Samsara (NYSE:IOT) Insider Dominic Phillips Sells 20,139 Shares

Key Points

• Insider Dominic Phillips sold 20,139 shares of Samsara on April 1 at an average price of $31.81 for about $640,622 under a pre-arranged Rule 10b5-1 plan, trimming his stake 4.17% to 462,801 shares (≈$14.7M).
• Multiple large insider sell-offs around Mar 31–Apr 2 (including co‑founder Sanjit Biswas and director John Bicket) present a visible supply event that could pressure the stock, although several sales were pre-scheduled and may have limited informational value.
• Company fundamentals remain supportive: Samsara posted an EPS beat with 28.3% year‑over‑year revenue growth and provided Q1/FY 2027 guidance, while analysts show a consensus "Moderate Buy" and an average target price of $46.18.

Samsara Inc. (NYSE:IOT - Get Free Report) insider Dominic Phillips sold 20,139 shares of Samsara stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $31.81, for a total value of $640,621.59. Following the completion of the sale, the insider owned 462,801 shares in the company, valued at approximately $14,721,699.81. This trade represents a 4.17% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Dominic Phillips also recently made the following trade(s):

• On Thursday, March 5th, Dominic Phillips sold 17,808 shares of Samsara stock. The stock was sold at an average price of $30.00, for a total value of $534,240.00.

Samsara Stock Performance

Samsara stock traded down $0.06 during midday trading on Friday, reaching $32.21. The company's stock had a trading volume of 3,901,725 shares, compared to its average volume of 8,997,175. The firm has a market capitalization of $18.70 billion, a PE ratio of -1,609.45, a P/E/G ratio of 11.68 and a beta of 1.50. Samsara Inc. has a fifty-two week low of $23.38 and a fifty-two week high of $48.40. The stock's 50 day simple moving average is $29.63 and its 200 day simple moving average is $35.01.

Samsara (NYSE:IOT - Get Free Report) last posted its quarterly earnings results on Thursday, March 5th. The company reported $0.18 earnings per share for the quarter, topping analysts' consensus estimates of $0.13 by $0.05. Samsara had a negative net margin of 0.56% and a negative return on equity of 0.72%. The business had revenue of $444.30 million for the quarter, compared to analysts' expectations of $422.29 million. During the same period in the prior year, the company posted $0.11 EPS. The business's revenue for the quarter was up 28.3% on a year-over-year basis. 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 predict that Samsara Inc. will post -0.3 earnings per share for the current year.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of IOT. Brighton Jones LLC acquired a new position in shares of Samsara in the fourth quarter worth $13,464,000. Royal Bank of Canada grew its holdings in shares of Samsara by 100.3% during the 1st quarter. Royal Bank of Canada now owns 96,142 shares of the company's stock worth $3,686,000 after purchasing an additional 48,135 shares during the period. Jones Financial Companies Lllp grew its stake in Samsara by 2,444.6% during the first quarter. Jones Financial Companies Lllp now owns 17,787 shares of the company's stock worth $682,000 after buying an additional 17,088 shares during the period. Empowered Funds LLC raised its position in 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 purchasing an additional 335 shares during the period. Finally, Prudential Financial Inc. acquired a new position in Samsara during the 2nd quarter worth approximately $745,000. 96.02% of the stock is owned by hedge funds and other institutional investors.

Samsara News Roundup

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Wall Street analysts have recently raised ratings and price targets on IOT; the consensus and some notes imply meaningful upside versus current levels, which can attract buyers. Wall Street Analysts Believe Samsara Inc. (IOT) Could Rally 35%
• Positive Sentiment: Options-market flow is showing increased bullish activity on IOT, which can amplify short-term momentum and draw directional traders. Samsara Stock Flashing Bullish Options Trading Signal
• Positive Sentiment: Samsara reported an EPS beat and revenue upside in its most recent quarter and provided FY/Q1 2027 guidance that supports growth expectations — fundamentals that investors cite when defending the shares. Samsara Company Page / Earnings Summary
• Neutral Sentiment: Multiple insider sales were executed under pre-arranged Rule 10b5-1 plans, which reduces the informational value of the disposals (they may be scheduled liquidity rather than an opportunistic bet against the company). SEC Form 4 (10b5-1 disclosure)
• Negative Sentiment: Large insider sell-offs by co-founder Sanjit Biswas and director/officer John Bicket across March 31–April 2 (multiple blocks at ~$31–$32) materially reduced their direct holdings — a visible supply event that can spook investors and weigh on the share price despite plan disclosures. Sanjit Biswas Form 4
• Negative Sentiment: Repeated, sizable insider selling (examples: ~137k, ~116k, plus recent 10,009-share sale) by John Bicket over recent weeks creates headline risk and may intensify short-term downside pressure. InsiderTrades Alert

Analyst Ratings Changes

IOT has been the topic of a number of research reports. UBS Group restated a "buy" rating and issued a $48.00 price target on shares of Samsara in a report on Friday, March 6th. Wells Fargo & Company lifted their price objective on Samsara from $43.00 to $46.00 and gave the stock an "overweight" rating in a report on Friday, March 6th. Evercore reiterated an "outperform" rating on shares of Samsara in a research report on Friday, March 6th. Piper Sandler reissued an "overweight" rating and issued a $39.00 target price (up from $37.00) on shares of Samsara in a report on Friday, March 6th. Finally, Jefferies Financial Group set a $57.00 price target on Samsara in a research report on Wednesday, December 10th. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $46.18.

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.

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