Samsara (NYSE:IOT) Insider John Bicket Sells 104,534 Shares

Samsara Inc. (NYSE:IOT) insider John Bicket sold 104,534 shares of the stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $31.10, for a total value of $3,251,007.40. Following the completion of the sale, the insider directly owned 4,600 shares in the company, valued at $143,060. This represents a 95.78% decrease in their position. The transaction was disclosed in a 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, 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.
• On Wednesday, May 27th, John Bicket sold 129,021 shares of Samsara stock. The shares were sold at an average price of $30.02, for a total value of $3,873,210.42.
• 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 shares were sold at an average price of $28.58, for a total value of $4,807,927.66.
• On Thursday, April 30th, John Bicket sold 72,816 shares of Samsara stock. The shares were 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.
• On Tuesday, April 28th, John Bicket sold 103,857 shares of Samsara stock. The shares were sold at an average price of $29.50, for a total value of $3,063,781.50.
• On Wednesday, April 15th, John Bicket sold 96,690 shares of Samsara stock. The shares were sold at an average price of $27.98, for a total value of $2,705,386.20.
• On Tuesday, April 14th, John Bicket sold 167,210 shares of Samsara stock. The shares were sold at an average price of $26.60, for a total value of $4,447,786.00.
• On Thursday, April 2nd, John Bicket sold 10,009 shares of Samsara stock. The stock was sold at an average price of $30.96, for a total value of $309,878.64.

Samsara Stock Performance

Shares of NYSE IOT opened at $31.62 on Friday. Samsara Inc. has a fifty-two week low of $23.38 and a fifty-two week high of $48.40. The firm has a market capitalization of $18.36 billion, a PE ratio of -1,580.31, a price-to-earnings-growth ratio of 8.77 and a beta of 1.29. The stock’s 50-day simple moving average is $30.25 and its 200-day simple moving average is $32.53.

Samsara (NYSE:IOT) last issued its earnings results on Thursday, March 5th. The company reported $0.18 earnings per share for the quarter, topping the consensus estimate of $0.13 by $0.05. Samsara had a negative return on equity of 0.72% and a negative net margin of 0.56%.The business had revenue of $444.30 million for the quarter, compared to analyst estimates of $422.29 million. During the same quarter last year, the company earned $0.11 EPS. The business’s quarterly revenue was up 28.3% on a year-over-year basis. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. On average, sell-side analysts forecast that Samsara Inc. will post 0.08 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on IOT. The Goldman Sachs Group set a $45.00 target price on Samsara in a research note on Monday, March 2nd. UBS Group reiterated a “buy” rating and issued a $48.00 target price on shares of Samsara in a research note on Friday, March 6th. Royal Bank Of Canada lifted their target price on Samsara from $35.00 to $41.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. BMO Capital Markets lifted their target price on Samsara from $40.00 to $44.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. Finally, Wells Fargo & Company lifted their target price on Samsara from $43.00 to $46.00 and gave the company an “overweight” rating in a research note on Friday, March 6th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $46.18.

Hedge Funds Weigh In On Samsara

Hedge funds and other institutional investors have recently bought and sold shares of the company. Acumen Wealth Advisors LLC acquired a new position in Samsara during the fourth quarter worth $28,000. Caitong International Asset Management Co. Ltd raised 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 worth $31,000 after purchasing an additional 669 shares during the last quarter. AlphaCentric Advisors LLC acquired a new position in Samsara during the fourth quarter worth $36,000. Optiver Holding B.V. raised its holdings in Samsara by 953.2% during the third quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after purchasing an additional 1,058 shares during the last quarter. Finally, IFP Advisors Inc raised its holdings in Samsara by 194.4% during the third quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock worth $47,000 after purchasing an additional 828 shares during the last quarter. 96.02% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Samsara

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 highlights strong user satisfaction and could support demand for the platform. Article Title
• Positive Sentiment: The G2 recognition reinforces Samsara’s leadership in fleet management, asset tracking, and maintenance software, which may help investor confidence in its growth story and competitive position. Article Title
• Neutral Sentiment: Multiple insiders, including co-founder Sanjit Biswas and John Bicket, sold shares in transactions filed with the SEC. The sales were made under pre-arranged 10b5-1 plans, which reduces the likelihood that they signal a sudden change in outlook, but the size of the sales can still weigh on sentiment. Article Title
• Negative Sentiment: The insider selling was substantial, with Biswas and Bicket each reducing their holdings sharply, which may raise questions about valuation near recent price levels and could create short-term pressure on the stock. 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.