Samsara (NYSE:IOT) Insider Sanjit Biswas Sells 136,943 Shares of Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 136,943 shares of the company’s stock in a transaction dated Tuesday, March 31st. The stock was sold at an average price of $31.44, for a total value of $4,305,487.92. Following the completion of the transaction, the insider directly owned 47,000 shares of the company’s stock, valued at approximately $1,477,680. The trade was a 74.45% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 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 shares were sold at an average price of $30.97, for a total value of $321,499.57.
• 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 value of $3,707,116.80.
• 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 stock was 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 shares were 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 transaction of $8,558,277.00.
• On Tuesday, January 6th, Sanjit Biswas 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 Up 1.1%

Shares of NYSE:IOT opened at $32.21 on Friday. The firm has a market cap of $18.70 billion, a P/E ratio of -1,609.45, a P/E/G ratio of 11.68 and a beta of 1.50. Samsara Inc. has a 12-month low of $23.38 and a 12-month high of $48.40. The business has a fifty day simple moving average of $29.63 and a 200 day simple moving average of $35.01.

Samsara (NYSE:IOT) last released its quarterly earnings results on Thursday, March 5th. The company reported $0.18 EPS for the quarter, beating 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 firm had revenue of $444.30 million for the quarter, compared to analyst estimates of $422.29 million. During the same quarter in the previous year, the company posted $0.11 EPS. The business’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. As a group, equities research analysts expect that Samsara Inc. will post -0.3 EPS for the current year.

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

Wall Street Analysts Forecast Growth

IOT has been the subject of several analyst reports. BNP Paribas Exane upgraded shares of Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 price target for the company in a report on Thursday, January 15th. Zacks Research raised shares of Samsara from a “hold” rating to a “strong-buy” rating in a research note on Friday, March 13th. BMO Capital Markets increased their price objective on shares of Samsara from $40.00 to $44.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Jefferies Financial Group set a $57.00 target price on shares of Samsara in a research note on Wednesday, December 10th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Samsara in a research report on Monday, March 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $46.18.

Hedge Funds Weigh In On Samsara

Several institutional investors have recently added to or reduced their stakes in the business. Lazard Asset Management LLC boosted its holdings in shares of Samsara by 2.0% during the 3rd quarter. Lazard Asset Management LLC now owns 13,971 shares of the company’s stock worth $520,000 after buying an additional 279 shares in the last quarter. KLP Kapitalforvaltning AS lifted its position in shares of Samsara by 0.3% during the 3rd quarter. KLP Kapitalforvaltning AS now owns 113,900 shares of the company’s stock valued at $4,243,000 after acquiring an additional 300 shares during the period. Jefferies Financial Group Inc. lifted its position in shares of Samsara by 1.6% during the 3rd quarter. Jefferies Financial Group Inc. now owns 20,995 shares of the company’s stock valued at $782,000 after acquiring an additional 322 shares during the period. Cim LLC boosted its stake in Samsara by 1.0% during the third quarter. Cim LLC now owns 32,700 shares of the company’s stock worth $1,218,000 after acquiring an additional 326 shares in the last quarter. Finally, Empowered Funds LLC boosted its stake in Samsara by 3.4% during the first quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock worth $390,000 after acquiring an additional 335 shares in the last quarter. 96.02% of the stock is owned by institutional investors and hedge funds.

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.