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 Q4 regulatory filings by fund managers ($100M+ AUM)
94% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 54
60% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 102
22% more call options, than puts
Call options by funds: $260M | Put options by funds: $213M
10% more funds holding
Funds holding: 379 [Q3] → 418 (+39) [Q4]
1% less capital invested
Capital invested by funds: $10.8B [Q3] → $10.7B (-$155M) [Q4]
8% less funds holding in top 10
Funds holding in top 10: 13 [Q3] → 12 (-1) [Q4]
9.78% less ownership
Funds ownership: 100.26% [Q3] → 90.48% (-9.78%) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
BMO Capital Daniel Jester 70% 1-year accuracy 16 / 23 met price target | 8%upside $57 | Market Perform Maintained | 6 Dec 2024 |
RBC Capital Matthew Hedberg 72% 1-year accuracy 154 / 213 met price target | 21%upside $64 | Outperform Reiterated | 6 Dec 2024 |
JP Morgan Alexei Gogolev 64% 1-year accuracy 16 / 25 met price target | 17%downside $44 | Neutral Maintained | 6 Dec 2024 |
Wells Fargo Michael Turrin 61% 1-year accuracy 52 / 85 met price target | 4%upside $55 | Overweight Maintained | 6 Dec 2024 |
Piper Sandler James Fish 79% 1-year accuracy 19 / 24 met price target | 5%downside $50 | Neutral Maintained | 6 Dec 2024 |
Financial journalist opinion
Based on 11 articles about IOT published over the past 30 days
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