Key Points
- Insider selling: Co‑founder Sanjit Biswas sold 96,562 shares on April 15 at an average $27.98 (≈$2.70M), reducing his stake by 37.9% — part of multiple large dispositions in recent weeks that were executed under a pre‑arranged Rule 10b5‑1 plan.
- Samsara reported a March‑quarter beat (EPS $0.18 vs $0.13; revenue $444.3M, +28.3%) and set Q1 FY27 guidance of $0.120–0.130 and FY27 of $0.650–0.690; shares opened near $29.53 (up 2.4%), analysts hold a consensus "Moderate Buy" with a $46.18 target, and institutional ownership remains very high (~96%).
Samsara Inc. (NYSE:IOT - Get Free Report) insider Sanjit Biswas sold 96,562 shares of the firm's stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $27.98, for a total value of $2,701,804.76. Following the completion of the transaction, the insider owned 158,200 shares in the company, valued at approximately $4,426,436. This trade represents a 37.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 Tuesday, April 14th, Sanjit Biswas sold 167,338 shares of Samsara stock. The stock was sold at an average price of $26.60, for a total value of $4,451,190.80.
- On Thursday, April 2nd, Sanjit Biswas sold 10,381 shares of Samsara stock. The stock was sold at an average price of $30.97, for a total transaction of $321,499.57.
- On Wednesday, April 1st, Sanjit Biswas sold 116,576 shares of Samsara stock. The stock was sold at an average price of $31.80, for a total transaction of $3,707,116.80.
- On Tuesday, March 31st, Sanjit Biswas sold 136,943 shares of Samsara stock. The stock was sold at an average price of $31.44, for a total transaction of $4,305,487.92.
- On Tuesday, February 17th, Sanjit Biswas 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, Sanjit Biswas sold 208,081 shares of Samsara stock. The stock was sold at an average price of $25.19, for a total transaction of $5,241,560.39.
- On Tuesday, February 3rd, Sanjit Biswas sold 55,819 shares of Samsara stock. The stock was sold at an average price of $25.23, for a total transaction of $1,408,313.37.
- On Tuesday, January 20th, Sanjit Biswas 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.
Samsara Stock Up 2.4%
Samsara stock opened at $29.53 on Friday. Samsara Inc. has a 52-week low of $23.38 and a 52-week high of $48.40. The firm has a fifty day moving average of $29.73 and a 200-day moving average of $34.30. The firm has a market capitalization of $17.15 billion, a P/E ratio of -1,475.76, a PEG ratio of 10.58 and a beta of 1.50.
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, topping the consensus estimate of $0.13 by $0.05. The company had revenue of $444.30 million during 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 quarterly revenue was up 28.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.11 earnings per share. 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, research analysts expect that Samsara Inc. will post -0.3 EPS for the current fiscal year.
Hedge Funds Weigh In On Samsara
Several institutional investors and hedge funds have recently made changes to their positions in IOT. Lazard Asset Management LLC grew its position in shares of Samsara by 2.0% during the third quarter. Lazard Asset Management LLC now owns 13,971 shares of the company's stock worth $520,000 after buying an additional 279 shares in the last quarter. KLP Kapitalforvaltning AS grew its position in shares of Samsara by 0.3% during the third quarter. KLP Kapitalforvaltning AS now owns 113,900 shares of the company's stock worth $4,243,000 after buying an additional 300 shares in the last quarter. Jefferies Financial Group Inc. grew its position in shares of Samsara by 1.6% during the third quarter. Jefferies Financial Group Inc. now owns 20,995 shares of the company's stock worth $782,000 after buying an additional 322 shares in the last quarter. Cim LLC grew its position in shares of Samsara by 1.0% during the third quarter. Cim LLC now owns 32,700 shares of the company's stock worth $1,218,000 after buying an additional 326 shares in the last quarter. Finally, Empowered Funds LLC grew its position in shares of Samsara by 3.4% during the first quarter. Empowered Funds LLC now owns 10,168 shares of the company's stock worth $390,000 after buying an additional 335 shares in the last quarter. 96.02% of the stock is currently owned by hedge funds and other institutional investors.
Samsara News Summary
Here are the key news stories impacting Samsara this week:
- Positive Sentiment: Zacks and other outlets flagged that Samsara has outpaced broader market returns recently and reminded investors of the company’s March quarter beat (revenue and EPS above estimates), which supports the bullish case. Samsara Inc. (IOT) Exceeds Market Returns: Some Facts to Consider
- Neutral Sentiment: Wall Street coverage is mixed — several firms maintain Buy/Outperform ratings but some have trimmed targets (BTIG, Truist), leaving a consensus “Moderate Buy” and a consensus price target well above the current level. That background supports interest but keeps upside dependent on execution. MarketBeat: Samsara (IOT) profile and analyst coverage
- Neutral Sentiment: Institutional ownership remains very high (~96% owned by institutions) with small recent adjustments noted; these flows are informative but not abrupt enough to explain a big move on their own. MarketBeat: Institutional holdings
- Negative Sentiment: Large insider selling by co‑founders John Bicket and Sanjit Biswas (multiple trades on April 14–15 totaling several hundred thousand shares each) is weighing on sentiment. The sales reduced their holdings substantially, though filings show the trades were executed under pre‑arranged Rule 10b5‑1 plans, which tempers immediate governance concerns but still increases float and can pressure the stock. SEC Form 4 (insider sales)
- Negative Sentiment: Smaller insider sales by the CAO (Benjamin Kirchhoff) were also filed; these are minor in dollar terms but add to the narrative of insider liquidations this week. InsiderTrades: Insider selling alert
Wall Street Analysts Forecast Growth
IOT has been the topic of several analyst reports. Royal Bank Of Canada raised 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. Evercore reiterated an "outperform" rating on shares of Samsara in a 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 report on Friday, March 6th. TD Cowen reiterated a "buy" rating on shares of Samsara in a report on Monday, March 2nd. Finally, Weiss Ratings reiterated a "sell (d-)" rating on shares of Samsara in a report on Thursday, January 22nd. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $46.18.
Check Out Our Latest Report on IOT
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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