Insider Selling: Samsara (NYSE:IOT) Insider Sells $3,873,210.42 in Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 129,021 shares of the stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $30.02, for a total value of $3,873,210.42. Following the transaction, the insider directly owned 22,300 shares in the company, valued at $669,446. The trade was a 85.26% decrease in their position. The transaction 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 Thursday, May 28th, John Bicket sold 30,345 shares of Samsara stock. The stock was sold at an average price of $31.20, for a total value of $946,764.00.
• On Tuesday, May 26th, John Bicket sold 104,534 shares of Samsara stock. The stock was 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 stock was 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 stock was 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 shares were sold at an average price of $29.50, for a total value 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 value of $2,705,386.20.
• On Tuesday, April 14th, John Bicket sold 167,210 shares of Samsara stock. The shares were sold at an average price of $26.60, for a total value of $4,447,786.00.
• On Thursday, April 2nd, John Bicket sold 10,009 shares of Samsara stock. The shares were sold at an average price of $30.96, for a total value of $309,878.64.

Samsara Price Performance

Shares of IOT stock opened at $35.15 on Friday. Samsara Inc. has a 1-year low of $23.38 and a 1-year high of $48.40. The stock’s 50-day moving average is $30.28 and its 200 day moving average is $32.55. The company has a market cap of $20.41 billion, a P/E ratio of -1,756.77, a PEG ratio of 10.41 and a beta of 1.29.

Samsara (NYSE:IOT) last issued its quarterly earnings data on Thursday, March 5th. The company reported $0.18 earnings per share for the quarter, beating analysts’ consensus estimates of $0.13 by $0.05. Samsara had a negative return on equity of 0.72% and a negative net margin of 0.56%.The company had revenue of $444.30 million for the quarter, compared to the consensus estimate of $422.29 million. During the same quarter last year, the company earned $0.11 earnings per share. The firm’s revenue for the quarter was up 28.3% compared to the same quarter last year. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. On average, analysts anticipate that Samsara Inc. will post 0.08 EPS for the current year.

Key Headlines Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara said it earned the No. 1 spot in 23 Summer 2026 G2 Grid Reports, more than any other fleet technology brand. Because the rankings are based on verified customer reviews, the news supports the company’s competitive position and may boost confidence in future demand. Article Title
• Positive Sentiment: The latest coverage highlights Samsara’s momentum and leadership across fleet management, asset tracking, and maintenance software, reinforcing its growth narrative with customers and analysts. Article Title
• Neutral Sentiment: Several insider sales were disclosed, including transactions by co-founder Sanjit Biswas and John Bicket. The trades were made under pre-arranged 10b5-1 plans, which makes them less concerning than discretionary selling, but the sheer size may still weigh on sentiment. Article Title
• Negative Sentiment: The volume of insider selling was substantial, with Biswas and Bicket sharply reducing their holdings, which can create near-term pressure if investors view it as a sign shares have run ahead of fundamentals. Article Title

Hedge Funds Weigh In On Samsara

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Evolutionary Tree Capital Management LLC purchased a new position in shares of Samsara in the 1st quarter valued at approximately $1,340,000. Bank of America Corp DE raised its position in shares of Samsara by 41.5% in the 1st quarter. Bank of America Corp DE now owns 2,710,202 shares of the company’s stock valued at $85,886,000 after purchasing an additional 794,255 shares during the last quarter. Cim LLC raised its position in shares of Samsara by 1.3% in the 1st quarter. Cim LLC now owns 34,505 shares of the company’s stock valued at $1,093,000 after purchasing an additional 455 shares during the last quarter. Spyglass Capital Management LLC lifted its holdings in shares of Samsara by 25.5% during the first quarter. Spyglass Capital Management LLC now owns 2,946,646 shares of the company’s stock worth $93,379,000 after purchasing an additional 599,651 shares during the period. Finally, Sunbelt Securities Inc. lifted its holdings in shares of Samsara by 36.5% during the first quarter. Sunbelt Securities Inc. now owns 11,400 shares of the company’s stock worth $361,000 after purchasing an additional 3,050 shares during the period. 96.02% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on IOT shares. BMO Capital Markets raised their price objective on Samsara from $40.00 to $44.00 and gave the company an “outperform” rating in a research report on Friday, March 6th. The Goldman Sachs Group set a $45.00 price objective on Samsara in a research report on Monday, March 2nd. Evercore reissued an “outperform” rating on shares of Samsara in a report on Friday, March 6th. Truist Financial cut their price objective on shares of Samsara from $39.00 to $30.00 and set a “hold” rating on the stock in a report on Tuesday, February 17th. Finally, KeyCorp increased their price objective on shares of Samsara from $40.00 to $41.00 and gave the company an “overweight” rating in a research report on Friday, March 6th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Samsara has a consensus rating of “Moderate Buy” and a consensus target price of $46.18.

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.