Samsara (NYSE:IOT) Insider John Bicket Sells 87,079 Shares of Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 87,079 shares of the company’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $38.64, for a total transaction of $3,364,732.56. Following the completion of the sale, the insider owned 316,400 shares of the company’s stock, valued at approximately $12,225,696. This trade represents a 21.58% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available 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 Thursday, August 6th, John Bicket sold 57,267 shares of Samsara stock. The stock was sold at an average price of $37.89, for a total value of $2,169,846.63.
• On Tuesday, August 4th, John Bicket sold 119,554 shares of Samsara stock. The shares were sold at an average price of $38.34, for a total transaction of $4,583,700.36.
• On Wednesday, July 22nd, John Bicket sold 61,352 shares of Samsara stock. The stock was sold at an average price of $33.87, for a total transaction of $2,077,992.24.
• On Tuesday, July 21st, John Bicket sold 202,548 shares of Samsara stock. The shares were sold at an average price of $36.81, for a total value of $7,455,791.88.
• 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 shares were 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 value 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 stock was sold at an average price of $27.47, for a total value of $2,628,137.31.

Samsara Trading Down 1.3%

Shares of NYSE IOT opened at $38.21 on Friday. The company has a market capitalization of $22.26 billion, a price-to-earnings ratio of 382.12, a PEG ratio of 8.70 and a beta of 1.34. Samsara Inc. has a twelve month low of $23.38 and a twelve month high of $47.47. The firm has a 50-day moving average of $35.01 and a two-hundred day moving average of $31.62.

Samsara (NYSE:IOT) last announced its 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. Samsara had a net margin of 3.32% and a return on equity of 2.00%. The company had revenue of $478.84 million during the quarter, compared to analysts’ expectations of $455.21 million. During the same period last year, the company posted $0.11 earnings per share. The business’s revenue for the quarter was up 30.5% on a year-over-year basis. 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, research analysts predict that Samsara Inc. will post 0.15 earnings per share for the current year.

Key Stories Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara’s latest quarterly results exceeded expectations, with adjusted EPS of $0.17 versus the $0.13 consensus estimate and revenue of $478.84 million versus forecasts of $455.21 million. Revenue increased 30.5% year over year, supporting the company’s growth narrative.
• Positive Sentiment: Analyst sentiment remains favorable. Samsara has a consensus “Moderate Buy” rating and an average price target of $45.33. Wells Fargo raised its target to $50, while Piper Sandler increased its target to $40; BTIG also maintained a $45 target.
• Neutral Sentiment: Samsara will report second-quarter fiscal 2027 results after the market closes on September 3, 2026. The upcoming report is likely to be the next major catalyst as investors assess whether growth and profitability are tracking current guidance. Samsara earnings announcement
• Negative Sentiment: CEO Sanjit Biswas sold a combined 263,900 shares from August 4 through August 6 for approximately $10.12 million. After the transactions, his direct ownership fell to 72,800 shares, a reduction of roughly 62%.
• Negative Sentiment: Insider John Bicket also sold approximately 263,900 shares over the same period for about $10.12 million, reducing his direct holdings by roughly 62%. Dominic Phillips separately sold 29,618 shares on August 3 for approximately $1.11 million.

Wall Street Analyst Weigh In

IOT has been the subject of a number of research analyst reports. Piper Sandler reiterated an “overweight” rating and issued a $40.00 target price (up from $39.00) on shares of Samsara in a research report on Friday, June 5th. Jefferies Financial Group raised Samsara to a “buy” rating in a research note on Thursday, June 11th. Royal Bank Of Canada boosted their price target on Samsara from $41.00 to $42.00 and gave the company an “outperform” rating in a research note on Friday, June 5th. Wolfe Research reissued an “outperform” rating on shares of Samsara in a research report on Thursday, June 11th. Finally, Guggenheim initiated coverage on shares of Samsara in a report on Wednesday, July 22nd. They set a “buy” rating and a $45.00 price target on the stock. Two research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Samsara has an average rating of “Moderate Buy” and an average target price of $45.33.

Institutional Trading of Samsara

Large investors have recently modified their holdings of the company. Acumen Wealth Advisors LLC bought a new position in Samsara in the 4th quarter worth $28,000. Caitong International Asset Management Co. Ltd boosted its holdings in Samsara by 312.6% during the fourth 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 period. AlphaCentric Advisors LLC bought a new stake in Samsara during the fourth quarter valued at about $36,000. IFP Advisors Inc grew its position in shares of Samsara by 194.4% in the third quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock valued at $47,000 after purchasing an additional 828 shares during the last quarter. Finally, Los Angeles Capital Management LLC acquired a new stake in shares of Samsara in the fourth quarter valued at about $52,000. 96.02% of the stock is owned by institutional investors.

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.