Samsara (NYSE:IOT) Insider Sells $4,809,213.76 in Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 168,272 shares of the stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $28.58, for a total value of $4,809,213.76. Following the transaction, the insider directly owned 15,200 shares of the company’s stock, valued at $434,416. This trade represents a 91.72% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through 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 Wednesday, May 13th, Sanjit Biswas sold 95,628 shares of Samsara stock. The shares were sold at an average price of $27.47, for a total value of $2,626,901.16.
• On Thursday, April 30th, Sanjit Biswas sold 72,958 shares of Samsara stock. The shares were sold at an average price of $28.49, for a total value of $2,078,573.42.
• On Wednesday, April 29th, Sanjit Biswas sold 87,067 shares of Samsara stock. The shares were sold at an average price of $29.05, for a total value of $2,529,296.35.
• On Tuesday, April 28th, Sanjit Biswas sold 103,875 shares of Samsara stock. The shares were sold at an average price of $29.50, for a total value of $3,064,312.50.
• On Wednesday, April 15th, Sanjit Biswas sold 96,562 shares of Samsara stock. The shares were sold at an average price of $27.98, for a total value of $2,701,804.76.
• On Tuesday, April 14th, Sanjit Biswas sold 167,338 shares of Samsara stock. The shares were 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 shares were sold at an average price of $30.97, for a total value of $321,499.57.
• On Wednesday, April 1st, Sanjit Biswas sold 116,576 shares of Samsara stock. The shares were sold at an average price of $31.80, for a total value of $3,707,116.80.
• On Tuesday, March 31st, Sanjit Biswas sold 136,943 shares of Samsara stock. The shares were sold at an average price of $31.44, for a total value of $4,305,487.92.
• On Tuesday, February 17th, Sanjit Biswas sold 263,900 shares of Samsara stock. The shares were sold at an average price of $25.87, for a total value of $6,827,093.00.

Samsara Stock Up 5.7%

IOT opened at $29.59 on Friday. Samsara Inc. has a 12-month low of $23.38 and a 12-month high of $48.40. The stock has a market cap of $17.18 billion, a price-to-earnings ratio of -1,478.71, a PEG ratio of 10.84 and a beta of 1.29. The business has a 50 day moving average of $30.60 and a 200-day moving average of $33.12.

Samsara (NYSE:IOT) 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 during the quarter, compared to analysts’ expectations of $422.29 million. During the same period last year, the firm posted $0.11 earnings per share. The business’s revenue was up 28.3% on a year-over-year basis. 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, analysts expect that Samsara Inc. will post 0.06 earnings per share for the current year.

Hedge Funds Weigh In On Samsara

Hedge funds have recently added to or reduced their stakes in the stock. Acumen Wealth Advisors LLC bought a new position in Samsara during the 4th quarter worth $28,000. Caitong International Asset Management Co. Ltd increased its stake in Samsara by 312.6% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock worth $31,000 after acquiring an additional 669 shares during the period. Versant Capital Management Inc increased its stake in Samsara by 6,078.6% during the 3rd quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock worth $32,000 after acquiring an additional 851 shares during the period. AlphaCentric Advisors LLC bought a new position in Samsara during the 4th quarter worth $36,000. Finally, Optiver Holding B.V. increased its stake in Samsara by 953.2% during the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after acquiring an additional 1,058 shares during the period. Institutional investors own 96.02% of the company’s stock.

Samsara News Roundup

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Recent coverage highlights Samsara’s annual recurring revenue reaching $1.89 billion, with enterprise adoption and AI-driven products still fueling growth despite a tougher competitive backdrop. Samsara Declines 22.4% Year to Date: Buy, Hold or Sell the Stock?
• Positive Sentiment: Analysts remain constructive, with multiple firms maintaining buy-equivalent ratings and an average target price above the current trading range, reinforcing the market’s long-term growth expectations for IOT. NYSE:IOT stock page
• Neutral Sentiment: Commentary also frames Samsara as a valuation debate, suggesting investors are still weighing its strong revenue growth against the stock’s pullback from earlier highs. NYSE Composite: Is Samsara AI Transforming Public Operations?
• Negative Sentiment: Several insider sales by co-founder/CEO Sanjit Biswas, co-founder John Bicket, and CAO Benjamin Louis Kirchhoff totaled hundreds of thousands of shares, which may weigh on sentiment even though the transactions were made under pre-arranged 10b5-1 plans. SEC filing for Sanjit Biswas sale SEC filing for John Bicket sale SEC filing for Benjamin Louis Kirchhoff sale

Analyst Upgrades and Downgrades

IOT has been the subject of a number of recent analyst reports. Evercore reaffirmed an “outperform” rating on shares of Samsara in a research report on Friday, March 6th. The Goldman Sachs Group set a $45.00 price objective on Samsara in a research report on Monday, March 2nd. TD Cowen reissued a “buy” rating on shares of Samsara in a report on Monday, March 2nd. Truist Financial dropped their price target on Samsara from $39.00 to $30.00 and set a “hold” rating for the company in a report on Tuesday, February 17th. Finally, BMO Capital Markets lifted their price target on Samsara from $40.00 to $44.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $46.18.

Samsara Company Profile

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.