John Bicket Sells 87,079 Shares of Samsara (NYSE:IOT) Stock

Posted by Stuart Ham on Aug 8th, 2026

Samsara Inc. (NYSE:IOT – Get Free Report) insider John Bicket sold 87,079 shares of the company’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $38.64, for a total transaction of $3,364,732.56. Following the sale, the insider directly owned 316,400 shares of the company’s stock, valued at $12,225,696. This represents a 21.58% decrease in their position. The transaction was disclosed in a document filed 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 shares were sold at an average price of $37.89, for a total transaction of $2,169,846.63.
On Tuesday, August 4th, John Bicket sold 119,554 shares of Samsara stock. The stock was sold at an average price of $38.34, for a total transaction of $4,583,700.36.
On Wednesday, July 22nd, John Bicket sold 61,352 shares of Samsara stock. The shares were sold at an average price of $33.87, for a total transaction of $2,077,992.24.
On Tuesday, July 21st, John Bicket sold 202,548 shares of Samsara stock. The shares were sold at an average price of $36.81, for a total transaction 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 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 stock was 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 shares were 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 stock was sold at an average price of $31.10, for a total value 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.

Samsara Trading Up 7.1%

Shares of Samsara stock opened at $40.93 on Friday. The firm’s 50 day moving average is $35.12 and its 200 day moving average is $31.68. The firm has a market capitalization of $23.85 billion, a PE ratio of 409.31, a price-to-earnings-growth ratio of 8.58 and a beta of 1.34. Samsara Inc. has a 1 year low of $23.38 and a 1 year high of $47.47.

Samsara (NYSE:IOT – Get Free Report) last issued its quarterly earnings data on Thursday, June 4th. The company reported $0.17 EPS for the quarter, beating the consensus estimate of $0.13 by $0.04. The business had revenue of $478.84 million during 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%. The firm’s revenue was up 30.5% compared to the same quarter last year. During the same quarter in the prior 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. As a group, research analysts anticipate that Samsara Inc. will post 0.15 earnings per share for the current year.

Analyst Ratings Changes

A number of analysts have recently commented on the company. Zacks Research lowered Samsara from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, May 5th. Guggenheim started coverage on shares of Samsara in a research report on Wednesday, July 22nd. They set a “buy” rating and a $45.00 target price on the stock. TD Cowen restated a “buy” rating and issued a $45.00 price target on shares of Samsara in a research report on Thursday, June 25th. KeyCorp reaffirmed an “overweight” rating on shares of Samsara in a research note on Friday, June 26th. Finally, Royal Bank Of Canada boosted their price objective on shares of Samsara from $41.00 to $42.00 and gave the stock an “outperform” rating in a research note on Friday, June 5th. 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 given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $45.33.

Check Out Our Latest Research Report on Samsara

Institutional Trading of Samsara

Institutional investors have recently bought and sold shares of the company. Plato Investment Management Ltd acquired a new stake in Samsara during the second quarter worth approximately $637,000. Bank of New York Mellon Corp bought a new position in shares of Samsara during the 2nd quarter worth approximately $35,702,000. Assenagon Asset Management S.A. grew its position in shares of Samsara by 43.9% during the 2nd quarter. Assenagon Asset Management S.A. now owns 22,987 shares of the company’s stock worth $745,000 after buying an additional 7,015 shares during the period. Archer Investment Management LLC bought a new stake in shares of Samsara in the 2nd quarter valued at $454,000. Finally, Balefire LLC acquired a new position in shares of Samsara during the 2nd quarter valued at $209,000. Institutional investors own 96.02% of the company’s stock.

Key Stories Impacting Samsara

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.

Samsara Company Profile

(Get Free Report)

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.