John Bicket Sells 104,534 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 104,534 shares of the stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $31.10, for a total value of $3,251,007.40. Following the transaction, the insider directly owned 4,600 shares of the company’s stock, valued at approximately $143,060. This trade represents a 95.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, 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, May 28th, John Bicket sold 30,345 shares of Samsara stock. The stock was sold at an average price of $31.20, for a total value of $946,764.00.
• On Wednesday, May 27th, John Bicket sold 129,021 shares of Samsara stock. The shares were sold at an average price of $30.02, for a total value of $3,873,210.42.
• 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 transaction 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 transaction of $4,807,927.66.
• 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 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 transaction of $2,533,944.35.
• 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 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 shares were sold at an average price of $30.96, for a total value of $309,878.64.

Samsara Stock Up 11.3%

Shares of IOT stock opened at $35.15 on Friday. Samsara Inc. has a fifty-two week low of $23.38 and a fifty-two week high of $48.40. The stock has a market cap of $20.41 billion, a P/E ratio of -1,756.77, a P/E/G ratio of 9.39 and a beta of 1.29. The business has a fifty day simple moving average of $30.28 and a 200-day simple moving average of $32.55.

Samsara (NYSE:IOT) last released its quarterly earnings data on Thursday, March 5th. The company reported $0.18 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 analyst estimates of $422.29 million. Samsara had a negative net margin of 0.56% and a negative return on equity of 0.72%. The business’s revenue for the quarter was up 28.3% compared to the same quarter last year. During the same period in the previous 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 anticipate that Samsara Inc. will post 0.08 earnings per share for the current year.

Hedge Funds Weigh In On Samsara

A number of institutional investors have recently modified their holdings of the company. Brighton Jones LLC purchased a new position in shares of Samsara during the fourth quarter valued at approximately $13,464,000. Royal Bank of Canada raised its holdings in Samsara by 100.3% in the 1st quarter. Royal Bank of Canada now owns 96,142 shares of the company’s stock valued at $3,686,000 after acquiring an additional 48,135 shares during the last quarter. Jones Financial Companies Lllp raised its holdings in Samsara by 2,444.6% in the 1st quarter. Jones Financial Companies Lllp now owns 17,787 shares of the company’s stock valued at $682,000 after acquiring an additional 17,088 shares during the last quarter. Empowered Funds LLC lifted its stake in shares of Samsara by 3.4% during the 1st quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock worth $390,000 after purchasing an additional 335 shares during the period. Finally, Marshall Wace LLP lifted its stake in shares of Samsara by 142.4% during the 2nd quarter. Marshall Wace LLP now owns 68,860 shares of the company’s stock worth $2,739,000 after purchasing an additional 40,450 shares during the period. Institutional investors and hedge funds own 96.02% of the company’s stock.

Key Stories 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

Wall Street Analysts Forecast Growth

IOT has been the topic of several research reports. Truist Financial lowered their price target 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 restated a “buy” rating and set a $48.00 price objective on shares of Samsara in a research report on Friday, March 6th. The Goldman Sachs Group set a $45.00 target price on Samsara in a research note on Monday, March 2nd. Royal Bank Of Canada increased their target price on Samsara from $35.00 to $41.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Finally, Wells Fargo & Company raised their price target on Samsara from $43.00 to $46.00 and gave the stock an “overweight” rating in a research report on Friday, March 6th. One 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 given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $46.18.

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.