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 7,312 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
83% more repeat investments, than reductions
Existing positions increased: 201 | 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
3% more funds holding
Funds holding: 427 [Q4 2024] → 438 (+11) [Q1 2025]
3.52% less ownership
Funds ownership: 90.53% [Q4 2024] → 87.0% (-3.52%) [Q1 2025]
6% less capital invested
Capital invested by funds: $10.7B [Q4 2024] → $9.98B (-$673M) [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
Low target
$50
34%
upside
Avg. target
$52
38%
upside
High target
$54
44%
upside
4 analyst ratings
3 positive
75%
1 neutral
25%
0 negative
0%
Wells Fargo Michael Turrin | 34%upside $50 | Overweight Maintained | 6 Jun 2025 |
BMO Capital Daniel Jester | 44%upside $54 | Outperform Maintained | 2 Jun 2025 |
Piper Sandler James Fish | 42%upside $53 | Overweight Maintained | 14 May 2025 |
Morgan Stanley Keith Weiss | 34%upside $50 | Equal-Weight Maintained | 16 Apr 2025 |
Financial journalist opinion
Based on 9 articles about IOT published over the past 30 days
Neutral
Seeking Alpha
3 days ago
Stock Picks From Seeking Alpha's June 2025 New Analysts
June saw a record number of 48 new Seeking Alpha analysts, each bringing fresh stock ideas and unique backgrounds to the platform. Analysts provided ratings from Sell to Buy, with detailed justifications based on market trends, company fundamentals, and sector-specific challenges. Key investment theses include bullish views on Alphabet, TSM, AppLovin, and Rolls-Royce, a bearish call Samsara, and a neutral stance on SoundHound AI.
Neutral
Business Wire
1 week ago
Cappagh Browne Cuts Dangerous Driving Behaviours by 95% in Just One Week with Samsara
LONDON--(BUSINESS WIRE)--Leading wastewater services company Cappagh Browne, which serves more than 1.5 million customers on behalf of Southern Water, has reduced dangerous driving by 95% in just one week following targeted safety training powered by AI Dash Cams and GPS-tracking technology from Samsara, the pioneer of the Connected Operations® Platform. Before installing Samsara's smart AI-augmented platform, the business had limited visibility into driver behaviour. Manual processes and unrel.
Neutral
Business Wire
2 weeks ago
Samsara Announces New Safety and AI-Powered Technology for Physical Operations
SAN DIEGO--(BUSINESS WIRE)-- #AI--BEYOND — Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today unveiled more than a dozen transformative AI-powered solutions for physical operations. Fueled by Samsara's open platform, these first-of-their-kind solutions empower organizations to operate smarter — and fundamentally alter the industry's approach to the safety of frontline teams. These new solutions include AI-powered safety tools, a new connected wearable, adva.
Neutral
Business Wire
2 weeks ago
Join Samsara for its 2025 Beyond Keynote: Building a Smarter, Safer Future for Your Frontlines in the Age of Intelligence
SAN DIEGO--(BUSINESS WIRE)-- #SamsaraBeyond--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, is this week convening for its annual user conference, Beyond, a three-day immersive event that brings together industry leaders to explore the future of physical operations. Experience the Keynote Live The event will kick off with a keynote hosted by Samsara CEO & Co-Founder, Sanjit Biswas; Samsara Chief Product Officer, Kiren Sekar; and Samsara SVP of Product and Engineerin.
Neutral
Business Wire
2 weeks ago
Samsara Announces 2025 North America Customer Advisory Board to Accelerate AI-Powered Safety and Efficiency Breakthroughs
SAN DIEGO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced its 2025 North America Customer Advisory Board. Its members are at the forefront of the world's most complex operations, managing vast frontline workforces and asset portfolios, and are responsible for significant economic value. Recognizing the transformative impact of Samsara's AI-powered platform, these leaders have joined forces to help shape Samsara's product.
Negative
Zacks Investment Research
3 weeks ago
Samsara Inc. (IOT) Loses 19.2% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner
The heavy selling pressure might have exhausted for Samsara Inc. (IOT) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
Neutral
Business Wire
3 weeks ago
Samsara Announces 2025 Connected Operations Award Winners
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today recognized the remarkable achievements of its customers with the announcement of the 2025 Connected Operations Award winners. This year's honorees illustrate the positive effects of digital transformation and underscore the role of Samsara's AI-powered platform in driving improvements in safety, efficiency, and sustainability. Samsara received a record number of applica.
Positive
MarketBeat
4 weeks ago
Ignore the Noise—Samsara Stock Is Still a Strong Buy
Samsara Inc. NYSE: IOT is no stranger to being misunderstood by the market. Back in March, we highlighted how the stock's dip was actually a solid buying opportunity, and it went on to rally 45%.
Positive
Zacks Investment Research
4 weeks ago
All You Need to Know About Samsara Inc. (IOT) Rating Upgrade to Buy
Samsara Inc. (IOT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Neutral
Business Wire
1 month ago
Element and Samsara Partner to Launch Comprehensive Fleet and Operations Management Offering Across Canada and the United States
SAN FRANCISCO & TORONTO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, and Element Fleet Management Corp. (“Element”) (TSX: EFN), the largest publicly traded, pure-play automotive fleet manager in the world, today announced a holistic fleet and operations management offering. This joint offering streamlines procurement and onboarding for shared customers, delivering greater safety and efficiency through the combined power of product so.
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