Insider Selling: Samsara (NYSE:IOT) Insider Sells $673,698.96 in Stock

Samsara Inc. (NYSE:IOT) insider Dominic Phillips sold 17,908 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $37.62, for a total value of $673,698.96. Following the sale, the insider owned 1,048,982 shares of the company’s stock, valued at approximately $39,462,702.84. This represents a 1.68% decrease in their position. The transaction was disclosed in a 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.

Dominic Phillips also recently made the following trade(s):

• On Monday, August 3rd, Dominic Phillips sold 11,710 shares of Samsara stock. The shares were sold at an average price of $37.62, for a total transaction of $440,530.20.
• On Wednesday, July 1st, Dominic Phillips sold 17,909 shares of Samsara stock. The shares were sold at an average price of $33.32, for a total transaction of $596,727.88.
• On Wednesday, July 1st, Dominic Phillips sold 12,065 shares of Samsara stock. The stock was sold at an average price of $33.32, for a total transaction of $402,005.80.
• On Friday, June 5th, Dominic Phillips sold 19,547 shares of Samsara stock. The stock was sold at an average price of $35.39, for a total transaction of $691,768.33.

Samsara Stock Performance

Shares of NYSE IOT opened at $40.93 on Friday. The stock has a market cap of $23.85 billion, a price-to-earnings ratio of 409.31, a PEG ratio of 8.58 and a beta of 1.34. Samsara Inc. has a fifty-two week low of $23.38 and a fifty-two week high of $47.47. The firm’s 50-day simple moving average is $35.12 and its 200 day simple moving average is $31.68.

Samsara (NYSE:IOT) last issued its quarterly earnings data on Thursday, June 4th. The company reported $0.17 EPS for the quarter, topping 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 during the quarter, compared to analyst estimates of $455.21 million. During the same period in the previous year, the company posted $0.11 EPS. The company’s revenue for the quarter 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. On average, sell-side analysts predict that Samsara Inc. will post 0.15 EPS for the current year.

Wall Street Analysts Forecast Growth

IOT has been the topic of a number of recent analyst reports. Morgan Stanley set a $43.00 price target on Samsara in a report on Tuesday, July 21st. Zacks Research lowered shares of Samsara from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, May 5th. Wolfe Research restated an “outperform” rating on shares of Samsara in a report on Thursday, June 11th. BTIG Research reiterated a “buy” rating and issued a $45.00 target price on shares of Samsara in a research note on Friday, June 26th. Finally, Guggenheim began coverage on shares of Samsara in a research report on Wednesday, July 22nd. They set a “buy” rating and a $45.00 target price for the company. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $45.33.

Trending Headlines about Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara’s latest quarterly results exceeded expectations: revenue rose 30.5% year over year to $478.84 million, above the $455.21 million consensus, while adjusted EPS of $0.17 topped estimates of $0.13. The company also recorded its third consecutive quarter of GAAP profitability.
• Positive Sentiment: Management’s investor-day presentation reinforced the long-term growth story, highlighting customer momentum, platform expansion and approximately $2 billion in annual recurring revenue.
• Positive Sentiment: New AI-focused offerings—including Agent Studio, expanded camera products and shipment-visibility tools—are strengthening the view that Samsara is becoming an AI-enabled physical-operations platform rather than only a fleet-management software provider.
• Positive Sentiment: Analyst sentiment remains favorable. Samsara carries a consensus “Moderate Buy” rating, with an average price target of approximately $45.33. Recent targets include $45 from BTIG and Guggenheim and $50 from Wells Fargo, compared with the stock’s recent trading range around $38–$41. Why Samsara Stock Is Up Today
• Neutral Sentiment: Institutional positioning is mixed: 301 investors added shares in their latest quarter while 267 reduced positions. Major additions from T. Rowe Price, Baillie Gifford and Fidelity provide support, although Morgan Stanley and other funds reduced exposure.
• Negative Sentiment: Insider selling remains a cautionary signal. CEO Sanjit Biswas and co-founder John Bicket each sold roughly 264,000 shares from August 4–6, while Dominic Phillips also sold shares. The transactions were conducted under pre-arranged Rule 10b5-1 plans, which reduces their value as a signal of immediate business concerns but may weigh on sentiment. Samsara Insider Selling
• Negative Sentiment: Valuation remains demanding, with a price-to-earnings ratio above 380 and a PEG ratio near 8.7. That leaves IOT vulnerable to a pullback if future growth, margins or AI monetization fail to meet elevated expectations.

Hedge Funds Weigh In On Samsara

A number of large investors have recently modified their holdings of the company. Plato Investment Management Ltd purchased a new position in Samsara during the second quarter worth about $637,000. Bank of New York Mellon Corp purchased a new position in Samsara in the 2nd quarter worth approximately $35,702,000. Assenagon Asset Management S.A. raised its position in shares of Samsara by 43.9% during the 2nd quarter. Assenagon Asset Management S.A. now owns 22,987 shares of the company’s stock valued at $745,000 after buying an additional 7,015 shares in the last quarter. Archer Investment Management LLC bought a new stake in shares of Samsara during the 2nd quarter worth $454,000. Finally, Balefire LLC bought a new stake in Samsara during the second quarter worth about $209,000. 96.02% of the stock is currently owned by 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.