John Bicket Sells 135,978 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 135,978 shares of the company’s stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $39.99, for a total transaction of $5,437,760.22. Following the sale, the insider directly owned 62,200 shares in the company, valued at $2,487,378. This trade represents a 68.61% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at 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 Thursday, August 20th, John Bicket sold 34,557 shares of Samsara stock. The shares were sold at an average price of $39.44, for a total transaction of $1,362,928.08.
• On Wednesday, August 19th, John Bicket sold 93,365 shares of Samsara stock. The stock was sold at an average price of $39.93, for a total transaction of $3,728,064.45.
• On Thursday, August 6th, John Bicket sold 57,267 shares of Samsara stock. The shares were sold at an average price of $37.89, for a total transaction of $2,169,846.63.
• On Wednesday, August 5th, John Bicket sold 87,079 shares of Samsara stock. The shares were sold at an average price of $38.64, for a total transaction of $3,364,732.56.
• On Tuesday, August 4th, John Bicket sold 119,554 shares of Samsara stock. The shares were sold at an average price of $38.34, for a total transaction of $4,583,700.36.
• On Wednesday, July 22nd, John Bicket sold 61,352 shares of Samsara stock. The stock was sold at an average price of $33.87, for a total value of $2,077,992.24.
• On Tuesday, July 21st, John Bicket sold 202,548 shares of Samsara stock. The stock was sold at an average price of $36.81, for a total value of $7,455,791.88.
• 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 Tuesday, July 7th, John Bicket sold 245,925 shares of Samsara stock. The shares were sold at an average price of $36.77, for a total value of $9,042,662.25.
• 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 value of $946,764.00.

Samsara Trading Up 2.5%

Shares of NYSE IOT opened at $39.95 on Friday. The company has a market capitalization of $23.28 billion, a P/E ratio of 399.54, a P/E/G ratio of 8.75 and a beta of 1.34. Samsara Inc. has a 12 month low of $23.38 and a 12 month high of $47.47. The stock has a 50 day moving average of $36.10 and a 200-day moving average of $32.27.

Samsara (NYSE:IOT) last posted its quarterly earnings results on Thursday, June 4th. The company reported $0.17 earnings per share for the quarter, beating analysts’ consensus estimates of $0.13 by $0.04. Samsara had a return on equity of 2.00% and a net margin of 3.32%.The business had revenue of $478.84 million for the quarter, compared to analysts’ expectations of $455.21 million. During the same quarter in the prior year, the business earned $0.11 EPS. The firm’s revenue for the quarter was up 30.5% on a year-over-year basis. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. Analysts predict that Samsara Inc. will post 0.15 EPS for the current fiscal year.

Key Headlines Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara’s latest quarterly results exceeded expectations: revenue rose 30.5% year over year to $478.84 million versus the $455.21 million consensus, while EPS of $0.17 topped estimates of $0.13. Fiscal-year EPS guidance of $0.70 to $0.72 adds support to the company’s growth outlook. Samsara Shows What Happens When Fundamentals Beat Fear
• Positive Sentiment: The company launched its Fuel Command Center, designed to help fleet operators monitor fuel usage, reduce operating costs and manage exposure to fuel-price volatility. The product could strengthen Samsara’s value proposition and encourage additional customer adoption. Samsara Launches Fuel Command Center
• Neutral Sentiment: Wall Street remains broadly constructive, with a “Moderate Buy” consensus rating and an average price target of $46.39. However, analyst targets and ratings vary, including a neutral $40 target, highlighting concerns about valuation and the pace of future growth. Samsara Analyst Outlook
• Negative Sentiment: CEO Sanjit Biswas and insider John Bicket each sold 263,900 shares—approximately $10.5 million apiece—between August 18 and 20. The sales materially reduced their direct holdings and may pressure sentiment, particularly with IOT trading at a very high earnings multiple. Because the transactions occurred under pre-arranged Rule 10b5-1 plans, they do not necessarily signal deteriorating confidence in Samsara’s business. SEC Insider Trading Filing

Analysts Set New Price Targets

Several analysts recently commented on IOT shares. Royal Bank Of Canada lifted their target price on shares of Samsara from $42.00 to $50.00 and gave the stock an “outperform” rating in a report on Friday, August 14th. BTIG Research reissued a “buy” rating and issued a $45.00 price target on shares of Samsara in a report on Friday, June 26th. Guggenheim started coverage on Samsara in a report on Wednesday, July 22nd. They set a “buy” rating and a $45.00 price objective for the company. Jefferies Financial Group raised Samsara to a “buy” rating in a research report on Thursday, June 11th. Finally, Wolfe Research reiterated an “outperform” rating on shares of Samsara in a research note on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, Samsara has an average rating of “Moderate Buy” and a consensus price target of $46.39.

Hedge Funds Weigh In On Samsara

Several institutional investors and hedge funds have recently modified their holdings of the business. Vanguard Group Inc. boosted its holdings in Samsara by 11.5% in the 4th 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 period. Goldman Sachs Group Inc. increased its holdings in shares of Samsara by 58.9% during the fourth quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock worth $421,079,000 after purchasing an additional 4,401,082 shares during the period. Brown Advisory Inc. raised its position 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 buying an additional 3,322,023 shares in the last quarter. Wellington Management Group LLP raised its position in shares of 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. Finally, State Street Corp boosted its stake in shares of Samsara by 15.8% in the fourth quarter. State Street Corp now owns 6,920,219 shares of the company’s stock valued at $245,322,000 after buying an additional 944,485 shares during the period. 96.02% of the stock is currently 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.