Insider Selling: Samsara (NYSE:IOT) Insider Sells $2,169,846.63 in Stock

Posted by Latisha Jones on Aug 9th, 2026

Samsara Inc. (NYSE:IOT – Get Free Report) insider John Bicket sold 57,267 shares of the business’s stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $37.89, for a total transaction of $2,169,846.63. Following the completion of the transaction, the insider owned 1,342,795 shares of the company’s stock, valued at approximately $50,878,502.55. This represents a 4.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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 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 transaction of $3,364,732.56.
On Tuesday, August 4th, John Bicket sold 119,554 shares of Samsara stock. The shares were 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.
On Wednesday, July 8th, John Bicket sold 17,975 shares of Samsara stock. The shares were sold at an average price of $35.11, for a total value 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 value 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 value 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 value 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 value of $3,251,007.40.
On Wednesday, May 13th, John Bicket sold 95,673 shares of Samsara stock. The stock was sold at an average price of $27.47, for a total value of $2,628,137.31.

Samsara Price Performance

Samsara stock opened at $40.93 on Friday. The stock has a market capitalization of $23.85 billion, a PE ratio of 409.31, a price-to-earnings-growth ratio of 9.18 and a beta of 1.34. The business has a 50 day simple moving average of $35.12 and a 200-day simple moving average of $31.68. Samsara Inc. has a 12 month low of $23.38 and a 12 month high of $47.47.

Samsara (NYSE:IOT – Get Free Report) last announced its earnings results on Thursday, June 4th. The company reported $0.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.13 by $0.04. The firm had revenue of $478.84 million for the quarter, compared to analyst estimates of $455.21 million. Samsara had a return on equity of 2.00% and a net margin of 3.32%.The business’s revenue was up 30.5% on a year-over-year basis. During the same quarter last year, the firm posted $0.11 EPS. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. On average, equities research analysts anticipate that Samsara Inc. will post 0.15 EPS for the current fiscal year.

Hedge Funds Weigh In On Samsara

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

Key Stories Impacting Samsara

Here are the key news stories impacting Samsara this week:

Positive Sentiment: Samsara’s latest quarterly results exceeded expectations: revenue rose 30.5% year over year to $478.84 million, above the $455.21 million consensus, while adjusted EPS of $0.17 topped estimates of $0.13. The company also recorded its third consecutive quarter of GAAP profitability.
Positive Sentiment: Management’s investor-day presentation reinforced the long-term growth story, highlighting customer momentum, platform expansion and approximately $2 billion in annual recurring revenue.
Positive Sentiment: New AI-focused offerings—including Agent Studio, expanded camera products and shipment-visibility tools—are strengthening the view that Samsara is becoming an AI-enabled physical-operations platform rather than only a fleet-management software provider.
Positive Sentiment: Analyst sentiment remains favorable. Samsara carries a consensus “Moderate Buy” rating, with an average price target of approximately $45.33. Recent targets include $45 from BTIG and Guggenheim and $50 from Wells Fargo, compared with the stock’s recent trading range around $38–$41. Why Samsara Stock Is Up Today
Neutral Sentiment: Institutional positioning is mixed: 301 investors added shares in their latest quarter while 267 reduced positions. Major additions from T. Rowe Price, Baillie Gifford and Fidelity provide support, although Morgan Stanley and other funds reduced exposure.
Negative Sentiment: Insider selling remains a cautionary signal. CEO Sanjit Biswas and co-founder John Bicket each sold roughly 264,000 shares from August 4–6, while Dominic Phillips also sold shares. The transactions were conducted under pre-arranged Rule 10b5-1 plans, which reduces their value as a signal of immediate business concerns but may weigh on sentiment. Samsara Insider Selling
Negative Sentiment: Valuation remains demanding, with a price-to-earnings ratio above 380 and a PEG ratio near 8.7. That leaves IOT vulnerable to a pullback if future growth, margins or AI monetization fail to meet elevated expectations.

Analysts Set New Price Targets

IOT has been the subject of several research analyst reports. Piper Sandler restated an “overweight” rating and set a $40.00 price target (up from $39.00) on shares of Samsara in a research report on Friday, June 5th. Guggenheim started coverage on Samsara in a report on Wednesday, July 22nd. They issued a “buy” rating and a $45.00 price objective on the stock. Wolfe Research reaffirmed an “outperform” rating on shares of Samsara in a research note on Thursday, June 11th. Zacks Research cut Samsara from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, May 5th. Finally, BTIG Research reissued a “buy” rating and issued a $45.00 price objective on shares of Samsara in a research note on Friday, June 26th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $45.33.

Check Out Our Latest Analysis on IOT

About Samsara

(Get Free Report)

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.