Sanjit Biswas Sells 93,079 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) CEO Sanjit Biswas sold 93,079 shares of the business’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $39.94, for a total value of $3,717,575.26. Following the completion of the transaction, the chief executive officer directly owned 271,100 shares in the company, valued at approximately $10,827,734. This represents a 25.56% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 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 20th, Sanjit Biswas sold 35,366 shares of Samsara stock. The shares were sold at an average price of $39.43, for a total value of $1,394,481.38.
• On Tuesday, August 18th, Sanjit Biswas sold 135,455 shares of Samsara stock. The stock was sold at an average price of $39.99, for a total value of $5,416,845.45.
• 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 transaction of $2,163,140.10.
• On Wednesday, August 5th, Sanjit Biswas sold 87,333 shares of Samsara stock. The stock was sold at an average price of $38.64, for a total transaction of $3,374,547.12.
• On Tuesday, August 4th, Sanjit Biswas sold 119,477 shares of Samsara stock. The shares were sold at an average price of $38.34, for a total transaction of $4,580,748.18.
• On Wednesday, July 22nd, Sanjit Biswas sold 61,283 shares of Samsara stock. The stock was sold at an average price of $33.87, for a total transaction 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 transaction 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.

Samsara Stock Up 2.5%

Shares of IOT stock opened at $39.95 on Friday. The company has a 50 day moving average of $36.10 and a 200-day moving average of $32.27. Samsara Inc. has a 12-month low of $23.38 and a 12-month high of $47.47. The firm has a market cap of $23.28 billion, a P/E ratio of 399.54, a PEG ratio of 8.75 and a beta of 1.34.

Samsara (NYSE:IOT) last posted its quarterly earnings data on Thursday, June 4th. The company reported $0.17 EPS for the quarter, beating the consensus estimate of $0.13 by $0.04. Samsara had a return on equity of 2.00% and a net margin of 3.32%.The business had revenue of $478.84 million for the quarter, compared to the consensus estimate of $455.21 million. During the same quarter in the prior year, the business earned $0.11 earnings per share. Samsara’s revenue for the quarter 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, equities analysts expect that Samsara Inc. will post 0.15 EPS for the current year.

Hedge Funds Weigh In On Samsara

Hedge funds have recently made changes to their positions in the stock. Acumen Wealth Advisors LLC bought a new stake in shares of Samsara during the 4th quarter valued at $28,000. Caitong International Asset Management Co. Ltd boosted its stake in Samsara by 312.6% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock worth $31,000 after purchasing an additional 669 shares during the period. AlphaCentric Advisors LLC bought a new position in Samsara in the 4th quarter worth about $36,000. IFP Advisors Inc grew its holdings in Samsara by 194.4% during the 3rd quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock valued at $47,000 after buying an additional 828 shares in the last quarter. Finally, Los Angeles Capital Management LLC purchased a new position in Samsara during the 4th quarter valued at about $52,000. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the company. Guggenheim started coverage on Samsara in a research report on Wednesday, July 22nd. They set a “buy” rating and a $45.00 price target on the stock. Wells Fargo & Company upped their price objective on shares of Samsara from $46.00 to $50.00 and gave the company an “overweight” rating in a report on Friday, June 5th. TD Cowen increased their target price on shares of Samsara from $45.00 to $48.00 and gave the stock a “buy” rating in a research report on Thursday. KeyCorp reiterated an “overweight” rating on shares of Samsara in a research note on Friday, June 26th. Finally, Jefferies Financial Group raised shares of Samsara to a “buy” rating in a research report on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $46.39.

Samsara News Summary

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 versus the $455.21 million consensus, while EPS of $0.17 topped estimates of $0.13. Fiscal-year EPS guidance of $0.70 to $0.72 adds support to the company’s growth outlook. Samsara Shows What Happens When Fundamentals Beat Fear
• Positive Sentiment: The company launched its Fuel Command Center, designed to help fleet operators monitor fuel usage, reduce operating costs and manage exposure to fuel-price volatility. The product could strengthen Samsara’s value proposition and encourage additional customer adoption. Samsara Launches Fuel Command Center
• Neutral Sentiment: Wall Street remains broadly constructive, with a “Moderate Buy” consensus rating and an average price target of $46.39. However, analyst targets and ratings vary, including a neutral $40 target, highlighting concerns about valuation and the pace of future growth. Samsara Analyst Outlook
• Negative Sentiment: CEO Sanjit Biswas and insider John Bicket each sold 263,900 shares—approximately $10.5 million apiece—between August 18 and 20. The sales materially reduced their direct holdings and may pressure sentiment, particularly with IOT trading at a very high earnings multiple. Because the transactions occurred under pre-arranged Rule 10b5-1 plans, they do not necessarily signal deteriorating confidence in Samsara’s business. SEC Insider Trading Filing

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.