Insider Selling: Samsara (NYSE:IOT) Insider Sells $3,262,080.00 in Stock

Posted by Grant Hamersma on Oct 4th, 2026

Samsara Inc. (NYSE:IOT – Get Free Report) insider John Bicket sold 84,950 shares of the company’s stock in a transaction dated Wednesday, September 30th. The stock was sold at an average price of $38.40, for a total transaction of $3,262,080.00. Following the completion of the sale, the insider owned 225,800 shares in the company, valued at $8,670,720. This represents a 27.34% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed 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 Thursday, October 1st, John Bicket sold 20,523 shares of Samsara stock. The stock was sold at an average price of $38.83, for a total value of $796,908.09.
On Tuesday, September 29th, John Bicket sold 158,427 shares of Samsara stock. The stock was sold at an average price of $37.73, for a total value of $5,977,450.71.
On Thursday, August 20th, John Bicket sold 34,557 shares of Samsara stock. The shares were sold at an average price of $39.44, for a total value of $1,362,928.08.
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 shares were sold at an average price of $37.89, for a total value 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 value 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 transaction of $4,583,700.36.
On Wednesday, July 22nd, John Bicket sold 61,352 shares of Samsara stock. The stock was 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.

Samsara Price Performance

Shares of IOT stock opened at $41.12 on Friday. The firm has a 50-day moving average of $39.27 and a 200-day moving average of $34.65. Samsara Inc. has a one year low of $23.38 and a one year high of $47.47. The company has a market cap of $24.08 billion, a P/E ratio of 257.01, a P/E/G ratio of 10.10 and a beta of 1.35.

Samsara (NYSE:IOT – Get Free Report) last released 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. Samsara had a net margin of 4.90% and a return on equity of 4.13%. The business had revenue of $508.44 million for the quarter, compared to analysts’ expectations of $483.29 million. During the same period in the previous year, the company earned $0.12 earnings per share. The firm’s revenue for the quarter was up 29.9% compared to the same quarter last year. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. As a group, research analysts expect that Samsara Inc. will post 0.13 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Samsara

Several large investors have recently modified their holdings of the business. Goldman Sachs Group Inc. lifted its stake 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 valued at $421,079,000 after buying an additional 4,401,082 shares in the last quarter. Norges Bank bought a new stake in Samsara during the 4th quarter valued at $127,415,000. Brown Advisory Inc. lifted its position in shares of Samsara by 42.1% during the fourth quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company’s stock worth $397,536,000 after acquiring an additional 3,322,023 shares in the last quarter. Bank of New York Mellon Corp purchased a new stake in shares of Samsara during the second quarter worth $35,702,000. Finally, Geode Capital Management LLC boosted its holdings in shares of Samsara by 17.8% in the fourth quarter. Geode Capital Management LLC now owns 6,196,703 shares of the company’s stock worth $219,035,000 after acquiring an additional 935,855 shares during the period. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Trending Headlines about Samsara

Here are the key news stories impacting Samsara this week:

Positive Sentiment: Analysts remain broadly optimistic, with Samsara carrying a consensus “Moderate Buy” rating and an average price target of $52.05. TD Cowen raised its target to $53, while Wells Fargo increased its target to $58, suggesting considerable potential upside from recent levels. Samsara Inc. Stock Has Average Price Target of $52.05 According to Analysts
Positive Sentiment: The company’s latest quarterly results beat expectations. Samsara reported adjusted earnings per share of $0.20 versus the $0.16 consensus estimate, while revenue reached $508.44 million compared with forecasts of $483.29 million. Revenue increased 29.9% year over year, and fiscal 2027 EPS guidance was set at $0.760 to $0.780.
Neutral Sentiment: Valuation remains demanding. Samsara’s high earnings multiple leaves the stock vulnerable if growth slows, guidance disappoints or investors reduce exposure to premium-priced software companies.
Negative Sentiment: CEO Sanjit Biswas and insider John Bicket collectively sold approximately 527,800 shares between September 29 and October 1 for roughly $20.1 million. The transactions significantly reduced their direct holdings and may weigh on investor sentiment. However, each sale was made under a pre-arranged Rule 10b5-1 trading plan, indicating the transactions were scheduled in advance rather than necessarily reflecting a new negative view of Samsara’s outlook. SEC Insider Trading Filing

Analyst Ratings Changes

A number of analysts recently commented on IOT shares. Cantor Fitzgerald started coverage on Samsara in a report on Monday, September 14th. They set an “overweight” rating and a $45.00 price target on the stock. TD Cowen lifted their target price on Samsara from $48.00 to $53.00 and gave the stock a “buy” rating in a research note on Friday, September 4th. Piper Sandler restated a “neutral” rating and set a $46.00 price target (up from $40.00) on shares of Samsara in a research report on Friday, September 4th. Craig Hallum restated a “buy” rating and set a $54.00 price objective on shares of Samsara in a report on Friday, September 4th. Finally, BTIG Research lifted their price objective on shares of Samsara from $45.00 to $54.00 and gave the stock a “buy” rating in a research report on Friday, September 4th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $52.05.

View Our Latest Stock Report on Samsara

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.