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
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 10 analysts
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]
96% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 52
55% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 92
53% more call options, than puts
Call options by funds: $243M | Put options by funds: $158M
45% more capital invested
Capital invested by funds: $7.43B [Q2] → $10.8B (+$3.34B) [Q3]
15% more funds holding
Funds holding: 326 [Q2] → 376 (+50) [Q3]
1.01% less ownership
Funds ownership: 100.99% [Q2] → 99.98% (-1.01%) [Q3]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$44
1%
downside
Avg. target
$54
21%
upside
High target
$64
44%
upside
10 analyst ratings
4 positive
40%
6 neutral
60%
0 negative
0%
BMO Capital Daniel Jester 83% 1-year accuracy 20 / 24 met price target | 29%upside $57 | Market Perform Maintained | 6 Dec 2024 |
RBC Capital Matthew Hedberg 70% 1-year accuracy 147 / 209 met price target | 44%upside $64 | Outperform Reiterated | 6 Dec 2024 |
JP Morgan Alexei Gogolev 46% 1-year accuracy 12 / 26 met price target | 1%downside $44 | Neutral Maintained | 6 Dec 2024 |
Wells Fargo Michael Turrin 59% 1-year accuracy 48 / 82 met price target | 24%upside $55 | Overweight Maintained | 6 Dec 2024 |
Piper Sandler James Fish 80% 1-year accuracy 20 / 25 met price target | 13%upside $50 | Neutral Maintained | 6 Dec 2024 |
Financial journalist opinion
Based on 20 articles about IOT published over the past 30 days
Positive
Zacks Investment Research
23 hours ago
Down -22.25% in 4 Weeks, Here's Why Samsara Inc. (IOT) Looks Ripe for a Turnaround
Samsara Inc. (IOT) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
Positive
Zacks Investment Research
4 days ago
Samsara Inc. (IOT) Upgraded to Buy: What Does It Mean for the Stock?
Samsara Inc. (IOT) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Positive
Zacks Investment Research
4 days ago
Is Samsara Inc. (IOT) Stock Outpacing Its Computer and Technology Peers This Year?
Here is how Samsara Inc. (IOT) and Blend Labs (BLND) have performed compared to their sector so far this year.
Neutral
Business Wire
5 days ago
Samsara Helps Enhance Safety and Operational Efficiency at Trayecto
MEXICO CITY--(BUSINESS WIRE)--Trayecto, Mexico's largest freight transport company with over 75 years of experience, drives more than 12 companies operating across 50+ strategic locations in Mexico and the United States. With nine transport companies under its umbrella, Trayecto sought a way to standardize operations, gain complete visibility over assets, improve driver behavior, and address asset security challenges to mitigate theft incidents in a diverse operational environment. Achieving th.
Neutral
Business Wire
1 week ago
Samsara in Mexico Earns Great Place to Work® Certification for 2024
MEXICO CITY--(BUSINESS WIRE)--Samsara in Mexico is proud to announce that it has been awarded the Great Place to Work® Certification. This recognition is based exclusively on feedback from current employees regarding their work experience at the company. This year, 90% of employees stated that Samsara in Mexico is an excellent place to work. This acknowledgment adds to the certification Samsara has previously received globally in countries such as the United States, the United Kingdom, and Pola.
Positive
Zacks Investment Research
1 week ago
IOT's Q3 Earnings Beat Estimates: Will Raised 2025 View Aid Shares?
Samsara's fiscal third-quarter performance benefits from a robust portfolio and expanding customer base.
Neutral
Business Wire
1 week ago
Fraikin and Samsara Extend Successful Collaboration Across Europe
LONDON & PARIS--(BUSINESS WIRE)--Fraikin and Samsara Extend Successful Collaboration Across Europe.
Negative
Schaeffers Research
2 weeks ago
Software Stock Powers Down on Disappointing Guidance
Shares of Samsara Inc (NYSE:IOT) are 3.7% lower at $53.10 at last glance, after the software company's third-quarter earnings and revenue beats were offset by lackluster fourth-quarter guidance.
Positive
The Motley Fool
2 weeks ago
Samsara's Q3 Results Top Expectations
Samsara (IOT -4.56%), a leader in digital transformation for physical operations, released its third-quarter fiscal 2025 results on Dec. 5. The company reported revenue of $322.0 million, surpassing analysts' consensus expectation of $310.0 million and exceeding its own guidance range of $309 million to $311 million.
Negative
Benzinga
2 weeks ago
Smith & Wesson Brands, Samsara, UiPath And Other Big Stocks Moving Lower In Friday's Pre-Market Session
U.S. stock futures were lower this morning, with the Dow futures falling around 50 points on Friday.
Charts implemented using Lightweight Charts™