John Bicket Sells 61,352 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 61,352 shares of the firm’s stock in a transaction on Wednesday, July 22nd. The shares were sold at an average price of $33.87, for a total value of $2,077,992.24. Following the completion of the sale, the insider directly owned 1,550,795 shares of the company’s stock, valued at approximately $52,525,426.65. This trade represents a 3.81% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

John Bicket also recently made the following trade(s):

• 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.
• 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 transaction of $631,102.25.
• On Tuesday, July 7th, John Bicket sold 245,925 shares of Samsara stock. The shares were sold at an average price of $36.77, for a total transaction 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 transaction of $946,764.00.
• On Wednesday, May 27th, John Bicket sold 129,021 shares of Samsara stock. The stock was sold at an average price of $30.02, for a total transaction of $3,873,210.42.
• On Tuesday, May 26th, John Bicket sold 104,534 shares of Samsara stock. The stock was sold at an average price of $31.10, for a total transaction of $3,251,007.40.
• On Wednesday, May 13th, John Bicket sold 95,673 shares of Samsara stock. The shares were sold at an average price of $27.47, for a total transaction of $2,628,137.31.
• On Tuesday, May 12th, John Bicket sold 168,227 shares of Samsara stock. The shares were sold at an average price of $28.58, for a total transaction of $4,807,927.66.
• 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 transaction of $2,074,527.84.
• On Wednesday, April 29th, John Bicket sold 87,227 shares of Samsara stock. The stock was sold at an average price of $29.05, for a total value of $2,533,944.35.

Samsara Price Performance

IOT opened at $38.82 on Thursday. Samsara Inc. has a 1-year low of $23.38 and a 1-year high of $47.47. The stock has a market cap of $22.62 billion, a P/E ratio of 388.21, a P/E/G ratio of 8.42 and a beta of 1.35. The stock’s 50 day simple moving average is $34.18 and its 200 day simple moving average is $31.46.

Samsara (NYSE:IOT) last issued its quarterly earnings data on Thursday, June 4th. The company reported $0.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.13 by $0.04. The firm had revenue of $478.84 million during the quarter, compared to analysts’ expectations of $455.21 million. Samsara had a return on equity of 2.00% and a net margin of 3.32%.Samsara’s revenue was up 30.5% on a year-over-year basis. During the same period in the previous year, the firm posted $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 EPS for the current fiscal year.

Institutional Trading of Samsara

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Baillie Gifford & Co. increased its position in Samsara by 15.0% during the 4th quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock worth $1,689,565,000 after purchasing an additional 6,208,553 shares in the last quarter. Vanguard Group Inc. raised its stake in Samsara by 11.5% in the 4th quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company’s stock valued at $1,174,620,000 after purchasing an additional 3,417,849 shares during the last quarter. Goldman Sachs Group Inc. lifted its holdings in Samsara by 58.9% in the 4th quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock valued at $421,079,000 after purchasing an additional 4,401,082 shares in the last quarter. Brown Advisory Inc. lifted its holdings in Samsara by 42.1% in the 4th quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company’s stock valued at $397,536,000 after purchasing an additional 3,322,023 shares in the last quarter. Finally, State Street Corp lifted its holdings in Samsara by 15.8% in the 4th quarter. State Street Corp now owns 6,920,219 shares of the company’s stock valued at $245,322,000 after purchasing an additional 944,485 shares in the last quarter. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

IOT has been the topic of several recent research reports. TD Cowen reiterated a “buy” rating and issued a $45.00 price objective on shares of Samsara in a research report on Thursday, June 25th. Zacks Research downgraded shares of Samsara from a “strong-buy” rating to a “hold” rating in a report on Tuesday, May 5th. Royal Bank Of Canada lifted their target price 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. Wells Fargo & Company upped their price target on shares of Samsara from $46.00 to $50.00 and gave the company an “overweight” rating in a report on Friday, June 5th. Finally, Morgan Stanley set a $43.00 price target on shares of Samsara in a research report on Tuesday, July 21st. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Samsara currently has a consensus rating of “Moderate Buy” and a consensus price target of $45.33.

Trending Headlines about Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Technical signals turned bullish: Samsara recently reclaimed its 50-day moving average of approximately $34.01 and crossed above its 200-day moving average near $31.43. These widely followed levels may attract momentum investors and support the recent advance. Samsara reclaimed the 50-day moving average Samsara crossed the 200-day moving average
• Positive Sentiment: Fundamentals continue to support the story: Samsara’s latest quarterly results exceeded estimates, with revenue of $478.84 million, up 30.5% year over year, and earnings per share of $0.17 versus the $0.13 consensus. Analysts maintain a “Moderate Buy” consensus and an average price target of $45.33, above the recent trading range.
• Neutral Sentiment: Institutional ownership is substantial: Major investors including Baillie Gifford, Vanguard, Goldman Sachs, Brown Advisory and State Street increased their positions in the latest reported quarter. Institutions collectively own about 96% of IOT shares, which can provide support but may also contribute to volatility if large holders adjust positions.
• Negative Sentiment: Executives reported sizable sales: CEO Sanjit Biswas and insider John Bicket each sold roughly $9.5 million of shares in July 21 transactions, substantially reducing their individual holdings. Both also sold approximately 61,000 shares the following day. Chief Accounting Officer Benjamin Kirchhoff sold $36,192 of stock, while Adam Eltoukhy sold $127,672. All reported transactions were executed under pre-arranged Rule 10b5-1 plans, reducing their value as signals of current management sentiment, but the volume of selling could weigh on investor confidence. Biswas sale filing Bicket and Eltoukhy sale filings

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.