Samsara (NYSE:IOT) CEO Sanjit Biswas Sells 244,805 Shares

Samsara Inc. (NYSE:IOT) CEO Sanjit Biswas sold 244,805 shares of the stock in a transaction that occurred on Tuesday, July 7th. The stock was sold at an average price of $36.77, for a total value of $9,001,479.85. Following the sale, the chief executive officer owned 94,000 shares in the company, valued at $3,456,380. The trade was a 72.26% 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.

Sanjit Biswas also recently made the following trade(s):

• On Wednesday, July 8th, Sanjit Biswas sold 19,095 shares of Samsara stock. The shares were sold at an average price of $35.09, for a total transaction of $670,043.55.
• On Thursday, May 28th, Sanjit Biswas sold 31,081 shares of Samsara stock. The shares were sold at an average price of $31.21, for a total transaction of $970,038.01.
• On Wednesday, May 27th, Sanjit Biswas sold 128,159 shares of Samsara stock. The shares were sold at an average price of $30.03, for a total value of $3,848,614.77.
• On Tuesday, May 26th, Sanjit Biswas sold 104,660 shares of Samsara stock. The stock was sold at an average price of $31.10, for a total value of $3,254,926.00.
• On Wednesday, May 13th, Sanjit Biswas sold 95,628 shares of Samsara stock. The stock was sold at an average price of $27.47, for a total transaction of $2,626,901.16.
• On Tuesday, May 12th, Sanjit Biswas sold 168,272 shares of Samsara stock. The shares were sold at an average price of $28.58, for a total transaction of $4,809,213.76.
• On Thursday, April 30th, Sanjit Biswas sold 72,958 shares of Samsara stock. The shares were sold at an average price of $28.49, for a total value of $2,078,573.42.
• On Wednesday, April 29th, Sanjit Biswas sold 87,067 shares of Samsara stock. The stock was sold at an average price of $29.05, for a total value of $2,529,296.35.
• On Tuesday, April 28th, Sanjit Biswas sold 103,875 shares of Samsara stock. The stock was sold at an average price of $29.50, for a total transaction of $3,064,312.50.
• On Wednesday, April 15th, Sanjit Biswas sold 96,562 shares of Samsara stock. The stock was sold at an average price of $27.98, for a total transaction of $2,701,804.76.

Samsara Stock Up 1.4%

Shares of NYSE IOT opened at $36.94 on Friday. The stock’s fifty day simple moving average is $32.26 and its 200 day simple moving average is $31.42. The stock has a market capitalization of $21.52 billion, a price-to-earnings ratio of 369.40, a PEG ratio of 8.54 and a beta of 1.35. Samsara Inc. has a 52-week low of $23.38 and a 52-week high of $47.47.

Samsara (NYSE:IOT) last posted its quarterly earnings data 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 net margin of 3.32% and a return on equity of 2.00%. The company had revenue of $478.84 million during the quarter, compared to analyst estimates of $455.21 million. During the same period in the prior year, the firm earned $0.11 earnings per share. The business’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, analysts anticipate that Samsara Inc. will post 0.15 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the stock. Wolfe Research reiterated an “outperform” rating on shares of Samsara in a research note on Thursday, June 11th. TD Cowen reissued a “buy” rating and issued a $45.00 price objective on shares of Samsara in a research note on Thursday, June 25th. Weiss Ratings raised shares of Samsara from a “sell (d-)” rating to a “sell (d+)” rating in a research report on Monday, June 15th. BTIG Research restated a “buy” rating and issued a $45.00 price objective on shares of Samsara in a research note on Friday, June 26th. Finally, Piper Sandler reaffirmed an “overweight” rating and set a $40.00 price objective (up from $39.00) on shares of Samsara in a report on Friday, June 5th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Samsara has an average rating of “Moderate Buy” and an average price target of $45.94.

Key Headlines Impacting Samsara

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.

Institutional Trading of Samsara

Hedge funds have recently added to or reduced their stakes in the business. Lazard Asset Management LLC grew its holdings in Samsara by 2.0% in the 3rd quarter. Lazard Asset Management LLC now owns 13,971 shares of the company’s stock valued at $520,000 after buying an additional 279 shares during the last quarter. Jefferies Financial Group Inc. lifted its holdings in shares of Samsara by 1.6% during the third quarter. Jefferies Financial Group Inc. now owns 20,995 shares of the company’s stock worth $782,000 after buying an additional 322 shares during the last quarter. Cim LLC boosted its position in shares of Samsara by 1.0% in the third quarter. Cim LLC now owns 32,700 shares of the company’s stock valued at $1,218,000 after acquiring an additional 326 shares during the period. Empowered Funds LLC boosted its position in shares of Samsara by 3.4% in the first quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock valued at $390,000 after acquiring an additional 335 shares during the period. Finally, IFG Advisory LLC grew its stake in shares of Samsara by 0.8% in the fourth quarter. IFG Advisory LLC now owns 44,814 shares of the company’s stock worth $1,589,000 after acquiring an additional 372 shares during the last quarter. Institutional investors own 96.02% of the company’s stock.

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.