Insider Selling: Samsara (NYSE:IOT) Insider Sells $4,807,927.66 in Stock

Posted by Stanley Muller on May 17th, 2026

Samsara Inc. (NYSE:IOT – Get Free Report) insider John Bicket sold 168,227 shares of the stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $28.58, for a total value of $4,807,927.66. Following the completion of the sale, the insider directly owned 15,200 shares of the company’s stock, valued at approximately $434,416. This trade represents a 91.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, 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 Wednesday, May 13th, John Bicket sold 95,673 shares of Samsara stock. The stock was sold at an average price of $27.47, for a total value of $2,628,137.31.
On Thursday, April 30th, John Bicket sold 72,816 shares of Samsara stock. The shares were sold at an average price of $28.49, for a total value of $2,074,527.84.
On Wednesday, April 29th, John Bicket sold 87,227 shares of Samsara stock. The shares were sold at an average price of $29.05, for a total value of $2,533,944.35.
On Tuesday, April 28th, John Bicket sold 103,857 shares of Samsara stock. The shares were sold at an average price of $29.50, for a total value of $3,063,781.50.
On Wednesday, April 15th, John Bicket sold 96,690 shares of Samsara stock. The shares were sold at an average price of $27.98, for a total value of $2,705,386.20.
On Tuesday, April 14th, John Bicket sold 167,210 shares of Samsara stock. The stock was sold at an average price of $26.60, for a total value of $4,447,786.00.
On Thursday, April 2nd, John Bicket sold 10,009 shares of Samsara stock. The stock was sold at an average price of $30.96, for a total value of $309,878.64.
On Wednesday, April 1st, John Bicket sold 116,486 shares of Samsara stock. The stock was sold at an average price of $31.80, for a total value of $3,704,254.80.
On Tuesday, March 31st, John Bicket sold 137,405 shares of Samsara stock. The stock was sold at an average price of $31.44, for a total value of $4,320,013.20.
On Tuesday, February 17th, John Bicket 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.

Samsara Price Performance

Samsara stock opened at $29.59 on Friday. Samsara Inc. has a one year low of $23.38 and a one year high of $48.40. The business has a fifty day moving average price of $30.60 and a 200-day moving average price of $33.12. The firm has a market capitalization of $17.18 billion, a P/E ratio of -1,478.71, a PEG ratio of 10.84 and a beta of 1.29.

Samsara (NYSE:IOT – Get Free Report) last posted its quarterly earnings results on Thursday, March 5th. The company reported $0.18 EPS for the quarter, topping analysts’ consensus estimates of $0.13 by $0.05. Samsara had a negative return on equity of 0.72% and a negative net margin of 0.56%.The firm had revenue of $444.30 million during the quarter, compared to analyst estimates of $422.29 million. During the same period last year, the company earned $0.11 earnings per share. The business’s revenue for the quarter was up 28.3% on a year-over-year basis. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. Sell-side analysts expect that Samsara Inc. will post 0.06 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on the company. Royal Bank Of Canada increased their price objective on Samsara from $35.00 to $41.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Truist Financial lowered their price objective on Samsara from $39.00 to $30.00 and set a “hold” rating on the stock in a research report on Tuesday, February 17th. Evercore reiterated an “outperform” rating on shares of Samsara in a research report on Friday, March 6th. Wells Fargo & Company increased their price objective on Samsara from $43.00 to $46.00 and gave the stock an “overweight” rating in a research report on Friday, March 6th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Samsara in a research report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $46.18.

View Our Latest Analysis on Samsara

Key Stories Impacting Samsara

Here are the key news stories impacting Samsara this week:

Positive Sentiment: Recent coverage highlights Samsara’s annual recurring revenue reaching $1.89 billion, with enterprise adoption and AI-driven products still fueling growth despite a tougher competitive backdrop. Samsara Declines 22.4% Year to Date: Buy, Hold or Sell the Stock?
Positive Sentiment: Analysts remain constructive, with multiple firms maintaining buy-equivalent ratings and an average target price above the current trading range, reinforcing the market’s long-term growth expectations for IOT. NYSE:IOT stock page
Neutral Sentiment: Commentary also frames Samsara as a valuation debate, suggesting investors are still weighing its strong revenue growth against the stock’s pullback from earlier highs. NYSE Composite: Is Samsara AI Transforming Public Operations?
Negative Sentiment: Several insider sales by co-founder/CEO Sanjit Biswas, co-founder John Bicket, and CAO Benjamin Louis Kirchhoff totaled hundreds of thousands of shares, which may weigh on sentiment even though the transactions were made under pre-arranged 10b5-1 plans. SEC filing for Sanjit Biswas sale SEC filing for John Bicket sale SEC filing for Benjamin Louis Kirchhoff sale

Institutional Investors Weigh In On Samsara

A number of large investors have recently added to or reduced their stakes in the company. Baillie Gifford & Co. raised its position in Samsara by 15.0% during the fourth quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock valued at $1,689,565,000 after purchasing an additional 6,208,553 shares in the last quarter. Vanguard Group Inc. raised its position in Samsara by 11.5% during the fourth 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 in the last quarter. Sands Capital Management LLC increased its holdings in shares of Samsara by 6.4% in the third quarter. Sands Capital Management LLC now owns 20,518,332 shares of the company’s stock worth $764,308,000 after buying an additional 1,242,122 shares during the period. Goldman Sachs Group Inc. increased its holdings in shares of Samsara by 58.9% in the fourth quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock worth $421,079,000 after buying an additional 4,401,082 shares during the period. Finally, Brown Advisory Inc. increased its holdings 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 worth $397,536,000 after buying an additional 3,322,023 shares during the period. Hedge funds and other institutional investors own 96.02% of the company’s stock.

About Samsara

(Get Free Report)

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.