Samsara (NYSE:IOT) CEO Sanjit Biswas Sells 35,366 Shares of Stock

Samsara Inc. (NYSE:IOT) CEO Sanjit Biswas sold 35,366 shares of Samsara stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $39.43, for a total value of $1,394,481.38. Following the sale, the chief executive officer owned 935,671 shares in the company, valued at $36,893,507.53. This trade represents a 3.64% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Sanjit Biswas also recently made the following trade(s):

• On Wednesday, August 19th, Sanjit Biswas sold 93,079 shares of Samsara stock. The stock was sold at an average price of $39.94, for a total value of $3,717,575.26.
• On Tuesday, August 18th, Sanjit Biswas sold 135,455 shares of Samsara stock. The stock was sold at an average price of $39.99, for a total value of $5,416,845.45.
• On Thursday, August 6th, Sanjit Biswas sold 57,090 shares of Samsara stock. The stock was sold at an average price of $37.89, for a total value of $2,163,140.10.
• On Wednesday, August 5th, Sanjit Biswas sold 87,333 shares of Samsara stock. The shares were sold at an average price of $38.64, for a total value of $3,374,547.12.
• On Tuesday, August 4th, Sanjit Biswas sold 119,477 shares of Samsara stock. The shares were sold at an average price of $38.34, for a total value of $4,580,748.18.
• On Wednesday, July 22nd, Sanjit Biswas sold 61,283 shares of Samsara stock. The stock was sold at an average price of $33.87, for a total transaction of $2,075,655.21.
• On Tuesday, July 21st, Sanjit Biswas sold 202,617 shares of Samsara stock. The shares were sold at an average price of $36.81, for a total transaction of $7,458,331.77.
• On Wednesday, July 8th, Sanjit Biswas sold 19,095 shares of Samsara stock. The shares were sold at an average price of $35.09, for a total transaction of $670,043.55.
• On Tuesday, July 7th, Sanjit Biswas sold 244,805 shares of Samsara stock. The shares were sold at an average price of $36.77, for a total transaction of $9,001,479.85.
• On Thursday, May 28th, Sanjit Biswas sold 31,081 shares of Samsara stock. The stock was sold at an average price of $31.21, for a total transaction of $970,038.01.

Samsara Stock Performance

Shares of Samsara stock opened at $38.93 on Friday. Samsara Inc. has a 1 year low of $23.38 and a 1 year high of $47.47. The company has a market capitalization of $22.68 billion, a P/E ratio of 389.34, a PEG ratio of 8.80 and a beta of 1.34. The company’s fifty day moving average is $35.98 and its two-hundred day moving average is $32.22.

Samsara (NYSE:IOT) last posted its quarterly earnings data on Thursday, June 4th. The company reported $0.17 EPS for the quarter, beating analysts’ consensus estimates of $0.13 by $0.04. Samsara had a net margin of 3.32% and a return on equity of 2.00%. The company had revenue of $478.84 million for the quarter, compared to analyst estimates of $455.21 million. During the same period in the previous year, the business posted $0.11 earnings per share. Samsara’s quarterly revenue was up 30.5% on a year-over-year basis. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. As a group, equities analysts expect that Samsara Inc. will post 0.15 earnings per share for the current year.

Wall Street Analysts Forecast Growth

IOT has been the subject of a number of recent research reports. Royal Bank Of Canada increased their price objective on Samsara from $42.00 to $50.00 and gave the stock an “outperform” rating in a research report on Friday, August 14th. Wolfe Research reissued an “outperform” rating on shares of Samsara in a report on Thursday, June 11th. Piper Sandler cut Samsara from an “overweight” rating to a “neutral” rating and set a $40.00 price target for the company. in a research note on Sunday, August 9th. Wells Fargo & Company increased their price target on Samsara from $46.00 to $50.00 and gave the stock an “overweight” rating in a report on Friday, June 5th. Finally, TD Cowen lifted their price objective on shares of Samsara from $45.00 to $48.00 and gave the company a “buy” rating in a research report on Thursday. Two analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $46.39.

Institutional Investors Weigh In On Samsara

A number of institutional investors have recently added to or reduced their stakes in the business. Goldman Sachs Group Inc. grew its holdings in Samsara by 58.9% during the fourth quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock worth $421,079,000 after acquiring an additional 4,401,082 shares during the period. Norges Bank purchased a new position in Samsara in the fourth quarter worth $127,415,000. Vanguard Group Inc. lifted its holdings in Samsara by 11.5% in the fourth quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company’s stock valued at $1,174,620,000 after acquiring an additional 3,417,849 shares during the period. Brown Advisory Inc. lifted its holdings in Samsara by 42.1% in the fourth quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company’s stock valued at $397,536,000 after acquiring an additional 3,322,023 shares during the period. Finally, Wellington Management Group LLP boosted its position in shares of Samsara by 97.1% during the 4th quarter. Wellington Management Group LLP now owns 6,269,398 shares of the company’s stock worth $222,250,000 after purchasing an additional 3,088,299 shares in the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Key Headlines Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara launched its Fuel Command Center, a tool intended to help fleet operators monitor fuel consumption, control costs and manage exposure to volatile fuel prices. The product could improve the platform’s value proposition and support customer demand. Samsara Launches Fuel Command Center to Help Fleets Control Costs Amid Price Volatility
• Positive Sentiment: Samsara’s latest reported quarter showed 30.5% year-over-year revenue growth, revenue of $478.84 million versus the $455.21 million consensus estimate, and adjusted EPS of $0.17 versus expectations of $0.13. The company also issued fiscal-year EPS guidance of $0.70 to $0.72, supporting the growth narrative. Institutional ownership remains high at approximately 96%, with Wellington Management increasing its stake. Samsara Shows What Happens When Fundamentals Beat Fear
• Neutral Sentiment: Analyst opinion remains favorable overall, with Samsara carrying a “Moderate Buy” consensus rating and an average price target of $46.39. However, recent calls range from an $50 outperform target to a $40 neutral rating, reflecting disagreement about the stock’s valuation and growth outlook. Samsara Is Forming a Triple Bottom—Time to Buy?
• Negative Sentiment: CEO Sanjit Biswas sold 263,900 shares for roughly $10.5 million across August 18–20, while insider John Bicket sold about 263,900 shares for approximately $10.5 million over the same period. The sales substantially reduced their direct holdings and could weigh on sentiment, particularly while IOT trades at a very high valuation. Because the transactions were executed under Rule 10b5-1 plans, they may reflect scheduled portfolio diversification rather than a change in business outlook. SEC Insider Trading Filing

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.