Bicket John sold $10.5M of IOT (indirect holdings)

Truist increased its price target on Samsara from $30 to $38, maintaining a Hold rating. Samsara's stock has risen 13.15% year-to-date. The company recently launched a Fuel Management Command Center.

Simply Wall St reports that Piper Sandler downgraded Samsara (IOT) to Neutral after a strong run. The article cites 90-day share return of 41.85% and 1-year total shareholder return of 22.65%, and says attention has shifted to slowing app-download trends and more reliance on cross-selling. It references a $65 fair value versus a $39.86 close and notes P/S of 13.4x.

Piper Sandler downgraded Samsara to Neutral from Overweight and kept a $40 price target, citing weaker app-download trends. It said fiscal Q2 downloads fell 14% YoY and July declined 44% YoY. The firm expects about 4% upside to fiscal Q2 revenue and $120M more net new ARR, with growth increasingly from cross-selling.

Guggenheim initiated coverage of Samsara Inc (NYSE:IOT) with a buy rating and a $45 price target, citing upside of about 24% versus a $33.33 trading price. The firm highlighted IoT execution, expansion beyond regulatory origins, and revenue of $1.73 billion with nearly 30% growth over 12 months, plus 76.3% gross margins.

Andreessen Marc L sold 1,113,660 indirectly-held shares of Samsara Inc. (IOT) at an average of $32.90 ($32.18–$34.11, $36.64M total) across 4 trades over 2026-06-10 to 2026-06-11.

Andreessen Marc L sold 1,142,827 indirectly-held shares of Samsara Inc. (IOT) at an average of $34.11 ($33.37–$35.50, $38.98M total) across 6 trades over 2026-06-08 to 2026-06-09.