Samsara (NYSE:IOT) Stock: Insider John Bicket Sells 65,209 Shares

Samsara Inc. (NYSE:IOT) insider John Bicket sold 65,209 shares of the company’s stock in a transaction dated Thursday, October 15th. The shares were sold at an average price of $42.27, for a total transaction of $2,756,384.43. Following the sale, the insider owned 769,398 shares in the company, valued at $32,522,453.46. This represents a 7.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, 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, October 14th, John Bicket sold 103,206 shares of Samsara stock. The shares were sold at an average price of $41.14, for a total transaction of $4,245,894.84.
• On Tuesday, October 13th, John Bicket sold 95,485 shares of Samsara stock. The stock was sold at an average price of $41.87, for a total transaction of $3,997,956.95.
• On Thursday, October 1st, John Bicket sold 20,523 shares of Samsara stock. The shares were sold at an average price of $38.83, for a total value of $796,908.09.
• On Wednesday, September 30th, John Bicket sold 84,950 shares of Samsara stock. The shares were sold at an average price of $38.40, for a total transaction of $3,262,080.00.
• On Tuesday, September 29th, John Bicket sold 158,427 shares of Samsara stock. The stock was sold at an average price of $37.73, for a total transaction of $5,977,450.71.
• On Thursday, August 20th, John Bicket sold 34,557 shares of Samsara stock. The stock was sold at an average price of $39.44, for a total value of $1,362,928.08.
• On Wednesday, August 19th, John Bicket sold 93,365 shares of Samsara stock. The shares were sold at an average price of $39.93, for a total value of $3,728,064.45.
• On Tuesday, August 18th, John Bicket sold 135,978 shares of Samsara stock. The stock was sold at an average price of $39.99, for a total transaction of $5,437,760.22.
• On Thursday, August 6th, John Bicket sold 57,267 shares of Samsara stock. The stock was sold at an average price of $37.89, for a total value of $2,169,846.63.
• On Wednesday, August 5th, John Bicket sold 87,079 shares of Samsara stock. The stock was sold at an average price of $38.64, for a total transaction of $3,364,732.56.

Samsara Price Performance

Samsara stock opened at $39.54 on Friday. Samsara Inc. has a 1-year low of $23.38 and a 1-year high of $47.47. The business has a fifty day moving average price of $39.95 and a 200-day moving average price of $35.26. The stock has a market capitalization of $23.15 billion, a price-to-earnings ratio of 247.12, a PEG ratio of 10.46 and a beta of 1.35.

Samsara (NYSE:IOT) last issued its quarterly earnings results on Thursday, September 3rd. The company reported $0.20 earnings per share for the quarter, topping analysts’ consensus estimates of $0.16 by $0.04. Samsara had a return on equity of 4.13% and a net margin of 4.90%. The business had revenue of $508.44 million for the quarter, compared to analyst estimates of $483.29 million. During the same quarter in the previous year, the firm earned $0.12 earnings per share. The company’s revenue was up 29.9% on a year-over-year basis. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. On average, equities research analysts anticipate that Samsara Inc. will post 0.13 earnings per share for the current fiscal year.

More Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Tracking Label recognition: Samsara’s disposable Bluetooth Tracking Label was named to TIME’s Best Inventions of 2026 in the Logistics category. The award supports the company’s product innovation narrative and highlights expansion of its Connected Operations platform into shipment visibility. Samsara Tracking Label Named to TIME’s Best Inventions of 2026
• Neutral Sentiment: Unusually high call-option activity: Traders purchased 22,155 call options, roughly three times the average daily volume. This indicates elevated speculative interest and possible bullish positioning, although options activity does not necessarily translate into sustained buying of the shares.
• Neutral Sentiment: Underlying fundamentals remain constructive: Samsara’s latest quarterly results exceeded estimates, with revenue of $508.4 million, up 29.9% year over year, and EPS of $0.20 versus the $0.16 consensus. Recent company commentary also pointed to continued AI and product adoption, rather than an operational setback.
• Negative Sentiment: Large insider sales pressured sentiment: CEO and co-founder Sanjit Biswas and co-founder John Bicket each sold approximately 263,900 shares during October 13–15, worth about $11 million apiece. The transactions were executed under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the size and concentration of the sales can still concern investors. SEC insider trading filing
• Negative Sentiment: Market and valuation pressure: A weaker Nasdaq and risk reduction across technology stocks created a difficult backdrop for high-growth software companies. With Samsara trading at a very elevated earnings multiple after rallying toward its 52-week high, investors appear more willing to lock in gains and reassess valuation.

Wall Street Analyst Weigh In

IOT has been the subject of a number of research reports. Evercore restated an “outperform” rating and set a $55.00 target price on shares of Samsara in a research report on Friday, September 4th. BTIG Research increased their price target on shares of Samsara from $45.00 to $54.00 and gave the stock a “buy” rating in a report on Friday, September 4th. Piper Sandler reissued a “neutral” rating and set a $46.00 target price (up from $40.00) on shares of Samsara in a research note on Friday, September 4th. Bank of America upped their target price on Samsara from $47.00 to $55.00 and gave the stock a “buy” rating in a research note on Friday, September 4th. Finally, KeyCorp upped their price objective on shares of Samsara from $46.00 to $55.00 and gave the stock an “overweight” rating in a research report on Friday, September 4th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $51.68.

Institutional Investors Weigh In On Samsara

A number of institutional investors have recently modified their holdings of the company. Bank of New York Mellon Corp purchased a new stake in Samsara during the second quarter worth about $35,702,000. USS Investment Management Ltd purchased a new position in Samsara in the first quarter worth approximately $28,232,000. Wellington Management Group LLP raised its stake in Samsara by 9.6% in the second 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 in the last quarter. Bank of America Corp DE boosted its position in shares of Samsara by 41.5% during the 1st quarter. Bank of America Corp DE now owns 2,710,202 shares of the company’s stock worth $85,886,000 after acquiring an additional 794,255 shares in the last quarter. Finally, Bamco Inc. NY raised its position in shares of Samsara by 21.9% during the 4th quarter. Bamco Inc. NY now owns 4,120,031 shares of the company’s stock worth $146,055,000 after acquiring an additional 741,200 shares in the last quarter. 96.02% of the stock is owned by institutional investors and hedge funds.

Samsara Company Profile

Samsara Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its platform combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, worksites and mobile workforces.

The Samsara Connected Operations Cloud includes vehicle telematics, GPS tracking, video-based safety, routing and dispatch tools, equipment monitoring, workforce and workflow management, and compliance solutions.