Insider Selling: Samsara (NYSE:IOT) Insider Sells $309,878.64 in Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 10,009 shares of the stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $30.96, for a total value of $309,878.64. Following the sale, the insider directly owned 985,828 shares of the company’s stock, valued at approximately $30,521,234.88. This represents a 1.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 Wednesday, April 1st, John Bicket sold 116,486 shares of Samsara stock. The shares were sold at an average price of $31.80, for a total transaction of $3,704,254.80.
• On Tuesday, March 31st, John Bicket sold 137,405 shares of Samsara stock. The stock was 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 stock was 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 shares were 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 stock was sold at an average price of $34.40, for a total transaction of $9,078,160.00.

Samsara Stock Down 0.2%

NYSE IOT opened at $32.21 on Friday. The stock has a market capitalization of $18.70 billion, a P/E ratio of -1,609.45, a P/E/G ratio of 11.83 and a beta of 1.50. Samsara Inc. has a 52-week low of $23.38 and a 52-week high of $48.40. The firm has a 50-day moving average price of $29.63 and a 200 day moving average price of $34.93.

Samsara (NYSE:IOT) last announced its quarterly earnings data on Thursday, March 5th. The company reported $0.18 earnings per share for the quarter, beating analysts’ consensus estimates of $0.13 by $0.05. The company 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 firm’s revenue for the quarter was up 28.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.11 EPS. 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 research analysts expect that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research analysts have issued reports on the company. Evercore reiterated an “outperform” rating on shares of Samsara in a research report on Friday, March 6th. Truist Financial decreased their target price on shares of Samsara from $39.00 to $30.00 and set a “hold” rating on the stock in a research report on Tuesday, February 17th. TD Cowen reaffirmed a “buy” rating on shares of Samsara in a research note on Monday, March 2nd. BMO Capital Markets increased their price target on shares of Samsara from $40.00 to $44.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Finally, BNP Paribas Exane upgraded shares of Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 price objective for the company in a research note on Thursday, January 15th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Samsara presently has a consensus rating of “Moderate Buy” and a consensus price target of $46.18.

Hedge Funds Weigh In On Samsara

Several hedge funds and other institutional investors have recently bought and sold shares of IOT. Baillie Gifford & Co. grew its holdings in Samsara by 15.0% in the fourth quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock valued at $1,689,565,000 after purchasing an additional 6,208,553 shares during the last quarter. Goldman Sachs Group Inc. increased its position in shares of Samsara by 58.9% in the fourth quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock valued at $421,079,000 after buying an additional 4,401,082 shares in the last quarter. Norges Bank acquired a new position in shares of Samsara during the 4th quarter worth $127,415,000. Vanguard Group Inc. raised its stake in shares of Samsara by 11.5% during the 4th quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company’s stock worth $1,174,620,000 after buying an additional 3,417,849 shares during the last quarter. Finally, Brown Advisory Inc. boosted its position in shares of Samsara by 42.1% in the 4th quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company’s stock worth $397,536,000 after buying an additional 3,322,023 shares in the last quarter. 96.02% of the stock is owned by institutional investors and hedge funds.

More Samsara News

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.

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.