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 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
82% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 110
27% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 59
24% more call options, than puts
Call options by funds: $209M | Put options by funds: $168M
2% more funds holding
Funds holding: 427 [Q4 2024] → 437 (+10) [Q1 2025]
3.54% less ownership
Funds ownership: 90.53% [Q4 2024] → 86.98% (-3.54%) [Q1 2025]
6% less capital invested
Capital invested by funds: $10.7B [Q4 2024] → $9.98B (-$676M) [Q1 2025]
8% less funds holding in top 10
Funds holding in top 10: 12 [Q4 2024] → 11 (-1) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Wells Fargo Michael Turrin | 28%upside $50 | Overweight Maintained | 6 Jun 2025 |
BMO Capital Daniel Jester | 38%upside $54 | Outperform Maintained | 2 Jun 2025 |
Piper Sandler James Fish | 36%upside $53 | Overweight Maintained | 14 May 2025 |
Morgan Stanley Keith Weiss | 28%upside $50 | Equal-Weight Maintained | 16 Apr 2025 |
Financial journalist opinion
Based on 24 articles about IOT published over the past 30 days









