Samsara (NYSE:IOT) Insider John Bicket Sells 116,486 Shares

Samsara Inc. (NYSE:IOT) insider John Bicket sold 116,486 shares of the stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $31.80, for a total transaction of $3,704,254.80. Following the transaction, the insider owned 203,500 shares of the company’s stock, valued at approximately $6,471,300. The trade was a 36.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed 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, 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 transaction of $309,878.64.
• On Tuesday, March 31st, John Bicket sold 137,405 shares of Samsara stock. The shares were sold at an average price of $31.44, for a total transaction of $4,320,013.20.
• On Tuesday, February 17th, John Bicket sold 263,900 shares of Samsara stock. The shares were sold at an average price of $25.87, for a total transaction of $6,827,093.00.
• On Wednesday, February 4th, John Bicket sold 208,536 shares of Samsara stock. The stock was sold at an average price of $25.20, for a total transaction of $5,255,107.20.
• On Tuesday, February 3rd, John Bicket sold 55,364 shares of Samsara stock. The stock was sold at an average price of $25.23, for a total transaction of $1,396,833.72.
• On Tuesday, January 20th, John Bicket sold 263,900 shares of Samsara stock. The stock was sold at an average price of $32.43, for a total transaction of $8,558,277.00.
• On Tuesday, January 6th, John Bicket sold 263,900 shares of Samsara stock. The shares were sold at an average price of $34.40, for a total value of $9,078,160.00.

Samsara Trading Up 1.1%

Shares of NYSE IOT opened at $32.21 on Friday. The stock has a fifty day simple moving average of $29.63 and a two-hundred day simple moving average of $35.01. Samsara Inc. has a 1-year low of $23.38 and a 1-year high of $48.40. The firm has a market cap of $18.70 billion, a price-to-earnings ratio of -1,609.45, a price-to-earnings-growth ratio of 11.68 and a beta of 1.50.

Samsara (NYSE:IOT) last issued its earnings results on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.13 by $0.05. The firm had revenue of $444.30 million for the quarter, compared to analyst estimates of $422.29 million. Samsara had a negative return on equity of 0.72% and a negative net margin of 0.56%.The business’s revenue was up 28.3% on a year-over-year basis. During the same period in the previous year, the company posted $0.11 earnings per share. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. Analysts forecast that Samsara Inc. will post -0.3 EPS for the current year.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. Wells Fargo & Company lifted their target price on shares of Samsara from $43.00 to $46.00 and gave the stock an “overweight” rating in a research note on Friday, March 6th. Jefferies Financial Group set a $57.00 price target on shares of Samsara in a research note on Wednesday, December 10th. Truist Financial cut their price objective on shares of Samsara from $39.00 to $30.00 and set a “hold” rating for the company in a report on Tuesday, February 17th. UBS Group reiterated a “buy” rating and issued a $48.00 price objective on shares of Samsara in a research note on Friday, March 6th. Finally, JPMorgan Chase & Co. boosted their target price on shares of Samsara from $46.00 to $48.00 and gave the company a “neutral” rating in a report on Friday, December 5th. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $46.18.

Institutional Investors Weigh In On Samsara

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Brighton Jones LLC bought a new stake in Samsara during the 4th quarter worth approximately $13,464,000. Royal Bank of Canada boosted its holdings in 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 purchasing an additional 48,135 shares during the period. Jones Financial Companies Lllp grew its position in shares of Samsara by 2,444.6% during the 1st quarter. Jones Financial Companies Lllp now owns 17,787 shares of the company’s stock valued at $682,000 after purchasing an additional 17,088 shares in the last quarter. Empowered Funds LLC grew its position in shares of Samsara by 3.4% during the 1st quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock valued at $390,000 after purchasing an additional 335 shares in the last quarter. Finally, Prudential Financial Inc. bought a new position in shares of Samsara in the second quarter worth $745,000. 96.02% of the stock is currently owned by institutional investors.

Key Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Several Wall Street analysts see meaningful upside for IOT, with the mean analyst price target implying roughly 35% upside versus current levels — this raises bullish expectations for the shares and can support buying interest. Wall Street Analysts Believe Samsara Inc. (IOT) Could Rally 35%: Here’s is How to Trade
• Positive Sentiment: Options-market activity is flashing a bullish trading signal according to Schaeffer’s research — increased bullish options interest can amplify short-term momentum and attract directional traders. Samsara Stock Flashing Bullish Options Trading Signal
• Neutral Sentiment: Multiple insider sales were executed under pre-arranged Rule 10b5-1 plans; that procedural detail reduces the information value of the sales (they may be scheduled liquidity rather than a signal about business fundamentals). See SEC filings below for details. SEC Form 4 (10b5-1 disclosure)
• Negative Sentiment: John Bicket (insider) sold large blocks of IOT across March 31–April 2, totaling hundreds of thousands of shares (examples: ~137k @ $31.44, ~116k @ $31.80, and 10,009 @ $30.96). These sizable disposals reduced his direct holdings dramatically and could spook investors despite the 10b5-1 context. John Bicket Form 4
• Negative Sentiment: Co-founder Sanjit Biswas also sold large positions on March 31 and April 1–2 (examples: ~137k @ $31.44, ~116k @ $31.80, and ~10k @ $30.97), cutting his direct stake substantially; large founder sales can weigh on sentiment even when pre-planned. Sanjit Biswas Form 4

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.