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 7,425 funds
0
Analysts bullish %
of 6 analysts
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
Low target
$42
6%
upside
Avg. target
$48
20%
upside
High target
$54
36%
upside
6 analyst ratings
4 positive
67%
2 neutral
33%
0 negative
0%
Wells Fargo Michael Turrin 48% 1-year accuracy 47 / 98 met price target | 21%upside $48 | Overweight Maintained | 22 Apr 2025 |
Morgan Stanley Keith Weiss 41% 1-year accuracy 14 / 34 met price target | 26%upside $50 | Equal-Weight Maintained | 16 Apr 2025 |
Piper Sandler James Fish 50% 1-year accuracy 14 / 28 met price target | 11%upside $44 | Overweight Maintained | 8 Apr 2025 |
BMO Capital Daniel Jester 31% 1-year accuracy 8 / 26 met price target | 21%upside $48 | Outperform Upgraded | 10 Mar 2025 |
RBC Capital Matthew Hedberg 58% 1-year accuracy 121 / 207 met price target | 36%upside $54 | Outperform Maintained | 7 Mar 2025 |
Financial journalist opinion
Based on 9 articles about IOT published over the past 30 days
Neutral
Business Wire
1 day ago
AO Delivers Multi-Million Pound Savings Across its Fleet Operations with Samsara
LONDON--(BUSINESS WIRE)--UK electricals retailer AO has achieved 16% annual cost savings and reduced road incidents across its 1,000+ fleet of commercial vehicles by implementing advanced AI and fleet management solutions from Samsara, the pioneer of the Connected Operations® Platform. AO has more than 1,000 commercial vehicles equipped with Samsara's advanced telematics technology and AI dash cams, with visibility of the entire fleet provided through Samsara's Connected Operations Platform. By.
Neutral
Business Wire
1 week ago
Samsara Earns High Praise from Drivers for Safety, Protection, and Ease of Use
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today shared powerful new insights into drivers' experience with its platform. In a new video, “What Drivers Love About Samsara,” drivers from around the world highlight Samsara's unmatched impact, sharing how it increases their safety, provides coaching and protection against false claims, makes administrative work simple, and is reliable and easy to use. Safety is critical.
Neutral
Business Wire
2 weeks ago
OMC Global Raises Safety and Customer Service Standards with Samsara
LONDON--(BUSINESS WIRE)--Oxford-based luxury private-hire vehicle company OMC Global has raised its safety and customer service standards across its fleet of vehicles by implementing advanced AI and fleet management solutions from Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations Platform. OMC Global's success hinges on providing seamless service for its customers, but it previously lacked the tools to track its fleet in real time. By implementing Samsara's Connected.
Neutral
Seeking Alpha
2 weeks ago
Samsara: Uncertainties Keep Me On The Sidelines
Samsara is rated a hold due to overvaluation concerns, low FCF margins, and high terminal value risk from advanced driving automation and ADAS. Despite financial challenges, Samsara offers strong ROI and significant cost reductions for large logistics operators, driving its fast growth and market penetration. Samsara's comprehensive platform and data-driven safety models provide a competitive edge.
Neutral
Business Wire
3 weeks ago
Samsara Report Reveals New Ways to Help Stop Dangerous Distracted Driving
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced the release of its State of Connected Operations Report: Behind the Wheel: Distracted Driving in Physical Operations. The report draws on the expertise of more than 1,500 commercial drivers, with nearly 15,000 years of combined driving experience, to identify the cause of distracted driving and the practical solutions drivers need. The risks of distracted driv.
Neutral
Zacks Investment Research
3 weeks ago
Can Samsara's New Fleet Solution Drive Growth and Push Stock Higher?
IOT launches an Electronic Brake Performance Monitoring System to help fleets meet new DVSA guidelines and reduce costs with continuous brake data monitoring.
Neutral
Business Wire
3 weeks ago
Thousands of Construction Companies Standardize on Samsara to Operate Smarter with AI
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, announced today that thousands of construction companies have standardized on Samsara. To overcome the complexity of managing mixed vehicle and equipment fleets, construction leaders turn to Samsara to streamline their operations for maximum efficiency and to improve safety and security. In fact, Samsara's Q4 FY25 financial results showed construction drove Samsara's highest.
Positive
Zacks Investment Research
4 weeks ago
Samsara Inc. (IOT) Forms 'Hammer Chart Pattern': Time for Bottom Fishing?
Samsara Inc. (IOT) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.
Neutral
Business Wire
4 weeks ago
Samsara Launches Electronic Brake Performance Monitoring System (EBPMS) to Help UK Fleets Meet New DVSA Guidelines
LONDON--(BUSINESS WIRE)--Samsara Launches Electronic Brake Performance Monitoring System (EBPMS) to Help UK Fleets Meet New DVSA Guidelines.
Positive
The Motley Fool
1 month ago
3 Hidden Gem AI Stocks to Buy That You Might Never Have Thought Of
Many top artificial intelligence (AI) stocks have come into the spotlight and produced monster gains in recent years. These gains have been great for their longer-term shareholders, of course, but they've also left the stocks trading at expensive and forward-looking valuations -- levels high enough that some risk-averse investors may be avoiding the theme altogether.
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