Samsara (NYSE:IOT) Insider John Bicket Sells 245,925 Shares of Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 245,925 shares of the business’s stock in a transaction that occurred on Tuesday, July 7th. The stock was sold at an average price of $36.77, for a total transaction of $9,042,662.25. Following the completion of the transaction, the insider directly owned 94,000 shares of the company’s stock, valued at approximately $3,456,380. This represents a 72.35% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible 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 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 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 shares were 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 shares were 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.
• 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 value 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 value 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.
• On Tuesday, April 28th, John Bicket sold 103,857 shares of Samsara stock. The stock was sold at an average price of $29.50, for a total transaction of $3,063,781.50.
• On Wednesday, April 15th, John Bicket sold 96,690 shares of Samsara stock. The shares were sold at an average price of $27.98, for a total transaction of $2,705,386.20.

Samsara Trading Up 1.4%

Samsara stock opened at $36.94 on Friday. The firm has a 50-day moving average of $32.26 and a 200-day moving average of $31.42. The firm has a market cap of $21.52 billion, a P/E ratio of 369.40, a P/E/G ratio of 8.54 and a beta of 1.35. Samsara Inc. has a 1-year low of $23.38 and a 1-year high of $47.47.

Samsara (NYSE:IOT) last announced its quarterly 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 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 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. Research analysts forecast that Samsara Inc. will post 0.15 earnings per share for the current fiscal year.

Samsara News Summary

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.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the stock. Wells Fargo & Company lifted their target price on shares of Samsara from $46.00 to $50.00 and gave the company an “overweight” rating in a research note on Friday, June 5th. Piper Sandler restated an “overweight” rating and issued a $40.00 price objective (up from $39.00) on shares of Samsara in a report on Friday, June 5th. KeyCorp reaffirmed an “overweight” rating on shares of Samsara in a research report on Friday, June 26th. Royal Bank Of Canada upped their target price on Samsara from $41.00 to $42.00 and gave the stock an “outperform” rating in a report on Friday, June 5th. Finally, Jefferies Financial Group raised Samsara to a “buy” rating in a research report on Thursday, June 11th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $45.94.

Institutional Trading of Samsara

A number of hedge funds have recently made changes to their positions in the stock. Lazard Asset Management LLC raised its stake in Samsara by 2.0% during the third quarter. Lazard Asset Management LLC now owns 13,971 shares of the company’s stock valued at $520,000 after buying an additional 279 shares during the last quarter. Jefferies Financial Group Inc. grew its stake in shares of Samsara by 1.6% in the third quarter. Jefferies Financial Group Inc. now owns 20,995 shares of the company’s stock worth $782,000 after acquiring an additional 322 shares during the last quarter. Cim LLC grew its stake in shares of Samsara by 1.0% in the third quarter. Cim LLC now owns 32,700 shares of the company’s stock worth $1,218,000 after acquiring an additional 326 shares during the last quarter. Empowered Funds LLC increased its holdings in shares of Samsara by 3.4% during the first quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock valued at $390,000 after acquiring an additional 335 shares in the last quarter. Finally, IFG Advisory LLC raised its position in shares of Samsara by 0.8% in the 4th quarter. IFG Advisory LLC now owns 44,814 shares of the company’s stock worth $1,589,000 after purchasing an additional 372 shares during the last quarter. 96.02% of the stock is owned by institutional investors.

Samsara Company Profile

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.