Samsara (NYSE:IOT) Insider Sells $640,621.59 in Stock

Samsara Inc. (NYSE:IOT) insider Dominic Phillips sold 20,139 shares of the company’s stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $31.81, for a total value of $640,621.59. Following the sale, the insider directly owned 462,801 shares in the company, valued at approximately $14,721,699.81. This represents a 4.17% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• On Thursday, March 5th, Dominic Phillips sold 17,808 shares of Samsara stock. The shares were sold at an average price of $30.00, for a total value of $534,240.00.

Samsara Stock Down 0.2%

Shares of Samsara stock traded down $0.06 during trading on Friday, hitting $32.21. The stock had a trading volume of 3,901,725 shares, compared to its average volume of 8,997,175. Samsara Inc. has a 1 year low of $23.38 and a 1 year high of $48.40. The company has a market capitalization of $18.70 billion, a PE ratio of -1,609.45, a P/E/G ratio of 11.68 and a beta of 1.50. The stock has a 50 day simple moving average of $29.63 and a 200 day simple moving average of $35.01.

Samsara (NYSE:IOT) last announced its quarterly 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. Samsara had a negative return on equity of 0.72% and a negative net margin of 0.56%.The business had revenue of $444.30 million during the quarter, compared to analysts’ expectations of $422.29 million. During the same quarter in the previous year, the business posted $0.11 EPS. The firm’s quarterly revenue was up 28.3% compared to the same quarter last year. 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 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Samsara

Several hedge funds have recently bought and sold shares of IOT. Baillie Gifford & Co. increased its holdings in shares of Samsara by 15.0% in the fourth quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock worth $1,689,565,000 after buying an additional 6,208,553 shares during the period. Goldman Sachs Group Inc. increased its holdings in shares of Samsara by 58.9% in the 4th quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock worth $421,079,000 after purchasing an additional 4,401,082 shares in the last quarter. Norges Bank purchased a new stake in Samsara during the 4th quarter valued at $127,415,000. Vanguard Group Inc. raised its position in Samsara by 11.5% in the fourth quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company’s stock worth $1,174,620,000 after acquiring an additional 3,417,849 shares during the period. Finally, Brown Advisory Inc. increased its holdings in Samsara by 42.1% in the 4th quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company’s stock worth $397,536,000 after acquiring an additional 3,322,023 shares in the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on IOT shares. Royal Bank Of Canada boosted their target price on Samsara from $35.00 to $41.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Wells Fargo & Company raised their price objective on Samsara from $43.00 to $46.00 and gave the company an “overweight” rating in a research report on Friday, March 6th. Zacks Research upgraded Samsara from a “hold” rating to a “strong-buy” rating in a research note on Friday, March 13th. UBS Group reaffirmed a “buy” rating and issued a $48.00 price target on shares of Samsara in a research note on Friday, March 6th. Finally, Jefferies Financial Group set a $57.00 price objective on shares of Samsara in a research report on Wednesday, December 10th. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $46.18.

More Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Wall Street analysts have recently raised ratings and price targets on IOT; the consensus and some notes imply meaningful upside versus current levels, which can attract buyers. Wall Street Analysts Believe Samsara Inc. (IOT) Could Rally 35%
• Positive Sentiment: Options-market flow is showing increased bullish activity on IOT, which can amplify short-term momentum and draw directional traders. Samsara Stock Flashing Bullish Options Trading Signal
• Positive Sentiment: Samsara reported an EPS beat and revenue upside in its most recent quarter and provided FY/Q1 2027 guidance that supports growth expectations — fundamentals that investors cite when defending the shares. Samsara Company Page / Earnings Summary
• Neutral Sentiment: Multiple insider sales were executed under pre-arranged Rule 10b5-1 plans, which reduces the informational value of the disposals (they may be scheduled liquidity rather than an opportunistic bet against the company). SEC Form 4 (10b5-1 disclosure)
• Negative Sentiment: Large insider sell-offs by co-founder Sanjit Biswas and director/officer John Bicket across March 31–April 2 (multiple blocks at ~$31–$32) materially reduced their direct holdings — a visible supply event that can spook investors and weigh on the share price despite plan disclosures. Sanjit Biswas Form 4
• Negative Sentiment: Repeated, sizable insider selling (examples: ~137k, ~116k, plus recent 10,009-share sale) by John Bicket over recent weeks creates headline risk and may intensify short-term downside pressure. InsiderTrades Alert

Samsara Company Profile

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.