On Dec 07, major Wall Street analysts update their ratings for $Samsara (IOT.US)$, with price targets ranging from $56 to $57.
Morgan Stanley analyst Keith Weiss maintains with a hold rating, and adjusts the target price from $40 to $56.
BofA Securities analyst Matt Bullock maintains with a buy rating.
BMO Capital analyst Daniel Jester maintains with a hold rating, and adjusts the target price from $44 to $57.
Truist Financial analyst Junaid Siddiqui maintains with a hold rating.
Craig-Hallum analyst Richard Shannon initiates coverage with a hold rating.
Furthermore, according to the comprehensive report, the opinions of $Samsara (IOT.US)$'s main analysts recently are as follows:
Samsara exhibited strong performance during Q3, demonstrating robust growth, better operational efficiency, and enhanced cash generation capabilities. However, the weaker-than-expected new annual recurring revenue growth and a somewhat cautious Q4 revenue outlook in light of high market expectations might lead to a tapering off of the recent stock gains. The potential incorporation of emerging AI applications leveraging Samsara's advanced computer vision technology could continue to drive momentum following other recent product launches such as Asset Tags and Connected Forms.
Samsara delivered a clean third-quarter result, but there is an expectation of near-term market concerns due to the unchanged guidance for the fourth quarter, despite previous quarter overperformance and valuation multiples, according to an analyst.
The company is anticipated to surpass its revenue forecast of $311M, which is at the upper end of its guidance. This optimism is rooted in the recent business momentum, encouraging signs observed during industry checks this quarter, and discussions prior to the quiet period. Additionally, the upcoming Q3 results are expected to showcase key growth drivers, such as a strategic move upmarket, robust performance in 'frontier markets,' considerable momentum from large customers, new client acquisitions, international expansion, and margin improvements.
Here are the latest investment ratings and price targets for $Samsara (IOT.US)$ from 5 analysts:
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美東時間12月7日，多家華爾街大行更新了$Samsara (IOT.US)$的評級，目標價介於56美元至57美元。
摩根士丹利分析師Keith Weiss維持持有評級，並將目標價從40美元上調至56美元。
美銀證券分析師Matt Bullock維持買入評級。
BMO資本市場分析師Daniel Jester維持持有評級，並將目標價從44美元上調至57美元。
儲億銀行分析師Junaid Siddiqui維持持有評級。
Craig-Hallum分析師Richard Shannon首次給予持有評級。
此外，綜合報道，$Samsara (IOT.US)$近期主要分析師觀點如下：
Samsara在第三季度表現強勁，展示了穩健的增長、更好的運營效率以及增強的現金生成能力。然而，低於預期的新年度經常性收入增長以及在高市場預期下對第四季度收入的謹慎展望可能會導致近期股票漲幅的減緩。潛在的結合新興人工智能應用，利用Samsara的先進計算機視覺科技，可能在其他近期產品發佈如資產標籤和連接表單之後，繼續推動勢頭。
Samsara公佈了乾淨的第三季度結果，但預計由於未變的第四季度指引，加上分析師所說的前一季度的超預期表現和估值倍數，短期市場擔憂將持續存在。
預計該公司的營業收入將超過31100萬的預測，這一數值位於其指引的上限。這一樂觀情緒源於近期的業務勢頭、在本季度行業檢查中觀察到的積極跡象以及在靜默期之前的討論。此外，即將發佈的第三季度結果預計將展示關鍵的增長驅動力，例如向高端市場的戰略轉型、在「前沿市場」的強勁表現、來自大型客戶的顯著勢頭、新客戶的獲取、國際擴張以及利潤率的改善。
以下爲今日5位分析師對$Samsara (IOT.US)$的最新投資評級及目標價：
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