Adam Eltoukhy Sells 3,653 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) insider Adam Eltoukhy sold 3,653 shares of the business’s stock in a transaction that occurred on Monday, July 27th. The shares were sold at an average price of $34.95, for a total transaction of $127,672.35. Following the sale, the insider owned 425,080 shares of the company’s stock, valued at $14,856,546. This trade represents a 0.85% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Adam Eltoukhy also recently made the following trade(s):

• On Monday, July 6th, Adam Eltoukhy sold 3,653 shares of Samsara stock. The shares were sold at an average price of $37.00, for a total transaction of $135,161.00.
• On Monday, June 29th, Adam Eltoukhy sold 2,039 shares of Samsara stock. The stock was sold at an average price of $32.08, for a total transaction of $65,411.12.
• On Monday, June 22nd, Adam Eltoukhy sold 1,614 shares of Samsara stock. The stock was sold at an average price of $32.21, for a total transaction of $51,986.94.
• On Wednesday, May 20th, Adam Eltoukhy sold 5,473 shares of Samsara stock. The shares were sold at an average price of $30.21, for a total transaction of $165,339.33.

Samsara Price Performance

Shares of NYSE:IOT traded up $1.32 during midday trading on Wednesday, hitting $38.82. The company had a trading volume of 8,179,485 shares, compared to its average volume of 7,153,218. Samsara Inc. has a 12-month low of $23.38 and a 12-month high of $47.47. The company has a fifty day moving average of $34.01 and a two-hundred day moving average of $31.43. The company has a market cap of $22.62 billion, a price-to-earnings ratio of 388.21, a PEG ratio of 7.93 and a beta of 1.35.

Samsara (NYSE:IOT) last released its earnings results on Thursday, June 4th. The company reported $0.17 earnings per share for the quarter, beating the consensus estimate of $0.13 by $0.04. The company had revenue of $478.84 million for the quarter, compared to the consensus estimate of $455.21 million. Samsara had a return on equity of 2.00% and a net margin of 3.32%.Samsara’s quarterly revenue was up 30.5% compared to the same quarter last year. During the same period in the previous 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. Research analysts expect that Samsara Inc. will post 0.15 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts recently issued reports on IOT shares. KeyCorp reissued an “overweight” rating on shares of Samsara in a report on Friday, June 26th. Royal Bank Of Canada upped their price target on shares of Samsara from $41.00 to $42.00 and gave the stock an “outperform” rating in a research report on Friday, June 5th. Piper Sandler restated an “overweight” rating and set a $40.00 price objective (up from $39.00) on shares of Samsara in a research report on Friday, June 5th. Zacks Research cut shares of Samsara from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, May 5th. Finally, TD Cowen reaffirmed a “buy” rating and issued a $45.00 target price on shares of Samsara in a report on Thursday, June 25th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $45.33.

Institutional Investors Weigh In On Samsara

A number of institutional investors have recently added to or reduced their stakes in the stock. Lazard Asset Management LLC lifted its holdings in shares of Samsara by 2.0% in the third quarter. Lazard Asset Management LLC now owns 13,971 shares of the company’s stock worth $520,000 after buying an additional 279 shares in the last quarter. Cim LLC grew its stake in Samsara by 1.0% during the third quarter. Cim LLC now owns 32,700 shares of the company’s stock valued at $1,218,000 after acquiring an additional 326 shares in the last quarter. Empowered Funds LLC increased its holdings in Samsara by 3.4% in the 1st quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock valued at $390,000 after acquiring an additional 335 shares during the last quarter. IFG Advisory LLC increased its holdings in Samsara by 0.8% in the 4th quarter. IFG Advisory LLC now owns 44,814 shares of the company’s stock valued at $1,589,000 after acquiring an additional 372 shares during the last quarter. Finally, Summit Financial LLC lifted its stake in Samsara by 1.4% in the 4th quarter. Summit Financial LLC now owns 29,487 shares of the company’s stock worth $1,045,000 after purchasing an additional 419 shares in the last quarter. 96.02% of the stock is owned by hedge funds and other institutional investors.

Samsara News Summary

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Improving technical momentum: Samsara recently moved above both its 50-day and 200-day moving averages. These widely followed levels may signal strengthening short- and long-term trends and attract momentum-focused investors. Samsara reclaimed the 50-day moving average Samsara crossed the 200-day moving average
• Positive Sentiment: Investor interest in software stocks: Samsara was included in coverage highlighting strong gains in Atlassian, ServiceNow and Samsara, suggesting the broader software and AI investment theme is helping support sentiment around IOT. Coverage of Atlassian, ServiceNow and Samsara shares
• Positive Sentiment: Strong operating results remain a supporting factor: Samsara’s latest reported quarter exceeded earnings and revenue expectations, with revenue rising 30.5% year over year. Management also provided fiscal 2027 earnings guidance of $0.70 to $0.72 per share.
• Neutral Sentiment: Institutional ownership is high: Hedge funds and other institutions own approximately 96% of the stock. Several large investors increased their positions, although these holdings reflect prior-quarter filings rather than current trading activity.
• Negative Sentiment: Executives made sizable planned sales: CEO Sanjit Biswas and insider John Bicket each sold more than $9.5 million of shares in July, substantially reducing their respective holdings. Chief Accounting Officer Benjamin Kirchhoff also sold approximately $36,000. The transactions were executed under pre-arranged Rule 10b5-1 plans, which limits their usefulness as a signal of current management concerns, but the volume may still weigh on sentiment. Samsara CEO sale filing Samsara insider sale filing
• Negative Sentiment: Valuation remains demanding: Samsara trades at a very high earnings multiple, leaving IOT vulnerable if growth slows or future results fail to exceed expectations. Analysts nevertheless maintain a “Moderate Buy” consensus with an average target of $45.33.

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.