Samsara (NYSE:IOT) Insider John Bicket Sells 34,557 Shares

Samsara Inc. (NYSE:IOT) insider John Bicket sold 34,557 shares of the business’s stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $39.44, for a total transaction of $1,362,928.08. Following the completion of the transaction, the insider owned 1,134,795 shares of the company’s stock, valued at $44,756,314.80. This trade represents a 2.96% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available 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 Wednesday, August 19th, John Bicket sold 93,365 shares of Samsara stock. The shares were sold at an average price of $39.93, for a total value of $3,728,064.45.
• On Tuesday, August 18th, John Bicket sold 135,978 shares of Samsara stock. The stock was sold at an average price of $39.99, for a total value of $5,437,760.22.
• On Thursday, August 6th, John Bicket sold 57,267 shares of Samsara stock. The stock was sold at an average price of $37.89, for a total value of $2,169,846.63.
• On Wednesday, August 5th, John Bicket sold 87,079 shares of Samsara stock. The shares were sold at an average price of $38.64, for a total value of $3,364,732.56.
• On Tuesday, August 4th, John Bicket sold 119,554 shares of Samsara stock. The shares were sold at an average price of $38.34, for a total value of $4,583,700.36.
• On Wednesday, July 22nd, John Bicket sold 61,352 shares of Samsara stock. The stock was sold at an average price of $33.87, for a total value of $2,077,992.24.
• On Tuesday, July 21st, John Bicket sold 202,548 shares of Samsara stock. The stock was sold at an average price of $36.81, for a total value of $7,455,791.88.
• On Wednesday, July 8th, John Bicket sold 17,975 shares of Samsara stock. The stock was sold at an average price of $35.11, for a total value of $631,102.25.
• On Tuesday, July 7th, John Bicket sold 245,925 shares of Samsara stock. The shares were sold at an average price of $36.77, for a total transaction of $9,042,662.25.
• On Thursday, May 28th, John Bicket sold 30,345 shares of Samsara stock. The shares were sold at an average price of $31.20, for a total transaction of $946,764.00.

Samsara Price Performance

Shares of NYSE:IOT opened at $38.93 on Friday. Samsara Inc. has a one year low of $23.38 and a one year high of $47.47. The company has a 50 day moving average of $35.98 and a 200-day moving average of $32.22. The stock has a market cap of $22.68 billion, a price-to-earnings ratio of 389.34, a P/E/G ratio of 8.80 and a beta of 1.34.

Samsara (NYSE:IOT) last posted its quarterly earnings results on Thursday, June 4th. The company reported $0.17 earnings per share for the quarter, topping analysts’ consensus estimates of $0.13 by $0.04. Samsara had a net margin of 3.32% and a return on equity of 2.00%. The business had revenue of $478.84 million during the quarter, compared to the consensus estimate of $455.21 million. During the same period in the previous year, the firm posted $0.11 earnings per share. Samsara’s revenue for the quarter was up 30.5% compared to the same quarter last year. 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 research analysts anticipate that Samsara Inc. will post 0.15 earnings per share for the current year.

Analysts Set New Price Targets

Several research firms have recently issued reports on IOT. Guggenheim initiated coverage on Samsara in a research report on Wednesday, July 22nd. They issued a “buy” rating and a $45.00 price target on the stock. BTIG Research reiterated a “buy” rating and issued a $45.00 price objective on shares of Samsara in a report on Friday, June 26th. KeyCorp reiterated an “overweight” rating on shares of Samsara in a report on Friday, June 26th. Wolfe Research reissued an “outperform” rating on shares of Samsara in a research note on Thursday, June 11th. Finally, Royal Bank Of Canada raised their target price on Samsara from $42.00 to $50.00 and gave the stock an “outperform” rating in a report on Friday, August 14th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $46.39.

Institutional Investors Weigh In On Samsara

Several hedge funds have recently bought and sold shares of the company. Acumen Wealth Advisors LLC bought a new position in shares of Samsara during the fourth quarter worth $28,000. Caitong International Asset Management Co. Ltd grew its holdings in shares of Samsara by 312.6% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock valued at $31,000 after buying an additional 669 shares during the period. AlphaCentric Advisors LLC bought a new stake in shares of Samsara in the 4th quarter valued at $36,000. IFP Advisors Inc increased its position in shares of Samsara by 194.4% in the 3rd quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock valued at $47,000 after buying an additional 828 shares in the last quarter. Finally, Los Angeles Capital Management LLC acquired a new stake in Samsara during the 4th quarter worth $52,000. 96.02% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara launched its Fuel Command Center, a tool intended to help fleet operators monitor fuel consumption, control costs and manage exposure to volatile fuel prices. The product could improve the platform’s value proposition and support customer demand. Samsara Launches Fuel Command Center to Help Fleets Control Costs Amid Price Volatility
• Positive Sentiment: Samsara’s latest reported quarter showed 30.5% year-over-year revenue growth, revenue of $478.84 million versus the $455.21 million consensus estimate, and adjusted EPS of $0.17 versus expectations of $0.13. The company also issued fiscal-year EPS guidance of $0.70 to $0.72, supporting the growth narrative. Institutional ownership remains high at approximately 96%, with Wellington Management increasing its stake. Samsara Shows What Happens When Fundamentals Beat Fear
• Neutral Sentiment: Analyst opinion remains favorable overall, with Samsara carrying a “Moderate Buy” consensus rating and an average price target of $46.39. However, recent calls range from an $50 outperform target to a $40 neutral rating, reflecting disagreement about the stock’s valuation and growth outlook. Samsara Is Forming a Triple Bottom—Time to Buy?
• Negative Sentiment: CEO Sanjit Biswas sold 263,900 shares for roughly $10.5 million across August 18–20, while insider John Bicket sold about 263,900 shares for approximately $10.5 million over the same period. The sales substantially reduced their direct holdings and could weigh on sentiment, particularly while IOT trades at a very high valuation. Because the transactions were executed under Rule 10b5-1 plans, they may reflect scheduled portfolio diversification rather than a change in business outlook. SEC Insider Trading Filing

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.