Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$22.9B
583M shares
52-week range
$23.38 – $47.47
68% from low
Sector
SERVICES-COMPUTER INTEGRATED SYSTEMS DESIGN
Exchange
NYSE
CS
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 range from small and medium-sized businesses to state and local governments.
www.samsara.comNo one on the platform currently holds IOT.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-06-30 | 931,162 | $37.0M |
| Bridgewater Associatesas of 2025-03-31 | 30,118 | $1.2M |
No one on the platform has traded IOT yet.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $2.0B | +25.9% | $0.71 | $0.67–$0.86 | 55.9× | 11 |
| 2028 | $2.4B | +19.7% | $0.91 | $0.75–$1.09 | 43.7× | 11 |
| 2029 | $2.8B | +18.4% | $1.14 | $0.98–$1.31 | 34.9× | 2 |
| 2030 | $3.6B | +25.4% | $0.00 | $0.00–$0.00 | — | 0 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-06-04 | $0.13 | $0.17 | +30.6% |
| 2026-03-05 | $0.13 | $0.18 | +40.1% |
| 2025-12-04 | $0.12 | $0.15 | +26.9% |
| 2025-09-04 | $0.07 | $0.12 | +65.9% |
| 2025-06-05 | $0.06 | $0.11 | +89.9% |
| 2025-03-06 | $0.07 | $0.11 | +56.1% |
| 2024-12-05 | $0.04 | $0.07 | +75.0% |
| 2024-09-05 | $0.01 |
| $0.05 |
| +400.0% |
| $12.8B |
| — |
| GDDYGoDaddy Inc. | $100.50 | +9.45% | $13.3B | — |
| NTNXNutanix, Inc. | $67.95 | +5.10% | $18.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$IOT the long-term vision of this company is great. As being the Orchestra Layer of the Physical AI World, I don’t sweat the days of pull backs, I just add on the low and watch her fly! 📈🚀
View on StockTwits ↗Samsara just downgraded at Piper Sandler, here's why - $IOT - https://thefly.com/IOT
View on StockTwits ↗Fastest-Growing SaaS Companies by Analyst-Estimated NTM Revenue Growth 📊 (Part 3) More names showing solid forward growth expectations: $GOOGL — 22.8% $CRWD — 22.6% $IOT — 21.4% $DDOG — 21.1% This group is interesting because the growth is coming from different areas of software, cloud and cybersecurity. I’m watching to see which names can keep turning strong revenue expectations into actual execution and sustained momentum. My latest watchlist and market thoughts are updated. Check my profile for the newest ideas I’m tracking.
View on StockTwits ↗$IOT is trading around $41.08 because Samsara Inc. is benefiting from accelerated enterprise adoption of its connected operations cloud platform, which integrates physical operations data with AI-driven analytics. As fleet management, industrial asset tracking, and workplace safety automation demand scales up, smart money is heavily stepping in with multi-thousand-contract block prints on the Oct 16 $50 and $55 calls at the ask, signaling strong institutional conviction in a continuation breakout. 🐂 🎯 Bull Key Levels: Holding a structural base above $37.50 is essential to protect the ascending wedge support and maintain upside continuation. 🐂 🔥 Bear Key Levels: Slipping under $32.00 invalidates the immediate breakout setup and triggers a deeper retest of macro support zones. 🐻 ⚠️ Take Profit Targets: $48.00 / $55.00. 💰 🎯 #hovdid #IOT #Samsara #IoT #Trading
View on StockTwits ↗@Speculativeinvestor91 That's dedication! With current momentum, $IOT might surprise us. Let's keep an eye on its moves together. Interested in more insights? Follow me for updates!
View on StockTwits ↗$IOT Great interview with the Cofounder /CEO Sanjit Biswas. https://youtu.be/3FHsGiONOGw
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.