Key Points
- Insider Dominic Phillips sold 20,139 shares of Samsara on April 1 at an average price of $31.81 for about $640,622, reducing his stake by 4.17% to 462,801 shares; the trade was executed under a pre‑arranged Rule 10b5‑1 plan.
- The sale adds to a broader wave of insider disposals around Mar 31–Apr 2 (including founders John Bicket and Sanjit Biswas selling ~137k and ~116k shares), which may alarm investors even though many sales were pre‑planned.
- Samsara recently beat March‑quarter revenue and EPS, set Q1/FY2027 EPS guidance, and has seen several analyst upgrades—consensus ratings are a Moderate Buy with an average target near $46.18.
Samsara Inc. (NYSE:IOT - Get Free Report) insider Dominic Phillips sold 20,139 shares of the business's stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $31.81, for a total transaction of $640,621.59. Following the completion of the transaction, the insider owned 462,801 shares in the company, valued at approximately $14,721,699.81. The trade was a 4.17% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Dominic Phillips also recently made the following trade(s):
- On Thursday, March 5th, Dominic Phillips sold 17,808 shares of Samsara stock. The shares were sold at an average price of $30.00, for a total value of $534,240.00.
Samsara Stock Down 0.2%
Shares of NYSE:IOT opened at $32.21 on Friday. The firm has a market capitalization of $18.70 billion, a PE ratio of -1,609.45, a P/E/G ratio of 11.83 and a beta of 1.50. The company has a 50-day moving average price of $29.63 and a two-hundred day moving average price of $34.96. Samsara Inc. has a twelve month low of $23.38 and a twelve month high of $48.40.
Samsara (NYSE:IOT - Get Free Report) last released its quarterly earnings data on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.13 by $0.05. Samsara had a negative return on equity of 0.72% and a negative net margin of 0.56%.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 company posted $0.11 EPS. The firm's revenue for the quarter was up 28.3% compared to the same quarter last year. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. Analysts anticipate that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.
More Samsara News
Here are the key news stories impacting Samsara this week:
- Positive Sentiment: Analyst optimism: several firms have raised ratings/targets on IOT, with consensus price targets implying meaningful upside versus current levels — this supports buying interest. Read More.
- Positive Sentiment: Options activity is flashing bullish signals per Schaeffer’s research — increased bullish options flow can amplify short-term momentum and attract directional traders. Read More.
- Positive Sentiment: Fundamentals: Samsara beat March-quarter revenue and EPS expectations and set Q1/FY2027 guidance (company reported stronger revenue growth and positive EPS guidance), giving fundamental support to the stock. Read More.
- Positive Sentiment: Institutional demand: large funds (Baillie Gifford, Vanguard, Goldman, Sands Capital, Brown Advisory) materially increased stakes in recent quarters, indicating continued institutional conviction. Read More.
- Neutral Sentiment: Context on insider trades: many insider sales were executed under pre‑arranged Rule 10b5‑1 plans — that reduces the informational value of the disposals versus ad‑hoc selling. Read More.
- Negative Sentiment: Large insider disposals: CEO/co‑founder and other executives sold sizable blocks across Mar 31–Apr 2 (examples: John Bicket and Sanjit Biswas sold ~137k and ~116k shares on March 31/Apr 1–2), trimming their direct holdings substantially — such large founder/executive sales can spook investors despite being pre‑planned. Read More. | Read More.
- Negative Sentiment: Additional insider sale: Dominic Phillips sold ~20,139 shares under a 10b5‑1 plan (Apr 1) — contributes to the recent wave of insider exits. Read More.
Analyst Ratings Changes
A number of analysts recently weighed in on IOT shares. BMO Capital Markets boosted their target price on Samsara from $40.00 to $44.00 and gave the stock an "outperform" rating in a research report on Friday, March 6th. BNP Paribas Exane raised shares of Samsara from a "neutral" rating to an "outperform" rating and set a $40.00 price target on the stock in a research note on Thursday, January 15th. Weiss Ratings restated a "sell (d-)" rating on shares of Samsara in a report on Thursday, January 22nd. Truist Financial cut their price objective on shares of Samsara from $39.00 to $30.00 and set a "hold" rating for the company in a research note on Tuesday, February 17th. Finally, JPMorgan Chase & Co. increased their target price on shares of Samsara from $46.00 to $48.00 and gave the company a "neutral" rating in a report on Friday, December 5th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $46.18.
Get Our Latest Research Report on Samsara
Institutional Investors Weigh In On Samsara
Large investors have recently made changes to their positions in the business. Lazard Asset Management LLC grew its position in shares of Samsara by 2.0% in the 3rd quarter. Lazard Asset Management LLC now owns 13,971 shares of the company's stock worth $520,000 after buying an additional 279 shares during the last quarter. KLP Kapitalforvaltning AS lifted its stake in Samsara by 0.3% in the third quarter. KLP Kapitalforvaltning AS now owns 113,900 shares of the company's stock worth $4,243,000 after acquiring an additional 300 shares during the period. Jefferies Financial Group Inc. boosted its holdings in Samsara by 1.6% in the third quarter. Jefferies Financial Group Inc. now owns 20,995 shares of the company's stock valued at $782,000 after acquiring an additional 322 shares in the last quarter. Cim LLC boosted its holdings in Samsara by 1.0% in the third quarter. Cim LLC now owns 32,700 shares of the company's stock valued at $1,218,000 after acquiring an additional 326 shares in the last quarter. Finally, Empowered Funds LLC increased its position in Samsara by 3.4% during the 1st quarter. Empowered Funds LLC now owns 10,168 shares of the company's stock valued at $390,000 after purchasing an additional 335 shares during the period. 96.02% of the stock is currently owned by institutional investors.
About Samsara
(
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.
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