SamsaraIOT
Market Cap: $24.2B
About: Samsara Inc provides an end-to-end solution for operations: The solution connects physical operations data to the Connected Operations Cloud, which consists of the Data Platform and Application. Geographically, it derives a majority of its revenue from the United States.
Employees: 2,895
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
69% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 77
57% more call options, than puts
Call options by funds: $148M | Put options by funds: $93.9M
25% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 55
5% more funds holding
Funds holding: 308 [Q1] → 322 (+14) [Q2]
8% less capital invested
Capital invested by funds: $7.54B [Q1] → $6.92B (-$618M) [Q2]
11.81% less ownership
Funds ownership: 105.9% [Q1] → 94.09% (-11.81%) [Q2]
50% less funds holding in top 10
Funds holding in top 10: 12 [Q1] → 6 (-6) [Q2]
Research analyst outlook
19 Wall Street Analysts provided 1 year price targets over the past 3 months
19 analyst ratings
JP Morgan Alexei Gogolev 71% 1-year accuracy 12 / 17 met price target | 9%downside $40 | Neutral Maintained | 6 Sept 2024 |
Loop Capital Mark Schappel 67% 1-year accuracy 8 / 12 met price target | 5%upside $46 | Buy Maintained | 6 Sept 2024 |
TD Cowen J. Derrick Wood 42% 1-year accuracy 5 / 12 met price target | 5%upside $46 | Buy Maintained | 6 Sept 2024 |
Truist Securities Joel Fishbein 47% 1-year accuracy 18 / 38 met price target | 9%downside $40 | Hold Maintained | 6 Sept 2024 |
Morgan Stanley Keith Weiss 50% 1-year accuracy 11 / 22 met price target | 9%downside $40 | Equal-Weight Maintained | 6 Sept 2024 |
Financial journalist opinion
Based on 23 articles about IOT published over the past 30 days