Key Points
- CEO Sanjit Biswas sold 93,079 Samsara shares at an average price of $39.94, generating approximately $3.72 million. The Rule 10b5-1 transaction reduced his direct stake by 25.56%, leaving him with 271,100 shares.
- Samsara’s latest quarterly results exceeded expectations, with EPS of $0.17 versus the $0.13 consensus and revenue of $478.84 million, up 30.5% year over year.
- Wall Street maintains a “Moderate Buy” consensus, with an average price target of $46.39 versus the stock’s recent price near $38.93; institutional investors own 96.02% of the shares.
Samsara Inc. (NYSE:IOT - Get Free Report) insider John Bicket sold 34,557 shares of Samsara stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $39.44, for a total value of $1,362,928.08. Following the transaction, the insider owned 1,134,795 shares in the company, valued at $44,756,314.80. This trade represents a 2.96% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through 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 Wednesday, August 19th, John Bicket sold 93,365 shares of Samsara stock. The shares were sold at an average price of $39.93, for a total value of $3,728,064.45.
- On Tuesday, August 18th, John Bicket sold 135,978 shares of Samsara stock. The stock was sold at an average price of $39.99, for a total value of $5,437,760.22.
- On Thursday, August 6th, John Bicket sold 57,267 shares of Samsara stock. The stock was sold at an average price of $37.89, for a total transaction of $2,169,846.63.
- On Wednesday, August 5th, John Bicket sold 87,079 shares of Samsara stock. The shares were sold at an average price of $38.64, for a total transaction of $3,364,732.56.
- On Tuesday, August 4th, John Bicket sold 119,554 shares of Samsara stock. The shares were sold at an average price of $38.34, for a total transaction of $4,583,700.36.
- On Wednesday, July 22nd, John Bicket sold 61,352 shares of Samsara stock. The shares were sold at an average price of $33.87, for a total transaction of $2,077,992.24.
- On Tuesday, July 21st, John Bicket sold 202,548 shares of Samsara stock. The stock was sold at an average price of $36.81, for a total transaction of $7,455,791.88.
- On Wednesday, July 8th, John Bicket sold 17,975 shares of Samsara stock. The stock was sold at an average price of $35.11, for a total transaction of $631,102.25.
- On Tuesday, July 7th, John Bicket sold 245,925 shares of Samsara stock. The shares were sold at an average price of $36.77, for a total transaction of $9,042,662.25.
- 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 transaction of $946,764.00.
Samsara Trading Down 0.7%
Shares of NYSE IOT opened at $38.93 on Friday. The company has a fifty day moving average price of $35.98 and a 200 day moving average price of $32.22. The firm has a market cap of $22.68 billion, a PE ratio of 389.34, a PEG ratio of 8.80 and a beta of 1.34. Samsara Inc. has a 1-year low of $23.38 and a 1-year high of $47.47.
Samsara (NYSE:IOT - Get Free Report) last released its quarterly earnings results on Thursday, June 4th. The company reported $0.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.13 by $0.04. The firm had revenue of $478.84 million for the quarter, compared to the consensus estimate of $455.21 million. Samsara had a return on equity of 2.00% and a net margin of 3.32%.The company's revenue for the quarter was up 30.5% on a year-over-year basis. During the same quarter last year, the business posted $0.11 EPS. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. Equities research analysts forecast that Samsara Inc. will post 0.15 EPS for the current year.
Wall Street Analysts Forecast Growth
A number of equities analysts have weighed in on IOT shares. Morgan Stanley set a $43.00 price target on Samsara in a research report on Tuesday, July 21st. Piper Sandler downgraded shares of Samsara from an "overweight" rating to a "neutral" rating and set a $40.00 price objective on the stock. in a report on Sunday, August 9th. Truist Financial boosted their price objective on shares of Samsara from $30.00 to $38.00 and gave the stock a "hold" rating in a research report on Wednesday. Wolfe Research restated an "outperform" rating on shares of Samsara in a report on Thursday, June 11th. Finally, TD Cowen increased their target price on shares of Samsara from $45.00 to $48.00 and gave the stock a "buy" rating in a report on Thursday. Two analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $46.39.
Read Our Latest Report on Samsara
Key Samsara News
Here are the key news stories impacting Samsara this week:
- Positive Sentiment: Samsara launched its Fuel Command Center, a tool intended to help fleet operators monitor fuel consumption, control costs and manage exposure to volatile fuel prices. The product could improve the platform’s value proposition and support customer demand. Samsara Launches Fuel Command Center to Help Fleets Control Costs Amid Price Volatility
- Positive Sentiment: Samsara’s latest reported quarter showed 30.5% year-over-year revenue growth, revenue of $478.84 million versus the $455.21 million consensus estimate, and adjusted EPS of $0.17 versus expectations of $0.13. The company also issued fiscal-year EPS guidance of $0.70 to $0.72, supporting the growth narrative. Institutional ownership remains high at approximately 96%, with Wellington Management increasing its stake. Samsara Shows What Happens When Fundamentals Beat Fear
- Neutral Sentiment: Analyst opinion remains favorable overall, with Samsara carrying a “Moderate Buy” consensus rating and an average price target of $46.39. However, recent calls range from an $50 outperform target to a $40 neutral rating, reflecting disagreement about the stock’s valuation and growth outlook. Samsara Is Forming a Triple Bottom—Time to Buy?
- Negative Sentiment: CEO Sanjit Biswas sold 263,900 shares for roughly $10.5 million across August 18–20, while insider John Bicket sold about 263,900 shares for approximately $10.5 million over the same period. The sales substantially reduced their direct holdings and could weigh on sentiment, particularly while IOT trades at a very high valuation. Because the transactions were executed under Rule 10b5-1 plans, they may reflect scheduled portfolio diversification rather than a change in business outlook. SEC Insider Trading Filing
Institutional Trading of Samsara
Institutional investors and hedge funds have recently bought and sold shares of the stock. Vanguard Group Inc. boosted its position in Samsara by 11.5% during the fourth quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company's stock valued at $1,174,620,000 after purchasing an additional 3,417,849 shares during the last quarter. Goldman Sachs Group Inc. increased its position in shares of Samsara by 58.9% during the 4th quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company's stock worth $421,079,000 after purchasing an additional 4,401,082 shares during the last quarter. Brown Advisory Inc. increased its position in shares of Samsara by 42.1% during the 4th quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company's stock worth $397,536,000 after purchasing an additional 3,322,023 shares during the last quarter. Wellington Management Group LLP raised its stake in shares of Samsara by 9.6% during the 2nd quarter. Wellington Management Group LLP now owns 9,327,606 shares of the company's stock worth $302,494,000 after purchasing an additional 813,922 shares in the last quarter. Finally, State Street Corp raised its stake in shares of Samsara by 15.8% during the 4th quarter. State Street Corp now owns 6,920,219 shares of the company's stock worth $245,322,000 after purchasing an additional 944,485 shares in the last quarter. Institutional investors own 96.02% of the company's stock.
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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