Samsara Inc (IOT) director Chadwick sells $879k in stock

Published 19/06/2025, 01:06
Samsara Inc (IOT) director Chadwick sells $879k in stock

Director Jonathan Chadwick of Samsara Inc. (NYSE:IOT) sold 22,500 shares of Class A Common Stock on June 16, 2025, for a total of $879,005. The shares were sold at prices ranging from $38.62 to $39.48, near the current trading price of $38.69. According to InvestingPro analysis, the stock appears overvalued at current levels, with impressive gross profit margins of 77%.

Following the transaction, Chadwick directly owns 37,494 shares of Samsara Inc. Class A Common Stock. He also indirectly owns 313,585 shares through the CR Family Trust.

The sales were executed under a pre-arranged Rule 10b5-1 trading plan adopted on September 25, 2024.

In other recent news, Samsara Inc reported a 32% growth in its first fiscal quarter revenue, excluding foreign exchange impacts. Piper Sandler maintained an Overweight rating with a price target of $53, highlighting a $5 billion market opportunity for Samsara’s asset tags. RBC Capital reiterated its Outperform rating, noting a 31% constant currency annual recurring revenue growth. Wolfe Research raised its price target to $45, citing strong execution in a fragmented market. Goldman Sachs maintained a Buy rating with a $46 price target, emphasizing the company’s strong first-quarter performance, despite challenges from extended sales cycles and tariff impacts.

BNP Paribas (OTC:BNPQY) Exane lowered its price target to $38, citing concerns over extended sales cycles and a slowdown in net new annual recurring revenue growth. Despite these challenges, Samsara added 154 new customers with more than $100,000 in annual recurring revenue, now comprising 58% of total ARR. Analysts from Wolfe Research and Goldman Sachs noted Samsara’s competitive positioning and international growth, particularly in Europe. These developments reflect a mix of optimism and caution among analysts regarding Samsara’s future performance.

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