Insider Selling: Samsara (NYSE:IOT) Insider Sells $1,362,928.08 in Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 34,557 shares of the firm’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $39.44, for a total transaction of $1,362,928.08. Following the transaction, the insider directly owned 1,134,795 shares in the company, valued at approximately $44,756,314.80. This represents a 2.96% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, 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 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 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 transaction of $5,437,760.22.
• 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 transaction 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 stock was 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 Performance

NYSE:IOT opened at $39.95 on Friday. The stock has a fifty day moving average price of $36.10 and a 200-day moving average price of $32.27. The company has a market cap of $23.28 billion, a price-to-earnings ratio of 399.54, a PEG 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 analysts’ consensus estimates of $0.13 by $0.04. The company had revenue of $478.84 million for the quarter, compared to analysts’ expectations of $455.21 million. Samsara had a return on equity of 2.00% and a net margin of 3.32%.Samsara’s revenue was up 30.5% on a year-over-year basis. During the same quarter last year, the business earned $0.11 earnings per share. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. Research analysts predict that Samsara Inc. will post 0.15 EPS for the current fiscal year.

Analyst Ratings Changes

Several brokerages have recently commented on IOT. Zacks Research cut shares of Samsara from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, May 5th. Truist Financial increased their price target on shares of Samsara from $30.00 to $38.00 and gave the stock a “hold” rating in a research report on Wednesday. BTIG Research reissued a “buy” rating and issued a $45.00 price objective on shares of Samsara in a research note on Friday, June 26th. Royal Bank Of Canada boosted their price objective on shares of Samsara from $42.00 to $50.00 and gave the company an “outperform” rating in a research report on Friday, August 14th. Finally, KeyCorp restated an “overweight” rating on shares of Samsara in a research note on Friday, June 26th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $46.39.

Institutional Trading of Samsara

A number of hedge funds have recently added to or reduced their stakes in the stock. Acumen Wealth Advisors LLC acquired a new position in shares of Samsara during the fourth quarter worth $28,000. Caitong International Asset Management Co. Ltd lifted its stake 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 valued at $31,000 after acquiring an additional 669 shares during the last quarter. AlphaCentric Advisors LLC bought a new position in shares of Samsara in the 4th quarter valued at $36,000. Markowski Investments acquired a new stake in shares of Samsara during the 2nd quarter valued at $37,000. Finally, IFP Advisors Inc boosted its holdings 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 in the last quarter. Institutional investors and hedge funds own 96.02% of the company’s stock.

Key Stories Impacting Samsara

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

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.