Samsara (NYSE:IOT) Insider Sells $3,728,064.45 in Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 93,365 shares of the company’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $39.93, for a total value of $3,728,064.45. Following the sale, the insider owned 271,100 shares in the company, valued at approximately $10,825,023. This represents a 25.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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, August 20th, John Bicket sold 34,557 shares of Samsara stock. The shares were sold at an average price of $39.44, for a total transaction of $1,362,928.08.
• On Tuesday, August 18th, John Bicket sold 135,978 shares of Samsara stock. The stock was sold at an average price of $39.99, for a total value of $5,437,760.22.
• On Thursday, August 6th, John Bicket sold 57,267 shares of Samsara stock. The shares were sold at an average price of $37.89, for a total value of $2,169,846.63.
• On Wednesday, August 5th, John Bicket sold 87,079 shares of Samsara stock. The shares were sold at an average price of $38.64, for a total transaction of $3,364,732.56.
• 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 shares were sold at an average price of $33.87, for a total value 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 stock was sold at an average price of $35.11, for a total transaction 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 transaction of $9,042,662.25.
• On Thursday, May 28th, John Bicket sold 30,345 shares of Samsara stock. The shares were sold at an average price of $31.20, for a total value of $946,764.00.

Samsara Trading Down 0.7%

IOT stock traded down $0.27 during midday trading on Thursday, hitting $38.93. The company had a trading volume of 5,690,708 shares, compared to its average volume of 6,916,050. The stock’s 50 day moving average price is $35.84 and its 200 day moving average price is $32.14. Samsara Inc. has a 52 week low of $23.38 and a 52 week high of $47.47. The stock has a market cap of $22.68 billion, a price-to-earnings ratio of 389.34, a PEG ratio of 8.89 and a beta of 1.34.

Samsara (NYSE:IOT) last announced its quarterly earnings results on Thursday, June 4th. The company reported $0.17 earnings per share for the quarter, beating the consensus estimate of $0.13 by $0.04. The business 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%. The firm’s revenue for the quarter was up 30.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $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. Analysts predict that Samsara Inc. will post 0.15 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several analysts have weighed in on IOT shares. Wolfe Research reaffirmed an “outperform” rating on shares of Samsara in a research report on Thursday, June 11th. Guggenheim started coverage on Samsara in a research report on Wednesday, July 22nd. They issued a “buy” rating and a $45.00 target price for the company. KeyCorp reiterated an “overweight” rating on shares of Samsara in a research note on Friday, June 26th. TD Cowen upped their target price on shares of Samsara from $45.00 to $48.00 and gave the company a “buy” rating in a report on Thursday. Finally, Morgan Stanley set a $43.00 target price on Samsara in a report on Tuesday, July 21st. Two analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $46.39.

Hedge Funds Weigh In On Samsara

Institutional investors have recently bought and sold shares of the business. Acumen Wealth Advisors LLC bought a new stake in shares of Samsara in the 4th quarter valued at approximately $28,000. Caitong International Asset Management Co. Ltd lifted 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 worth $31,000 after buying an additional 669 shares during the period. AlphaCentric Advisors LLC bought a new position in Samsara during the 4th quarter worth about $36,000. IFP Advisors Inc increased its holdings in Samsara by 194.4% during the third quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock valued at $47,000 after buying an additional 828 shares during the period. Finally, Los Angeles Capital Management LLC purchased a new position in shares of Samsara in the 4th quarter valued at $52,000. Institutional investors own 96.02% of the company’s stock.

Samsara Company Profile

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.