Sanjit Biswas Sells 119,477 Shares of Samsara (NYSE:IOT) Stock

Posted by Ethan Ryder on Aug 8th, 2026

Samsara Inc. (NYSE:IOT – Get Free Report) CEO Sanjit Biswas sold 119,477 shares of Samsara stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $38.34, for a total value of $4,580,748.18. Following the transaction, the chief executive officer owned 72,800 shares in the company, valued at approximately $2,791,152. This represents a 62.14% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

On Thursday, August 6th, Sanjit Biswas sold 57,090 shares of Samsara stock. The stock was sold at an average price of $37.89, for a total value of $2,163,140.10.
On Wednesday, August 5th, Sanjit Biswas sold 87,333 shares of Samsara stock. The shares were sold at an average price of $38.64, for a total value of $3,374,547.12.
On Wednesday, July 22nd, Sanjit Biswas sold 61,283 shares of Samsara stock. The shares were sold at an average price of $33.87, for a total value of $2,075,655.21.
On Tuesday, July 21st, Sanjit Biswas sold 202,617 shares of Samsara stock. The stock was sold at an average price of $36.81, for a total value of $7,458,331.77.
On Wednesday, July 8th, Sanjit Biswas sold 19,095 shares of Samsara stock. The stock was sold at an average price of $35.09, for a total transaction of $670,043.55.
On Tuesday, July 7th, Sanjit Biswas sold 244,805 shares of Samsara stock. The shares were sold at an average price of $36.77, for a total transaction of $9,001,479.85.
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 stock was sold at an average price of $30.03, for a total transaction 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 transaction of $3,254,926.00.
On Wednesday, May 13th, Sanjit Biswas sold 95,628 shares of Samsara stock. The shares were sold at an average price of $27.47, for a total transaction of $2,626,901.16.

Samsara Trading Up 7.1%

IOT stock opened at $40.93 on Friday. The stock has a 50-day moving average price of $35.12 and a two-hundred day moving average price of $31.68. The stock has a market cap of $23.85 billion, a PE ratio of 409.31, a price-to-earnings-growth ratio of 8.58 and a beta of 1.34. Samsara Inc. has a 1 year low of $23.38 and a 1 year high of $47.47.

Samsara (NYSE:IOT – Get Free Report) last issued its quarterly 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. The company had revenue of $478.84 million for the quarter, compared to analyst estimates of $455.21 million. Samsara had a return on equity of 2.00% and a net margin of 3.32%.The company’s quarterly revenue was up 30.5% compared to the same quarter last year. During the same period in the previous year, the company posted $0.11 earnings per share. 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, analysts forecast that Samsara Inc. will post 0.15 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities analysts have recently weighed in on IOT shares. Piper Sandler reaffirmed an “overweight” rating and set a $40.00 price target (up from $39.00) on shares of Samsara in a research note on Friday, June 5th. TD Cowen restated a “buy” rating and set a $45.00 target price on shares of Samsara in a report on Thursday, June 25th. BTIG Research reaffirmed a “buy” rating and issued a $45.00 target price on shares of Samsara in a research report on Friday, June 26th. Guggenheim initiated coverage on shares of Samsara in a research note on Wednesday, July 22nd. They issued a “buy” rating and a $45.00 price target on the stock. Finally, Wells Fargo & Company lifted their price target on shares of Samsara from $46.00 to $50.00 and gave the company an “overweight” rating in a research note on Friday, June 5th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $45.33.

Read Our Latest Report on Samsara

Institutional Trading of Samsara

A number of large investors have recently added to or reduced their stakes in the company. USS Investment Management Ltd acquired a new stake in Samsara during the first quarter worth approximately $28,232,000. Allen Operations LLC raised its holdings in Samsara by 83.3% in the 4th quarter. Allen Operations LLC now owns 66,020 shares of the company’s stock valued at $2,340,000 after acquiring an additional 30,000 shares in the last quarter. Spyglass Capital Management LLC raised its holdings in Samsara by 25.5% in the 1st quarter. Spyglass Capital Management LLC now owns 2,946,646 shares of the company’s stock valued at $93,379,000 after acquiring an additional 599,651 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of Samsara by 17.8% during the 4th quarter. Geode Capital Management LLC now owns 6,196,703 shares of the company’s stock valued at $219,035,000 after acquiring an additional 935,855 shares during the period. Finally, Jordan Park Trust Co LLC lifted its position in shares of Samsara by 54.1% during the 4th quarter. Jordan Park Trust Co LLC now owns 3,833,929 shares of the company’s stock valued at $135,913,000 after acquiring an additional 1,346,628 shares during the period. Institutional investors and hedge funds own 96.02% of the company’s stock.

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.

Samsara Company Profile

(Get Free Report)

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.