Samsara (NYSE:IOT) Insider John Bicket Sells 30,345 Shares

Samsara Inc. (NYSE:IOT) insider John Bicket sold 30,345 shares of the firm’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $31.20, for a total transaction of $946,764.00. Following the sale, the insider owned 153,828 shares in the company, valued at $4,799,433.60. This trade represents a 16.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, 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 Wednesday, May 27th, John Bicket sold 129,021 shares of Samsara stock. The stock was sold at an average price of $30.02, for a total transaction of $3,873,210.42.
• On Tuesday, May 26th, John Bicket sold 104,534 shares of Samsara stock. The stock was sold at an average price of $31.10, for a total transaction 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 transaction 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 stock was 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.
• On Tuesday, April 14th, John Bicket sold 167,210 shares of Samsara stock. The shares were sold at an average price of $26.60, for a total transaction of $4,447,786.00.
• On Thursday, April 2nd, John Bicket sold 10,009 shares of Samsara stock. The shares were sold at an average price of $30.96, for a total transaction of $309,878.64.

Samsara Stock Up 7.3%

NYSE IOT opened at $31.62 on Friday. Samsara Inc. has a 12-month low of $23.38 and a 12-month high of $48.40. The company has a market capitalization of $18.36 billion, a PE ratio of -1,580.31, a price-to-earnings-growth ratio of 8.77 and a beta of 1.29. The firm’s 50 day moving average is $30.25 and its 200-day moving average is $32.53.

Samsara (NYSE:IOT) last posted its quarterly earnings data on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.13 by $0.05. Samsara had a negative net margin of 0.56% and a negative return on equity of 0.72%. The company had revenue of $444.30 million for the quarter, compared to the consensus estimate of $422.29 million. During the same period last year, the company earned $0.11 earnings per share. The firm’s 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, sell-side analysts expect that Samsara Inc. will post 0.08 EPS for the current year.

Key Headlines Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara said it earned the No. 1 spot in 23 Summer 2026 G2 Grid Reports, more than any other fleet technology brand. Because the rankings are based on verified customer reviews, the news highlights strong user satisfaction and could support demand for the platform. Article Title
• Positive Sentiment: The G2 recognition reinforces Samsara’s leadership in fleet management, asset tracking, and maintenance software, which may help investor confidence in its growth story and competitive position. Article Title
• Neutral Sentiment: Multiple insiders, including co-founder Sanjit Biswas and John Bicket, sold shares in transactions filed with the SEC. The sales were made under pre-arranged 10b5-1 plans, which reduces the likelihood that they signal a sudden change in outlook, but the size of the sales can still weigh on sentiment. Article Title
• Negative Sentiment: The insider selling was substantial, with Biswas and Bicket each reducing their holdings sharply, which may raise questions about valuation near recent price levels and could create short-term pressure on the stock. Article Title

Hedge Funds Weigh In On Samsara

Institutional investors have recently added to or reduced their stakes in the company. Bessemer Group Inc. increased its holdings in Samsara by 19.8% during the third quarter. Bessemer Group Inc. now owns 1,728,322 shares of the company’s stock worth $64,379,000 after buying an additional 286,193 shares during the last quarter. BI Asset Management Fondsmaeglerselskab A S increased its holdings in Samsara by 227.0% during the third quarter. BI Asset Management Fondsmaeglerselskab A S now owns 65,122 shares of the company’s stock worth $2,426,000 after buying an additional 45,204 shares during the last quarter. Westfield Capital Management Co. LP increased its holdings in Samsara by 7.1% during the third quarter. Westfield Capital Management Co. LP now owns 3,801,787 shares of the company’s stock worth $141,617,000 after buying an additional 252,681 shares during the last quarter. American Century Companies Inc. increased its holdings in Samsara by 13.7% during the third quarter. American Century Companies Inc. now owns 1,786,790 shares of the company’s stock worth $66,558,000 after buying an additional 214,793 shares during the last quarter. Finally, OneDigital Investment Advisors LLC increased its holdings in Samsara by 184.2% during the third quarter. OneDigital Investment Advisors LLC now owns 180,153 shares of the company’s stock worth $6,711,000 after buying an additional 116,767 shares during the last quarter. 96.02% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts have recently issued reports on IOT shares. The Goldman Sachs Group set a $45.00 price objective on shares of Samsara in a report on Monday, March 2nd. TD Cowen reiterated a “buy” rating on shares of Samsara in a report on Friday, May 22nd. BMO Capital Markets lifted their price objective on shares of Samsara from $40.00 to $44.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Piper Sandler reiterated an “overweight” rating and issued a $39.00 price objective (up from $37.00) on shares of Samsara in a report on Friday, March 6th. Finally, Evercore reiterated an “outperform” rating on shares of Samsara in a report on Friday, March 6th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $46.18.

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.