Sanjit Biswas Sells 57,090 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) CEO Sanjit Biswas sold 57,090 shares of Samsara stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $37.89, for a total value of $2,163,140.10. Following the completion of the transaction, the chief executive officer owned 1,143,671 shares of the company’s stock, valued at approximately $43,333,694.19. The trade was a 4.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Sanjit Biswas also recently made the following trade(s):

• On Wednesday, August 5th, Sanjit Biswas sold 87,333 shares of Samsara stock. The stock was sold at an average price of $38.64, for a total value of $3,374,547.12.
• On Tuesday, August 4th, Sanjit Biswas sold 119,477 shares of Samsara stock. The stock was sold at an average price of $38.34, for a total value of $4,580,748.18.
• On Wednesday, July 22nd, Sanjit Biswas sold 61,283 shares of Samsara stock. The stock was sold at an average price of $33.87, for a total value of $2,075,655.21.
• On Tuesday, July 21st, Sanjit Biswas sold 202,617 shares of Samsara stock. The shares were sold at an average price of $36.81, for a total value of $7,458,331.77.
• On Wednesday, July 8th, Sanjit Biswas sold 19,095 shares of Samsara stock. The stock was sold at an average price of $35.09, for a total value of $670,043.55.
• On Tuesday, July 7th, Sanjit Biswas sold 244,805 shares of Samsara stock. The stock was sold at an average price of $36.77, for a total value of $9,001,479.85.
• On Thursday, May 28th, Sanjit Biswas sold 31,081 shares of Samsara stock. The stock was sold at an average price of $31.21, for a total value of $970,038.01.
• On Wednesday, May 27th, Sanjit Biswas sold 128,159 shares of Samsara stock. The shares were sold at an average price of $30.03, for a total value of $3,848,614.77.
• On Tuesday, May 26th, Sanjit Biswas sold 104,660 shares of Samsara stock. The shares were sold at an average price of $31.10, for a total transaction of $3,254,926.00.
• On Wednesday, May 13th, Sanjit Biswas sold 95,628 shares of Samsara stock. The stock was sold at an average price of $27.47, for a total transaction of $2,626,901.16.

Samsara Stock Up 7.1%

IOT stock opened at $40.93 on Friday. Samsara Inc. has a fifty-two week low of $23.38 and a fifty-two week high of $47.47. The firm’s 50-day simple moving average is $35.12 and its 200 day simple moving average is $31.68. The stock has a market cap of $23.85 billion, a PE ratio of 409.31, a price-to-earnings-growth ratio of 8.58 and a beta of 1.34.

Samsara (NYSE:IOT) last issued its quarterly earnings data on Thursday, June 4th. The company reported $0.17 earnings per share for the quarter, beating the consensus estimate of $0.13 by $0.04. The firm had revenue of $478.84 million for the quarter, compared to the consensus estimate of $455.21 million. Samsara had a net margin of 3.32% and a return on equity of 2.00%. Samsara’s quarterly revenue was up 30.5% compared to the same quarter last year. During the same period last year, the firm posted $0.11 EPS. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. Equities analysts forecast that Samsara Inc. will post 0.15 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in IOT. Plato Investment Management Ltd bought a new stake in Samsara during the second quarter worth approximately $637,000. Bank of New York Mellon Corp acquired a new stake in Samsara in the second quarter worth approximately $35,702,000. Assenagon Asset Management S.A. boosted its stake in Samsara by 43.9% during the 2nd quarter. Assenagon Asset Management S.A. now owns 22,987 shares of the company’s stock valued at $745,000 after purchasing an additional 7,015 shares in the last quarter. Archer Investment Management LLC acquired a new position in shares of Samsara during the 2nd quarter valued at $454,000. Finally, Balefire LLC acquired a new position in shares of Samsara during the 2nd quarter valued at $209,000. Institutional investors and hedge funds own 96.02% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. Wells Fargo & Company boosted their price objective on Samsara from $46.00 to $50.00 and gave the stock an “overweight” rating in a research report on Friday, June 5th. Wolfe Research restated an “outperform” rating on shares of Samsara in a research report on Thursday, June 11th. TD Cowen reaffirmed a “buy” rating and set a $45.00 target price on shares of Samsara in a research note on Thursday, June 25th. Morgan Stanley set a $43.00 price target on Samsara in a research report on Tuesday, July 21st. Finally, Royal Bank Of Canada increased their price target on Samsara from $41.00 to $42.00 and gave the stock an “outperform” rating in a research note on Friday, June 5th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $45.33.

Key Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara’s latest quarterly results exceeded expectations: revenue rose 30.5% year over year to $478.84 million, above the $455.21 million consensus, while adjusted EPS of $0.17 topped estimates of $0.13. The company also recorded its third consecutive quarter of GAAP profitability.
• Positive Sentiment: Management’s investor-day presentation reinforced the long-term growth story, highlighting customer momentum, platform expansion and approximately $2 billion in annual recurring revenue.
• Positive Sentiment: New AI-focused offerings—including Agent Studio, expanded camera products and shipment-visibility tools—are strengthening the view that Samsara is becoming an AI-enabled physical-operations platform rather than only a fleet-management software provider.
• Positive Sentiment: Analyst sentiment remains favorable. Samsara carries a consensus “Moderate Buy” rating, with an average price target of approximately $45.33. Recent targets include $45 from BTIG and Guggenheim and $50 from Wells Fargo, compared with the stock’s recent trading range around $38–$41. Why Samsara Stock Is Up Today
• Neutral Sentiment: Institutional positioning is mixed: 301 investors added shares in their latest quarter while 267 reduced positions. Major additions from T. Rowe Price, Baillie Gifford and Fidelity provide support, although Morgan Stanley and other funds reduced exposure.
• Negative Sentiment: Insider selling remains a cautionary signal. CEO Sanjit Biswas and co-founder John Bicket each sold roughly 264,000 shares from August 4–6, while Dominic Phillips also sold shares. The transactions were conducted under pre-arranged Rule 10b5-1 plans, which reduces their value as a signal of immediate business concerns but may weigh on sentiment. Samsara Insider Selling
• Negative Sentiment: Valuation remains demanding, with a price-to-earnings ratio above 380 and a PEG ratio near 8.7. That leaves IOT vulnerable to a pullback if future growth, margins or AI monetization fail to meet elevated expectations.

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.