John Bicket Sells 34,557 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 34,557 shares of the company’s stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $39.44, for a total transaction of $1,362,928.08. Following the sale, the insider directly 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 document filed with the SEC, which is available through this hyperlink. 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 transaction of $3,728,064.45.
• On Tuesday, August 18th, John Bicket sold 135,978 shares of Samsara stock. The shares were sold at an average price of $39.99, for a total transaction 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 stock was 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 stock was sold at an average price of $38.34, for a total value 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 value 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 value 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 value of $631,102.25.
• On Tuesday, July 7th, John Bicket sold 245,925 shares of Samsara stock. The stock was sold at an average price of $36.77, for a total value of $9,042,662.25.
• On Thursday, May 28th, John Bicket sold 30,345 shares of Samsara stock. The shares were sold at an average price of $31.20, for a total value of $946,764.00.

Samsara Trading Up 2.5%

Shares of IOT opened at $39.95 on Friday. The company has a market cap of $23.28 billion, a PE ratio of 399.54, a price-to-earnings-growth ratio of 8.75 and a beta of 1.34. The stock has a 50-day moving average price of $36.10 and a 200-day moving average price of $32.27. Samsara Inc. has a 12-month low of $23.38 and a 12-month high of $47.47.

Samsara (NYSE:IOT) last posted its quarterly earnings data on Thursday, June 4th. The company reported $0.17 earnings per share for the quarter, topping the consensus estimate of $0.13 by $0.04. The company had revenue of $478.84 million for the quarter, compared to analysts’ expectations of $455.21 million. Samsara had a net margin of 3.32% and a return on equity of 2.00%. Samsara’s revenue for the quarter was up 30.5% compared to the same quarter last year. During the same period in the prior year, the business earned $0.11 earnings per share. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. As a group, analysts predict that Samsara Inc. will post 0.15 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the stock. Wolfe Research reissued an “outperform” rating on shares of Samsara in a report on Thursday, June 11th. Truist Financial lifted their price objective on shares of Samsara from $30.00 to $38.00 and gave the stock a “hold” rating in a report on Wednesday. Guggenheim initiated coverage on shares of Samsara in a research report on Wednesday, July 22nd. They issued a “buy” rating and a $45.00 target price for the company. Wells Fargo & Company increased their target price on Samsara from $46.00 to $50.00 and gave the company an “overweight” rating in a research note on Friday, June 5th. Finally, Jefferies Financial Group upgraded Samsara to a “buy” rating in a research report on Thursday, June 11th. Two analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $46.39.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of IOT. Acumen Wealth Advisors LLC purchased a new position in shares of Samsara during the fourth quarter worth approximately $28,000. Caitong International Asset Management Co. Ltd boosted its stake in shares of Samsara by 312.6% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock valued at $31,000 after purchasing an additional 669 shares in the last quarter. AlphaCentric Advisors LLC bought a new position in shares of Samsara during the 4th quarter valued at $36,000. IFP Advisors Inc grew its holdings in shares of Samsara by 194.4% during the 3rd quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock valued at $47,000 after purchasing an additional 828 shares during the last quarter. Finally, Los Angeles Capital Management LLC purchased a new position in Samsara in the 4th quarter worth $52,000. 96.02% of the stock is currently owned by institutional investors.

Samsara News Summary

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara’s latest quarterly results exceeded expectations: revenue rose 30.5% year over year to $478.84 million versus the $455.21 million consensus, while EPS of $0.17 topped estimates of $0.13. Fiscal-year EPS guidance of $0.70 to $0.72 adds support to the company’s growth outlook. Samsara Shows What Happens When Fundamentals Beat Fear
• Positive Sentiment: The company launched its Fuel Command Center, designed to help fleet operators monitor fuel usage, reduce operating costs and manage exposure to fuel-price volatility. The product could strengthen Samsara’s value proposition and encourage additional customer adoption. Samsara Launches Fuel Command Center
• Neutral Sentiment: Wall Street remains broadly constructive, with a “Moderate Buy” consensus rating and an average price target of $46.39. However, analyst targets and ratings vary, including a neutral $40 target, highlighting concerns about valuation and the pace of future growth. Samsara Analyst Outlook
• Negative Sentiment: CEO Sanjit Biswas and insider John Bicket each sold 263,900 shares—approximately $10.5 million apiece—between August 18 and 20. The sales materially reduced their direct holdings and may pressure sentiment, particularly with IOT trading at a very high earnings multiple. Because the transactions occurred under pre-arranged Rule 10b5-1 plans, they do not necessarily signal deteriorating confidence in Samsara’s business. SEC Insider Trading Filing

About Samsara

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.