IOT

Samsara Inc.

NYSE · Services-Computer Integrated Systems Design · Inc. DE · CIK 0001642896
$34.80 -1.16% $20.5B
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)3 New Institutional Positions
Vol
Market Cap$20.5B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (78%)
Inst. Holders8 funds
Inst. Value$2.7B
Inst. Activity3 buys / 1 sells
Insider Activity0B / 34S
Insider Net $-$47.9M
Reddit Sentiment35° Cool
SEC Reports16
Exchange NYSE·Sector Services-Computer Integrated Systems Design·Inc. DE·CIK 0001642896·Prev Close $35.21

Recent Activity

Jun 5, 2026 SEC
Samsara Inc. filed definitive additional proxy soliciting materials (DEFA14A) on June 1, 2026, related to its upcoming a
DEFA14A — Impact 2/10
Jun 4, 2026 SEC
{ "summary": "Samsara reported Q1 FY2027 revenue of $478.8M (31% YoY), GAAP EPS of $0.08 (vs Street consensus -$0.02,
8-K — Impact 5/10
Jun 1, 2026 SEC
Two top insiders at Samsara (CEO Sanjit Biswas and executive John Bicket) sold a combined $5.5M in open-market shares ov
CLUSTER — Impact 2/10
May 28, 2026 Insider
Bicket John sold 4,394 shares
SEE REMARKS @ $30.28 ($133.0K)
May 28, 2026 Insider
Biswas Sanjit sold 4,415 shares
CHIEF EXECUTVE OFFICER @ $30.29 ($133.7K)
May 28, 2026 Insider
Kirchhoff Benjamin Louis sold 61,538 shares
CHIEF ACCOUNTING OFFICER @ $0.00 ($0.00)
Inst.
FMR LLC — ADD
16,195,674 shares ($574.1M)
Inst.
NORGES BANK — NEW
3,594,216 shares ($127.4M)

Price Targets

$43.88 +26.1% upside Strong Buy
Current $34.80 Low $30.00 Median $43.50 High $57.60 20 analysts
$30.00 $57.60

Analyst Ratings

Buy78% buy · 27 analysts
5Strong Buy
16Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 5, 2026 Piper Sandler REITERATE Overweight → Overweight
Jun 5, 2026 RBC Capital MAINTAIN Outperform → Outperform
Jun 5, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Jun 5, 2026 BTIG REITERATE Buy → Buy
Mar 6, 2026 BMO Capital MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.15 $0.14 — $0.16 22% YoY 19
Next Q $0.19 $0.18 — $0.20 25% YoY 19
Current FY $0.68 $0.65 — $0.74 21% YoY 21
Next FY $0.84 $0.72 — $0.96 24% YoY 20

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.2B
MORGAN STANLEY$676.0MADD
FMR LLC$574.1MADD
NORGES BANK$127.4MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$115.9MNEW

Recent Insider Trades

DateInsiderTypeValue
May 28, 2026Bicket JohnSELL$133.0K
May 28, 2026Biswas SanjitSELL$133.7K
May 28, 2026Kirchhoff BenjaminA$0.00
May 27, 2026Bicket JohnSELL$2.3M
May 27, 2026Biswas SanjitSELL$2.3M

Reddit Sentiment

35°
Cool
Bearish Neutral Bullish
9 mentions 0 bullish 4 bearish
8 institutional holders with $2.7B total value (77,489,870 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, FMR. Net buying activity: 3 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC33,134,549$1.2B42.8%
2MORGAN STANLEY19,068,362$676.0M24.6%ADD +28.6%
3FMR LLC16,195,674$574.1M20.9%ADD +40.4%
4NORGES BANK3,594,216$127.4M4.6%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,270,663$115.9M4.2%NEW
6BANK OF AMERICA CORP /DE/1,915,947$67.9M2.5%ADD +29.9%
7WELLS FARGO & COMPANY/MN207,607$7.4M0.3%TRIM -30.8%
8TWO SIGMA INVESTMENTS, LP102,852$3.6M0.1%DOUBLED +302.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD11,535,39716,195,674+40.4%$574.1M2025-Q4
NORGES BANKNEW3,594,216$127.4M2025-Q4
WELLS FARGO & COMPANY/MNTRIM299,817207,607-30.8%$7.4M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED25,547102,852+302.6%$3.6M2025-Q4
MORGAN STANLEYADD16,997,16121,859,249+28.6%$814.3M2025-Q3
BANK OF AMERICA CORP /DE/ADD1,445,5041,877,332+29.9%$69.9M2025-Q3
UBS Group AGTRIM3,828,5221,539,082-59.8%$57.3M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM87,94625,547-71.0%$951.6K2025-Q3
NORGES BANKEXIT3,392,4180-100.0%$0.002025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT931,1620-100.0%$0.002025-Q3
MORGAN STANLEYADD12,598,32316,997,161+34.9%$676.1M2025-Q2
NORGES BANKNEW3,392,418$135.0M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW931,162$37.0M2025-Q2
WELLS FARGO & COMPANY/MNTRIM449,566255,955-43.1%$10.2M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM209,68487,946-58.1%$3.5M2025-Q2
MORGAN STANLEYTRIM22,227,14412,598,323-43.3%$482.9M2025-Q1
UBS Group AGDOUBLED1,851,2334,275,089+130.9%$163.9M2025-Q1
CITADEL ADVISORS LLCDOUBLED1,444,0453,118,118+115.9%$119.5M2025-Q1
WELLS FARGO & COMPANY/MNDOUBLED129,176449,566+248.0%$17.2M2025-Q1
TWO SIGMA INVESTMENTS, LPNEAR_EXIT1,433,355209,684-85.4%$8.0M2025-Q1
RENAISSANCE TECHNOLOGIES LLCEXIT764,3000-100.0%$0.002025-Q1
NORGES BANKEXIT2,432,4660-100.0%$0.002025-Q1
MORGAN STANLEYADD15,856,51322,227,144+40.2%$971.1M2024-Q4
UBS Group AGDOUBLED343,8131,851,233+438.4%$80.9M2024-Q4
CITADEL ADVISORS LLCTRIM2,238,7571,444,045-35.5%$63.1M2024-Q4
6 unique insiders with 34 transactions. Net insider value: -$47.9M ($0.00 bought, $47.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026Bicket JohnSEE REMARKSSELL4,394$30.28$133.0K
May 28, 2026Biswas SanjitCHIEF EXECUTVE OFFICERSELL4,415$30.29$133.7K
May 28, 2026Kirchhoff Benjamin LouisCHIEF ACCOUNTING OFFICERA61,538$0.00$0.00
May 27, 2026Bicket JohnSEE REMARKSSELL77,007$29.72$2.3M
May 27, 2026Biswas SanjitCHIEF EXECUTVE OFFICERSELL76,510$29.72$2.3M
May 26, 2026Bicket JohnSEE REMARKSSELL10,636$30.40$323.4K
May 26, 2026Biswas SanjitCHIEF EXECUTVE OFFICERSELL10,611$30.40$322.5K
May 20, 2026Eltoukhy AdamSEE REMARKSSELL4,393$30.13$132.3K
May 13, 2026Bicket JohnSEE REMARKSSELL88,720$27.48$2.4M
May 13, 2026Kirchhoff Benjamin LouisCHIEF ACCOUNTING OFFICERSELL2,554$27.47$70.2K
May 13, 2026Biswas SanjitCHIEF EXECUTVE OFFICERSELL89,107$27.48$2.4M
May 12, 2026Bicket JohnSEE REMARKSSELL116,525$28.57$3.3M
May 12, 2026Biswas SanjitCHIEF EXECUTVE OFFICERA317,515$0.00$0.00
May 12, 2026Biswas SanjitCHIEF EXECUTVE OFFICERSELL116,723$28.57$3.3M
May 9, 2026Bicket JohnSEE REMARKSA136,566$0.00$0.00
May 9, 2026Eltoukhy AdamSEE REMARKSA108,426$0.00$0.00
May 9, 2026Phillips DominicSEE REMARKSA181,390$0.00$0.00
May 1, 2026Phillips DominicSEE REMARKSSELL19,547$30.00$586.4K
Apr 30, 2026Bicket JohnSEE REMARKSSELL72,785$28.49$2.1M
Apr 30, 2026Biswas SanjitCHIEF EXECUTVE OFFICERSELL72,927$28.49$2.1M
Apr 29, 2026Bicket JohnSEE REMARKSSELL65,538$29.05$1.9M
Apr 29, 2026Biswas SanjitCHIEF EXECUTVE OFFICERSELL65,466$29.05$1.9M
Apr 28, 2026Bicket JohnSEE REMARKSSELL68,586$29.49$2.0M
Apr 28, 2026Biswas SanjitCHIEF EXECUTVE OFFICERSELL68,676$29.49$2.0M
Apr 20, 2026Eltoukhy AdamSEE REMARKSSELL5,373$30.67$164.8K
Apr 15, 2026Bicket JohnSEE REMARKSSELL25,716$27.66$711.2K
Apr 15, 2026Biswas SanjitCHIEF EXECUTVE OFFICERSELL19,793$27.60$546.3K
Apr 14, 2026Bicket JohnSEE REMARKSSELL115,895$26.58$3.1M
Apr 14, 2026Biswas SanjitCHIEF EXECUTVE OFFICERSELL116,035$26.58$3.1M
Apr 13, 2026Kirchhoff Benjamin LouisCHIEF ACCOUNTING OFFICERSELL2,480$26.02$64.5K
Apr 2, 2026Biswas SanjitCHIEF EXECUTVE OFFICERA646,153$0.00$0.00
Apr 2, 2026Phillips DominicSEE REMARKSA285,384$0.00$0.00
Apr 2, 2026Eltoukhy AdamSEE REMARKSA169,230$0.00$0.00
Apr 2, 2026Bicket JohnSEE REMARKSA215,384$0.00$0.00
Apr 2, 2026Bicket JohnSEE REMARKSSELL9,309$30.91$287.8K
Apr 2, 2026Biswas SanjitCHIEF EXECUTVE OFFICERSELL9,758$30.93$301.8K
Apr 1, 2026Bicket JohnSEE REMARKSSELL102,731$31.79$3.3M
Apr 1, 2026Biswas SanjitCHIEF EXECUTVE OFFICERSELL102,539$31.80$3.3M
Apr 1, 2026Phillips DominicSEE REMARKSSELL20,139$31.81$640.7K
Mar 31, 2026Bicket JohnSEE REMARKSSELL33,944$31.09$1.1M
Mar 31, 2026Bicket JohnSEE REMARKSC281,250$0.00$0.00
Mar 31, 2026Bicket JohnSEE REMARKSG281,250$0.00$0.00
Mar 31, 2026Bicket JohnSEE REMARKSC281,250$0.00$0.00
Mar 31, 2026Biswas SanjitCHIEF EXECUTVE OFFICERC281,250$0.00$0.00
Mar 31, 2026Biswas SanjitCHIEF EXECUTVE OFFICERG281,250$0.00$0.00
Mar 31, 2026Biswas SanjitCHIEF EXECUTVE OFFICERSELL37,662$31.13$1.2M
Mar 31, 2026Biswas SanjitCHIEF EXECUTVE OFFICERC281,250$0.00$0.00
Mar 20, 2026Eltoukhy AdamSEE REMARKSSELL4,073$33.18$135.1K
Mar 16, 2026Chadwick JonathanDirectorSELL10,000$31.93$319.3K
Mar 16, 2026Eltoukhy AdamSEE REMARKSF16,925$31.72$536.9K
16 SEC filing reports analyzed. Sentiment: 1 bullish, 2 bearish, 0 mixed, 13 neutral. Avg impact: 3.6/10.
NEUTRAL DEFA14A 2/10
Samsara Inc. filed definitive additional proxy soliciting materials (DEFA14A) on June 1, 2026, relat
Jun 5, 2026
NEUTRAL 8-K 5/10
{ "summary": "Samsara reported Q1 FY2027 revenue of $478.8M (31% YoY), GAAP EPS of $0.08 (vs Stree
Jun 4, 2026
NEUTRAL CLUSTER 2/10
Two top insiders at Samsara (CEO Sanjit Biswas and executive John Bicket) sold a combined $5.5M in o
Jun 1, 2026
NEUTRAL CLUSTER 4/10
A cluster of insider sales at Samsara (IOT) totaling $778K over a 7-day window, led by CEO Sanjit Bi
May 28, 2026
NEUTRAL CLUSTER 2/10
Four Samsara insiders, including CEO Sanjit Biswas and CFO John Bicket, sold a total of $5.09M in op
May 21, 2026
NEUTRAL CLUSTER 2/10
A cluster of insider selling at Samsara (IOT) totaling $1.23M over a 7-day window, led by CEO Sanjit
May 14, 2026
NEUTRAL CLUSTER 2/10
Three Samsara insiders, including CEO Sanjit Biswas, sold a total of $1.23M in shares over a 7-day w
May 12, 2026
NEUTRAL CLUSTER 2/10
Three Samsara insiders (including CEO Sanjit Biswas) sold a combined $4.74M in stock over a 5-day wi
May 4, 2026
NEUTRAL CLUSTER 3/10
CEO Sanjit Biswas and executive John Bicket sold a combined $4.05M in open-market sales over two day
Apr 30, 2026
BEARISH CLUSTER 6/10
Four corporate insiders at Samsara Inc. (IOT) sold shares in the past week, including CEO Sanjit Bis
Apr 21, 2026
NEUTRAL CLUSTER 3/10
Two corporate insiders at Samsara Inc. sold shares in the past week, including CFO John Bicket who s
Apr 16, 2026
BEARISH CLUSTER 7/10
Samsara's CEO and two other insiders sold over $7.17M in shares over a 7-day period, with the majori
Apr 3, 2026
NEUTRAL CLUSTER 3/10
An insider at Samsara Inc. (IOT) sold $135,123 worth of shares in a single open-market transaction o
Mar 23, 2026
NEUTRAL CLUSTER 3/10
Three Samsara insiders conducted share transactions in the past week, including two open-market sale
Mar 18, 2026
NEUTRAL CLUSTER 3/10
Samsara Inc. CFO of Accounting Officer Benjamin Louis Kirchhoff sold $79,112 worth of shares in a si
Mar 17, 2026
BULLISH 8-K 8/10
Samsara reported strong Q4 and full fiscal year 2026 results with revenue of $444.3 million (28% YoY
Mar 5, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (78% buy). Based on 27 analysts: 5 strong buy, 16 buy, 6 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$43.88 mean target +26.1% upside Strong Buy (1.59)
$30.00 Low $57.60 High
MetricValue
Current Price$34.80
Target Low$30.00
Target Mean$43.88
Target Median$43.50
Target High$57.60
# Analysts20
RecommendationStrong Buy (1.59)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$0.15 $0.14 $0.16 21.9% +0.0% 6↑ 3↓ $0.5B 22.6% 19
Next Q
2026-10-31
$0.19 $0.18 $0.20 24.8% +0.0% 13↑ 0↓ $0.5B 21.0% 19
Current FY
2027-01-31
$0.68 $0.65 $0.74 21.3% -0.1% 20↑ 0↓ $2.0B 21.8% 21
Next FY
2028-01-31
$0.84 $0.72 $0.96 24.2% -0.5% 12↑ 0↓ $2.4B 19.7% 20

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.146
7d ago$0.146
30d ago$0.146
60d ago$0.146
90d ago$0.138+0.008
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 5, 2026 Piper Sandler REITERATE Overweight Overweight
Jun 5, 2026 RBC Capital MAINTAIN Outperform Outperform
Jun 5, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jun 5, 2026 BTIG REITERATE Buy Buy
Mar 6, 2026 BMO Capital MAINTAIN Outperform Outperform
Mar 6, 2026 RBC Capital MAINTAIN Outperform Outperform
Mar 6, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 6, 2026 Piper Sandler REITERATE Overweight Overweight
Mar 6, 2026 Keybanc MAINTAIN Overweight Overweight
Mar 6, 2026 BTIG MAINTAIN Buy Buy
Feb 27, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 17, 2026 Truist Securities MAINTAIN Hold Hold
Feb 6, 2026 Piper Sandler REITERATE Overweight Overweight
Feb 4, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 5, 2026 RBC Capital MAINTAIN Outperform Outperform
Dec 17, 2025 BTIG INITIATE Buy
Dec 10, 2025 Keybanc INITIATE Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202651660078%
May 1, 202651660078%
Apr 1, 202651660078%
Mar 1, 202651560077%
Feb 1, 202651560077%
Jan 1, 202651570074%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

35°
Cool
Bearish Neutral Bullish
9 mentions 0 bullish 4 bearish 9 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 4, 2026150° Neutral001
Jun 4, 2026150° Neutral001
Jun 4, 2026144° Neutral001
Jun 4, 2026144° Neutral001
Jun 4, 2026140° Cool011
Jun 4, 2026140° Cool011
Jun 3, 2026150° Neutral001
Jun 2, 2026140° Cool011
Jun 2, 2026140° Cool011

Recent Reddit Threads

r/wallstreetbets Neutral 2d 17h ago
$IOT (Samsara) - YOLO Hedge Funds Game Start
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1d 4h ago
$IOT - 100k YOLO JUNE 4 EARNINGs
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 3d 2h ago
$IOT 5k YOLO Hedge funds are shorting the market (it looks familiar GM) E
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Bearish 1d 16h ago
$IOT (Samsara) - YOLO June 4 Earnings
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1d 1h ago
How tf did $IOT issue an earnings press release quoting the wrong year?
▲ 1 💬 0 ⚡ 0.5
Jun 4, 2026
earnings_calendar
IOT Q1 2027 Earnings Scheduled — 2026-06-04
Jun 4, 2026
short_volume
Short Volume: IOT — 60.6% short (2.5M / 4.1M)
Short: 2,477,915 | Exempt: 2,266 | TRF Vol: 4,085,736 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: IOT — 67.2% short (1.7M / 2.5M)
Short: 1,686,573 | Exempt: 9,821 | TRF Vol: 2,508,454 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: IOT — 56.4% short (2.0M / 3.6M)
Short: 2,038,791 | Exempt: 4,551 | TRF Vol: 3,613,655 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: IOT — 65.3% short (1.8M / 2.8M)
Short: 1,800,243 | Exempt: 4,180 | TRF Vol: 2,758,828 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: IOT — 58.4% short (0.6M / 1.1M)
Short: 635,853 | Exempt: 329 | TRF Vol: 1,088,078 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: IOT — 55.6% short (1.0M / 1.9M)
Short: 1,038,768 | Exempt: 541 | TRF Vol: 1,866,704 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: IOT — 60.5% short (1.6M / 2.6M)
Short: 1,559,234 | Exempt: 35 | TRF Vol: 2,577,898 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: IOT — 55.9% short (1.3M / 2.3M)
Short: 1,306,136 | Exempt: 10,461 | TRF Vol: 2,338,317 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: IOT — 7.5M shares, 99,799 trades
Week starting 2026-05-11. Total ATS volume: 7,545,778 shares across 99,799 trades.
May 6, 2026
short_interest
FTD: IOT — 53,970 shares ($1.6M) failed to deliver
Settlement: 20260506, Price: $30.45, FTD Value: $1,643,386.5, SAMSARA INC CL A (DE)
May 4, 2026
dark_pool
Dark Pool: IOT — 5.5M shares, 82,342 trades
Week starting 2026-05-04. Total ATS volume: 5,464,780 shares across 82,342 trades.
Apr 29, 2026
short_volume
Short Volume: IOT — 57.6% short (0.8M / 1.3M)
Short: 766,711 | Exempt: 0 | TRF Vol: 1,331,572 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: IOT — 55.3% short (0.9M / 1.6M)
Short: 888,640 | Exempt: 4,043 | TRF Vol: 1,605,691 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: IOT — 5.2M shares, 88,408 trades
Week starting 2026-04-27. Total ATS volume: 5,184,475 shares across 88,408 trades.