Samsara (NYSE:IOT) Insider John Bicket Sells 103,857 Shares of Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 103,857 shares of the business’s stock in a transaction that occurred on Tuesday, April 28th. The shares were sold at an average price of $29.50, for a total value of $3,063,781.50. Following the completion of the sale, the insider owned 25,800 shares of the company’s stock, valued at $761,100. This trade represents a 80.10% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible 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, April 30th, John Bicket sold 72,816 shares of Samsara stock. The shares were sold at an average price of $28.49, for a total value of $2,074,527.84.
• On Wednesday, April 29th, John Bicket sold 87,227 shares of Samsara stock. The shares were sold at an average price of $29.05, for a total value of $2,533,944.35.
• On Wednesday, April 15th, John Bicket sold 96,690 shares of Samsara stock. The shares were sold at an average price of $27.98, for a total value of $2,705,386.20.
• On Tuesday, April 14th, John Bicket sold 167,210 shares of Samsara stock. The shares were sold at an average price of $26.60, for a total value of $4,447,786.00.
• On Thursday, April 2nd, John Bicket sold 10,009 shares of Samsara stock. The shares were sold at an average price of $30.96, for a total value of $309,878.64.
• On Wednesday, April 1st, John Bicket sold 116,486 shares of Samsara stock. The shares were sold at an average price of $31.80, for a total value of $3,704,254.80.
• On Tuesday, March 31st, John Bicket sold 137,405 shares of Samsara stock. The shares were sold at an average price of $31.44, for a total value of $4,320,013.20.
• On Tuesday, February 17th, John Bicket 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.
• On Wednesday, February 4th, John Bicket sold 208,536 shares of Samsara stock. The shares were sold at an average price of $25.20, for a total value of $5,255,107.20.
• On Tuesday, February 3rd, John Bicket sold 55,364 shares of Samsara stock. The shares were sold at an average price of $25.23, for a total value of $1,396,833.72.

Samsara Price Performance

Samsara stock opened at $28.72 on Friday. The stock has a market capitalization of $16.68 billion, a PE ratio of -1,435.28, a price-to-earnings-growth ratio of 10.77 and a beta of 1.50. Samsara Inc. has a 12 month low of $23.38 and a 12 month high of $48.40. The business has a 50 day simple moving average of $30.36 and a 200-day simple moving average of $33.70.

Samsara (NYSE:IOT) last issued its quarterly earnings results on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.13 by $0.05. The firm had revenue of $444.30 million for the quarter, compared to analyst estimates of $422.29 million. Samsara had a negative return on equity of 0.72% and a negative net margin of 0.56%.The business’s revenue was up 28.3% on a year-over-year basis. During the same period in the previous year, the company posted $0.11 earnings per share. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. On average, equities research analysts anticipate that Samsara Inc. will post 0.06 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on IOT. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Samsara in a research note on Thursday, January 22nd. UBS Group reaffirmed a “buy” rating and issued a $48.00 price target on shares of Samsara in a research note on Friday, March 6th. Evercore reaffirmed an “outperform” rating on shares of Samsara in a research note on Friday, March 6th. TD Cowen reaffirmed a “buy” rating on shares of Samsara in a research note on Monday, March 2nd. Finally, Piper Sandler reaffirmed an “overweight” rating and issued a $39.00 price target (up from $37.00) on shares of Samsara in a research note on Friday, March 6th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $46.18.

Key Headlines Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Named to TIME100 Most Influential Companies for Manufacturing & Logistics, a branding/validation win that can support enterprise adoption and market credibility. Read More.
• Positive Sentiment: New industry study highlighted by media shows equipment theft and loss cost large operations an average of $13.2M annually — a pain point that can drive demand for Samsara’s tracking and security products. Read More.
• Neutral Sentiment: Market coverage noted the stock “sank” in the latest session (reports and intraday coverage). This is a short‑term market reaction piece rather than new fundamental news. Read More.
• Neutral Sentiment: Customer news (First Student) highlights ecosystem traction for AI/operations platforms in transportation; positive for narrative but not an immediate earnings catalyst. Read More.
• Negative Sentiment: Large, pre‑arranged Rule 10b5‑1 sales by co‑founders Sanjit Biswas and John Bicket — each sold ~263,900 shares across April 28–30 (combined ≈527,800 shares, ~ $15.3M in proceeds). The trades materially reduced their individual holdings (some filings show ~80% reductions for the insider lots sold), increasing available float and creating visible selling pressure despite being executed under trading plans. SEC filings: Read More. and Read More.

Hedge Funds Weigh In On Samsara

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

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.