Sanjit Biswas Sells 104,660 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 104,660 shares of Samsara stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $31.10, for a total value of $3,254,926.00. Following the completion of the sale, the insider owned 4,600 shares of the company’s stock, valued at $143,060. The trade was a 95.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through 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 Thursday, May 28th, Sanjit Biswas sold 31,081 shares of Samsara stock. The shares were sold at an average price of $31.21, for a total transaction of $970,038.01.
• On Wednesday, May 27th, Sanjit Biswas sold 128,159 shares of Samsara stock. The shares were sold at an average price of $30.03, for a total transaction of $3,848,614.77.
• On Wednesday, May 13th, Sanjit Biswas sold 95,628 shares of Samsara stock. The stock was sold at an average price of $27.47, for a total transaction of $2,626,901.16.
• On Tuesday, May 12th, Sanjit Biswas sold 168,272 shares of Samsara stock. The shares were sold at an average price of $28.58, for a total transaction of $4,809,213.76.
• On Thursday, April 30th, Sanjit Biswas sold 72,958 shares of Samsara stock. The shares were sold at an average price of $28.49, for a total transaction of $2,078,573.42.
• On Wednesday, April 29th, Sanjit Biswas sold 87,067 shares of Samsara stock. The shares were sold at an average price of $29.05, for a total transaction of $2,529,296.35.
• On Tuesday, April 28th, Sanjit Biswas sold 103,875 shares of Samsara stock. The stock was sold at an average price of $29.50, for a total transaction of $3,064,312.50.
• On Wednesday, April 15th, Sanjit Biswas sold 96,562 shares of Samsara stock. The stock was sold at an average price of $27.98, for a total transaction of $2,701,804.76.
• On Tuesday, April 14th, Sanjit Biswas sold 167,338 shares of Samsara stock. The shares were sold at an average price of $26.60, for a total value of $4,451,190.80.
• On Thursday, April 2nd, Sanjit Biswas sold 10,381 shares of Samsara stock. The stock was sold at an average price of $30.97, for a total value of $321,499.57.

Samsara Stock Performance

Samsara stock opened at $35.15 on Friday. The stock has a market cap of $20.41 billion, a PE ratio of -1,756.77, a price-to-earnings-growth ratio of 9.39 and a beta of 1.29. Samsara Inc. has a one year low of $23.38 and a one year high of $48.40. The stock has a fifty day moving average of $30.28 and a 200 day moving average of $32.55.

Samsara (NYSE:IOT) last announced its earnings results on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, topping 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 business’s revenue for the quarter was up 28.3% on a year-over-year basis. During the same period last year, the firm posted $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 predict that Samsara Inc. will post 0.08 EPS for the current fiscal year.

Analysts Set New Price Targets

IOT has been the subject of several recent research reports. Piper Sandler restated an “overweight” rating and set a $39.00 target price (up from $37.00) on shares of Samsara in a research report on Friday, March 6th. Truist Financial dropped their price target on shares of Samsara from $39.00 to $30.00 and set a “hold” rating on the stock in a research note on Tuesday, February 17th. Evercore reissued an “outperform” rating on shares of Samsara in a research report on Friday, March 6th. UBS Group restated a “buy” rating and issued a $48.00 price objective on shares of Samsara in a research note on Friday, March 6th. Finally, Zacks Research downgraded Samsara from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, May 5th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $46.18.

Hedge Funds Weigh In On Samsara

Institutional investors have recently bought and sold shares of the stock. Baillie Gifford & Co. increased its holdings in shares of Samsara by 15.0% in the fourth quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock worth $1,689,565,000 after purchasing an additional 6,208,553 shares during the last quarter. Vanguard Group Inc. raised its holdings in Samsara by 11.5% during the 4th quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company’s stock valued at $1,174,620,000 after buying an additional 3,417,849 shares during the period. Sands Capital Management LLC boosted its stake in shares of Samsara by 6.4% during the 3rd quarter. Sands Capital Management LLC now owns 20,518,332 shares of the company’s stock worth $764,308,000 after purchasing an additional 1,242,122 shares during the period. Goldman Sachs Group Inc. boosted its position in shares of Samsara by 58.9% during the fourth quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock valued at $421,079,000 after buying an additional 4,401,082 shares during the period. Finally, Brown Advisory Inc. grew its position in Samsara by 42.1% in the 4th quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company’s stock valued at $397,536,000 after acquiring an additional 3,322,023 shares during the last quarter. 96.02% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara said it earned the No. 1 spot in 23 Summer 2026 G2 Grid Reports, more than any other fleet technology brand. Because the rankings are based on verified customer reviews, the news supports the company’s competitive position and may boost confidence in future demand. Article Title
• Positive Sentiment: The latest coverage highlights Samsara’s momentum and leadership across fleet management, asset tracking, and maintenance software, reinforcing its growth narrative with customers and analysts. Article Title
• Neutral Sentiment: Several insider sales were disclosed, including transactions by co-founder Sanjit Biswas and John Bicket. The trades were made under pre-arranged 10b5-1 plans, which makes them less concerning than discretionary selling, but the sheer size may still weigh on sentiment. Article Title
• Negative Sentiment: The volume of insider selling was substantial, with Biswas and Bicket sharply reducing their holdings, which can create near-term pressure if investors view it as a sign shares have run ahead of fundamentals. Article Title

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.