John Bicket Sells 119,554 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 119,554 shares of the business’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $38.34, for a total transaction of $4,583,700.36. Following the transaction, the insider owned 72,800 shares in the company, valued at approximately $2,791,152. This represents a 62.15% decrease in their ownership of the stock. The transaction was disclosed in a 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 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 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 value 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 value of $946,764.00.
• On Wednesday, May 27th, John Bicket sold 129,021 shares of Samsara stock. The stock was sold at an average price of $30.02, for a total value 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 shares were sold at an average price of $27.47, for a total transaction of $2,628,137.31.

Samsara Stock Up 7.1%

IOT stock opened at $40.93 on Friday. The firm has a 50 day moving average of $35.12 and a two-hundred day moving average of $31.68. Samsara Inc. has a 12 month low of $23.38 and a 12 month high of $47.47. The company has a market capitalization of $23.85 billion, a price-to-earnings ratio of 409.31, a P/E/G ratio of 8.58 and a beta of 1.34.

Samsara (NYSE:IOT) last released its quarterly earnings results 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 for the quarter, compared to the consensus estimate of $455.21 million. Samsara had a net margin of 3.32% and a return on equity of 2.00%. Samsara’s revenue for the quarter was up 30.5% on a year-over-year basis. During the same quarter last year, the firm 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. On average, research analysts expect that Samsara Inc. will post 0.15 EPS for the current fiscal year.

Samsara News Roundup

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara’s latest quarterly results exceeded expectations: revenue rose 30.5% year over year to $478.84 million, above the $455.21 million consensus, while adjusted EPS of $0.17 topped estimates of $0.13. The company also recorded its third consecutive quarter of GAAP profitability.
• Positive Sentiment: Management’s investor-day presentation reinforced the long-term growth story, highlighting customer momentum, platform expansion and approximately $2 billion in annual recurring revenue.
• Positive Sentiment: New AI-focused offerings—including Agent Studio, expanded camera products and shipment-visibility tools—are strengthening the view that Samsara is becoming an AI-enabled physical-operations platform rather than only a fleet-management software provider.
• Positive Sentiment: Analyst sentiment remains favorable. Samsara carries a consensus “Moderate Buy” rating, with an average price target of approximately $45.33. Recent targets include $45 from BTIG and Guggenheim and $50 from Wells Fargo, compared with the stock’s recent trading range around $38–$41. Why Samsara Stock Is Up Today
• Neutral Sentiment: Institutional positioning is mixed: 301 investors added shares in their latest quarter while 267 reduced positions. Major additions from T. Rowe Price, Baillie Gifford and Fidelity provide support, although Morgan Stanley and other funds reduced exposure.
• Negative Sentiment: Insider selling remains a cautionary signal. CEO Sanjit Biswas and co-founder John Bicket each sold roughly 264,000 shares from August 4–6, while Dominic Phillips also sold shares. The transactions were conducted under pre-arranged Rule 10b5-1 plans, which reduces their value as a signal of immediate business concerns but may weigh on sentiment. Samsara Insider Selling
• Negative Sentiment: Valuation remains demanding, with a price-to-earnings ratio above 380 and a PEG ratio near 8.7. That leaves IOT vulnerable to a pullback if future growth, margins or AI monetization fail to meet elevated expectations.

Analysts Set New Price Targets

IOT has been the topic of a number of analyst reports. Wolfe Research reissued an “outperform” rating on shares of Samsara in a report on Thursday, June 11th. Royal Bank Of Canada upped their target price on Samsara from $41.00 to $42.00 and gave the stock an “outperform” rating in a research report on Friday, June 5th. Jefferies Financial Group upgraded Samsara to a “buy” rating in a report on Thursday, June 11th. TD Cowen reissued a “buy” rating and issued a $45.00 price target on shares of Samsara in a research report on Thursday, June 25th. Finally, Weiss Ratings raised shares of Samsara from a “sell (d-)” rating to a “sell (d+)” rating in a report on Monday, June 15th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $45.33.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the business. Baillie Gifford & Co. grew its stake in shares of Samsara by 15.0% in the fourth quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock worth $1,689,565,000 after acquiring an additional 6,208,553 shares during the last quarter. Vanguard Group Inc. raised its stake in Samsara by 11.5% during the 4th quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company’s stock valued at $1,174,620,000 after purchasing an additional 3,417,849 shares during the last quarter. Goldman Sachs Group Inc. raised its stake in Samsara by 58.9% during the 4th quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock valued at $421,079,000 after purchasing an additional 4,401,082 shares during the last quarter. Brown Advisory Inc. boosted its holdings in Samsara by 42.1% in the 4th quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company’s stock valued at $397,536,000 after purchasing an additional 3,322,023 shares during the period. Finally, State Street Corp grew its position in Samsara by 15.8% in the 4th quarter. State Street Corp now owns 6,920,219 shares of the company’s stock worth $245,322,000 after purchasing an additional 944,485 shares during the last quarter. 96.02% of the stock is owned by institutional investors.

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.