Samsara

IOT

Market cap $21.9B

Overview Fund Activity

38.26 USD

-0.43

1.11%

At close Updated Sep 12, 4:00 PM EDT

Pre-market

After hours

38.39

+0.13

0.34%

1 day

-1.11%

5 days

-9.38%

1 month

17.04%

3 months

-5.97%

6 months

0.63%

Year to date

-13.03%

1 year

-17.31%

5 years

54.9%

10 years

54.9%

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

Technology Software - Infrastructure

0

Funds holding %

of 7,462 funds

0

Analysts bullish %

of 6 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

83% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 60

55% more funds holding in top 10

Funds holding in top 10: 11 [Q1] → 17 (+6) [Q2]

51% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 132

20% more capital invested

Capital invested by funds: $9.99B [Q1] → $12B (+$1.97B) [Q2]

13.29% more ownership

Funds ownership: 87.01% [Q1] → 100.31% (+13.29%) [Q2]

12% more call options, than puts

Call options by funds: $253M | Put options by funds: $226M

10% more funds holding

Funds holding: 439 [Q1] → 483 (+44) [Q2]

See Fund Rankings

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$39

2% upside

Avg. target

$47

22% upside

High target

$53

39% upside

6 analyst ratings

4 positive

67%

2 neutral

33%

0 negative

0%

Morgan Stanley Keith Weiss	$53	Equal-Weight Maintained	8 Sep 2025
Truist Securities Junaid Siddiqui	$39	Hold Maintained	5 Sep 2025
BMO Capital Daniel Jester	$47	Outperform Maintained	5 Sep 2025
RBC Capital Matthew Hedberg	$46	Outperform Maintained	5 Sep 2025
Craig-Hallum Anthony Stoss	$48	Buy Upgraded	5 Sep 2025
Piper Sandler James Fish	$48	Overweight Maintained	5 Sep 2025

See Analyst Rankings

Financial journalist opinion

Based on 24 articles about IOT published over the past 30 days

Leading European Bus and Coach Operators Standardise on Samsara to Improve Safety across Passenger Transit

LONDON--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced that bus and coach operators across Europe are increasingly standardising on Samsara to improve safety, enhance efficiency, and transform the passenger experience. From double-decker buses to luxury coaches travelling the continent, passenger transit fleets are using Samsara to protect drivers, passengers, and the communities they serve. Customers include leading org.

Leading European Bus and Coach Operators Standardise on Samsara to Improve Safety across Passenger Transit

Motive Defeats Samsara in IP Infringement Case, a Victory for Road Safety

SAN FRANCISCO--(BUSINESS WIRE)--On September 8, Motive Technologies, Inc. (“Motive”), the AI-powered Integrated Operations Platform, emerged victorious in the patent infringement investigation instituted by the U.S. International Trade Commission (ITC). Judge Doris Johnson Hines of the ITC issued her determination in Samsara's patent infringement case against Motive. The ruling was clear: Motive does not infringe any valid Samsara patent claims, and no section 337 violations were found against.

Motive Defeats Samsara in IP Infringement Case, a Victory for Road Safety

First Student and Samsara Set New Standard for Safety and Performance in Student Transportation

First Student's leading HALO™ technology platform with insights from Samsara's AI-powered platform raises the bar for safety, visibility, and operational performance CINCINNATI , Sept. 9, 2025 /PRNewswire/ -- First Student , North America's leader in student transportation and innovator of the award-winning HALO™ technology platform, today announced it will equip its ~46,000 vehicle fleet with Samsara's industry-leading technology, including Video-Based Safety, Telematics, Commercial Navigation, Door Monitors, and student ridership insights.

First Student and Samsara Set New Standard for Safety and Performance in Student Transportation

First Student and Samsara Set New Standard for Safety and Performance in Student Transportation

CINCINNATI--(BUSINESS WIRE)--First Student, North America's leader in student transportation and innovator of the award-winning HALO™ technology platform, today announced it will equip its ~46,000 vehicle fleet with Samsara's industry-leading technology, including Video-Based Safety, Telematics, Commercial Navigation, Door Monitors, and student ridership insights. By leveraging real-time data collected from Samsara's Connected Operations® Platform, First Student will build the most advanced saf.

First Student and Samsara Set New Standard for Safety and Performance in Student Transportation

Samsara Q2 Earnings: Expensive, But Worth Every Penny

Samsara continues to deliver strong results, revising its financial outlook upward and maintaining a robust long-term growth runway. Despite trading at 74x next year's free cash flow, I remain bullish due to expanding margins, accelerating free cash flow, and no debt. Revenue growth is expected to stabilize around 25% annually, supporting confidence in the company's secular growth story and durable compounding.

Samsara Q2 Earnings: Expensive, But Worth Every Penny

CNBC Television

Samsara CEO Sanjit Biswas talks quarterly beat

Samsara CEO Sanjit Biswas joins 'Closing Bell Overtime' to talk quarterly beat, raising guidance, the impact of tariffs, and more.

Samsara CEO Sanjit Biswas talks quarterly beat

The Motley Fool

Why Samsara Stock Is Skyrocketing Today

Leading Internet-of-Things (IoT) specialist Samsara (IOT 17.16%) is up 14% today as of 1 p.m. ET, according to data provided by S&P Global Market Intelligence.

Why Samsara Stock Is Skyrocketing Today

Samsara Stock Soars on 'Internet of Things' Firm's Results, Outlook

Shares of Samsara (IOT) surged more than 15% Friday, a day after the "internet of things" platform company reported better-than-expected results and boosted its guidance as its base of big customers grew.

Samsara Stock Soars on 'Internet of Things' Firm's Results, Outlook

Zacks Investment Research

Samsara's Q2 Earnings Surpass Expectations, Revenues Rise Y/Y

IOT's Q2 earnings beat estimates with strong revenues and ARR growth, boosted by new high-value customers and margin expansion.

Samsara's Q2 Earnings Surpass Expectations, Revenues Rise Y/Y

Samsara Stock Is Rising on Earnings. The IoT Company Won Some Big Customers.

The ‘internet of things' company beats quarterly earnings and revenue expectations.

Samsara Stock Is Rising on Earnings. The IoT Company Won Some Big Customers.

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