Samsara Inc. (IOT): A Bull Case Theory
We came across a bullish thesis on Samsara Inc. (IOT) on Next Gen Investors Endowment’s Substack by Judah Kang. In this article, we will summarize the bulls’ thesis on IOT. Samsara Inc.
Samsara Inc. (IOT)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 954,791 | $37,981,596 | +63% | 0.74% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.00 | 2,000,000 | $46,000,000.00 | 2,000,000 | 2021-12-17 | Filing | |
| $23.00 | 3,995,652 | $91,899,996.00 | 3,995,652 | 2021-12-17 | Filing | |
| $23.00 | 3,995,652 | $91,899,996.00 | 3,995,652 | 2021-12-17 | Filing | |
| $23.00 | 2,000,000 | $46,000,000.00 | 2,000,000 | 2021-12-17 | Filing | |
| $23.00 | 3,995,652 | $91,899,996.00 | 3,995,652 | 2021-12-17 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $38.83 | 22,885 | $888,642.86 | 978,902 | 2025-07-23 | Filing | |
| $38.29 | 12,957 | $496,087.25 | 1,001,787 | 2025-07-23 | Filing | |
| $37.88 | 27,000 | $1,022,716.80 | 297,000 | 2025-07-22 | Filing | |
| $37.93 | 6,000 | $227,600.40 | 66,000 | 2025-07-22 | Filing | |
| $37.87 | 91,158 | $3,452,372.24 | 1,014,744 | 2025-07-22 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,487,301 | $98,944,834 | 91.46% | |
| 2. | 2,010,699 | $78,738,972 | 0.13% | |
| 3. | 941,700 | $37,460,825 | 0.07% | |
| 4. | 794,108 | $31,589,616 | 0.09% | |
| 5. | 403,826 | $16,064,198 | 0.2% |
News See All
BNP Paribas Cut Samsara Target to $38 in Early June, Holding Neutral Stance
BNP Paribas Exane lowered its price target on Samsara (NYSE: IOT) to $38 from $43 on June 6, keeping its Neutral rating in place.
Does Samsara (IOT) have a Long Runway for Growth?
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Why Samsara Inc. (IOT) Crashed On Friday
Samsara ended a two-day rally on Friday, shedding 4.55 percent to close at $45.10 apiece as investors repositioned portfolios following the disposition of a significant stake in the company by none other...
Samsara Inc. (NYSE:IOT) Q1 2026 Earnings Call Transcript
Mike Chang: Good afternoon, and welcome to Samsara's First Quarter Fiscal 2026 Earnings Call. I'm Mike Chang, Samsara's Vice President of Corporate Development and Investor Relations.
Do You Believe in the Long-Term Growth Potential of Samsara (IOT)?
Sands Capital, an investment management company, released its “Sands Capital Global Growth Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
BMO Capital Lifts Samsara (IOT) PT to $54 Ahead of Q1 Earnings Report
On June 2, BMO Capital increased its price target for Samsara Inc. (NYSE:IOT) to $54 from $48, while maintaining an Outperform rating on the stock.
Samsara Inc (IOT) Partners with Rivian Automotive (RIVN) to Enhance Electric Fleet Management
On May 21, Samsara Inc. (NYSE:IOT) announced a partnership with Rivian Automotive Inc. (NASDAQ:RIVN) to streamline electric fleet management.
Samsara Partners WasteVision AI to Enhance Waste Management Capabilities
On May 19, Samsara Inc. (NYSE:IOT) announced a partnership with WasteVision AI to enhance waste management capabilities.
Samsara's New AI Powered Solutions To Accelerate Revenue Growth
Samsara Inc. (NYSE:IOT) has moved to capitalize on the growing demand for solutions with adequate capabilities to enhance customer support.
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