Samsara (IOT) Evp, CTO Bicket John Sells $4M of Stock

Samsara Inc.'s Chief Technology Officer, Bicket John, sold 95,485 shares of the company on October 13, 2026, at an average price of $41.87 each. This sale totaled about $3.99 million and was part of a pre-arranged trading plan.

Inside Bicket John's Trade

John's recent transaction is notable as it comes at a time when Samsara is experiencing significant revenue growth. The sale was executed at a price that reflects a strong market position, even though the stock recently traded around $41.58, which is below its 52-week high of $47.47.

Other Institutional Activity in Samsara

Several other institutional investors have also adjusted their positions in Samsara. Baillie Gifford & Co reduced its stake by 1,167,781 shares, ending with 56,358,374 shares valued at about $2.23 billion. Price (T. Rowe) Associates Inc. increased its holdings by 12,098,129 shares to 48,692,589 shares, worth approximately $1.93 billion. FMR, LLC added 2,631,862 shares, bringing its total to 26,406,588 shares valued at about $1.04 billion. Blackrock Inc. grew its position by 1,473,867 shares, totaling 23,805,185 shares worth around $942 million. Lastly, Vanguard Portfolio Management LLC added 811,789 shares, ending with 17,724,063 shares valued at about $701 million.

Samsara Inc. Stock Down 2.4%

Samsara's shares are currently trading above both the 50-day and 200-day moving averages, indicating a positive trend. The stock is about 4.1% above its 50-day moving average and 23.0% above its 200-day average. However, it is still 12.4% below its 52-week high of $47.47. The mean price target among analysts is $52.07, suggesting the stock is trading below this target by about 20.1%.

Recent Earnings

Samsara reported trailing twelve-month revenue of approximately $1.85 billion, reflecting a year-over-year revenue growth of 29.9%. The company has a net margin of 4.9% and a return on equity of 6.4%. Samsara's next earnings report is expected on December 3, 2026.

Insider Buying and Selling at Samsara Inc.

In addition to John's sale, CEO Sanjit Biswas sold 95,388 shares the same day at an average price of $41.87, totaling about $3.99 million. On October 14, he also sold another 103,110 shares at an average price of $41.14, valued at approximately $4.24 million. These transactions indicate a noteworthy shift in insider activity at the company.

Analysts Set New Price Targets

On September 4, 2026, BNP Paribas maintained an "Outperform" rating on Samsara with a price target of $55.00, up from $40.00. Piper Sandler reiterated a "Neutral" rating with a target of $46.00, and Truist Securities maintained a "Hold" rating with a target of $48.00. Cantor Fitzgerald initiated an "Overweight" rating with a target of $45.00 on September 15, and Jefferies initiated a "Buy" rating with a target of $50.00 on October 5.

About Samsara Inc.

Samsara Inc. provides solutions that connect physical operations data to its connected operations platform. The platform includes a data system that collects and analyzes information from Internet of Things (IoT) devices, helping businesses improve their operations. The company is based in San Francisco, CA, and has about 4,100 employees.

Bottom Line

Keep an eye on Samsara as it approaches its next earnings date on December 3, 2026. The recent insider sales and ongoing revenue growth may be significant for the company's future outlook.