fleet technology brand. Because the rankings are based on verified customer reviews, the news supports the company’s competitive position and may boost confidence in future demand. Article Title
• Positive Sentiment: The latest coverage highlights Samsara’s momentum and leadership across fleet management, asset tracking, and maintenance software, reinforcing its growth narrative with customers and analysts. Article Title
• Neutral Sentiment: Several insider sales were disclosed, including transactions by co-founder Sanjit Biswas and John Bicket. The trades were made under pre-arranged 10b5-1 plans, which makes them less concerning than discretionary selling, but the sheer size may still weigh on sentiment. Article Title
• Negative Sentiment: The volume of insider selling was substantial, with Biswas and Bicket sharply reducing their holdings, which can create near-term pressure if investors view it as a sign shares have run ahead of fundamentals. Article Title

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.