Samsara
About: Samsara Inc provides an end-to-end solution for operations. The company's Connected Operations Platform consolidates data from its IoT devices and a growing ecosystem of connected assets and third-party systems, and makes it easy for organizations to access, analyze, and act on data insights using its cloud dashboard, custom alerts and reports, mobile apps, and workflows.. The company derives almost all of its revenue from subscription services. Geographically, it derives a majority of its revenue from the United States. The company's customers ranges from small and medium-sized businesses to state and local governments.
Employees: 3,500
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
102% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 54
66% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 101
22% more call options, than puts
Call options by funds: $261M | Put options by funds: $213M
12% more funds holding
Funds holding: 379 [Q3] → 426 (+47) [Q4]
1% less capital invested
Capital invested by funds: $10.8B [Q3] → $10.7B (-$106M) [Q4]
8% less funds holding in top 10
Funds holding in top 10: 13 [Q3] → 12 (-1) [Q4]
9.34% less ownership
Funds ownership: 99.87% [Q3] → 90.52% (-9.34%) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Wells Fargo Michael Turrin 39% 1-year accuracy 39 / 99 met price target | 35%upside $48 | Overweight Maintained | 22 Apr 2025 |
Morgan Stanley Keith Weiss 26% 1-year accuracy 9 / 35 met price target | 41%upside $50 | Equal-Weight Maintained | 16 Apr 2025 |
Piper Sandler James Fish 38% 1-year accuracy 11 / 29 met price target | 24%upside $44 | Overweight Maintained | 8 Apr 2025 |
BMO Capital Daniel Jester 27% 1-year accuracy 7 / 26 met price target | 35%upside $48 | Outperform Upgraded | 10 Mar 2025 |
RBC Capital Matthew Hedberg 54% 1-year accuracy 111 / 206 met price target | 52%upside $54 | Outperform Maintained | 7 Mar 2025 |
Financial journalist opinion
Based on 10 articles about IOT published over the past 30 days









