Samsara (NYSE:IOT) CAO Sells $70,158.38 in Stock

Samsara Inc. (NYSE:IOT) CAO Benjamin Louis Kirchhoff sold 2,554 shares of the firm’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $27.47, for a total value of $70,158.38. Following the completion of the transaction, the chief accounting officer owned 111,704 shares in the company, valued at approximately $3,068,508.88. This represents a 2.24% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Benjamin Louis Kirchhoff also recently made the following trade(s):

• On Monday, April 13th, Benjamin Louis Kirchhoff sold 2,480 shares of Samsara stock. The shares were sold at an average price of $26.02, for a total value of $64,529.60.
• On Tuesday, February 17th, Benjamin Louis Kirchhoff sold 1,731 shares of Samsara stock. The shares were sold at an average price of $26.64, for a total value of $46,113.84.

Samsara Stock Up 5.7%

Samsara stock opened at $29.59 on Friday. The business’s 50-day simple moving average is $30.60 and its 200 day simple moving average is $33.12. The stock has a market cap of $17.18 billion, a price-to-earnings ratio of -1,478.71, a P/E/G ratio of 10.84 and a beta of 1.29. Samsara Inc. has a 12-month low of $23.38 and a 12-month high of $48.40.

Samsara (NYSE:IOT) last posted its quarterly earnings results on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, beating the consensus estimate 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 firm’s quarterly revenue was up 28.3% compared to the same quarter last year. During the same quarter last year, the business 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. As a group, sell-side analysts expect that Samsara Inc. will post 0.06 EPS for the current year.

Analysts Set New Price Targets

Several equities analysts recently issued reports on IOT shares. TD Cowen reiterated a “buy” rating on shares of Samsara in a report on Monday, March 2nd. Wells Fargo & Company raised their price target on Samsara from $43.00 to $46.00 and gave the company an “overweight” rating in a report on Friday, March 6th. The Goldman Sachs Group set a $45.00 target price on Samsara in a research note on Monday, March 2nd. BMO Capital Markets increased their target price on Samsara from $40.00 to $44.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. Finally, Royal Bank Of Canada increased their target price on Samsara from $35.00 to $41.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $46.18.

Samsara News Summary

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

Hedge Funds Weigh In On Samsara

Several hedge funds have recently added to or reduced their stakes in IOT. Brighton Jones LLC acquired a new position in Samsara in the fourth quarter valued at about $13,464,000. Royal Bank of Canada raised its position in shares of Samsara by 100.3% during the first quarter. Royal Bank of Canada now owns 96,142 shares of the company’s stock worth $3,686,000 after purchasing an additional 48,135 shares during the period. Jones Financial Companies Lllp raised its position in shares of Samsara by 2,444.6% during the first quarter. Jones Financial Companies Lllp now owns 17,787 shares of the company’s stock worth $682,000 after purchasing an additional 17,088 shares during the period. Empowered Funds LLC raised its position in shares of Samsara by 3.4% during the first quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock worth $390,000 after purchasing an additional 335 shares during the period. Finally, Marshall Wace LLP raised its position in shares of Samsara by 142.4% during the second quarter. Marshall Wace LLP now owns 68,860 shares of the company’s stock worth $2,739,000 after purchasing an additional 40,450 shares during the period. Institutional investors and hedge funds own 96.02% of the company’s stock.

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.