Samsara (NYSE:IOT) Insider John Bicket Sells 137,405 Shares

Samsara Inc. (NYSE:IOT) insider John Bicket sold 137,405 shares of the stock in a transaction that occurred on Tuesday, March 31st. The stock was sold at an average price of $31.44, for a total transaction of $4,320,013.20. Following the completion of the sale, the insider directly owned 47,000 shares of the company’s stock, valued at $1,477,680. This trade represents a 74.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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 shares were sold at an average price of $30.96, for a total transaction of $309,878.64.
• 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, 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 shares were 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 value of $9,078,160.00.

Samsara Trading Up 1.1%

IOT opened at $32.21 on Friday. The stock has a market cap 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 1 year low of $23.38 and a 1 year high of $48.40. The stock has a fifty day moving average price of $29.63 and a 200 day moving average price of $35.01.

Samsara (NYSE:IOT) last issued its earnings results on Thursday, March 5th. The company reported $0.18 earnings per share for the quarter, topping the consensus estimate 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 for the quarter, compared to analyst estimates of $422.29 million. During the same period in the prior year, the firm posted $0.11 EPS. The business’s revenue was up 28.3% compared to the same quarter last year. 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, sell-side analysts forecast that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Samsara

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Baillie Gifford & Co. raised its position in shares of 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 period. Vanguard Group Inc. lifted its stake in shares of Samsara by 11.5% in the fourth 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. Sands Capital Management LLC boosted its holdings in shares of Samsara by 6.4% during the 3rd quarter. Sands Capital Management LLC now owns 20,518,332 shares of the company’s stock worth $764,308,000 after buying an additional 1,242,122 shares during the period. Goldman Sachs Group Inc. boosted its holdings in shares of Samsara by 58.9% during the 4th quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock worth $421,079,000 after buying an additional 4,401,082 shares during the period. Finally, Brown Advisory Inc. grew its stake in Samsara by 42.1% in the 4th quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company’s stock valued at $397,536,000 after buying an additional 3,322,023 shares during the last quarter. 96.02% of the stock is currently owned by institutional investors and hedge funds.

More 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

Analyst Ratings Changes

A number of analysts have issued reports on the stock. Truist Financial reduced their target price on shares of Samsara from $39.00 to $30.00 and set a “hold” rating for the company in a research note on Tuesday, February 17th. Piper Sandler restated an “overweight” rating and set a $39.00 price target (up from $37.00) on shares of Samsara in a research note on Friday, March 6th. Royal Bank Of Canada raised their price target on shares of Samsara from $35.00 to $41.00 and gave the company an “outperform” rating in a report on Friday, March 6th. UBS Group reaffirmed a “buy” rating and issued a $48.00 price objective on shares of Samsara in a research note on Friday, March 6th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Samsara in a report on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus 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.