Samsara (NYSE:IOT) Insider Sells $5,437,760.22 in Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 135,978 shares of the business’s stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $39.99, for a total transaction of $5,437,760.22. Following the sale, the insider owned 62,200 shares in the company, valued at $2,487,378. This trade represents a 68.61% decrease in their ownership of the stock. The transaction was disclosed in a 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, 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 Wednesday, August 19th, John Bicket sold 93,365 shares of Samsara stock. The shares were sold at an average price of $39.93, for a total transaction of $3,728,064.45.
• 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 Wednesday, August 5th, John Bicket sold 87,079 shares of Samsara stock. The stock was sold at an average price of $38.64, for a total value 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 value 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 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 shares were sold at an average price of $31.20, for a total value of $946,764.00.

Samsara Stock Up 2.5%

Shares of IOT stock opened at $39.95 on Friday. The stock has a 50-day simple moving average of $36.10 and a 200 day simple moving average of $32.27. The stock has a market capitalization of $23.28 billion, a P/E ratio of 399.54, a P/E/G ratio of 8.97 and a beta of 1.34. Samsara Inc. has a fifty-two week low of $23.38 and a fifty-two week high of $47.47.

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. Samsara had a net margin of 3.32% and a return on equity of 2.00%. The firm had revenue of $478.84 million for the quarter, compared to analysts’ expectations of $455.21 million. During the same period in the previous year, the business earned $0.11 earnings per share. Samsara’s revenue for the quarter was up 30.5% compared to the same quarter last year. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. On average, sell-side analysts anticipate that Samsara Inc. will post 0.15 earnings per share for the current year.

Analyst Upgrades and Downgrades

IOT has been the subject of a number of research reports. Morgan Stanley set a $43.00 target price on shares of Samsara in a report on Tuesday, July 21st. TD Cowen upped their price target on Samsara from $45.00 to $48.00 and gave the company a “buy” rating in a report on Thursday. Piper Sandler downgraded Samsara from an “overweight” rating to a “neutral” rating and set a $40.00 price objective for the company. in a research report on Sunday, August 9th. Zacks Research lowered Samsara from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, May 5th. Finally, Guggenheim began coverage on Samsara in a report on Wednesday, July 22nd. They issued a “buy” rating and a $45.00 target price on the stock. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $46.39.

Key Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara’s latest quarterly results exceeded expectations: revenue rose 30.5% year over year to $478.84 million versus the $455.21 million consensus, while EPS of $0.17 topped estimates of $0.13. Fiscal-year EPS guidance of $0.70 to $0.72 adds support to the company’s growth outlook. Samsara Shows What Happens When Fundamentals Beat Fear
• Positive Sentiment: The company launched its Fuel Command Center, designed to help fleet operators monitor fuel usage, reduce operating costs and manage exposure to fuel-price volatility. The product could strengthen Samsara’s value proposition and encourage additional customer adoption. Samsara Launches Fuel Command Center
• Neutral Sentiment: Wall Street remains broadly constructive, with a “Moderate Buy” consensus rating and an average price target of $46.39. However, analyst targets and ratings vary, including a neutral $40 target, highlighting concerns about valuation and the pace of future growth. Samsara Analyst Outlook
• Negative Sentiment: CEO Sanjit Biswas and insider John Bicket each sold 263,900 shares—approximately $10.5 million apiece—between August 18 and 20. The sales materially reduced their direct holdings and may pressure sentiment, particularly with IOT trading at a very high earnings multiple. Because the transactions occurred under pre-arranged Rule 10b5-1 plans, they do not necessarily signal deteriorating confidence in Samsara’s business. SEC Insider Trading Filing

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Brighton Jones LLC purchased a new position in Samsara during the 4th quarter worth approximately $13,464,000. Royal Bank of Canada grew its holdings in shares of Samsara by 100.3% during the first quarter. Royal Bank of Canada now owns 96,142 shares of the company’s stock valued at $3,686,000 after buying an additional 48,135 shares in the last quarter. Jones Financial Companies Lllp raised its position in Samsara by 2,444.6% during the first quarter. Jones Financial Companies Lllp now owns 17,787 shares of the company’s stock valued at $682,000 after buying an additional 17,088 shares during the period. Empowered Funds LLC raised its position in Samsara by 3.4% during the first quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock valued at $390,000 after buying an additional 335 shares during the period. Finally, Marshall Wace LLP lifted its stake in Samsara by 142.4% in the 2nd quarter. Marshall Wace LLP now owns 68,860 shares of the company’s stock worth $2,739,000 after acquiring an additional 40,450 shares in the last quarter. 96.02% of the stock is owned by hedge funds and other 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.