Recent discussions on X about Samsara Inc. (IOT) have been buzzing with reactions to the company’s latest Q2 earnings report, which showcased a remarkable 30% year-over-year revenue growth and an annual recurring revenue (ARR) of $1.6 billion. Many users are highlighting the company’s strong performance as a leader in the Internet of Things (IoT) sector, with particular emphasis on its AI-driven platform and expanding customer base. The stock saw a significant surge, with some noting a jump of over 10% in after-hours trading following the earnings release.
Conversations also touch on the broader implications of Samsara’s growth, with several posts pointing to the increasing demand for IoT solutions in the AI-driven economy as a key driver. There’s a sense of excitement about the company’s future, as users discuss its potential to capitalize on industrial digitalization trends. However, some cautionary voices are present, questioning whether the rapid growth can be sustained amid competitive pressures in the tech space.
Note: This discussion summary was generated from an AI condensation of post data.
Samsara Inc. Insider Trading Activity
Samsara Inc. insiders have traded $IOT stock on the open market 255 times in the past 6 months. Of those trades, 0 have been purchases and 255 have been sales.
Here’s a breakdown of recent trading of $IOT stock by insiders over the last 6 months:
- JOHN BICKET (SEE REMARKS) has made 0 purchases and 76 sales selling 2,040,000 shares for an estimated $79,544,427.
- SANJIT BISWAS (CHIEF EXECUTVE OFFICER) has made 0 purchases and 76 sales selling 1,920,000 shares for an estimated $74,866,896.
- MARC L ANDREESSEN has made 0 purchases and 14 sales selling 691,957 shares for an estimated $26,505,593.
- PARALLEL FUND IV, L.P. AH has made 0 purchases and 14 sales selling 691,957 shares for an estimated $26,505,593.
- HOROWITZ LSV FUND I, L.P. ANDREESSEN has made 0 purchases and 14 sales selling 691,957 shares for an estimated $26,505,593.
- HOROWITZ LSV FUND III, L.P. ANDREESSEN has made 0 purchases and 14 sales selling 691,957 shares for an estimated $26,505,593.
- DOMINIC PHILLIPS (SEE REMARKS) has made 0 purchases and 19 sales selling 229,679 shares for an estimated $8,950,131.
- ADAM ELTOUKHY (SEE REMARKS) has made 0 purchases and 16 sales selling 91,002 shares for an estimated $3,534,620.
- JONATHAN CHADWICK has made 0 purchases and 3 sales selling 45,000 shares for an estimated $1,750,161.
- JAMES ANDREW MUNK (CHIEF ACCOUNTING OFFICER) has made 0 purchases and 6 sales selling 13,883 shares for an estimated $528,996.
- LARA CAIMI (SEE REMARKS) has made 0 purchases and 3 sales selling 5,567 shares for an estimated $189,524.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Samsara Inc. Hedge Fund Activity
We have seen 303 institutional investors add shares of Samsara Inc. stock to their portfolio, and 241 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAILLIE GIFFORD & CO added 8,616,250 shares (+24.4%) to their portfolio in Q2 2025, for an estimated $342,754,425
- BLACKROCK, INC. added 6,159,160 shares (+42.1%) to their portfolio in Q2 2025, for an estimated $245,011,384
- JENNISON ASSOCIATES LLC removed 5,708,392 shares (-48.5%) from their portfolio in Q2 2025, for an estimated $227,079,833
- PRICE T ROWE ASSOCIATES INC /MD/ added 5,519,482 shares (+36.4%) to their portfolio in Q2 2025, for an estimated $219,564,993
- GENERAL CATALYST GROUP MANAGEMENT, LLC removed 5,460,902 shares (-31.3%) from their portfolio in Q2 2025, for an estimated $217,234,681
- GOLDMAN SACHS GROUP INC added 4,670,430 shares (+234.7%) to their portfolio in Q2 2025, for an estimated $185,789,705
- MORGAN STANLEY added 4,398,838 shares (+34.9%) to their portfolio in Q2 2025, for an estimated $174,985,775
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Samsara Inc. Analyst Ratings
Wall Street analysts have issued reports on $IOT in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Craig-Hallum issued a "Buy" rating on 09/05/2025
- Piper Sandler issued a "Overweight" rating on 08/07/2025
- Wells Fargo issued a "Overweight" rating on 06/06/2025
- BMO Capital issued a "Outperform" rating on 06/02/2025
To track analyst ratings and price targets for Samsara Inc., check out Quiver Quantitative's $IOT forecast page.
Samsara Inc. Price Targets
Multiple analysts have issued price targets for $IOT recently. We have seen 7 analysts offer price targets for $IOT in the last 6 months, with a median target of $48.0.
Here are some recent targets:
- Anthony Stoss from Craig-Hallum set a target price of $48.0 on 09/05/2025
- Junaid Siddiqui from Truist Securities set a target price of $39.0 on 09/05/2025
- Daniel Jester from BMO Capital set a target price of $47.0 on 09/05/2025
- Matthew Hedberg from RBC Capital set a target price of $46.0 on 09/05/2025
- James Fish from Piper Sandler set a target price of $48.0 on 09/05/2025
- Michael Turrin from Wells Fargo set a target price of $50.0 on 06/06/2025
- Keith Weiss from Morgan Stanley set a target price of $50.0 on 04/16/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
