Samsara (NYSE:IOT) Insider Sells $2,078,573.42 in Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 72,958 shares of Samsara stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $28.49, for a total value of $2,078,573.42. Following the transaction, the insider owned 723,056 shares in the company, valued at $20,599,865.44. This trade represents a 9.17% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, 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, April 29th, Sanjit Biswas sold 87,067 shares of Samsara stock. The shares were sold at an average price of $29.05, for a total value of $2,529,296.35.
• On Tuesday, April 28th, Sanjit Biswas sold 103,875 shares of Samsara stock. The shares were sold at an average price of $29.50, for a total value of $3,064,312.50.
• On Wednesday, April 15th, Sanjit Biswas sold 96,562 shares of Samsara stock. The shares were sold at an average price of $27.98, for a total value of $2,701,804.76.
• On Tuesday, April 14th, Sanjit Biswas sold 167,338 shares of Samsara stock. The shares were sold at an average price of $26.60, for a total value of $4,451,190.80.
• On Thursday, April 2nd, Sanjit Biswas sold 10,381 shares of Samsara stock. The shares were sold at an average price of $30.97, for a total value of $321,499.57.
• On Wednesday, April 1st, Sanjit Biswas sold 116,576 shares of Samsara stock. The shares were 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 shares were sold at an average price of $31.44, for a total value 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 value 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 value of $5,241,560.39.
• On Tuesday, February 3rd, Sanjit Biswas sold 55,819 shares of Samsara stock. The shares were sold at an average price of $25.23, for a total value of $1,408,313.37.

Samsara Stock Up 6.2%

NYSE:IOT opened at $30.53 on Friday. The business’s 50-day simple moving average is $30.36 and its two-hundred day simple moving average is $33.68. The stock has a market cap of $17.73 billion, a PE ratio of -1,525.49, a P/E/G ratio of 11.18 and a beta of 1.29. Samsara Inc. has a 52 week low of $23.38 and a 52 week high of $48.40.

Samsara (NYSE:IOT) last posted its quarterly earnings results on Thursday, March 5th. The company reported $0.18 EPS for the quarter, beating analysts’ consensus estimates of $0.13 by $0.05. The business had revenue of $444.30 million for the quarter, compared to analysts’ expectations of $422.29 million. Samsara had a negative return on equity of 0.72% and a negative net margin of 0.56%.The business’s quarterly revenue was up 28.3% on a year-over-year basis. During the same period last year, the firm earned $0.11 earnings per share. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. Sell-side analysts anticipate that Samsara Inc. will post 0.06 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in IOT. Baillie Gifford & Co. boosted its position in shares of Samsara by 15.0% during the fourth quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock valued at $1,689,565,000 after buying an additional 6,208,553 shares during the period. Vanguard Group Inc. boosted its position in shares of Samsara by 11.5% during the fourth quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company’s stock valued at $1,174,620,000 after buying an additional 3,417,849 shares during the period. Sands Capital Management LLC boosted its position in shares of Samsara by 6.4% during the third quarter. Sands Capital Management LLC now owns 20,518,332 shares of the company’s stock valued at $764,308,000 after buying an additional 1,242,122 shares during the period. Goldman Sachs Group Inc. boosted its position in shares of Samsara by 58.9% during the fourth quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock valued at $421,079,000 after buying an additional 4,401,082 shares during the period. Finally, Brown Advisory Inc. boosted its position in shares of Samsara by 42.1% during the fourth 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 period. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Analysts Set New Price Targets

IOT has been the subject of a number of research analyst reports. Weiss Ratings restated a “sell (d-)” rating on shares of Samsara in a research report on Thursday, January 22nd. Truist Financial cut their price objective on Samsara from $39.00 to $30.00 and set a “hold” rating for the company in a research report on Tuesday, February 17th. UBS Group restated a “buy” rating and set a $48.00 price objective on shares of Samsara in a research report on Friday, March 6th. BMO Capital Markets raised their price objective on Samsara from $40.00 to $44.00 and gave the company an “outperform” rating in a research report on Friday, March 6th. Finally, The Goldman Sachs Group set a $45.00 price objective on Samsara in a research report on Monday, March 2nd. 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $46.18.

Key Stories Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Quarterly results and guidance supported fundamentals — Samsara beat EPS and revenue in its most recent report and set FY/FY?quarter guidance that keeps the growth narrative intact. This underpins investor confidence in recurring?revenue momentum. Samsara Shows What Happens When Fundamentals Beat Fear
• Positive Sentiment: TIME100 recognition in Manufacturing & Logistics — a branding/validation boost that can help enterprise sales cycles and market credibility for Samsara’s Connected Operations platform. Samsara Named to TIME100 Most Influential Companies List
• Positive Sentiment: New industry study highlights a large addressable problem — reported average equipment theft/loss costs (~$13.2M for large operations) that can drive demand for Samsara’s asset?tracking and security offerings. That strengthens the revenue opportunity thesis. Samsara Study Reveals Equipment Theft and Loss Costs
• Neutral Sentiment: Short?term market commentary flagged an intraday pullback in a prior session — mostly a sentiment/flow item rather than new fundamental news. Useful to monitor volatility but not a new catalyst. Samsara Inc. (IOT) Stock Sinks As Market Gains
• Neutral Sentiment: Customer wins / ecosystem traction (e.g., First Student coverage tied to the TIME100 list) support the narrative but are not an immediate earnings catalyst. First Student Named to TIME100 Most Influential Companies List
• Negative Sentiment: Large, pre?arranged insider sales by co?founders (Sanjit Biswas and John Bicket) — executed across April 28–30 via 10b5?1 plans — have released roughly ~527,800 shares (~$15M+ proceeds at the trade prices shown) into the market. Multiple filings show steep reductions in their held lots; while planned, these sales increase float and can create near?term selling pressure and headline risk. SEC filings: Form 4 (Bicket filing) and Form 4 (Biswas 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.