Samsara (NYSE:IOT) Insider John Bicket Sells 87,227 Shares of Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 87,227 shares of the business’s stock in a transaction dated Wednesday, April 29th. The stock was sold at an average price of $29.05, for a total transaction of $2,533,944.35. Following the sale, the insider directly owned 112,900 shares in the company, valued at $3,279,745. This trade represents a 43.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

John Bicket also recently made the following trade(s):

• On Thursday, April 30th, John Bicket sold 72,816 shares of Samsara stock. The shares were sold at an average price of $28.49, for a total transaction of $2,074,527.84.
• On Tuesday, April 28th, John Bicket sold 103,857 shares of Samsara stock. The shares were sold at an average price of $29.50, for a total transaction of $3,063,781.50.
• On Wednesday, April 15th, John Bicket sold 96,690 shares of Samsara stock. The shares were sold at an average price of $27.98, for a total transaction of $2,705,386.20.
• On Tuesday, April 14th, John Bicket sold 167,210 shares of Samsara stock. The shares were sold at an average price of $26.60, for a total transaction of $4,447,786.00.
• On Thursday, April 2nd, John Bicket sold 10,009 shares of Samsara stock. The shares were sold at an average price of $30.96, for a total transaction of $309,878.64.
• On Wednesday, April 1st, John Bicket sold 116,486 shares of Samsara stock. The shares were sold at an average price of $31.80, for a total transaction of $3,704,254.80.
• On Tuesday, March 31st, John Bicket sold 137,405 shares of Samsara stock. The shares were sold at an average price of $31.44, for a total transaction of $4,320,013.20.
• On Tuesday, February 17th, John Bicket sold 263,900 shares of Samsara stock. The shares were sold at an average price of $25.87, for a total transaction of $6,827,093.00.
• On Wednesday, February 4th, John Bicket sold 208,536 shares of Samsara stock. The shares were sold at an average price of $25.20, for a total transaction of $5,255,107.20.
• On Tuesday, February 3rd, John Bicket sold 55,364 shares of Samsara stock. The shares were sold at an average price of $25.23, for a total transaction of $1,396,833.72.

Samsara Stock Performance

Shares of IOT stock opened at $28.72 on Friday. The firm’s 50-day moving average is $30.36 and its 200-day moving average is $33.70. The stock has a market cap of $16.68 billion, a price-to-earnings ratio of -1,435.28, a PEG ratio of 10.77 and a beta of 1.50. Samsara Inc. has a 52-week low of $23.38 and a 52-week high of $48.40.

Samsara (NYSE:IOT) last issued its earnings results on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.13 by $0.05. The company had revenue of $444.30 million for the quarter, compared to analysts’ expectations of $422.29 million. Samsara had a negative net margin of 0.56% and a negative return on equity of 0.72%. Samsara’s quarterly revenue was up 28.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.11 EPS. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. Sell-side analysts predict that Samsara Inc. will post 0.06 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Sequoia Financial Advisors LLC grew its position in shares of Samsara by 218.4% during the 1st quarter. Sequoia Financial Advisors LLC now owns 22,846 shares of the company’s stock worth $724,000 after purchasing an additional 15,671 shares in the last quarter. Hsbc Holdings PLC grew its position in shares of Samsara by 14.9% during the 1st quarter. Hsbc Holdings PLC now owns 135,137 shares of the company’s stock worth $4,273,000 after purchasing an additional 17,511 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. grew its position in shares of Samsara by 0.8% during the 1st quarter. Sumitomo Mitsui Trust Group Inc. now owns 636,600 shares of the company’s stock worth $20,174,000 after purchasing an additional 5,109 shares in the last quarter. Resona Asset Management Co. Ltd. grew its position in shares of Samsara by 0.9% during the 1st quarter. Resona Asset Management Co. Ltd. now owns 100,942 shares of the company’s stock worth $3,184,000 after purchasing an additional 910 shares in the last quarter. Finally, Seelaus Asset Management LLC acquired a new position in shares of Samsara during the 1st quarter worth approximately $234,000. Institutional investors and hedge funds own 96.02% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently commented on IOT. UBS Group reiterated a “buy” rating and issued a $48.00 price target on shares of Samsara in a research note on Friday, March 6th. Royal Bank Of Canada upped their price target on shares of Samsara from $35.00 to $41.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. KeyCorp upped their price target on shares of Samsara from $40.00 to $41.00 and gave the company an “overweight” rating in a research note on Friday, March 6th. Evercore reiterated an “outperform” rating on shares of Samsara in a research note on Friday, March 6th. Finally, TD Cowen reiterated a “buy” rating on shares of Samsara in a research note on Monday, March 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $46.18.

Key Headlines Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Named to TIME100 Most Influential Companies for Manufacturing & Logistics, a branding/validation win that can support enterprise adoption and market credibility. Read More.
• Positive Sentiment: New industry study highlighted by media shows equipment theft and loss cost large operations an average of $13.2M annually — a pain point that can drive demand for Samsara’s tracking and security products. Read More.
• Neutral Sentiment: Market coverage noted the stock “sank” in the latest session (reports and intraday coverage). This is a short?term market reaction piece rather than new fundamental news. Read More.
• Neutral Sentiment: Customer news (First Student) highlights ecosystem traction for AI/operations platforms in transportation; positive for narrative but not an immediate earnings catalyst. Read More.
• Negative Sentiment: Large, pre?arranged Rule 10b5?1 sales by co?founders Sanjit Biswas and John Bicket — each sold ~263,900 shares across April 28–30 (combined ?527,800 shares, ~ $15.3M in proceeds). The trades materially reduced their individual holdings (some filings show ~80% reductions for the insider lots sold), increasing available float and creating visible selling pressure despite being executed under trading plans. SEC filings: Read More. and Read More.

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.