Key Points
- Insider sale: Samsara CAO Benjamin Kirchhoff sold 2,165 shares for approximately $87,466 under a pre-arranged Rule 10b5-1 plan, reducing his ownership by 1.43% to 148,921 shares.
- Strong operating results: The company reported quarterly EPS of $0.20 versus the $0.16 consensus and revenue of $508.4 million, up 29.9% year over year.
- Shares and analyst outlook: Samsara stock fell 7.2% to $39.54, while analysts maintained a consensus “Moderate Buy” rating with an average price target of $51.68. The stock’s elevated valuation remains a concern despite constructive fundamentals.
Samsara Inc. (NYSE:IOT - Get Free Report) CAO Benjamin Kirchhoff sold 2,165 shares of the stock in a transaction on Thursday, October 15th. The shares were sold at an average price of $40.40, for a total value of $87,466.00. Following the completion of the sale, the chief accounting officer owned 148,921 shares in the company, valued at approximately $6,016,408.40. The trade was a 1.43% 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.
Benjamin Louis Kirchhoff also recently made the following trade(s):
- On Friday, September 18th, Benjamin Kirchhoff sold 770 shares of Samsara stock. The shares were sold at an average price of $40.42, for a total value of $31,123.40.
- On Tuesday, September 15th, Benjamin Kirchhoff sold 2,165 shares of Samsara stock. The shares were sold at an average price of $42.55, for a total value of $92,120.75.
- On Monday, July 20th, Benjamin Kirchhoff sold 960 shares of Samsara stock. The stock was sold at an average price of $37.70, for a total value of $36,192.00.
Samsara Trading Down 7.2%
IOT traded down $3.05 on Friday, hitting $39.54. 5,331,951 shares of the company were exchanged, compared to its average volume of 4,794,058. The firm has a 50-day moving average price of $39.95 and a two-hundred day moving average price of $35.26. Samsara Inc. has a twelve month low of $23.38 and a twelve month high of $47.47. The company has a market cap of $23.15 billion, a price-to-earnings ratio of 247.12, a price-to-earnings-growth ratio of 10.46 and a beta of 1.35.
Samsara (NYSE:IOT - Get Free Report) last issued its quarterly earnings results on Thursday, September 3rd. The company reported $0.20 earnings per share for the quarter, topping the consensus estimate of $0.16 by $0.04. The company had revenue of $508.44 million for the quarter, compared to the consensus estimate of $483.29 million. Samsara had a return on equity of 4.13% and a net margin of 4.90%. Samsara's revenue was up 29.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.12 EPS. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. Equities analysts expect that Samsara Inc. will post 0.13 EPS for the current year.
Wall Street Analyst Weigh In
A number of analysts recently weighed in on IOT shares. JPMorgan Chase & Co. upped their target price on shares of Samsara from $48.00 to $52.00 and gave the stock a "neutral" rating in a research note on Friday, September 4th. Jefferies Financial Group assumed coverage on shares of Samsara in a report on Sunday, October 4th. They issued a "buy" rating and a $50.00 target price on the stock. BMO Capital Markets lifted their price target on shares of Samsara from $44.00 to $54.00 and gave the stock an "outperform" rating in a research note on Friday, September 4th. Evercore reiterated an "outperform" rating and issued a $55.00 price target on shares of Samsara in a research note on Friday, September 4th. Finally, Wall Street Zen upgraded shares of Samsara from a "hold" rating to a "buy" rating in a report on Saturday, September 12th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $51.68.
Read Our Latest Stock Report on Samsara
Institutional Trading of Samsara
A number of institutional investors have recently bought and sold shares of the business. Markowski Investments acquired a new position in shares of Samsara during the 2nd quarter worth about $37,000. Parkside Financial Bank & Trust raised its position in shares of Samsara by 91.0% during the 2nd quarter. Parkside Financial Bank & Trust now owns 1,377 shares of the company's stock worth $45,000 after acquiring an additional 656 shares in the last quarter. Anchor Investment Management LLC acquired a new stake in shares of Samsara during the 2nd quarter worth about $46,000. Westwind Capital acquired a new stake in shares of Samsara during the 3rd quarter worth about $64,000. Finally, CX Institutional purchased a new stake in Samsara during the second quarter worth approximately $64,000. 96.02% of the stock is owned by hedge funds and other institutional investors.
More Samsara News
Here are the key news stories impacting Samsara this week:
- Positive Sentiment: Tracking Label recognition: Samsara’s disposable Bluetooth Tracking Label was named to TIME’s Best Inventions of 2026 in the Logistics category. The award supports the company’s product innovation narrative and highlights expansion of its Connected Operations platform into shipment visibility. Samsara Tracking Label Named to TIME’s Best Inventions of 2026
- Neutral Sentiment: Unusually high call-option activity: Traders purchased 22,155 call options, roughly three times the average daily volume. This indicates elevated speculative interest and possible bullish positioning, although options activity does not necessarily translate into sustained buying of the shares.
- Neutral Sentiment: Underlying fundamentals remain constructive: Samsara’s latest quarterly results exceeded estimates, with revenue of $508.4 million, up 29.9% year over year, and EPS of $0.20 versus the $0.16 consensus. Recent company commentary also pointed to continued AI and product adoption, rather than an operational setback.
- Negative Sentiment: Large insider sales pressured sentiment: CEO and co-founder Sanjit Biswas and co-founder John Bicket each sold approximately 263,900 shares during October 13–15, worth about $11 million apiece. The transactions were executed under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the size and concentration of the sales can still concern investors. SEC insider trading filing
- Negative Sentiment: Market and valuation pressure: A weaker Nasdaq and risk reduction across technology stocks created a difficult backdrop for high-growth software companies. With Samsara trading at a very elevated earnings multiple after rallying toward its 52-week high, investors appear more willing to lock in gains and reassess valuation.
Samsara Company Profile
(
Get Free Report)
Samsara Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its platform combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, worksites and mobile workforces.
The Samsara Connected Operations Cloud includes vehicle telematics, GPS tracking, video-based safety, routing and dispatch tools, equipment monitoring, workforce and workflow management, and compliance solutions.
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