IOT Samsara Loading... : Bullish and Bearish Analyst Opinions
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13:38
Aug 20
Aug 20
IOT is a main SaaS position
Long IOT as one of the author's main SaaS names, part of a bigger software basket similar to IGV constituents.
MED
17:46
Aug 18
Aug 18
"Buy IOT as defensive SaaS rotation"
Long Samsara in the same defensive SaaS basket. Author allocated cash here expecting relative strength in software as traders unwind high-beta semis amid macro uncertainty.
MED
12:13
Jun 05
Jun 05
S&P 500 futures are down 0.5% with AI stocks weakening.
S&P 500 futures are down 0.5% with AI stocks weakening, while several individual stocks move on earnings, guidance, and analyst actions in premarket trading.
12:05
Jun 05
Jun 05
Premarket movers show mixed Mag 7 performance with notable single-stock moves including Argan.
Premarket movers show mixed Mag 7 performance with notable single-stock moves including Argan up 11% on revenue beat, Chipotle up 2% on JPMorgan upgrade, and Lululemon down 10% on lowered annual forecast.
12:41
May 22
May 22
Samsara moat and growth.
Samsara (IOT) is a newer company with a strong network effect in IoT. It has solid cash flow growth and is part of a recommended basket of software moat stocks. However, it is smaller and riskier than ServiceNow.
LOW
20:34
Apr 29
Apr 29
Impinj's sales beat expectations by 44% after likely low-balled estimates.
Impinj's sales beat expectations by 44% after likely low-balled estimates, prompting the author to flag the stock and suggest watching peers IOT and VU.PA for potential upside.
HIGH
16:15
Mar 06
Mar 06
Samsara: No HALO, No Problem - Shares Rise After A Strong Q4 $IOT #business #stocks #trading.
Samsara: No HALO, No Problem - Shares Rise After A Strong Q4 $IOT #business #stocks #trading https://t.co/imweWLZjRl
15:45
Mar 06
Mar 06
Samsara accelerates new ARR for third consecutive quarter and expands margins.
Samsara accelerates new ARR for third consecutive quarter and expands margins: analysts $IOT #investing #business #stockmarket https://t.co/EuvJJZT9e9
About IOT Analyst Coverage
Buzzberg tracks IOT (Samsara) across 6 sources. 2 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (25%). 8 total trade ideas tracked. Past 7 days: 1 bullish, 1 watch. Latest voices: ParadisLabs, DeItaone, zerohedge.