Samsara (NYSE:IOT) CEO Sanjit Biswas Sells 19,095 Shares

Samsara Inc. (NYSE:IOT) CEO Sanjit Biswas sold 19,095 shares of the business’s stock in a transaction that occurred on Wednesday, July 8th. The stock was sold at an average price of $35.09, for a total value of $670,043.55. Following the transaction, the chief executive officer owned 1,559,671 shares in the company, valued at $54,728,855.39. The trade was a 1.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Sanjit Biswas also recently made the following trade(s):

• On Tuesday, July 7th, Sanjit Biswas sold 244,805 shares of Samsara stock. The shares were 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 stock was 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 value 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 shares were sold at an average price of $27.47, for a total transaction of $2,626,901.16.
• On Tuesday, May 12th, Sanjit Biswas sold 168,272 shares of Samsara stock. The stock was sold at an average price of $28.58, for a total transaction of $4,809,213.76.
• On Thursday, April 30th, Sanjit Biswas sold 72,958 shares of Samsara stock. The shares were sold at an average price of $28.49, for a total transaction of $2,078,573.42.
• On Wednesday, April 29th, Sanjit Biswas sold 87,067 shares of Samsara stock. The shares were sold at an average price of $29.05, for a total transaction of $2,529,296.35.
• On Tuesday, April 28th, Sanjit Biswas sold 103,875 shares of Samsara stock. The stock was sold at an average price of $29.50, for a total value of $3,064,312.50.
• On Wednesday, April 15th, Sanjit Biswas sold 96,562 shares of Samsara stock. The shares were sold at an average price of $27.98, for a total value of $2,701,804.76.

Samsara Stock Performance

IOT opened at $36.94 on Friday. The company has a market cap of $21.52 billion, a price-to-earnings ratio of 369.40, a PEG ratio of 8.54 and a beta of 1.35. Samsara Inc. has a one year low of $23.38 and a one year high of $47.47. The business’s fifty day moving average is $32.26 and its two-hundred day moving average is $31.42.

Samsara (NYSE:IOT) last released its quarterly earnings results on Thursday, June 4th. The company reported $0.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.13 by $0.04. The business had revenue of $478.84 million during 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%.The business’s revenue was up 30.5% on a year-over-year basis. During the same quarter in the previous year, the company 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, analysts predict that Samsara Inc. will post 0.15 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on IOT. Wells Fargo & Company raised their price objective on shares of Samsara from $46.00 to $50.00 and gave the stock an “overweight” rating in a research note on Friday, June 5th. KeyCorp reissued an “overweight” rating on shares of Samsara in a report on Friday, June 26th. TD Cowen restated a “buy” rating and issued a $45.00 price objective on shares of Samsara in a research report on Thursday, June 25th. Jefferies Financial Group upgraded Samsara to a “buy” rating in a research report on Thursday, June 11th. Finally, Wolfe Research restated an “outperform” rating on shares of Samsara in a report on Thursday, June 11th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $45.94.

Samsara News Roundup

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.

Institutional Investors Weigh In On Samsara

Hedge funds have recently modified their holdings of the stock. Assenagon Asset Management S.A. grew its holdings in Samsara by 43.9% in the second quarter. Assenagon Asset Management S.A. now owns 22,987 shares of the company’s stock valued at $745,000 after purchasing an additional 7,015 shares during the period. Archer Investment Management LLC purchased a new position in Samsara during the second quarter worth approximately $454,000. Balefire LLC acquired a new position in shares of Samsara in the 2nd quarter valued at $209,000. Avior Wealth Management LLC grew its stake in shares of Samsara by 10.3% during the 2nd quarter. Avior Wealth Management LLC now owns 15,956 shares of the company’s stock valued at $517,000 after buying an additional 1,494 shares during the period. Finally, CX Institutional purchased a new stake in shares of Samsara during the 2nd quarter valued at $64,000. 96.02% of the stock is owned by institutional investors and hedge funds.

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.