Insider Selling: Samsara (NYSE:IOT) Insider Sells $946,764.00 in Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 30,345 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $31.20, for a total value of $946,764.00. Following the completion of the transaction, the insider directly owned 153,828 shares in the company, valued at approximately $4,799,433.60. This represents a 16.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• On Wednesday, May 27th, John Bicket sold 129,021 shares of Samsara stock. The stock was sold at an average price of $30.02, for a total value of $3,873,210.42.
• On Tuesday, May 26th, John Bicket sold 104,534 shares of Samsara stock. The stock was sold at an average price of $31.10, for a total value of $3,251,007.40.
• On Wednesday, May 13th, John Bicket sold 95,673 shares of Samsara stock. The stock was sold at an average price of $27.47, for a total value of $2,628,137.31.
• On Tuesday, May 12th, John Bicket sold 168,227 shares of Samsara stock. The stock was sold at an average price of $28.58, for a total value of $4,807,927.66.
• On Thursday, April 30th, John Bicket sold 72,816 shares of Samsara stock. The stock was sold at an average price of $28.49, for a total value of $2,074,527.84.
• On Wednesday, April 29th, John Bicket sold 87,227 shares of Samsara stock. The stock was sold at an average price of $29.05, for a total value of $2,533,944.35.
• On Tuesday, April 28th, John Bicket sold 103,857 shares of Samsara stock. The stock was sold at an average price of $29.50, for a total value of $3,063,781.50.
• On Wednesday, April 15th, John Bicket sold 96,690 shares of Samsara stock. The stock was sold at an average price of $27.98, for a total value of $2,705,386.20.
• On Tuesday, April 14th, John Bicket sold 167,210 shares of Samsara stock. The stock was sold at an average price of $26.60, for a total value of $4,447,786.00.
• On Thursday, April 2nd, John Bicket sold 10,009 shares of Samsara stock. The stock was sold at an average price of $30.96, for a total value of $309,878.64.

Samsara Price Performance

Shares of IOT opened at $35.15 on Friday. The stock has a market capitalization of $20.41 billion, a price-to-earnings ratio of -1,756.77, a price-to-earnings-growth ratio of 10.41 and a beta of 1.29. Samsara Inc. has a 1 year low of $23.38 and a 1 year high of $48.40. The business’s 50 day simple moving average is $30.28 and its 200-day simple moving average is $32.55.

Samsara (NYSE:IOT) last issued its quarterly earnings data 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 company’s revenue for the quarter was up 28.3% on a year-over-year basis. 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. On average, sell-side analysts expect that Samsara Inc. will post 0.08 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on IOT shares. Evercore restated an “outperform” rating on shares of Samsara in a report on Friday, March 6th. Zacks Research lowered Samsara from a “strong-buy” rating to a “hold” rating in a report on Tuesday, May 5th. Royal Bank Of Canada increased their price target on Samsara from $35.00 to $41.00 and gave the company an “outperform” rating in a report on Friday, March 6th. The Goldman Sachs Group set a $45.00 price target on Samsara in a report on Monday, March 2nd. Finally, Piper Sandler restated an “overweight” rating and set a $39.00 price target (up from $37.00) on shares of Samsara in a report on Friday, March 6th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Samsara currently has a consensus rating of “Moderate Buy” and a consensus target price of $46.18.

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

Hedge Funds Weigh In On Samsara

Several hedge funds have recently bought and sold shares of IOT. Acumen Wealth Advisors LLC bought a new position in Samsara in the 4th quarter valued at $28,000. Caitong International Asset Management Co. Ltd grew its position in Samsara by 312.6% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock valued at $31,000 after acquiring an additional 669 shares during the last quarter. AlphaCentric Advisors LLC bought a new position in Samsara in the 4th quarter valued at $36,000. Optiver Holding B.V. grew its position in Samsara by 953.2% in the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock valued at $44,000 after acquiring an additional 1,058 shares during the last quarter. Finally, IFP Advisors Inc grew its position in Samsara by 194.4% in the 3rd quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock valued at $47,000 after acquiring an additional 828 shares during the last quarter. Institutional investors own 96.02% of the company’s stock.

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.