Samsara (NYSE:IOT) CEO Sanjit Biswas Sells 57,090 Shares of Stock

Samsara Inc. (NYSE:IOT) CEO Sanjit Biswas sold 57,090 shares of Samsara stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $37.89, for a total value of $2,163,140.10. Following the transaction, the chief executive officer owned 1,143,671 shares of the company’s stock, valued at $43,333,694.19. The trade was a 4.75% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 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 5th, Sanjit Biswas sold 87,333 shares of Samsara stock. The stock was sold at an average price of $38.64, for a total transaction of $3,374,547.12.
• On Tuesday, August 4th, Sanjit Biswas sold 119,477 shares of Samsara stock. The stock was 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 value 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 value 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 value of $9,001,479.85.
• On Thursday, May 28th, Sanjit Biswas sold 31,081 shares of Samsara stock. The shares were sold at an average price of $31.21, for a total value of $970,038.01.
• On Wednesday, May 27th, Sanjit Biswas sold 128,159 shares of Samsara stock. The shares were sold at an average price of $30.03, for a total transaction of $3,848,614.77.
• On Tuesday, May 26th, Sanjit Biswas sold 104,660 shares of Samsara stock. The stock was sold at an average price of $31.10, for a total transaction of $3,254,926.00.
• On Wednesday, May 13th, Sanjit Biswas sold 95,628 shares of Samsara stock. The stock was sold at an average price of $27.47, for a total transaction of $2,626,901.16.

Samsara Stock Down 1.3%

Shares of NYSE IOT opened at $38.21 on Friday. The company’s 50-day simple moving average is $35.01 and its 200-day simple moving average is $31.62. Samsara Inc. has a 52-week low of $23.38 and a 52-week high of $47.47. The firm has a market cap of $22.26 billion, a price-to-earnings ratio of 382.12, a price-to-earnings-growth ratio of 8.70 and a beta of 1.34.

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

Institutional Trading of Samsara

A number of hedge funds have recently bought and sold shares of the business. Baillie Gifford & Co. lifted its stake in Samsara by 15.0% in 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. Goldman Sachs Group Inc. grew its position in shares of Samsara by 58.9% in the fourth 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. Norges Bank purchased a new stake in shares of Samsara in the fourth quarter valued at approximately $127,415,000. Vanguard Group Inc. increased its holdings 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 purchasing an additional 3,417,849 shares during the last quarter. Finally, Brown Advisory Inc. increased its holdings in shares of Samsara by 42.1% in the fourth 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 during the last quarter. Institutional investors and hedge funds own 96.02% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the company. Guggenheim initiated coverage on Samsara in a report on Wednesday, July 22nd. They set a “buy” rating and a $45.00 target price for the company. TD Cowen reaffirmed a “buy” rating and issued a $45.00 price target on shares of Samsara in a research note on Thursday, June 25th. Zacks Research cut Samsara from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, May 5th. Weiss Ratings raised Samsara from a “sell (d-)” rating to a “sell (d+)” rating in a research note on Monday, June 15th. Finally, Wells Fargo & Company raised their price objective on Samsara from $46.00 to $50.00 and gave the company an “overweight” rating in a report on Friday, June 5th. Two investment 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 given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $45.33.

Key Headlines Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara’s latest quarterly results exceeded expectations, with adjusted EPS of $0.17 versus the $0.13 consensus estimate and revenue of $478.84 million versus forecasts of $455.21 million. Revenue increased 30.5% year over year, supporting the company’s growth narrative.
• Positive Sentiment: Analyst sentiment remains favorable. Samsara has a consensus “Moderate Buy” rating and an average price target of $45.33. Wells Fargo raised its target to $50, while Piper Sandler increased its target to $40; BTIG also maintained a $45 target.
• Neutral Sentiment: Samsara will report second-quarter fiscal 2027 results after the market closes on September 3, 2026. The upcoming report is likely to be the next major catalyst as investors assess whether growth and profitability are tracking current guidance. Samsara earnings announcement
• Negative Sentiment: CEO Sanjit Biswas sold a combined 263,900 shares from August 4 through August 6 for approximately $10.12 million. After the transactions, his direct ownership fell to 72,800 shares, a reduction of roughly 62%.
• Negative Sentiment: Insider John Bicket also sold approximately 263,900 shares over the same period for about $10.12 million, reducing his direct holdings by roughly 62%. Dominic Phillips separately sold 29,618 shares on August 3 for approximately $1.11 million.

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.