Samsara (NYSE:IOT) Stock: Insider Sanjit Biswas Sells 65,402 Shares

Samsara Inc. (NYSE:IOT) CEO Sanjit Biswas sold 65,402 shares of the business’s stock in a transaction dated Thursday, October 15th. The shares were sold at an average price of $42.27, for a total transaction of $2,764,542.54. Following the sale, the chief executive officer directly owned 669,835 shares of the company’s stock, valued at approximately $28,313,925.45. This represents a 8.90% decrease in their position. The sale was disclosed in a legal 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.

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

• On Wednesday, October 14th, Sanjit Biswas sold 103,110 shares of Samsara stock. The stock was sold at an average price of $41.14, for a total value of $4,241,945.40.
• On Tuesday, October 13th, Sanjit Biswas sold 95,388 shares of Samsara stock. The stock was sold at an average price of $41.87, for a total value of $3,993,895.56.
• On Thursday, October 1st, Sanjit Biswas sold 21,129 shares of Samsara stock. The stock was sold at an average price of $38.81, for a total transaction of $820,016.49.
• On Wednesday, September 30th, Sanjit Biswas sold 84,369 shares of Samsara stock. The stock was sold at an average price of $38.40, for a total value of $3,239,769.60.
• On Tuesday, September 29th, Sanjit Biswas sold 158,402 shares of Samsara stock. The stock was sold at an average price of $37.74, for a total value of $5,978,091.48.
• 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 transaction 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 Tuesday, August 18th, Sanjit Biswas sold 135,455 shares of Samsara stock. The stock was sold at an average price of $39.99, for a total value of $5,416,845.45.
• On Thursday, August 6th, Sanjit Biswas sold 57,090 shares of Samsara stock. The stock was sold at an average price of $37.89, for a total transaction 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 transaction of $3,374,547.12.

Samsara Trading Down 7.2%

Shares of IOT opened at $39.54 on Friday. Samsara Inc. has a 1-year low of $23.38 and a 1-year high of $47.47. The stock has a market capitalization of $23.15 billion, a P/E ratio of 247.12, a P/E/G ratio of 10.46 and a beta of 1.35. The business’s 50-day moving average price is $39.95 and its 200 day moving average price is $35.26.

Samsara (NYSE:IOT) last announced its earnings results on Thursday, September 3rd. The company reported $0.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.16 by $0.04. Samsara had a net margin of 4.90% and a return on equity of 4.13%. The company had revenue of $508.44 million for the quarter, compared to the consensus estimate of $483.29 million. During the same period in the previous year, the business earned $0.12 EPS. The company’s revenue was up 29.9% on a year-over-year basis. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. On average, research analysts predict that Samsara Inc. will post 0.13 earnings per share for the current year.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on the stock. TD Cowen upped their price objective on shares of Samsara from $48.00 to $53.00 and gave the stock a “buy” rating in a report on Friday, September 4th. Royal Bank Of Canada raised their target price on Samsara from $50.00 to $55.00 and gave the company an “outperform” rating in a report on Friday, September 4th. Truist Financial raised their price objective on shares of Samsara from $38.00 to $48.00 and gave the stock a “hold” rating in a research note on Friday, September 4th. Jefferies Financial Group assumed coverage on shares of Samsara in a research note on Sunday, October 4th. They issued a “buy” rating and a $50.00 target price for the company. Finally, Guggenheim boosted their price objective on Samsara from $45.00 to $51.00 and gave the company a “buy” rating in a research report on Friday, September 4th. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $51.68.

Key Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Tracking Label recognition: Samsara’s disposable Bluetooth Tracking Label was named to TIME’s Best Inventions of 2026 in the Logistics category. The award supports the company’s product innovation narrative and highlights expansion of its Connected Operations platform into shipment visibility. Samsara Tracking Label Named to TIME’s Best Inventions of 2026
• Neutral Sentiment: Unusually high call-option activity: Traders purchased 22,155 call options, roughly three times the average daily volume. This indicates elevated speculative interest and possible bullish positioning, although options activity does not necessarily translate into sustained buying of the shares.
• Neutral Sentiment: Underlying fundamentals remain constructive: Samsara’s latest quarterly results exceeded estimates, with revenue of $508.4 million, up 29.9% year over year, and EPS of $0.20 versus the $0.16 consensus. Recent company commentary also pointed to continued AI and product adoption, rather than an operational setback.
• Negative Sentiment: Large insider sales pressured sentiment: CEO and co-founder Sanjit Biswas and co-founder John Bicket each sold approximately 263,900 shares during October 13–15, worth about $11 million apiece. The transactions were executed under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the size and concentration of the sales can still concern investors. SEC insider trading filing
• Negative Sentiment: Market and valuation pressure: A weaker Nasdaq and risk reduction across technology stocks created a difficult backdrop for high-growth software companies. With Samsara trading at a very elevated earnings multiple after rallying toward its 52-week high, investors appear more willing to lock in gains and reassess valuation.

Hedge Funds Weigh In On Samsara

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Cim LLC boosted its stake in Samsara by 1.3% during the 1st quarter. Cim LLC now owns 34,505 shares of the company’s stock worth $1,093,000 after acquiring an additional 455 shares during the last quarter. Lido Advisors LLC lifted its holdings in shares of Samsara by 1.4% during the 1st quarter. Lido Advisors LLC now owns 40,044 shares of the company’s stock valued at $1,269,000 after purchasing an additional 534 shares in the last quarter. Moran Wealth Management LLC lifted its stake in Samsara by 7.3% in the first quarter. Moran Wealth Management LLC now owns 8,291 shares of the company’s stock valued at $263,000 after buying an additional 562 shares in the last quarter. TrueMark Investments LLC boosted its holdings in shares of Samsara by 1.4% in the first quarter. TrueMark Investments LLC now owns 44,724 shares of the company’s stock valued at $1,417,000 after buying an additional 630 shares during the period. Finally, GAMMA Investing LLC raised its holdings in shares of Samsara by 22.4% during the third quarter. GAMMA Investing LLC now owns 3,502 shares of the company’s stock worth $134,000 after acquiring an additional 640 shares during the period. Institutional investors own 96.02% of the company’s stock.

Samsara Company Profile

Samsara Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its platform combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, worksites and mobile workforces.

The Samsara Connected Operations Cloud includes vehicle telematics, GPS tracking, video-based safety, routing and dispatch tools, equipment monitoring, workforce and workflow management, and compliance solutions.