John Bicket Sells 57,267 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 57,267 shares of Samsara stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $37.89, for a total value of $2,169,846.63. Following the transaction, the insider owned 1,342,795 shares of the company’s stock, valued at $50,878,502.55. This represents a 4.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. 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 5th, John Bicket sold 87,079 shares of Samsara stock. The shares were 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 stock was 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 stock was 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 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 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 stock was sold at an average price of $30.02, for a total value 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 transaction of $3,251,007.40.
• 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 transaction of $2,628,137.31.

Samsara Trading Up 7.1%

NYSE:IOT opened at $40.93 on Friday. Samsara Inc. has a 12-month low of $23.38 and a 12-month high of $47.47. The firm has a market cap of $23.85 billion, a price-to-earnings ratio of 409.31, a price-to-earnings-growth ratio of 8.58 and a beta of 1.34. The company’s 50-day moving average is $35.12 and its two-hundred day moving average is $31.68.

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 business had revenue of $478.84 million during the quarter, compared to the consensus estimate of $455.21 million. Samsara had a net margin of 3.32% and a return on equity of 2.00%. The company’s quarterly revenue was up 30.5% compared to the same quarter last year. During the same period in the previous year, the firm posted $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. On average, equities research analysts forecast that Samsara Inc. will post 0.15 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Samsara

A number of large investors have recently bought and sold shares of IOT. Acumen Wealth Advisors LLC acquired a new position in shares of Samsara in the 4th quarter valued at $28,000. Caitong International Asset Management Co. Ltd increased its holdings in shares of Samsara by 312.6% during 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 last quarter. AlphaCentric Advisors LLC acquired a new stake in shares of Samsara during the 4th quarter worth $36,000. IFP Advisors Inc raised its position in shares of Samsara by 194.4% in the 3rd quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock worth $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 worth $52,000. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Analyst Ratings Changes

IOT has been the subject of several analyst reports. Piper Sandler reiterated an “overweight” rating and issued a $40.00 price target (up from $39.00) on shares of Samsara in a report on Friday, June 5th. Jefferies Financial Group upgraded Samsara to a “buy” rating in a report on Thursday, June 11th. Royal Bank Of Canada lifted their price objective on Samsara from $41.00 to $42.00 and gave the company an “outperform” rating in a research report on Friday, June 5th. Morgan Stanley set a $43.00 target price on Samsara in a research note on Tuesday, July 21st. Finally, Wells Fargo & Company raised their price target on Samsara from $46.00 to $50.00 and gave the stock an “overweight” rating in a research note on Friday, June 5th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $45.33.

Key Headlines 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, above the $455.21 million consensus, while adjusted EPS of $0.17 topped estimates of $0.13. The company also recorded its third consecutive quarter of GAAP profitability.
• Positive Sentiment: Management’s investor-day presentation reinforced the long-term growth story, highlighting customer momentum, platform expansion and approximately $2 billion in annual recurring revenue.
• Positive Sentiment: New AI-focused offerings—including Agent Studio, expanded camera products and shipment-visibility tools—are strengthening the view that Samsara is becoming an AI-enabled physical-operations platform rather than only a fleet-management software provider.
• Positive Sentiment: Analyst sentiment remains favorable. Samsara carries a consensus “Moderate Buy” rating, with an average price target of approximately $45.33. Recent targets include $45 from BTIG and Guggenheim and $50 from Wells Fargo, compared with the stock’s recent trading range around $38–$41. Why Samsara Stock Is Up Today
• Neutral Sentiment: Institutional positioning is mixed: 301 investors added shares in their latest quarter while 267 reduced positions. Major additions from T. Rowe Price, Baillie Gifford and Fidelity provide support, although Morgan Stanley and other funds reduced exposure.
• Negative Sentiment: Insider selling remains a cautionary signal. CEO Sanjit Biswas and co-founder John Bicket each sold roughly 264,000 shares from August 4–6, while Dominic Phillips also sold shares. The transactions were conducted under pre-arranged Rule 10b5-1 plans, which reduces their value as a signal of immediate business concerns but may weigh on sentiment. Samsara Insider Selling
• Negative Sentiment: Valuation remains demanding, with a price-to-earnings ratio above 380 and a PEG ratio near 8.7. That leaves IOT vulnerable to a pullback if future growth, margins or AI monetization fail to meet elevated expectations.

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.