Insider Selling: Samsara (NYSE:IOT) Insider Sells 167,338 Shares of Stock

Key Points

• Sanjit Biswas sold 167,338 shares on April 14 at an average price of $26.60 for about $4.45 million, leaving him with 36,400 shares (an 82.13% reduction); the sale was executed under a pre-arranged Rule 10b5-1 trading plan.
• Biswas has executed multiple large disposals since January — roughly $37.5 million in total across the listed transactions — signaling a sustained insider selling pattern.
• Samsara trades near $29.53 with a market cap of $17.15 billion; it recently beat EPS and revenue estimates with 28.3% year-over-year revenue growth, but still posts a slight negative net margin and carries a consensus rating of Moderate Buy (average target $46.18).

Samsara Inc. (NYSE:IOT - Get Free Report) insider Sanjit Biswas sold 167,338 shares of the firm's stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $26.60, for a total transaction of $4,451,190.80. Following the completion of the transaction, the insider directly owned 36,400 shares in the company, valued at approximately $968,240. This represents a 82.13% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through 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 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.
• On Thursday, April 2nd, Sanjit Biswas sold 10,381 shares of Samsara stock. The shares were sold at an average price of $30.97, for a total value of $321,499.57.
• On Wednesday, April 1st, Sanjit Biswas sold 116,576 shares of Samsara stock. The shares were sold at an average price of $31.80, for a total value of $3,707,116.80.
• On Tuesday, March 31st, Sanjit Biswas sold 136,943 shares of Samsara stock. The stock was sold at an average price of $31.44, for a total value of $4,305,487.92.
• On Tuesday, February 17th, Sanjit Biswas sold 263,900 shares of Samsara stock. The stock was sold at an average price of $25.87, for a total value of $6,827,093.00.
• On Wednesday, February 4th, Sanjit Biswas sold 208,081 shares of Samsara stock. The shares were sold at an average price of $25.19, for a total transaction of $5,241,560.39.
• On Tuesday, February 3rd, Sanjit Biswas sold 55,819 shares of Samsara stock. The shares were sold at an average price of $25.23, for a total transaction of $1,408,313.37.
• On Tuesday, January 20th, Sanjit Biswas sold 263,900 shares of Samsara stock. The stock was sold at an average price of $32.43, for a total transaction of $8,558,277.00.

Samsara Stock Performance

Shares of IOT stock traded up $0.68 on Thursday, hitting $29.53. The stock had a trading volume of 9,737,465 shares, compared to its average volume of 8,257,559. The stock's 50 day moving average is $29.63 and its 200-day moving average is $34.33. The firm has a market capitalization of $17.15 billion, a price-to-earnings ratio of -1,475.76, a P/E/G ratio of 9.72 and a beta of 1.50. Samsara Inc. has a 52-week low of $23.38 and a 52-week high of $48.40.

Samsara (NYSE:IOT - Get Free Report) last released its quarterly earnings results on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.13 by $0.05. The firm had revenue of $444.30 million for the quarter, compared to the consensus estimate of $422.29 million. Samsara had a negative net margin of 0.56% and a negative return on equity of 0.72%. The firm's quarterly revenue was up 28.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.11 EPS. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. Equities analysts expect that Samsara Inc. will post -0.3 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on IOT shares. TD Cowen restated a "buy" rating on shares of Samsara in a research note on Monday, March 2nd. The Goldman Sachs Group set a $45.00 target price on Samsara in a research note on Monday, March 2nd. Zacks Research raised shares of Samsara from a "hold" rating to a "strong-buy" rating in a research report on Friday, March 13th. Piper Sandler restated an "overweight" rating and issued a $39.00 price target (up from $37.00) on shares of Samsara in a research note on Friday, March 6th. Finally, BTIG Research cut their price target on shares of Samsara from $55.00 to $45.00 and set a "buy" rating on the stock in a report on Friday, March 6th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, Samsara has a consensus rating of "Moderate Buy" and an average target price of $46.18.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. Lazard Asset Management LLC boosted its holdings in Samsara by 2.0% in the third quarter. Lazard Asset Management LLC now owns 13,971 shares of the company's stock worth $520,000 after purchasing an additional 279 shares during the period. KLP Kapitalforvaltning AS lifted its position in shares of Samsara by 0.3% in the 3rd quarter. KLP Kapitalforvaltning AS now owns 113,900 shares of the company's stock worth $4,243,000 after buying an additional 300 shares during the last quarter. Jefferies Financial Group Inc. lifted its position in shares of Samsara by 1.6% in the 3rd 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 grew its position in shares of Samsara by 1.0% during the 3rd quarter. Cim LLC now owns 32,700 shares of the company's stock valued at $1,218,000 after buying an additional 326 shares during the last quarter. Finally, Empowered Funds LLC grew its position in shares of Samsara by 3.4% during the 1st quarter. Empowered Funds LLC now owns 10,168 shares of the company's stock valued at $390,000 after buying an additional 335 shares during the last quarter. Institutional investors and hedge funds own 96.02% of the company's stock.

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.

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