Samsara (NYSE:IOT) CEO Sells $5,416,845.45 in Stock

Samsara Inc. (NYSE:IOT) CEO Sanjit Biswas sold 135,455 shares of the stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $39.99, for a total value of $5,416,845.45. Following the completion of the transaction, the chief executive officer directly owned 62,200 shares of the company’s stock, valued at approximately $2,487,378. The trade was a 68.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Sanjit Biswas also recently made the following trade(s):

• On Thursday, August 20th, Sanjit Biswas sold 35,366 shares of Samsara stock. The shares were sold at an average price of $39.43, for a total value of $1,394,481.38.
• On Wednesday, August 19th, Sanjit Biswas sold 93,079 shares of Samsara stock. The shares were sold at an average price of $39.94, for a total value of $3,717,575.26.
• On Thursday, August 6th, Sanjit Biswas sold 57,090 shares of Samsara stock. The shares were sold at an average price of $37.89, for a total value of $2,163,140.10.
• On Wednesday, August 5th, Sanjit Biswas sold 87,333 shares of Samsara stock. The stock was sold at an average price of $38.64, for a total value of $3,374,547.12.
• On Tuesday, August 4th, Sanjit Biswas sold 119,477 shares of Samsara stock. The shares were sold at an average price of $38.34, for a total value of $4,580,748.18.
• On Wednesday, July 22nd, Sanjit Biswas sold 61,283 shares of Samsara stock. The shares were sold at an average price of $33.87, for a total value of $2,075,655.21.
• On Tuesday, July 21st, Sanjit Biswas sold 202,617 shares of Samsara stock. The shares were sold at an average price of $36.81, for a total transaction of $7,458,331.77.
• On Wednesday, July 8th, Sanjit Biswas sold 19,095 shares of Samsara stock. The stock was sold at an average price of $35.09, for a total transaction of $670,043.55.
• On Tuesday, July 7th, Sanjit Biswas sold 244,805 shares of Samsara stock. The stock was sold at an average price of $36.77, for a total transaction of $9,001,479.85.
• On Thursday, May 28th, Sanjit Biswas sold 31,081 shares of Samsara stock. The stock was sold at an average price of $31.21, for a total transaction of $970,038.01.

Samsara Stock Up 2.5%

Shares of IOT stock opened at $39.95 on Friday. The company has a market capitalization of $23.28 billion, a P/E ratio of 399.54, a P/E/G ratio of 8.97 and a beta of 1.34. Samsara Inc. has a 12-month low of $23.38 and a 12-month high of $47.47. The firm has a 50-day moving average price of $36.10 and a 200 day moving average price of $32.27.

Samsara (NYSE:IOT) last issued its quarterly earnings data on Thursday, June 4th. The company reported $0.17 earnings per share for the quarter, topping the consensus estimate of $0.13 by $0.04. The firm had revenue of $478.84 million for the quarter, compared to analysts’ expectations of $455.21 million. Samsara had a net margin of 3.32% and a return on equity of 2.00%. The company’s quarterly revenue was up 30.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.11 earnings per share. 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 expect that Samsara Inc. will post 0.15 earnings per share for the current year.

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 versus the $455.21 million consensus, while EPS of $0.17 topped estimates of $0.13. Fiscal-year EPS guidance of $0.70 to $0.72 adds support to the company’s growth outlook. Samsara Shows What Happens When Fundamentals Beat Fear
• Positive Sentiment: The company launched its Fuel Command Center, designed to help fleet operators monitor fuel usage, reduce operating costs and manage exposure to fuel-price volatility. The product could strengthen Samsara’s value proposition and encourage additional customer adoption. Samsara Launches Fuel Command Center
• Neutral Sentiment: Wall Street remains broadly constructive, with a “Moderate Buy” consensus rating and an average price target of $46.39. However, analyst targets and ratings vary, including a neutral $40 target, highlighting concerns about valuation and the pace of future growth. Samsara Analyst Outlook
• Negative Sentiment: CEO Sanjit Biswas and insider John Bicket each sold 263,900 shares—approximately $10.5 million apiece—between August 18 and 20. The sales materially reduced their direct holdings and may pressure sentiment, particularly with IOT trading at a very high earnings multiple. Because the transactions occurred under pre-arranged Rule 10b5-1 plans, they do not necessarily signal deteriorating confidence in Samsara’s business. SEC Insider Trading Filing

Institutional Investors Weigh In On Samsara

Several hedge funds and other institutional investors have recently made changes to their positions in IOT. Lazard Asset Management LLC lifted its stake in shares of Samsara by 2.0% during the third quarter. Lazard Asset Management LLC now owns 13,971 shares of the company’s stock valued at $520,000 after acquiring an additional 279 shares during the period. Cim LLC increased its position in Samsara by 1.0% in the third quarter. Cim LLC now owns 32,700 shares of the company’s stock worth $1,218,000 after purchasing an additional 326 shares during the period. Empowered Funds LLC increased its position in Samsara by 3.4% in 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. IFG Advisory LLC raised its holdings in Samsara by 0.8% during the 4th quarter. IFG Advisory LLC now owns 44,814 shares of the company’s stock worth $1,589,000 after purchasing an additional 372 shares during the last quarter. Finally, Summit Financial LLC raised its holdings in Samsara by 1.4% during the 4th quarter. Summit Financial LLC now owns 29,487 shares of the company’s stock worth $1,045,000 after purchasing an additional 419 shares during the last quarter. 96.02% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts recently commented on the company. Wolfe Research restated an “outperform” rating on shares of Samsara in a research report on Thursday, June 11th. Morgan Stanley set a $43.00 price objective on Samsara in a research report on Tuesday, July 21st. Weiss Ratings raised Samsara from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, August 11th. BTIG Research restated a “buy” rating and set a $45.00 target price on shares of Samsara in a report on Friday, June 26th. Finally, Jefferies Financial Group upgraded Samsara to a “buy” rating in a research note on Thursday, June 11th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and six have given a Hold 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 $46.39.

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.