Samsara
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 Q3 regulatory filings by fund managers ($100M+ AUM)
117% more funds holding in top 10
Funds holding in top 10: 6 [Q2] → 13 (+7) [Q3]
83% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 54
53% more call options, than puts
Call options by funds: $243M | Put options by funds: $158M
53% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 92
45% more capital invested
Capital invested by funds: $7.43B [Q2] → $10.8B (+$3.34B) [Q3]
14% more funds holding
Funds holding: 326 [Q2] → 371 (+45) [Q3]
1.1% less ownership
Funds ownership: 100.99% [Q2] → 99.88% (-1.1%) [Q3]
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
15 analyst ratings
Truist Securities Joel Fishbein 67% 1-year accuracy 24 / 36 met price target | 1%upside $50 | Hold Maintained | 18 Nov 2024 |
TD Cowen J. Derrick Wood 71% 1-year accuracy 10 / 14 met price target | 13%upside $56 | Buy Maintained | 11 Oct 2024 |
Exane BNP Paribas Andrew DeGasperi 100% 1-year accuracy 2 / 2 met price target | 7%downside $46 | Neutral Initiated | 8 Oct 2024 |
JP Morgan Alexei Gogolev 74% 1-year accuracy 14 / 19 met price target | 19%downside $40 | Neutral Maintained | 6 Sept 2024 |
Loop Capital Mark Schappel 75% 1-year accuracy 12 / 16 met price target | 7%downside $46 | Buy Maintained | 6 Sept 2024 |
Financial journalist opinion
Based on 8 articles about IOT published over the past 30 days
