Samsara (NYSE:IOT) Insider Sells $946,764.00 in Stock

Key Points

• Insider selling: Samsara insider John Bicket sold 30,345 shares on May 28 at an average price of $31.20, totaling about $946,764. The sale was made under a pre-arranged Rule 10b5-1 trading plan.
• Recent insider activity has been heavy: Bicket also sold large blocks of Samsara shares on multiple dates in April and May, including transactions worth several million dollars each. After the latest sale, he still held 153,828 shares.
• Stock and fundamentals: Samsara shares rose 7.3% to $31.62, while the company recently beat quarterly earnings and revenue estimates with 28.3% year-over-year revenue growth. Analysts remain broadly positive, with a consensus rating of Moderate Buy and a $46.18 price target.

Samsara Inc. (NYSE:IOT - Get Free Report) insider John Bicket sold 30,345 shares of the stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $31.20, for a total transaction of $946,764.00. Following the completion of the transaction, the insider owned 153,828 shares in the company, valued at approximately $4,799,433.60. This trade represents a 16.48% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

John Bicket also recently made the following trade(s):

• On Wednesday, May 27th, John Bicket sold 129,021 shares of Samsara stock. The stock was sold at an average price of $30.02, for a total transaction of $3,873,210.42.
• On Tuesday, May 26th, John Bicket sold 104,534 shares of Samsara stock. The stock was sold at an average price of $31.10, for a total transaction of $3,251,007.40.
• On Wednesday, May 13th, John Bicket sold 95,673 shares of Samsara stock. The stock was sold at an average price of $27.47, for a total transaction of $2,628,137.31.
• On Tuesday, May 12th, John Bicket sold 168,227 shares of Samsara stock. The stock was sold at an average price of $28.58, for a total transaction of $4,807,927.66.
• On Thursday, April 30th, John Bicket sold 72,816 shares of Samsara stock. The stock was sold at an average price of $28.49, for a total transaction of $2,074,527.84.
• On Wednesday, April 29th, John Bicket sold 87,227 shares of Samsara stock. The stock was sold at an average price of $29.05, for a total transaction of $2,533,944.35.
• On Tuesday, April 28th, John Bicket sold 103,857 shares of Samsara stock. The stock was sold at an average price of $29.50, for a total transaction of $3,063,781.50.
• On Wednesday, April 15th, John Bicket sold 96,690 shares of Samsara stock. The stock was sold at an average price of $27.98, for a total transaction of $2,705,386.20.
• On Tuesday, April 14th, John Bicket sold 167,210 shares of Samsara stock. The stock was sold at an average price of $26.60, for a total transaction of $4,447,786.00.
• On Thursday, April 2nd, John Bicket sold 10,009 shares of Samsara stock. The stock was sold at an average price of $30.96, for a total transaction of $309,878.64.

Samsara Stock Up 7.3%

Shares of NYSE IOT traded up $2.15 during midday trading on Thursday, reaching $31.62. 5,038,315 shares of the stock were exchanged, compared to its average volume of 7,313,529. The firm has a market cap of $18.36 billion, a price-to-earnings ratio of -1,580.31, a PEG ratio of 9.27 and a beta of 1.29. Samsara Inc. has a twelve month low of $23.38 and a twelve month high of $48.40. The firm has a 50-day simple moving average of $30.29 and a two-hundred day simple moving average of $32.58.

Samsara (NYSE:IOT - Get Free Report) last issued its quarterly earnings data on Thursday, March 5th. The company reported $0.18 EPS for the quarter, topping analysts' consensus estimates of $0.13 by $0.05. The business had revenue of $444.30 million for the quarter, compared to analysts' expectations of $422.29 million. Samsara had a negative net margin of 0.56% and a negative return on equity of 0.72%. The business's revenue was up 28.3% on a year-over-year basis. During the same quarter last year, the company earned $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. Research analysts expect that Samsara Inc. will post 0.08 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the stock. The Goldman Sachs Group set a $45.00 price objective on shares of Samsara in a research note on Monday, March 2nd. UBS Group reissued a "buy" rating and issued a $48.00 price target on shares of Samsara in a research note on Friday, March 6th. BMO Capital Markets lifted their price target on shares of Samsara from $40.00 to $44.00 and gave the company an "outperform" rating in a research note on Friday, March 6th. BTIG Research dropped their price target on shares of Samsara from $55.00 to $45.00 and set a "buy" rating on the stock in a research note on Friday, March 6th. Finally, TD Cowen reissued a "buy" rating on shares of Samsara in a research note on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $46.18.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Acumen Wealth Advisors LLC purchased a new position in Samsara in the 4th quarter valued at $28,000. Caitong International Asset Management Co. Ltd lifted its holdings in Samsara by 312.6% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company's stock valued at $31,000 after purchasing an additional 669 shares in the last quarter. AlphaCentric Advisors LLC purchased a new position in Samsara in the 4th quarter valued at $36,000. Optiver Holding B.V. lifted its holdings in Samsara by 953.2% in the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company's stock valued at $44,000 after purchasing an additional 1,058 shares in the last quarter. Finally, IFP Advisors Inc lifted its holdings in Samsara by 194.4% in the 3rd quarter. IFP Advisors Inc now owns 1,254 shares of the company's stock valued at $47,000 after purchasing an additional 828 shares in the last quarter. Hedge funds and other institutional investors own 96.02% of the company's stock.

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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