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
0
Funds holding %
of 7,431 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
80% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 61
55% more funds holding in top 10
Funds holding in top 10: 11 [Q1] → 17 (+6) [Q2]
52% more repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 129
20% more capital invested
Capital invested by funds: $9.98B [Q1] → $11.9B (+$1.96B) [Q2]
13.25% more ownership
Funds ownership: 87.0% [Q1] → 100.25% (+13.25%) [Q2]
8% more funds holding
Funds holding: 439 [Q1] → 476 (+37) [Q2]
8% more call options, than puts
Call options by funds: $202M | Put options by funds: $187M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$35
4%
upside
Avg. target
$47
38%
upside
High target
$54
60%
upside
4 analyst ratings
3 positive
75%
1 neutral
25%
0 negative
0%
Truist Securities Junaid Siddiqui | 4%upside $35 | Hold Maintained | 25 Aug 2025 |
Piper Sandler James Fish | 39%upside $47 | Overweight Maintained | 7 Aug 2025 |
Wells Fargo Michael Turrin | 48%upside $50 | Overweight Maintained | 6 Jun 2025 |
BMO Capital Daniel Jester | 60%upside $54 | Outperform Maintained | 2 Jun 2025 |
Financial journalist opinion
Based on 12 articles about IOT published over the past 30 days
Negative
Zacks Investment Research
16 hours ago
Here's Why Samsara Inc. (IOT) Fell More Than Broader Market
The latest trading day saw Samsara Inc. (IOT) settling at $34.4, representing a -1.12% change from its previous close.
Neutral
Business Wire
4 days ago
Samsara Announces Appointment of Gary Steele to Board of Directors
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced the appointment of Gary Steele to its Board of Directors. Steele joins an accomplished group of board members including Marc Andreessen, Todd Bluedorn, Sue Bostrom, Jonathan Chadwick, Alyssa Henry, Ann Livermore, Sue Wagner, and Samsara co-founders Sanjit Biswas and John Bicket. Steele brings over 30 years of leadership experience in the technology industry an.
Neutral
GlobeNewsWire
1 week ago
HERE Technologies and Samsara partner to deliver mapping and geolocation capabilities for fleets and logistics operations
SAN FRANCISCO & CHICAGO – HERE Technologies, the leading location data and technology platform, today announced it has partnered with Samsara Inc. (NYSE: IOT), the pioneer of the Connected Operations® Platform, to deliver HERE mapping and geolocation services within Samsara's Platform. The Samsara Platform helps to improve the safety, efficiency and sustainability of physical operations.
Neutral
Business Wire
1 week ago
Samsara Kicks Off Multi-City Safety Summit, Leading the Conversation Around AI-Powered Safety
SAN FRANCISCO--(BUSINESS WIRE)-- #fleetsafety--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced the launch of its Safety Summit Series, kicking off August 28, 2025, in Philadelphia and touring throughout North America. The multi-city roadshow will bring together industry leaders, customers, and partners to explore the future of AI-powered safety across physical operations organizations. Amy Wilson, Director of DOT and Fleet Compliance at NexTier and feat.
Neutral
Zacks Investment Research
1 week ago
Samsara Inc. (IOT) Advances While Market Declines: Some Information for Investors
The latest trading day saw Samsara Inc. (IOT) settling at $33.9, representing a +1.1% change from its previous close.
Neutral
Zacks Investment Research
2 weeks ago
Samsara Inc. (IOT) Declines More Than Market: Some Information for Investors
Samsara Inc. (IOT) closed the most recent trading day at $32.5, moving 3.68% from the previous trading session.
Neutral
Business Wire
2 weeks ago
Thousands of Public Sector Organizations Nationwide Standardize on Samsara to Achieve Greater Community Impact
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced that thousands of public sector organizations across the United States have standardized on Samsara. This widespread adoption by government agencies and education institutions underscores Samsara's proven ability to help the public sector optimize operations, safeguard communities, and maximize taxpayer dollars through real-time data and AI insights. “Ever sin.
Neutral
Zacks Investment Research
2 weeks ago
Samsara Inc. (IOT) Declines More Than Market: Some Information for Investors
In the closing of the recent trading day, Samsara Inc. (IOT) stood at $35.91, denoting a -4.49% move from the preceding trading day.
Neutral
Business Wire
3 weeks ago
Samsara to Announce Second Quarter Fiscal Year 2026 Financial Results on September 4, 2025
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced that it will release its financial results for the second quarter of fiscal year 2026, which ended August 2, 2025, after the U.S. market closes on Thursday, September 4, 2025. Samsara will host a live webcast that day at 2:00 p.m. Pacific time (5:00 p.m. Eastern time) to discuss the results. Event: Samsara's Second Quarter Fiscal Year 2026 Financial Results Da.
Neutral
Business Wire
3 weeks ago
Vp Brandon Hire Station Cuts Accident Costs by 40% with Samsara
LONDON--(BUSINESS WIRE)--Vp Brandon Hire Station, the UK's leading tool and equipment hire specialist, has reduced accident-related costs by 40%, saving £192,000 annually, after adopting AI-powered solutions from Samsara, the pioneer of the Connected Operations® Platform. Before using Samsara, the company – which operates a 500-vehicle fleet across 125 UK locations – was rapidly scaling, but struggling to build on existing safety initiatives. A lack of visibility, insight and operational struct.
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