John Bicket Sells 95,673 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 95,673 shares of the stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $27.47, for a total value of $2,628,137.31. Following the sale, the insider directly owned 67,600 shares in the company, valued at $1,856,972. This represents a 58.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

John Bicket also recently made the following trade(s):

• On Tuesday, May 12th, John Bicket sold 168,227 shares of Samsara stock. The stock was sold at an average price of $28.58, for a total value of $4,807,927.66.
• On Thursday, April 30th, John Bicket sold 72,816 shares of Samsara stock. The stock was sold at an average price of $28.49, for a total value of $2,074,527.84.
• On Wednesday, April 29th, John Bicket sold 87,227 shares of Samsara stock. The stock was sold at an average price of $29.05, for a total value of $2,533,944.35.
• On Tuesday, April 28th, John Bicket sold 103,857 shares of Samsara stock. The stock was sold at an average price of $29.50, for a total value of $3,063,781.50.
• On Wednesday, April 15th, John Bicket sold 96,690 shares of Samsara stock. The stock was sold at an average price of $27.98, for a total value of $2,705,386.20.
• On Tuesday, April 14th, John Bicket sold 167,210 shares of Samsara stock. The stock was sold at an average price of $26.60, for a total value of $4,447,786.00.
• On Thursday, April 2nd, John Bicket sold 10,009 shares of Samsara stock. The stock was sold at an average price of $30.96, for a total value of $309,878.64.
• On Wednesday, April 1st, John Bicket sold 116,486 shares of Samsara stock. The stock was sold at an average price of $31.80, for a total value of $3,704,254.80.
• On Tuesday, March 31st, John Bicket sold 137,405 shares of Samsara stock. The stock was sold at an average price of $31.44, for a total value of $4,320,013.20.
• On Tuesday, February 17th, John Bicket sold 263,900 shares of Samsara stock. The stock was sold at an average price of $25.87, for a total value of $6,827,093.00.

Samsara Stock Performance

Shares of IOT opened at $29.59 on Friday. The business’s 50-day moving average is $30.60 and its two-hundred day moving average is $33.12. Samsara Inc. has a fifty-two week low of $23.38 and a fifty-two week high of $48.40. The company has a market capitalization of $17.18 billion, a P/E ratio of -1,478.71, a P/E/G ratio of 10.26 and a beta of 1.29.

Samsara (NYSE:IOT) last posted its earnings results on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, topping the consensus estimate 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 business had revenue of $444.30 million for the quarter, compared to analyst estimates of $422.29 million. During the same period in the prior year, the company posted $0.11 EPS. The company’s revenue for the quarter 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. Analysts forecast that Samsara Inc. will post 0.06 EPS for the current year.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the stock. BTIG Research lowered their target price on shares of Samsara from $55.00 to $45.00 and set a “buy” rating on the stock in a research note on Friday, March 6th. Evercore reissued an “outperform” rating on shares of Samsara in a research note on Friday, March 6th. 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 research note on Friday, March 6th. The Goldman Sachs Group set a $45.00 target price on shares of Samsara in a research note on Monday, March 2nd. Finally, Piper Sandler reissued an “overweight” rating and set a $39.00 target price (up from $37.00) on shares of Samsara in a research note on Friday, March 6th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Samsara currently has a consensus rating of “Moderate Buy” and a consensus price target of $46.18.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Acumen Wealth Advisors LLC purchased a new position in Samsara in the 4th quarter valued at about $28,000. Caitong International Asset Management Co. Ltd lifted its stake in 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 in the last quarter. Versant Capital Management Inc lifted its stake in Samsara by 6,078.6% in the 3rd quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock valued at $32,000 after buying an additional 851 shares in the last quarter. AlphaCentric Advisors LLC purchased a new position in Samsara in the 4th quarter valued at about $36,000. Finally, Optiver Holding B.V. lifted its stake in Samsara by 953.2% in the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock valued at $44,000 after buying an additional 1,058 shares in the last quarter. 96.02% of the stock is owned by hedge funds and other institutional investors.

Samsara News Roundup

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Recent coverage highlights Samsara’s annual recurring revenue reaching $1.89 billion, with enterprise adoption and AI-driven products still fueling growth despite a tougher competitive backdrop. Samsara Declines 22.4% Year to Date: Buy, Hold or Sell the Stock?
• Positive Sentiment: Analysts remain constructive, with multiple firms maintaining buy-equivalent ratings and an average target price above the current trading range, reinforcing the market’s long-term growth expectations for IOT. NYSE:IOT stock page
• Neutral Sentiment: Commentary also frames Samsara as a valuation debate, suggesting investors are still weighing its strong revenue growth against the stock’s pullback from earlier highs. NYSE Composite: Is Samsara AI Transforming Public Operations?
• Negative Sentiment: Several insider sales by co-founder/CEO Sanjit Biswas, co-founder John Bicket, and CAO Benjamin Louis Kirchhoff totaled hundreds of thousands of shares, which may weigh on sentiment even though the transactions were made under pre-arranged 10b5-1 plans. SEC filing for Sanjit Biswas sale SEC filing for John Bicket sale SEC filing for Benjamin Louis Kirchhoff sale

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.