Samsara (NYSE:IOT) Insider Sanjit Biswas Sells 116,576 Shares of Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 116,576 shares of the stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $31.80, for a total transaction of $3,707,116.80. Following the sale, the insider directly owned 203,500 shares in the company, valued at approximately $6,471,300. This represents a 36.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 Thursday, April 2nd, Sanjit Biswas sold 10,381 shares of Samsara stock. The stock was sold at an average price of $30.97, for a total transaction of $321,499.57.
• 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 shares were sold at an average price of $25.87, for a total transaction 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 transaction 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 transaction 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 Stock Performance

Shares of IOT opened at $32.21 on Friday. The business’s fifty day moving average price is $29.63 and its two-hundred day moving average price is $35.01. The firm has a market capitalization of $18.70 billion, a price-to-earnings ratio of -1,609.45, a PEG ratio of 11.68 and a beta of 1.50. Samsara Inc. has a 52 week low of $23.38 and a 52 week high of $48.40.

Samsara (NYSE:IOT) last released 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. The company had revenue of $444.30 million during the quarter, compared to the consensus estimate 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 quarterly revenue was up 28.3% on a year-over-year basis. During the same quarter 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. As a group, research analysts forecast that Samsara Inc. will post -0.3 EPS for the current year.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Acumen Wealth Advisors LLC acquired a new position in Samsara during the fourth quarter valued at approximately $28,000. Caitong International Asset Management Co. Ltd raised its holdings in Samsara by 312.6% in 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 period. Versant Capital Management Inc raised its holdings in Samsara by 6,078.6% in 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 period. AlphaCentric Advisors LLC bought a new position in shares of Samsara during the fourth quarter worth $36,000. Finally, Optiver Holding B.V. grew its holdings 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 buying an additional 1,058 shares during the period. Institutional investors own 96.02% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on IOT shares. Bank of America lifted their price target on shares of Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. The Goldman Sachs Group set a $45.00 price objective on shares of Samsara in a report on Monday, March 2nd. Piper Sandler reaffirmed an “overweight” rating and issued a $39.00 price objective (up from $37.00) on shares of Samsara in a research note on Friday, March 6th. Royal Bank Of Canada lifted their target price on shares of Samsara from $35.00 to $41.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. Finally, KeyCorp increased their price target on Samsara from $40.00 to $41.00 and gave the company an “overweight” rating in a research note on Friday, March 6th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Samsara has a consensus rating of “Moderate Buy” and an average target price of $46.18.

Samsara News Summary

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.