Samsara (NYSE:IOT) Insider John Bicket Sells 202,548 Shares of Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 202,548 shares of the firm’s stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $36.81, for a total transaction of $7,455,791.88. Following the completion of the sale, the insider owned 83,400 shares of the company’s stock, valued at $3,069,954. The trade was a 70.83% decrease in their position. The transaction was disclosed in a filing with the SEC, 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, 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 transaction of $2,077,992.24.
• 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 transaction of $631,102.25.
• On Tuesday, July 7th, John Bicket sold 245,925 shares of Samsara stock. The stock was 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 stock was 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 transaction 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 value 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 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 transaction of $4,807,927.66.
• On Thursday, April 30th, John Bicket sold 72,816 shares of Samsara stock. The stock was sold at an average price of $28.49, for a total transaction of $2,074,527.84.
• On Wednesday, April 29th, John Bicket sold 87,227 shares of Samsara stock. The stock was sold at an average price of $29.05, for a total value of $2,533,944.35.

Samsara Price Performance

NYSE IOT opened at $37.63 on Wednesday. Samsara Inc. has a one year low of $23.38 and a one year high of $47.47. The firm has a market cap of $21.93 billion, a P/E ratio of 376.38, a P/E/G ratio of 7.93 and a beta of 1.35. The stock’s 50-day moving average is $34.01 and its 200-day moving average is $31.43.

Samsara (NYSE:IOT) last issued its quarterly earnings data on Thursday, June 4th. The company reported $0.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.13 by $0.04. Samsara had a return on equity of 2.00% and a net margin of 3.32%.The business had revenue of $478.84 million during the quarter, compared to analyst estimates of $455.21 million. During the same period in the previous year, the firm earned $0.11 EPS. Samsara’s quarterly revenue 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. Equities analysts anticipate that Samsara Inc. will post 0.15 EPS for the current year.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in IOT. Brighton Jones LLC acquired a new position in shares of Samsara during the 4th quarter worth about $13,464,000. Royal Bank of Canada grew its holdings in shares of Samsara by 100.3% in the 1st quarter. Royal Bank of Canada now owns 96,142 shares of the company’s stock valued at $3,686,000 after acquiring an additional 48,135 shares in the last quarter. Jones Financial Companies Lllp increased its position in shares of Samsara by 2,444.6% in the first quarter. Jones Financial Companies Lllp now owns 17,787 shares of the company’s stock valued at $682,000 after acquiring an additional 17,088 shares during the last quarter. Empowered Funds LLC increased its position in shares of Samsara by 3.4% in the first quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock valued at $390,000 after acquiring an additional 335 shares during the last quarter. Finally, Marshall Wace LLP raised its holdings in Samsara by 142.4% during the second 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. Institutional investors own 96.02% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on IOT shares. Piper Sandler reissued an “overweight” rating and set a $40.00 price objective (up from $39.00) on shares of Samsara in a research report on Friday, June 5th. Zacks Research cut shares of Samsara from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, May 5th. Jefferies Financial Group raised shares of Samsara to a “buy” rating in a research note on Thursday, June 11th. Morgan Stanley set a $43.00 target price on Samsara in a report on Tuesday, July 21st. Finally, TD Cowen reissued a “buy” rating and issued a $45.00 price target on shares of Samsara in a research note on Thursday, June 25th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $45.33.

Key Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Technical momentum improved: Samsara reclaimed its 50-day moving average, a signal that can indicate a developing short-term bullish trend. Samsara reclaimed the 50-day moving average
• Positive Sentiment: Longer-term trend turned more constructive: IOT also crossed above its 200-day moving average, a widely followed technical threshold that may attract momentum-oriented investors and suggest improving long-term sentiment. Samsara crossed the 200-day moving average
• Neutral Sentiment: Small accounting-officer sale: Chief Accounting Officer Benjamin Louis Kirchhoff sold 960 shares for approximately $36,192, reducing his holdings by 0.59%. The transaction was made under a Rule 10b5-1 plan, making it a limited signal of management’s current outlook. Kirchhoff insider sale filing
• Negative Sentiment: Large insider sales could weigh on sentiment: CEO Sanjit Biswas sold a combined 265,900 shares for about $9.53 million, while insider John Bicket sold a combined 263,900 shares for roughly $9.53 million. Each reduced ownership by about 71% in the July 21 transactions, though the sales were pre-planned under Rule 10b5-1. Additional sales the following day by both executives were smaller but add to the selling narrative. Biswas insider sale filings Bicket insider sale filings

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.