Insider Selling: Samsara (NYSE:IOT) Insider Sells $3,707,116.80 in Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 116,576 shares of the firm’s stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $31.80, for a total value of $3,707,116.80. Following the completion of the sale, the insider directly owned 203,500 shares in the company, valued at $6,471,300. This trade represents a 36.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• 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 transaction of $321,499.57.
• On Tuesday, March 31st, Sanjit Biswas sold 136,943 shares of Samsara stock. The shares were sold at an average price of $31.44, for a total transaction of $4,305,487.92.
• On Tuesday, February 17th, Sanjit Biswas sold 263,900 shares of Samsara stock. The shares were sold at an average price of $25.87, for a total transaction 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 transaction of $5,241,560.39.
• On Tuesday, February 3rd, Sanjit Biswas sold 55,819 shares of Samsara stock. The shares were sold at an average price of $25.23, for a total transaction 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 transaction of $8,558,277.00.
• On Tuesday, January 6th, Sanjit Biswas sold 263,900 shares of Samsara stock. The shares were sold at an average price of $34.40, for a total value of $9,078,160.00.

Samsara Stock Down 0.2%

NYSE IOT opened at $32.21 on Friday. The company has a market cap of $18.70 billion, a price-to-earnings ratio of -1,609.45, a price-to-earnings-growth ratio of 11.83 and a beta of 1.50. Samsara Inc. has a twelve month low of $23.38 and a twelve month high of $48.40. The business’s fifty day moving average is $29.63 and its 200 day moving average is $34.93.

Samsara (NYSE:IOT) last posted its earnings results on Thursday, March 5th. The company reported $0.18 EPS for the quarter, beating the consensus estimate of $0.13 by $0.05. The firm had revenue of $444.30 million during 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%.The business’s quarterly revenue was up 28.3% on a year-over-year basis. During the same period last year, the company 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. On average, research analysts anticipate that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Samsara

A number of hedge funds have recently bought and sold shares of IOT. Acumen Wealth Advisors LLC bought a new stake in Samsara during the fourth quarter valued at $28,000. Caitong International Asset Management Co. Ltd grew its holdings in Samsara by 312.6% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock worth $31,000 after acquiring an additional 669 shares during the period. Versant Capital Management Inc raised its position in shares of Samsara by 6,078.6% in the 3rd quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock worth $32,000 after acquiring an additional 851 shares in the last quarter. AlphaCentric Advisors LLC acquired a new position in shares of Samsara in the 4th quarter valued at about $36,000. Finally, Optiver Holding B.V. lifted its stake in shares of Samsara by 953.2% in the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock valued at $44,000 after purchasing an additional 1,058 shares during the period. Institutional investors own 96.02% of the company’s stock.

Key Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Analyst optimism: several firms have raised ratings/targets on IOT, with consensus price targets implying meaningful upside versus current levels — this supports buying interest. Read More.
• Positive Sentiment: Options activity is flashing bullish signals per Schaeffer’s research — increased bullish options flow can amplify short-term momentum and attract directional traders. Read More.
• Positive Sentiment: Fundamentals: Samsara beat March-quarter revenue and EPS expectations and set Q1/FY2027 guidance (company reported stronger revenue growth and positive EPS guidance), giving fundamental support to the stock. Read More.
• Positive Sentiment: Institutional demand: large funds (Baillie Gifford, Vanguard, Goldman, Sands Capital, Brown Advisory) materially increased stakes in recent quarters, indicating continued institutional conviction.
• Neutral Sentiment: Context on insider trades: many insider sales were executed under pre‑arranged Rule 10b5‑1 plans — that reduces the informational value of the disposals versus ad‑hoc selling. Read More.
• Negative Sentiment: Large insider disposals: CEO/co‑founder and other executives sold sizable blocks across Mar 31–Apr 2 (examples: John Bicket and Sanjit Biswas sold ~137k and ~116k shares on March 31/Apr 1–2), trimming their direct holdings substantially — such large founder/executive sales can spook investors despite being pre‑planned. Read More. | Read More.
• Negative Sentiment: Additional insider sale: Dominic Phillips sold ~20,139 shares under a 10b5‑1 plan (Apr 1) — contributes to the recent wave of insider exits. Read More.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on the stock. Truist Financial decreased their price target on shares of Samsara from $39.00 to $30.00 and set a “hold” rating for the company in a research report on Tuesday, February 17th. Jefferies Financial Group set a $57.00 price objective on shares of Samsara in a research note on Wednesday, December 10th. KeyCorp increased their price objective on Samsara from $40.00 to $41.00 and gave the company an “overweight” rating in a report on Friday, March 6th. Wells Fargo & Company lifted their target price on Samsara from $43.00 to $46.00 and gave the stock an “overweight” rating in a report on Friday, March 6th. Finally, BNP Paribas Exane upgraded Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 price target on the stock in a research report on Thursday, January 15th. Two research 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 given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target 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.