Samsara (NYSE:IOT) Insider Sanjit Biswas Sells 96,562 Shares of Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 96,562 shares of the company’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $27.98, for a total value of $2,701,804.76. Following the completion of the sale, the insider directly owned 158,200 shares in the company, valued at $4,426,436. This trade represents a 37.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, 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 Tuesday, April 14th, Sanjit Biswas sold 167,338 shares of Samsara stock. The shares were sold at an average price of $26.60, for a total value of $4,451,190.80.
• On Thursday, April 2nd, Sanjit Biswas sold 10,381 shares of Samsara stock. The shares were 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 shares were 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 shares were 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 shares were 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 shares were 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 shares were 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 shares were sold at an average price of $32.43, for a total value of $8,558,277.00.

Samsara Stock Up 2.4%

IOT opened at $29.53 on Friday. The firm has a market cap of $17.15 billion, a P/E ratio of -1,475.76, a PEG ratio of 10.58 and a beta of 1.50. Samsara Inc. has a 52 week low of $23.38 and a 52 week high of $48.40. The business’s fifty day simple moving average is $29.73 and its 200 day simple moving average is $34.30.

Samsara (NYSE:IOT) last posted its quarterly earnings data on Thursday, March 5th. The company reported $0.18 EPS for the quarter, beating analysts’ consensus estimates of $0.13 by $0.05. The business had revenue of $444.30 million for the quarter, compared to analyst estimates 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 revenue for the quarter was up 28.3% compared to the same quarter last year. During the same quarter 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. As a group, equities analysts expect that Samsara Inc. will post -0.3 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

IOT has been the topic of a number of analyst reports. Evercore reaffirmed an “outperform” rating on shares of Samsara in a research note on Friday, March 6th. BMO Capital Markets increased their price objective on Samsara from $40.00 to $44.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. Zacks Research raised Samsara from a “hold” rating to a “strong-buy” rating in a research note on Friday, March 13th. Truist Financial decreased their price objective on Samsara from $39.00 to $30.00 and set a “hold” rating on the stock in a research note on Tuesday, February 17th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Samsara in a research note on Monday, March 2nd. Two research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $46.18.

Samsara News Summary

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

Institutional Trading of Samsara

A number of hedge funds have recently added to or reduced their stakes in IOT. Acumen Wealth Advisors LLC acquired a new stake in Samsara in the 4th quarter worth about $28,000. Caitong International Asset Management Co. Ltd boosted its stake in Samsara by 312.6% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock worth $31,000 after buying an additional 669 shares during the last quarter. Versant Capital Management Inc boosted its stake in 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 buying an additional 851 shares during the last quarter. AlphaCentric Advisors LLC acquired a new stake in Samsara in the 4th quarter worth about $36,000. Finally, Optiver Holding B.V. boosted its stake in Samsara by 953.2% in the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after buying an additional 1,058 shares during the last quarter. 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.