John Bicket Sells 202,548 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 202,548 shares of the stock in a transaction on Tuesday, July 21st. The shares were sold at an average price of $36.81, for a total transaction of $7,455,791.88. Following the completion of the transaction, the insider owned 83,400 shares of the company’s stock, valued at approximately $3,069,954. This represents a 70.83% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible 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 Wednesday, July 22nd, John Bicket sold 61,352 shares of Samsara stock. The shares were sold at an average price of $33.87, for a total value of $2,077,992.24.
• On Wednesday, July 8th, John Bicket sold 17,975 shares of Samsara stock. The shares were sold at an average price of $35.11, for a total value of $631,102.25.
• On Tuesday, July 7th, John Bicket sold 245,925 shares of Samsara stock. The stock was sold at an average price of $36.77, for a total value of $9,042,662.25.
• On Thursday, May 28th, John Bicket sold 30,345 shares of Samsara stock. The stock was sold at an average price of $31.20, for a total transaction of $946,764.00.
• On Wednesday, May 27th, John Bicket sold 129,021 shares of Samsara stock. The stock was sold at an average price of $30.02, for a total transaction of $3,873,210.42.
• On Tuesday, May 26th, John Bicket sold 104,534 shares of Samsara stock. The shares were sold at an average price of $31.10, for a total value of $3,251,007.40.
• On Wednesday, May 13th, John Bicket sold 95,673 shares of Samsara stock. The shares were sold at an average price of $27.47, for a total value of $2,628,137.31.
• On Tuesday, May 12th, John Bicket sold 168,227 shares of Samsara stock. The stock was sold at an average price of $28.58, for a total transaction of $4,807,927.66.
• On Thursday, April 30th, John Bicket sold 72,816 shares of Samsara stock. The stock was sold at an average price of $28.49, for a total value of $2,074,527.84.
• On Wednesday, April 29th, John Bicket sold 87,227 shares of Samsara stock. The shares were sold at an average price of $29.05, for a total value of $2,533,944.35.

Samsara Trading Up 3.5%

Shares of NYSE IOT opened at $38.82 on Thursday. The firm has a market capitalization of $22.62 billion, a PE ratio of 388.21, a price-to-earnings-growth ratio of 8.42 and a beta of 1.35. Samsara Inc. has a 1 year low of $23.38 and a 1 year high of $47.47. The firm’s 50-day moving average is $34.18 and its 200-day moving average is $31.46.

Samsara (NYSE:IOT) last issued its quarterly earnings results on Thursday, June 4th. The company reported $0.17 EPS for the quarter, topping the consensus estimate of $0.13 by $0.04. The company had revenue of $478.84 million during the quarter, compared to analysts’ expectations of $455.21 million. Samsara had a net margin of 3.32% and a return on equity of 2.00%. Samsara’s revenue was up 30.5% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.11 EPS. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. As a group, equities research analysts anticipate that Samsara Inc. will post 0.15 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts recently commented on IOT shares. Weiss Ratings raised Samsara from a “sell (d-)” rating to a “sell (d+)” rating in a research note on Monday, June 15th. Zacks Research downgraded Samsara from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, May 5th. Jefferies Financial Group raised Samsara to a “buy” rating in a research report on Thursday, June 11th. Wolfe Research restated an “outperform” rating on shares of Samsara in a research note on Thursday, June 11th. Finally, Wells Fargo & Company upped their target price on Samsara from $46.00 to $50.00 and gave the stock an “overweight” rating in a report on Friday, June 5th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $45.33.

Key Stories Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Technical signals turned bullish: Samsara recently reclaimed its 50-day moving average of approximately $34.01 and crossed above its 200-day moving average near $31.43. These widely followed levels may attract momentum investors and support the recent advance. Samsara reclaimed the 50-day moving average Samsara crossed the 200-day moving average
• Positive Sentiment: Fundamentals continue to support the story: Samsara’s latest quarterly results exceeded estimates, with revenue of $478.84 million, up 30.5% year over year, and earnings per share of $0.17 versus the $0.13 consensus. Analysts maintain a “Moderate Buy” consensus and an average price target of $45.33, above the recent trading range.
• Neutral Sentiment: Institutional ownership is substantial: Major investors including Baillie Gifford, Vanguard, Goldman Sachs, Brown Advisory and State Street increased their positions in the latest reported quarter. Institutions collectively own about 96% of IOT shares, which can provide support but may also contribute to volatility if large holders adjust positions.
• Negative Sentiment: Executives reported sizable sales: CEO Sanjit Biswas and insider John Bicket each sold roughly $9.5 million of shares in July 21 transactions, substantially reducing their individual holdings. Both also sold approximately 61,000 shares the following day. Chief Accounting Officer Benjamin Kirchhoff sold $36,192 of stock, while Adam Eltoukhy sold $127,672. All reported transactions were executed under pre-arranged Rule 10b5-1 plans, reducing their value as signals of current management sentiment, but the volume of selling could weigh on investor confidence. Biswas sale filing Bicket and Eltoukhy sale filings

Institutional Trading of Samsara

Several hedge funds and other institutional investors have recently modified their holdings of IOT. Acumen Wealth Advisors LLC acquired a new position in shares of Samsara in the fourth quarter valued at approximately $28,000. Caitong International Asset Management Co. Ltd raised its stake in Samsara by 312.6% in the 4th 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 in the last quarter. AlphaCentric Advisors LLC bought a new stake in shares of Samsara in the fourth quarter valued at approximately $36,000. IFP Advisors Inc lifted its position in shares of Samsara by 194.4% during 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 period. Finally, Los Angeles Capital Management LLC bought a new stake in Samsara during the fourth quarter worth about $52,000. 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.