Insider Selling: Samsara (NYSE:IOT) Insider Sells $135,161.00 in Stock

Samsara Inc. (NYSE:IOT) insider Adam Eltoukhy sold 3,653 shares of Samsara stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $37.00, for a total value of $135,161.00. Following the completion of the transaction, the insider owned 425,080 shares in the company, valued at approximately $15,727,960. This represents a 0.85% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• 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 shares were 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.
• On Monday, April 20th, Adam Eltoukhy sold 5,473 shares of Samsara stock. The stock was sold at an average price of $30.68, for a total transaction of $167,911.64.

Samsara Stock Performance

Shares of NYSE:IOT opened at $36.94 on Friday. Samsara Inc. has a 52-week low of $23.38 and a 52-week high of $47.47. The company has a market capitalization of $21.52 billion, a PE ratio of 369.40, a price-to-earnings-growth ratio of 8.54 and a beta of 1.35. The company has a fifty day moving average of $32.26 and a 200-day moving average of $31.42.

Samsara (NYSE:IOT) last released its quarterly earnings data 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 revenue for the quarter was up 30.5% on a year-over-year basis. During the same quarter last year, the business 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 analysts forecast that Samsara Inc. will post 0.15 EPS for the current fiscal year.

Analyst Ratings Changes

Several research firms have recently weighed in on IOT. TD Cowen restated a “buy” rating and set a $45.00 price target on shares of Samsara in a report on Thursday, June 25th. BTIG Research reiterated a “buy” rating and issued a $45.00 price objective on shares of Samsara in a report on Friday, June 26th. Piper Sandler reiterated an “overweight” rating and set a $40.00 target price (up from $39.00) on shares of Samsara in a research report on Friday, June 5th. Royal Bank Of Canada raised their price target on shares of Samsara from $41.00 to $42.00 and gave the company an “outperform” rating in a research note on Friday, June 5th. Finally, KeyCorp reiterated an “overweight” rating on shares of Samsara in a report on Friday, June 26th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $45.94.

More Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Wall Street sentiment remains supportive, with multiple analysts reiterating bullish ratings on Samsara and several raising price targets, reflecting confidence in the company’s growth outlook. Samsara (IOT) Continues to Win Wall Street’s Confidence
• Positive Sentiment: The company’s latest earnings showed solid fundamentals, with revenue and EPS both beating expectations and revenue rising 30.5% year over year, which continues to support the bullish thesis. Samsara Shows What Happens When Fundamentals Beat Fear
• Neutral Sentiment: Investors are also digesting commentary from Samsara’s Q4 2025 earnings call, which may provide context on growth priorities and guidance but is not a direct catalyst by itself. Samsara Inc. (NYSE:IOT) Q4 2025 Earnings Call Transcript
• Negative Sentiment: CEO Sanjit Biswas sold more than 244,000 shares, and John Bicket sold nearly 246,000 shares in separate transactions, adding to the perception of heavy insider selling around current levels.
• Negative Sentiment: Additional insider sales from Adam Eltoukhy and John Bicket this week reinforce the near-term overhang from executive share disposals, which can create caution among traders.

Hedge Funds Weigh In On Samsara

A number of hedge funds have recently bought and sold shares of IOT. Baillie Gifford & Co. boosted its position in 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. boosted its position in shares of Samsara by 11.5% during 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 in the last quarter. Sands Capital Management LLC boosted its position in shares of Samsara by 6.4% during the 3rd quarter. Sands Capital Management LLC now owns 20,518,332 shares of the company’s stock valued at $764,308,000 after purchasing an additional 1,242,122 shares in the last quarter. Goldman Sachs Group Inc. grew 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 purchasing an additional 4,401,082 shares during the period. Finally, Brown Advisory Inc. grew its stake in Samsara by 42.1% during the fourth 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. Institutional investors 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.