Samsara (NYSE:IOT) Stock: Insider Benjamin Louis Kirchhoff Sells 2,165 Shares

Samsara Inc. (NYSE:IOT) CAO Benjamin Kirchhoff sold 2,165 shares of the stock in a transaction that occurred on Thursday, October 15th. The stock was sold at an average price of $40.40, for a total value of $87,466.00. Following the completion of the transaction, the chief accounting officer directly owned 148,921 shares of the company’s stock, valued at $6,016,408.40. This represents a 1.43% decrease in their position. The sale 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.

Benjamin Louis Kirchhoff also recently made the following trade(s):

• On Friday, September 18th, Benjamin Kirchhoff sold 770 shares of Samsara stock. The shares were sold at an average price of $40.42, for a total value of $31,123.40.
• On Tuesday, September 15th, Benjamin Kirchhoff sold 2,165 shares of Samsara stock. The shares were sold at an average price of $42.55, for a total value of $92,120.75.
• On Monday, July 20th, Benjamin Kirchhoff sold 960 shares of Samsara stock. The stock was sold at an average price of $37.70, for a total value of $36,192.00.

Samsara Stock Down 7.2%

Shares of IOT stock opened at $39.54 on Friday. The stock has a market cap of $23.15 billion, a price-to-earnings ratio of 247.12, a PEG ratio of 9.72 and a beta of 1.35. The business’s fifty day moving average is $39.95 and its 200 day moving average is $35.26. Samsara Inc. has a twelve month low of $23.38 and a twelve month high of $47.47.

Samsara (NYSE:IOT) last announced its earnings results on Thursday, September 3rd. The company reported $0.20 EPS for the quarter, beating analysts’ consensus estimates of $0.16 by $0.04. Samsara had a net margin of 4.90% and a return on equity of 4.13%. The firm had revenue of $508.44 million for the quarter, compared to analysts’ expectations of $483.29 million. During the same quarter in the previous year, the business posted $0.12 EPS. The company’s quarterly revenue was up 29.9% on a year-over-year basis. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. Equities research analysts expect that Samsara Inc. will post 0.13 earnings per share for the current fiscal year.

More Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Tracking Label recognition: Samsara’s disposable Bluetooth Tracking Label was named to TIME’s Best Inventions of 2026 in the Logistics category. The award supports the company’s product innovation narrative and highlights expansion of its Connected Operations platform into shipment visibility. Samsara Tracking Label Named to TIME’s Best Inventions of 2026
• Neutral Sentiment: Unusually high call-option activity: Traders purchased 22,155 call options, roughly three times the average daily volume. This indicates elevated speculative interest and possible bullish positioning, although options activity does not necessarily translate into sustained buying of the shares.
• Neutral Sentiment: Underlying fundamentals remain constructive: Samsara’s latest quarterly results exceeded estimates, with revenue of $508.4 million, up 29.9% year over year, and EPS of $0.20 versus the $0.16 consensus. Recent company commentary also pointed to continued AI and product adoption, rather than an operational setback.
• Negative Sentiment: Large insider sales pressured sentiment: CEO and co-founder Sanjit Biswas and co-founder John Bicket each sold approximately 263,900 shares during October 13–15, worth about $11 million apiece. The transactions were executed under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the size and concentration of the sales can still concern investors. SEC insider trading filing
• Negative Sentiment: Market and valuation pressure: A weaker Nasdaq and risk reduction across technology stocks created a difficult backdrop for high-growth software companies. With Samsara trading at a very elevated earnings multiple after rallying toward its 52-week high, investors appear more willing to lock in gains and reassess valuation.

Wall Street Analyst Weigh In

IOT has been the topic of several research reports. BNP Paribas Exane boosted their price objective on shares of Samsara from $40.00 to $55.00 and gave the stock an “outperform” rating in a research note on Friday, September 4th. Cantor Fitzgerald initiated coverage on shares of Samsara in a research note on Monday, September 14th. They set an “overweight” rating and a $45.00 target price for the company. Royal Bank Of Canada raised their target price on shares of Samsara from $50.00 to $55.00 and gave the company an “outperform” rating in a research note on Friday, September 4th. Guggenheim lifted their target price on shares of Samsara from $45.00 to $51.00 and gave the company a “buy” rating in a report on Friday, September 4th. Finally, Jefferies Financial Group initiated coverage on Samsara in a research report on Sunday, October 4th. They issued a “buy” rating and a $50.00 price target on the stock. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, Samsara has an average rating of “Moderate Buy” and an average price target of $51.68.

Hedge Funds Weigh In On Samsara

Several institutional investors and hedge funds have recently modified their holdings of the stock. Cim LLC boosted its stake in Samsara by 1.3% in the 1st quarter. Cim LLC now owns 34,505 shares of the company’s stock worth $1,093,000 after purchasing an additional 455 shares in the last quarter. Lido Advisors LLC grew its position in Samsara by 1.4% during the 1st quarter. Lido Advisors LLC now owns 40,044 shares of the company’s stock valued at $1,269,000 after purchasing an additional 534 shares during the last quarter. Moran Wealth Management LLC grew its position in Samsara by 7.3% during the 1st quarter. Moran Wealth Management LLC now owns 8,291 shares of the company’s stock valued at $263,000 after purchasing an additional 562 shares during the last quarter. TrueMark Investments LLC increased its stake in Samsara by 1.4% during the 1st quarter. TrueMark Investments LLC now owns 44,724 shares of the company’s stock valued at $1,417,000 after purchasing an additional 630 shares in the last quarter. Finally, GAMMA Investing LLC increased its stake in Samsara by 22.4% during the 3rd quarter. GAMMA Investing LLC now owns 3,502 shares of the company’s stock valued at $134,000 after purchasing an additional 640 shares in the last quarter. 96.02% of the stock is currently owned by institutional investors.

About Samsara

Samsara Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its platform combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, worksites and mobile workforces.

The Samsara Connected Operations Cloud includes vehicle telematics, GPS tracking, video-based safety, routing and dispatch tools, equipment monitoring, workforce and workflow management, and compliance solutions.