Samsara (NYSE:IOT) Insider Sells $970,038.01 in Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 31,081 shares of the firm’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $31.21, for a total transaction of $970,038.01. Following the completion of the transaction, the insider directly owned 307,056 shares in the company, valued at approximately $9,583,217.76. This represents a 9.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible 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 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 Tuesday, May 26th, Sanjit Biswas sold 104,660 shares of Samsara stock. The shares were sold at an average price of $31.10, for a total transaction of $3,254,926.00.
• On Wednesday, May 13th, Sanjit Biswas sold 95,628 shares of Samsara stock. The shares were 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 shares were 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 shares were 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 transaction of $4,451,190.80.
• On Thursday, April 2nd, Sanjit Biswas sold 10,381 shares of Samsara stock. The shares were sold at an average price of $30.97, for a total transaction of $321,499.57.

Samsara Trading Up 11.3%

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

Samsara (NYSE:IOT) last announced its quarterly earnings results on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.13 by $0.05. Samsara had a negative net margin of 0.56% and a negative return on equity of 0.72%. The company had revenue of $444.30 million for the quarter, compared to analyst estimates of $422.29 million. During the same period in the previous year, the firm posted $0.11 EPS. The firm’s revenue was up 28.3% on a year-over-year basis. 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, research analysts anticipate that Samsara Inc. will post 0.08 earnings per share for the current year.

Key Samsara News

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

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of IOT. Acumen Wealth Advisors LLC acquired a new position in shares of Samsara during the 4th quarter valued at $28,000. Caitong International Asset Management Co. Ltd lifted its position in shares of Samsara by 312.6% during 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 period. AlphaCentric Advisors LLC acquired a new position in shares of Samsara during the 4th quarter valued at $36,000. Optiver Holding B.V. lifted its position in shares of Samsara by 953.2% during 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 period. Finally, IFP Advisors Inc lifted its position in shares of Samsara by 194.4% during 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 period. Institutional investors and hedge funds own 96.02% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently commented on IOT shares. Wells Fargo & Company lifted their target price on shares of Samsara from $43.00 to $46.00 and gave the stock an “overweight” rating in a research report on Friday, March 6th. Piper Sandler reiterated 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 cut their target price on shares of Samsara from $39.00 to $30.00 and set a “hold” rating on the stock in a research report on Tuesday, February 17th. UBS Group reiterated a “buy” rating and set a $48.00 target price on shares of Samsara in a research report on Friday, March 6th. Finally, Zacks Research downgraded shares of Samsara from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, May 5th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $46.18.

Samsara Company Profile

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.