Insider Selling: Samsara (NYSE:IOT) Insider Sells $321,499.57 in Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 10,381 shares of Samsara stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $30.97, for a total value of $321,499.57. Following the transaction, the insider owned 1,139,056 shares in the company, valued at $35,276,564.32. This trade represents a 0.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available 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 Wednesday, April 1st, Sanjit Biswas sold 116,576 shares of Samsara stock. The stock was sold at an average price of $31.80, for a total value of $3,707,116.80.
• On Tuesday, March 31st, Sanjit Biswas sold 136,943 shares of Samsara stock. The stock was sold at an average price of $31.44, for a total transaction of $4,305,487.92.
• 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 shares were 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 stock was 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 Trading Down 0.2%

IOT opened at $32.21 on Friday. The stock has a market capitalization of $18.70 billion, a P/E ratio of -1,609.45, a P/E/G ratio of 11.83 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 firm’s fifty day simple moving average is $29.63 and its 200 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 (EPS) for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $422.29 million. During the same quarter in the prior year, the company earned $0.11 EPS. The company’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. On average, equities research analysts predict that Samsara Inc. will post -0.3 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of IOT. Pinegrove Venture Partners LLC grew its stake in shares of Samsara by 46.0% in the third quarter. Pinegrove Venture Partners LLC now owns 556,582 shares of the company’s stock valued at $20,733,000 after buying an additional 175,411 shares in the last quarter. Lazard Freres Gestion S.A.S. bought a new stake in Samsara during the third quarter worth $2,235,000. Bessemer Group Inc. lifted its stake in Samsara by 19.8% in the third quarter. Bessemer Group Inc. now owns 1,728,322 shares of the company’s stock valued at $64,379,000 after acquiring an additional 286,193 shares during the last quarter. LBP AM SA lifted its stake in Samsara by 13.9% in the third quarter. LBP AM SA now owns 313,987 shares of the company’s stock valued at $11,696,000 after acquiring an additional 38,235 shares during the last quarter. Finally, BI Asset Management Fondsmaeglerselskab A S grew its position in shares of Samsara by 227.0% in the 3rd quarter. BI Asset Management Fondsmaeglerselskab A S now owns 65,122 shares of the company’s stock valued at $2,426,000 after acquiring an additional 45,204 shares during the period. 96.02% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

IOT has been the topic of a number of recent research reports. The Goldman Sachs Group set a $45.00 target price on Samsara in a research report on Monday, March 2nd. BNP Paribas Exane raised shares of Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 price target for the company in a research note on Thursday, January 15th. Piper Sandler reiterated an “overweight” rating and issued a $39.00 price objective (up from $37.00) on shares of Samsara in a report on Friday, March 6th. TD Cowen reissued a “buy” rating on shares of Samsara in a research report on Monday, March 2nd. Finally, BMO Capital Markets increased their target price on shares of Samsara from $40.00 to $44.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $46.18.

Trending Headlines about 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.

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.