Samsara (NYSE:IOT) Stock: Insider John Bicket Sells 103,206 Shares

Samsara Inc. (NYSE:IOT) insider John Bicket sold 103,206 shares of the stock in a transaction dated Wednesday, October 14th. The shares were sold at an average price of $41.14, for a total transaction of $4,245,894.84. Following the completion of the transaction, the insider directly owned 180,500 shares in the company, valued at $7,425,770. The trade was a 36.38% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 15th, John Bicket sold 65,209 shares of Samsara stock. The stock was sold at an average price of $42.27, for a total transaction of $2,756,384.43.
• On Tuesday, October 13th, John Bicket sold 95,485 shares of Samsara stock. The stock was sold at an average price of $41.87, for a total value of $3,997,956.95.
• 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 Wednesday, September 30th, John Bicket sold 84,950 shares of Samsara stock. The stock was sold at an average price of $38.40, for a total transaction of $3,262,080.00.
• On Tuesday, September 29th, John Bicket sold 158,427 shares of Samsara stock. The shares were sold at an average price of $37.73, for a total transaction 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 transaction 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 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 value of $3,364,732.56.

Samsara Stock Performance

Shares of Samsara stock opened at $39.54 on Friday. The stock has a market capitalization of $23.15 billion, a P/E ratio of 247.12, a P/E/G ratio of 10.46 and a beta of 1.35. The stock’s 50-day simple moving average is $39.95 and its 200 day simple moving average is $35.26. Samsara Inc. has a 52-week low of $23.38 and a 52-week high of $47.47.

Samsara (NYSE:IOT) last released its quarterly earnings results on Thursday, September 3rd. The company reported $0.20 EPS for the quarter, beating analysts’ consensus estimates of $0.16 by $0.04. The firm had revenue of $508.44 million during the quarter, compared to analyst estimates of $483.29 million. Samsara had a net margin of 4.90% and a return on equity of 4.13%. The business’s revenue for the quarter was up 29.9% on a year-over-year basis. During the same period in the previous 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 research analysts forecast that Samsara Inc. will post 0.13 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on the company. Weiss Ratings raised Samsara from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, October 8th. Evercore reiterated an “outperform” rating and set a $55.00 price objective on shares of Samsara in a research note on Friday, September 4th. JPMorgan Chase & Co. boosted their price target on shares of Samsara from $48.00 to $52.00 and gave the stock a “neutral” rating in a research report on Friday, September 4th. Guggenheim boosted their target price on shares of Samsara from $45.00 to $51.00 and gave the company a “buy” rating in a report on Friday, September 4th. Finally, Jefferies Financial Group assumed coverage on Samsara in a report on Sunday, October 4th. They issued a “buy” rating and a $50.00 price objective on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, Samsara has a consensus rating of “Moderate Buy” and an average target price of $51.68.

Samsara News Summary

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.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Cim LLC boosted its stake in shares of Samsara by 1.3% during the 1st quarter. Cim LLC now owns 34,505 shares of the company’s stock worth $1,093,000 after acquiring an additional 455 shares in the last quarter. Lido Advisors LLC grew its holdings in Samsara by 1.4% during the 1st quarter. Lido Advisors LLC now owns 40,044 shares of the company’s stock valued at $1,269,000 after buying an additional 534 shares during the last quarter. Moran Wealth Management LLC lifted its position in shares of Samsara by 7.3% in the first quarter. Moran Wealth Management LLC now owns 8,291 shares of the company’s stock valued at $263,000 after acquiring an additional 562 shares in the last quarter. TrueMark Investments LLC grew its holdings in shares of Samsara by 1.4% during the first quarter. TrueMark Investments LLC now owns 44,724 shares of the company’s stock worth $1,417,000 after buying an additional 630 shares in the last quarter. Finally, GAMMA Investing LLC grew its stake in Samsara by 22.4% in the 3rd quarter. GAMMA Investing LLC now owns 3,502 shares of the company’s stock worth $134,000 after acquiring an additional 640 shares during the period. 96.02% of the stock is currently owned by institutional investors and hedge funds.

Samsara Company Profile

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.