Key Points
- Insider sale: John Bicket sold 116,486 shares on April 1 at $31.80 (≈$3.7M), cutting his stake by 36.4% — one of several large dispositions from late January through early April, all executed under a pre‑arranged Rule 10b5‑1 trading plan.
- Fundamentals and outlook: Samsara recently beat EPS and revenue expectations (revenue +28.3% YoY) and set FY27 guidance, while Wall Street’s average target implies roughly ~35% upside
Samsara Inc. (NYSE:IOT - Get Free Report) insider John Bicket sold 10,009 shares of the business's stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $30.96, for a total value of $309,878.64. Following the transaction, the insider directly owned 985,828 shares of the company's stock, valued at $30,521,234.88. This trade represents a 1.01% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available 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, April 1st, John Bicket sold 116,486 shares of Samsara stock. The shares were sold at an average price of $31.80, for a total value of $3,704,254.80.
- On Tuesday, March 31st, John Bicket sold 137,405 shares of Samsara stock. The stock was sold at an average price of $31.44, for a total value of $4,320,013.20.
- On Tuesday, February 17th, John Bicket sold 263,900 shares of Samsara stock. The stock was sold at an average price of $25.87, for a total transaction of $6,827,093.00.
- On Wednesday, February 4th, John Bicket sold 208,536 shares of Samsara stock. The shares were sold at an average price of $25.20, for a total transaction of $5,255,107.20.
- On Tuesday, February 3rd, John Bicket sold 55,364 shares of Samsara stock. The stock was sold at an average price of $25.23, for a total transaction of $1,396,833.72.
- On Tuesday, January 20th, John Bicket sold 263,900 shares of Samsara stock. The stock was sold at an average price of $32.43, for a total transaction of $8,558,277.00.
- On Tuesday, January 6th, John Bicket sold 263,900 shares of Samsara stock. The shares were sold at an average price of $34.40, for a total transaction of $9,078,160.00.
Samsara Stock Performance
NYSE IOT opened at $32.21 on Friday. The firm's fifty day moving average price is $29.63 and its two-hundred day moving average price is $35.01. The stock has a market cap of $18.70 billion, a PE ratio of -1,609.45, a PEG ratio of 11.68 and a beta of 1.50. Samsara Inc. has a fifty-two week low of $23.38 and a fifty-two week high of $48.40.
Samsara (NYSE:IOT - Get Free Report) last announced its quarterly earnings results on Thursday, March 5th. The company reported $0.18 EPS for the quarter, beating analysts' consensus estimates of $0.13 by $0.05. The company had revenue of $444.30 million during 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%.Samsara's revenue was up 28.3% compared to the same quarter last year. During the same period in the prior year, the company 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. As a group, sell-side analysts predict that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.
Key Stories Impacting Samsara
Here are the key news stories impacting Samsara this week:
- Positive Sentiment: Several Wall Street analysts see meaningful upside for IOT, with the mean analyst price target implying roughly 35% upside versus current levels — this raises bullish expectations for the shares and can support buying interest. Wall Street Analysts Believe Samsara Inc. (IOT) Could Rally 35%: Here's is How to Trade
- Positive Sentiment: Options-market activity is flashing a bullish trading signal according to Schaeffer’s research — increased bullish options interest can amplify short-term momentum and attract directional traders. Samsara Stock Flashing Bullish Options Trading Signal
- Neutral Sentiment: Multiple insider sales were executed under pre-arranged Rule 10b5-1 plans; that procedural detail reduces the information value of the sales (they may be scheduled liquidity rather than a signal about business fundamentals). See SEC filings below for details. SEC Form 4 (10b5-1 disclosure)
- Negative Sentiment: John Bicket (insider) sold large blocks of IOT across March 31–April 2, totaling hundreds of thousands of shares (examples: ~137k @ $31.44, ~116k @ $31.80, and 10,009 @ $30.96). These sizable disposals reduced his direct holdings dramatically and could spook investors despite the 10b5-1 context. John Bicket Form 4
- Negative Sentiment: Co-founder Sanjit Biswas also sold large positions on March 31 and April 1–2 (examples: ~137k @ $31.44, ~116k @ $31.80, and ~10k @ $30.97), cutting his direct stake substantially; large founder sales can weigh on sentiment even when pre-planned. Sanjit Biswas Form 4
Analyst Upgrades and Downgrades
Several research firms have recently issued reports on IOT. BNP Paribas Exane raised Samsara from a "neutral" rating to an "outperform" rating and set a $40.00 price objective for the company in a research note on Thursday, January 15th. TD Cowen reissued a "buy" rating on shares of Samsara in a report on Monday, March 2nd. Piper Sandler restated an "overweight" rating and issued a $39.00 price target (up from $37.00) on shares of Samsara in a research report on Friday, March 6th. Zacks Research raised shares of Samsara from a "hold" rating to a "strong-buy" rating in a research note on Friday, March 13th. Finally, Weiss Ratings reaffirmed a "sell (d-)" rating on shares of Samsara in a research report on Thursday, January 22nd. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $46.18.
Read Our Latest Report on Samsara
Institutional Inflows and Outflows
Several hedge funds have recently added to or reduced their stakes in the company. Baillie Gifford & Co. lifted its position in shares of Samsara by 15.0% in the 4th 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 period. Vanguard Group Inc. increased its position in shares of Samsara by 11.5% during the fourth quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company's stock worth $1,174,620,000 after buying an additional 3,417,849 shares during the period. Sands Capital Management LLC raised its stake in Samsara by 6.4% during the third quarter. Sands Capital Management LLC now owns 20,518,332 shares of the company's stock worth $764,308,000 after buying an additional 1,242,122 shares during the last quarter. Goldman Sachs Group Inc. lifted its holdings in Samsara by 58.9% in 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. lifted its holdings in Samsara by 42.1% in the fourth quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company's stock valued at $397,536,000 after buying an additional 3,322,023 shares during the period. Institutional investors own 96.02% of the company's stock.
Samsara Company Profile
(
Get Free Report)
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.
Further Reading
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