Samsara Inc. (IOT): A Bull Case Theory
We came across a bullish thesis on Samsara Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on IOT.
Samsara Inc. (IOT)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Altimeter Capital Management Brad Gerstner | 2,990,578 | $118,965,194 | 1.72% | |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 2,773,924 | $110,346,697 | -20% | 0.08% |
| 3. | Citadel Investment Group Ken Griffin | 2,352,886 | $93,597,805 | +50% | 0.02% |
| 4. | Millennium Management Israel Englander | 2,201,715 | $87,584,223 | +260% | 0.04% |
| 5. | 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 |
|---|---|---|---|---|---|---|
| $39.44 | 26,249 | $1,035,226.44 | 683,425 | 2025-09-15 | Filing | |
| $38.78 | 20,004 | $775,687.11 | 709,674 | 2025-09-15 | Filing | |
| $39.44 | 10,357 | $408,443.83 | 302,698 | 2025-09-15 | Filing | |
| $38.77 | 7,862 | $304,833.33 | 313,055 | 2025-09-15 | Filing | |
| $39.43 | 16,900 | $666,388.97 | 43,865 | 2025-09-15 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 43,893,738 | $1,746,092,897 | 1.3% | |
| 2. | 27,803,226 | $1,106,012,330 | 0.02% | |
| 3. | 20,797,378 | $827,319,698 | 0.02% | |
| 4. | 19,276,210 | $766,807,634 | 2.2% | |
| 5. | 16,997,161 | $676,147,160 | 0.04% |
News See All
Morgan Stanley Lifts PT on Samsara (IOT) to $53 From $50, Keeps an Equal Weight Rating
Samsara Inc. (NYSE:IOT) is one of the best growth stocks under $50 to buy now. On September 8, Morgan Stanley raised the firm’s price target on Samsara Inc.
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In its financial statement, Samsara Inc. (NYSE:IOT) said it narrowed its net loss by 66 percent to $16.8 million from $49.61 million in the same period last year.
Samsara Inc. (NYSE:IOT) Q2 2026 Earnings Call Transcript
Mike Chang: Good afternoon, and welcome to Samsara's second quarter fiscal 2026 earnings call. I'm Mike Chang, Samsara's vice president of corporate development and investor relations.
Samsara (IOT) Gains Analyst Support as Product Adoption and Subscription Growth Accelerate
Samsara Inc. (NYSE: IOT) is one of the fastest growing technology stocks to invest in.
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Piper Sandler Lowers PT on Samsara Inc. (IOT) to $47 From $53, Keeps an Overweight Rating
Samsara Inc. (NYSE:IOT) is one of the most promising future stocks according to Wall Street analysts. Piper Sandler lowered the firm’s price target on Samsara Inc.
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