Insider Selling: Samsara (NYSE:IOT) CEO Sells $1,394,481.38 in Stock

Samsara Inc. (NYSE:IOT) CEO Sanjit Biswas sold 35,366 shares of Samsara stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $39.43, for a total value of $1,394,481.38. Following the sale, the chief executive officer directly owned 935,671 shares of the company’s stock, valued at approximately $36,893,507.53. The trade was a 3.64% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Sanjit Biswas also recently made the following trade(s):

• On Wednesday, August 19th, Sanjit Biswas sold 93,079 shares of Samsara stock. The stock was sold at an average price of $39.94, for a total value of $3,717,575.26.
• On Tuesday, August 18th, Sanjit Biswas sold 135,455 shares of Samsara stock. The stock was sold at an average price of $39.99, for a total value of $5,416,845.45.
• On Thursday, August 6th, Sanjit Biswas sold 57,090 shares of Samsara stock. The stock was sold at an average price of $37.89, for a total value of $2,163,140.10.
• On Wednesday, August 5th, Sanjit Biswas sold 87,333 shares of Samsara stock. The shares were sold at an average price of $38.64, for a total value of $3,374,547.12.
• On Tuesday, August 4th, Sanjit Biswas sold 119,477 shares of Samsara stock. The shares were sold at an average price of $38.34, for a total value of $4,580,748.18.
• On Wednesday, July 22nd, Sanjit Biswas sold 61,283 shares of Samsara stock. The stock was sold at an average price of $33.87, for a total value of $2,075,655.21.
• On Tuesday, July 21st, Sanjit Biswas sold 202,617 shares of Samsara stock. The shares were sold at an average price of $36.81, for a total transaction of $7,458,331.77.
• On Wednesday, July 8th, Sanjit Biswas sold 19,095 shares of Samsara stock. The shares were sold at an average price of $35.09, for a total transaction of $670,043.55.
• On Tuesday, July 7th, Sanjit Biswas sold 244,805 shares of Samsara stock. The stock was sold at an average price of $36.77, for a total transaction of $9,001,479.85.
• On Thursday, May 28th, Sanjit Biswas sold 31,081 shares of Samsara stock. The stock was sold at an average price of $31.21, for a total transaction of $970,038.01.

Samsara Stock Up 2.5%

Shares of IOT opened at $39.95 on Friday. The firm has a market cap of $23.28 billion, a price-to-earnings ratio of 399.54, a price-to-earnings-growth ratio of 8.97 and a beta of 1.34. The company’s fifty day moving average is $36.10 and its 200-day moving average is $32.27. Samsara Inc. has a 12 month low of $23.38 and a 12 month high of $47.47.

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

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on IOT. BTIG Research reiterated a “buy” rating and set a $45.00 price target on shares of Samsara in a research note on Friday, June 26th. Morgan Stanley set a $43.00 price objective on Samsara in a research note on Tuesday, July 21st. Jefferies Financial Group upgraded Samsara to a “buy” rating in a report on Thursday, June 11th. Piper Sandler cut Samsara from an “overweight” rating to a “neutral” rating and set a $40.00 target price for the company. in a research report on Sunday, August 9th. Finally, KeyCorp reiterated an “overweight” rating on shares of Samsara in a report on Friday, June 26th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $46.39.

Institutional Trading of Samsara

A number of hedge funds have recently bought and sold shares of the stock. Vanguard Group Inc. lifted its stake in shares of Samsara by 11.5% in the fourth quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company’s stock valued at $1,174,620,000 after buying an additional 3,417,849 shares during the period. Goldman Sachs Group Inc. boosted its stake in Samsara by 58.9% during the fourth quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock worth $421,079,000 after buying an additional 4,401,082 shares in the last quarter. Brown Advisory Inc. increased 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 buying an additional 3,322,023 shares during the period. Wellington Management Group LLP increased its holdings in Samsara by 9.6% in the 2nd quarter. Wellington Management Group LLP now owns 9,327,606 shares of the company’s stock valued at $302,494,000 after buying an additional 813,922 shares during the period. Finally, State Street Corp boosted its holdings in Samsara by 15.8% during the fourth 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 owned by institutional investors.

Samsara News Roundup

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 versus the $455.21 million consensus, while EPS of $0.17 topped estimates of $0.13. Fiscal-year EPS guidance of $0.70 to $0.72 adds support to the company’s growth outlook. Samsara Shows What Happens When Fundamentals Beat Fear
• Positive Sentiment: The company launched its Fuel Command Center, designed to help fleet operators monitor fuel usage, reduce operating costs and manage exposure to fuel-price volatility. The product could strengthen Samsara’s value proposition and encourage additional customer adoption. Samsara Launches Fuel Command Center
• Neutral Sentiment: Wall Street remains broadly constructive, with a “Moderate Buy” consensus rating and an average price target of $46.39. However, analyst targets and ratings vary, including a neutral $40 target, highlighting concerns about valuation and the pace of future growth. Samsara Analyst Outlook
• Negative Sentiment: CEO Sanjit Biswas and insider John Bicket each sold 263,900 shares—approximately $10.5 million apiece—between August 18 and 20. The sales materially reduced their direct holdings and may pressure sentiment, particularly with IOT trading at a very high earnings multiple. Because the transactions occurred under pre-arranged Rule 10b5-1 plans, they do not necessarily signal deteriorating confidence in Samsara’s business. SEC Insider Trading Filing

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.