Samsara (NYSE:IOT) Insider Sanjit Biswas Sells 167,338 Shares

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 167,338 shares of the firm’s stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $26.60, for a total value of $4,451,190.80. Following the completion of the transaction, the insider owned 36,400 shares in the company, valued at approximately $968,240. This trade represents a 82.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• On Wednesday, April 15th, Sanjit Biswas sold 96,562 shares of Samsara stock. The stock was sold at an average price of $27.98, for a total value of $2,701,804.76.
• On Thursday, April 2nd, Sanjit Biswas sold 10,381 shares of Samsara stock. The stock was sold at an average price of $30.97, for a total value of $321,499.57.
• On Wednesday, April 1st, Sanjit Biswas sold 116,576 shares of Samsara stock. The stock was sold at an average price of $31.80, for a total value of $3,707,116.80.
• On Tuesday, March 31st, Sanjit Biswas sold 136,943 shares of Samsara stock. The stock was sold at an average price of $31.44, for a total value of $4,305,487.92.
• On Tuesday, February 17th, Sanjit Biswas sold 263,900 shares of Samsara stock. The stock was sold at an average price of $25.87, for a total value of $6,827,093.00.
• On Wednesday, February 4th, Sanjit Biswas sold 208,081 shares of Samsara stock. The stock was sold at an average price of $25.19, for a total value of $5,241,560.39.
• On Tuesday, February 3rd, Sanjit Biswas sold 55,819 shares of Samsara stock. The stock was sold at an average price of $25.23, for a total value of $1,408,313.37.
• On Tuesday, January 20th, Sanjit Biswas sold 263,900 shares of Samsara stock. The stock was sold at an average price of $32.43, for a total value of $8,558,277.00.

Samsara Price Performance

IOT stock opened at $29.53 on Friday. The company has a market cap of $17.15 billion, a P/E ratio of -1,475.76, a price-to-earnings-growth ratio of 10.58 and a beta of 1.50. Samsara Inc. has a 1 year low of $23.38 and a 1 year high of $48.40. The stock’s fifty day moving average price is $29.73 and its 200-day moving average price is $34.30.

Samsara (NYSE:IOT) last released its earnings results on Thursday, March 5th. The company reported $0.18 earnings per share for the quarter, beating the consensus estimate of $0.13 by $0.05. The company had revenue of $444.30 million for the quarter, compared to the consensus estimate of $422.29 million. Samsara had a negative return on equity of 0.72% and a negative net margin of 0.56%.Samsara’s quarterly revenue was up 28.3% compared to the same quarter last year. During the same period in the previous year, the business earned $0.11 earnings per share. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. As a group, analysts expect that Samsara Inc. will post -0.3 earnings per share for the current year.

Trending Headlines about Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Zacks and other outlets flagged that Samsara has outpaced broader market returns recently and reminded investors of the company’s March quarter beat (revenue and EPS above estimates), which supports the bullish case. Samsara Inc. (IOT) Exceeds Market Returns: Some Facts to Consider
• Neutral Sentiment: Wall Street coverage is mixed — several firms maintain Buy/Outperform ratings but some have trimmed targets (BTIG, Truist), leaving a consensus “Moderate Buy” and a consensus price target well above the current level. That background supports interest but keeps upside dependent on execution. MarketBeat: Samsara (IOT) profile and analyst coverage
• Neutral Sentiment: Institutional ownership remains very high (~96% owned by institutions) with small recent adjustments noted; these flows are informative but not abrupt enough to explain a big move on their own. MarketBeat: Institutional holdings
• Negative Sentiment: Large insider selling by co‑founders John Bicket and Sanjit Biswas (multiple trades on April 14–15 totaling several hundred thousand shares each) is weighing on sentiment. The sales reduced their holdings substantially, though filings show the trades were executed under pre‑arranged Rule 10b5‑1 plans, which tempers immediate governance concerns but still increases float and can pressure the stock. SEC Form 4 (insider sales)
• Negative Sentiment: Smaller insider sales by the CAO (Benjamin Kirchhoff) were also filed; these are minor in dollar terms but add to the narrative of insider liquidations this week. InsiderTrades: Insider selling alert

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on IOT shares. Piper Sandler reiterated an “overweight” rating and set a $39.00 target price (up from $37.00) on shares of Samsara in a research report on Friday, March 6th. Evercore reiterated an “outperform” rating on shares of Samsara in a research report on Friday, March 6th. Royal Bank Of Canada lifted their target price on Samsara from $35.00 to $41.00 and gave the company an “outperform” rating in a research report on Friday, March 6th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Samsara in a research report on Thursday, January 22nd. Finally, Zacks Research upgraded Samsara from a “hold” rating to a “strong-buy” rating in a research report on Friday, March 13th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Samsara currently has a consensus rating of “Moderate Buy” and an average target price of $46.18.

Institutional Investors Weigh In On Samsara

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Lazard Asset Management LLC raised its holdings in Samsara by 2.0% during the third quarter. Lazard Asset Management LLC now owns 13,971 shares of the company’s stock valued at $520,000 after acquiring an additional 279 shares during the period. KLP Kapitalforvaltning AS raised its holdings in Samsara by 0.3% during the third quarter. KLP Kapitalforvaltning AS now owns 113,900 shares of the company’s stock valued at $4,243,000 after acquiring an additional 300 shares during the period. Jefferies Financial Group Inc. raised its holdings in Samsara by 1.6% during the third quarter. Jefferies Financial Group Inc. now owns 20,995 shares of the company’s stock valued at $782,000 after acquiring an additional 322 shares during the period. Cim LLC raised its holdings in Samsara by 1.0% during the third quarter. Cim LLC now owns 32,700 shares of the company’s stock valued at $1,218,000 after acquiring an additional 326 shares during the period. Finally, Empowered Funds LLC raised its holdings in Samsara by 3.4% during the first quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock valued at $390,000 after acquiring an additional 335 shares during the period. 96.02% of the stock is owned by institutional investors.

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.