Dominic Phillips Sells 20,139 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) insider Dominic Phillips sold 20,139 shares of the business’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $31.81, for a total transaction of $640,621.59. Following the completion of the transaction, the insider directly owned 462,801 shares in the company, valued at $14,721,699.81. This trade represents a 4.17% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Dominic Phillips also recently made the following trade(s):

• On Thursday, March 5th, Dominic Phillips sold 17,808 shares of Samsara stock. The stock was sold at an average price of $30.00, for a total transaction of $534,240.00.

Samsara Stock Performance

Shares of IOT stock 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. Samsara Inc. has a 52 week low of $23.38 and a 52 week high of $48.40. The firm’s 50-day simple moving average is $29.63 and its two-hundred day simple moving average is $34.93.

Samsara (NYSE:IOT) last released its earnings results 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. Samsara had a negative net margin of 0.56% and a negative return on equity of 0.72%. The firm had revenue of $444.30 million during the quarter, compared to the consensus estimate of $422.29 million. During the same period in the prior year, the firm earned $0.11 EPS. The company’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. Analysts forecast that Samsara Inc. will post -0.3 earnings per share for the current year.

Key Headlines Impacting Samsara

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.

Hedge Funds Weigh In On Samsara

A number of large investors have recently modified their holdings of the company. Brighton Jones LLC purchased a new stake in Samsara in the 4th quarter worth approximately $13,464,000. Royal Bank of Canada grew its position in shares of Samsara by 100.3% during the 1st quarter. Royal Bank of Canada now owns 96,142 shares of the company’s stock valued at $3,686,000 after purchasing an additional 48,135 shares in the last quarter. Jones Financial Companies Lllp grew its position in shares of Samsara by 2,444.6% during the 1st quarter. Jones Financial Companies Lllp now owns 17,787 shares of the company’s stock valued at $682,000 after purchasing an additional 17,088 shares in the last quarter. Empowered Funds LLC increased its holdings in shares of Samsara by 3.4% in the first quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock worth $390,000 after purchasing an additional 335 shares during the period. Finally, Prudential Financial Inc. bought a new position in shares of Samsara in the second quarter worth $745,000. 96.02% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several brokerages have issued reports on IOT. Wells Fargo & Company boosted their target price on Samsara from $43.00 to $46.00 and gave the company an “overweight” rating in a research note on Friday, March 6th. Evercore reissued an “outperform” rating on shares of Samsara in a report on Friday, March 6th. BMO Capital Markets boosted their price objective on Samsara from $40.00 to $44.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. KeyCorp upped their price objective on shares of Samsara from $40.00 to $41.00 and gave the company an “overweight” rating in a report on Friday, March 6th. Finally, TD Cowen reiterated 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 given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $46.18.

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.