Samsara (NYSE:IOT) Stock: Insider John Bicket Sells 95,485 Shares

Posted by Francis Steltz on Oct 17th, 2026

Samsara Inc. (NYSE:IOT – Get Free Report) insider John Bicket sold 95,485 shares of the business’s stock in a transaction that occurred on Tuesday, October 13th. The shares were sold at an average price of $41.87, for a total value of $3,997,956.95. Following the completion of the sale, the insider directly owned 41,000 shares of the company’s stock, valued at approximately $1,716,670. The trade was a 69.96% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through 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, October 15th, John Bicket sold 65,209 shares of Samsara stock. The stock was sold at an average price of $42.27, for a total value of $2,756,384.43.
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 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 transaction of $796,908.09.
On Wednesday, September 30th, John Bicket sold 84,950 shares of Samsara stock. The stock was sold at an average price of $38.40, for a total value 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 transaction 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 value 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 transaction 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 Trading Down 7.2%

Shares of NYSE:IOT opened at $39.54 on Friday. The stock has a market cap of $23.15 billion, a PE ratio of 247.12, a price-to-earnings-growth ratio of 10.46 and a beta of 1.35. Samsara Inc. has a 1-year low of $23.38 and a 1-year high of $47.47. The stock’s fifty day simple moving average is $39.95 and its two-hundred day simple moving average is $35.26.

Samsara (NYSE:IOT – Get Free Report) last released its earnings results on Thursday, September 3rd. The company reported $0.20 earnings per share for the quarter, beating analysts’ consensus estimates of $0.16 by $0.04. Samsara had a net margin of 4.90% and a return on equity of 4.13%. The firm had revenue of $508.44 million during the quarter, compared to the consensus estimate of $483.29 million. During the same period in the prior year, the firm earned $0.12 EPS. The company’s revenue was up 29.9% compared to the same quarter last year. 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, sell-side analysts forecast that Samsara Inc. will post 0.13 earnings per share for the current fiscal year.

Trending Headlines about Samsara

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 Analysts Forecast Growth

A number of equities research analysts have recently weighed in on IOT shares. TD Cowen lifted their target price on shares of Samsara from $48.00 to $53.00 and gave the company a “buy” rating in a research note on Friday, September 4th. BMO Capital Markets raised their price objective on Samsara from $44.00 to $54.00 and gave the stock an “outperform” rating in a research note on Friday, September 4th. Wall Street Zen upgraded shares of Samsara from a “hold” rating to a “buy” rating in a research report on Saturday, September 12th. BTIG Research increased their target price on Samsara from $45.00 to $54.00 and gave the stock a “buy” rating in a research note on Friday, September 4th. Finally, Bank of America upped their target price on Samsara from $47.00 to $55.00 and gave the stock a “buy” rating in a report on Friday, September 4th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $51.68.

View Our Latest Analysis on Samsara

Hedge Funds Weigh In On Samsara

Several large investors have recently bought and sold shares of the stock. Markowski Investments acquired a new stake in Samsara in the second quarter valued at about $37,000. Parkside Financial Bank & Trust lifted its stake in shares of Samsara by 91.0% in the second quarter. Parkside Financial Bank & Trust now owns 1,377 shares of the company’s stock valued at $45,000 after purchasing an additional 656 shares during the period. Anchor Investment Management LLC purchased a new position in Samsara in the second quarter valued at about $46,000. Westwind Capital purchased a new stake in shares of Samsara during the 3rd quarter worth approximately $64,000. Finally, CX Institutional acquired a new position in Samsara during the second quarter worth $64,000. Institutional investors and hedge funds own 96.02% of the company’s stock.

Samsara Company Profile

(Get Free Report)

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.