Samsara (NYSE:IOT) Insider John Bicket Sells 61,352 Shares

Samsara Inc. (NYSE:IOT) insider John Bicket sold 61,352 shares of the business’s stock in a transaction that occurred on Wednesday, July 22nd. The stock was sold at an average price of $33.87, for a total value of $2,077,992.24. Following the completion of the transaction, the insider owned 1,550,795 shares in the company, valued at $52,525,426.65. The trade was a 3.81% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 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 shares were sold at an average price of $35.11, for a total transaction of $631,102.25.
• On Tuesday, July 7th, John Bicket sold 245,925 shares of Samsara stock. The stock was 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 stock was sold at an average price of $31.20, for a total transaction of $946,764.00.
• On Wednesday, May 27th, John Bicket sold 129,021 shares of Samsara stock. The shares were sold at an average price of $30.02, for a total transaction of $3,873,210.42.
• On Tuesday, May 26th, John Bicket sold 104,534 shares of Samsara stock. The shares were sold at an average price of $31.10, for a total transaction of $3,251,007.40.
• On Wednesday, May 13th, John Bicket sold 95,673 shares of Samsara stock. The stock was sold at an average price of $27.47, for a total transaction of $2,628,137.31.
• On Tuesday, May 12th, John Bicket sold 168,227 shares of Samsara stock. The shares were 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 shares were sold at an average price of $29.05, for a total value of $2,533,944.35.

Samsara Stock Up 6.5%

NYSE IOT opened at $37.63 on Wednesday. The company has a market cap of $21.93 billion, a PE ratio of 376.38, a price-to-earnings-growth ratio of 7.93 and a beta of 1.35. The firm’s 50-day simple moving average is $34.01 and its two-hundred day simple moving average is $31.43. Samsara Inc. has a 52 week low of $23.38 and a 52 week high of $47.47.

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

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the business. Assenagon Asset Management S.A. raised its stake in shares of Samsara by 43.9% during the second quarter. Assenagon Asset Management S.A. now owns 22,987 shares of the company’s stock worth $745,000 after acquiring an additional 7,015 shares in the last quarter. Archer Investment Management LLC bought a new position in shares of Samsara during the 2nd quarter valued at $454,000. Balefire LLC purchased a new position in Samsara in the 2nd quarter worth $209,000. Avior Wealth Management LLC lifted its stake in Samsara by 10.3% in the second quarter. Avior Wealth Management LLC now owns 15,956 shares of the company’s stock worth $517,000 after purchasing an additional 1,494 shares during the last quarter. Finally, CX Institutional purchased a new stake in Samsara during the second quarter valued at about $64,000. 96.02% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several analysts have issued reports on IOT shares. Weiss Ratings upgraded shares of Samsara from a “sell (d-)” rating to a “sell (d+)” rating in a research note on Monday, June 15th. Royal Bank Of Canada lifted their price objective on Samsara from $41.00 to $42.00 and gave the company an “outperform” rating in a research note on Friday, June 5th. KeyCorp restated an “overweight” rating on shares of Samsara in a research note on Friday, June 26th. Zacks Research downgraded Samsara from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, May 5th. Finally, BTIG Research restated a “buy” rating and issued a $45.00 price objective on shares of Samsara in a research report on Friday, June 26th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $45.33.

Key Headlines Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Technical momentum improved: Samsara reclaimed its 50-day moving average, a signal that can indicate a developing short-term bullish trend. Samsara reclaimed the 50-day moving average
• Positive Sentiment: Longer-term trend turned more constructive: IOT also crossed above its 200-day moving average, a widely followed technical threshold that may attract momentum-oriented investors and suggest improving long-term sentiment. Samsara crossed the 200-day moving average
• Neutral Sentiment: Small accounting-officer sale: Chief Accounting Officer Benjamin Louis Kirchhoff sold 960 shares for approximately $36,192, reducing his holdings by 0.59%. The transaction was made under a Rule 10b5-1 plan, making it a limited signal of management’s current outlook. Kirchhoff insider sale filing
• Negative Sentiment: Large insider sales could weigh on sentiment: CEO Sanjit Biswas sold a combined 265,900 shares for about $9.53 million, while insider John Bicket sold a combined 263,900 shares for roughly $9.53 million. Each reduced ownership by about 71% in the July 21 transactions, though the sales were pre-planned under Rule 10b5-1. Additional sales the following day by both executives were smaller but add to the selling narrative. Biswas insider sale filings Bicket insider sale filings

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.