Sanjit Biswas Sells 10,381 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 10,381 shares of Samsara stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $30.97, for a total transaction of $321,499.57. Following the sale, the insider directly owned 1,139,056 shares of the company’s stock, valued at $35,276,564.32. The trade was a 0.90% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available 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, April 1st, Sanjit Biswas sold 116,576 shares of Samsara stock. The shares were sold at an average price of $31.80, for a total transaction of $3,707,116.80.
• On Tuesday, March 31st, Sanjit Biswas sold 136,943 shares of Samsara stock. The stock was sold at an average price of $31.44, for a total transaction of $4,305,487.92.
• On Tuesday, February 17th, Sanjit Biswas sold 263,900 shares of Samsara stock. The stock was sold at an average price of $25.87, for a total value of $6,827,093.00.
• On Wednesday, February 4th, Sanjit Biswas sold 208,081 shares of Samsara stock. The shares were sold at an average price of $25.19, for a total value of $5,241,560.39.
• On Tuesday, February 3rd, Sanjit Biswas sold 55,819 shares of Samsara stock. The stock was sold at an average price of $25.23, for a total value of $1,408,313.37.
• On Tuesday, January 20th, Sanjit Biswas sold 263,900 shares of Samsara stock. The stock was sold at an average price of $32.43, for a total value of $8,558,277.00.
• On Tuesday, January 6th, Sanjit Biswas 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 Price Performance

Shares of NYSE IOT opened at $32.21 on Friday. The firm has a market cap of $18.70 billion, a price-to-earnings ratio of -1,609.45, a P/E/G ratio of 11.83 and a beta of 1.50. The stock’s fifty day moving average price is $29.63 and its two-hundred day moving average price is $34.96. Samsara Inc. has a one year low of $23.38 and a one year high of $48.40.

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

Institutional Trading of Samsara

Large investors have recently made changes to their positions in the company. Acumen Wealth Advisors LLC bought a new position in Samsara in the fourth quarter valued at approximately $28,000. Caitong International Asset Management Co. Ltd lifted its stake in Samsara by 312.6% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock worth $31,000 after purchasing an additional 669 shares during the last quarter. Versant Capital Management Inc lifted its stake in Samsara by 6,078.6% during the third quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock worth $32,000 after purchasing an additional 851 shares during the last quarter. AlphaCentric Advisors LLC acquired a new stake in shares of Samsara in the 4th quarter valued at $36,000. Finally, Optiver Holding B.V. increased its stake in shares of Samsara by 953.2% in the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock valued at $44,000 after purchasing an additional 1,058 shares during the last quarter. Institutional investors and hedge funds own 96.02% of the company’s stock.

Samsara News Roundup

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Analyst optimism: several firms have raised ratings/targets on IOT, with consensus price targets implying meaningful upside versus current levels — this supports buying interest. Read More.
• Positive Sentiment: Options activity is flashing bullish signals per Schaeffer’s research — increased bullish options flow can amplify short-term momentum and attract directional traders. Read More.
• Positive Sentiment: Fundamentals: Samsara beat March-quarter revenue and EPS expectations and set Q1/FY2027 guidance (company reported stronger revenue growth and positive EPS guidance), giving fundamental support to the stock. Read More.
• Positive Sentiment: Institutional demand: large funds (Baillie Gifford, Vanguard, Goldman, Sands Capital, Brown Advisory) materially increased stakes in recent quarters, indicating continued institutional conviction.
• Neutral Sentiment: Context on insider trades: many insider sales were executed under pre‑arranged Rule 10b5‑1 plans — that reduces the informational value of the disposals versus ad‑hoc selling. Read More.
• Negative Sentiment: Large insider disposals: CEO/co‑founder and other executives sold sizable blocks across Mar 31–Apr 2 (examples: John Bicket and Sanjit Biswas sold ~137k and ~116k shares on March 31/Apr 1–2), trimming their direct holdings substantially — such large founder/executive sales can spook investors despite being pre‑planned. Read More. | Read More.
• Negative Sentiment: Additional insider sale: Dominic Phillips sold ~20,139 shares under a 10b5‑1 plan (Apr 1) — contributes to the recent wave of insider exits. Read More.

Analysts Set New Price Targets

A number of brokerages have issued reports on IOT. Weiss Ratings restated a “sell (d-)” rating on shares of Samsara in a research report on Thursday, January 22nd. BNP Paribas Exane raised Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 price target on the stock in a research report on Thursday, January 15th. Wells Fargo & Company raised their price objective on Samsara from $43.00 to $46.00 and gave the stock an “overweight” rating in a research note on Friday, March 6th. Truist Financial dropped their price objective on Samsara from $39.00 to $30.00 and set a “hold” rating for the company in a report on Tuesday, February 17th. Finally, Bank of America upped their target price on Samsara from $53.00 to $55.00 and gave the company a “buy” rating in a research report on Friday, December 5th. Two research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s 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.

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.