Samsara (NYSE:IOT) Insider John Bicket Sells 17,975 Shares of Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 17,975 shares of the business’s stock in a transaction dated Wednesday, July 8th. The stock was sold at an average price of $35.11, for a total transaction of $631,102.25. Following the completion of the sale, the insider owned 1,758,795 shares in the company, valued at approximately $61,751,292.45. This trade represents a 1.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible 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 Tuesday, July 7th, John Bicket sold 245,925 shares of Samsara stock. The shares were sold at an average price of $36.77, for a total transaction of $9,042,662.25.
• On Thursday, May 28th, John Bicket sold 30,345 shares of Samsara stock. The shares were sold at an average price of $31.20, for a total value of $946,764.00.
• On Wednesday, May 27th, John Bicket sold 129,021 shares of Samsara stock. The shares were sold at an average price of $30.02, for a total value of $3,873,210.42.
• On Tuesday, May 26th, John Bicket sold 104,534 shares of Samsara stock. The shares were sold at an average price of $31.10, for a total value of $3,251,007.40.
• 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 Tuesday, May 12th, John Bicket sold 168,227 shares of Samsara stock. The stock was sold at an average price of $28.58, for a total transaction of $4,807,927.66.
• 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 transaction of $2,074,527.84.
• On Wednesday, April 29th, John Bicket sold 87,227 shares of Samsara stock. The stock was sold at an average price of $29.05, for a total transaction of $2,533,944.35.
• On Tuesday, April 28th, John Bicket sold 103,857 shares of Samsara stock. The stock was sold at an average price of $29.50, for a total transaction of $3,063,781.50.
• On Wednesday, April 15th, John Bicket sold 96,690 shares of Samsara stock. The stock was sold at an average price of $27.98, for a total transaction of $2,705,386.20.

Samsara Price Performance

Shares of NYSE IOT opened at $36.94 on Friday. Samsara Inc. has a 1 year low of $23.38 and a 1 year high of $47.47. The firm has a 50-day simple moving average of $32.26 and a two-hundred day simple moving average of $31.42. The company has a market cap of $21.52 billion, a P/E ratio of 369.40, a PEG ratio of 8.54 and a beta of 1.35.

Samsara (NYSE:IOT) last released its earnings results on Thursday, June 4th. The company reported $0.17 EPS for the quarter, beating analysts’ consensus estimates of $0.13 by $0.04. Samsara had a return on equity of 2.00% and a net margin of 3.32%.The firm had revenue of $478.84 million for the quarter, compared to analysts’ expectations of $455.21 million. During the same quarter in the prior year, the firm posted $0.11 earnings per share. The company’s quarterly revenue was up 30.5% on a year-over-year basis. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. As a group, equities research analysts expect that Samsara Inc. will post 0.15 EPS for the current year.

Samsara News Summary

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Wall Street sentiment remains supportive, with multiple analysts reiterating bullish ratings on Samsara and several raising price targets, reflecting confidence in the company’s growth outlook. Samsara (IOT) Continues to Win Wall Street’s Confidence
• Positive Sentiment: The company’s latest earnings showed solid fundamentals, with revenue and EPS both beating expectations and revenue rising 30.5% year over year, which continues to support the bullish thesis. Samsara Shows What Happens When Fundamentals Beat Fear
• Neutral Sentiment: Investors are also digesting commentary from Samsara’s Q4 2025 earnings call, which may provide context on growth priorities and guidance but is not a direct catalyst by itself. Samsara Inc. (NYSE:IOT) Q4 2025 Earnings Call Transcript
• Negative Sentiment: CEO Sanjit Biswas sold more than 244,000 shares, and John Bicket sold nearly 246,000 shares in separate transactions, adding to the perception of heavy insider selling around current levels.
• Negative Sentiment: Additional insider sales from Adam Eltoukhy and John Bicket this week reinforce the near-term overhang from executive share disposals, which can create caution among traders.

Wall Street Analyst Weigh In

IOT has been the subject of a number of recent analyst reports. Zacks Research lowered shares of Samsara from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, May 5th. Jefferies Financial Group upgraded shares of Samsara to a “buy” rating in a research note on Thursday, June 11th. Royal Bank Of Canada boosted their price target on Samsara from $41.00 to $42.00 and gave the company an “outperform” rating in a report on Friday, June 5th. Wolfe Research reissued an “outperform” rating on shares of Samsara in a research note on Thursday, June 11th. Finally, Wells Fargo & Company lifted their target price on Samsara from $46.00 to $50.00 and gave the company an “overweight” rating in a research report on Friday, June 5th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Samsara currently has an average rating of “Moderate Buy” and a consensus price target of $45.94.

Institutional Investors Weigh In On Samsara

A number of hedge funds have recently made changes to their positions in IOT. Acumen Wealth Advisors LLC purchased a new position in Samsara in the fourth quarter valued at about $28,000. Caitong International Asset Management Co. Ltd lifted its position in shares of Samsara by 312.6% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock valued at $31,000 after buying an additional 669 shares during the last quarter. AlphaCentric Advisors LLC purchased a new position in shares of Samsara in the 4th quarter worth approximately $36,000. IFP Advisors Inc grew its position in shares of Samsara by 194.4% in the 3rd quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock worth $47,000 after buying an additional 828 shares during the last quarter. Finally, Los Angeles Capital Management LLC bought a new position in shares of Samsara during the 4th quarter worth approximately $52,000. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

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.