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MENLO PARK, CA—Andreessen Horowitz, a prominent venture capital firm, reported significant stock transactions involving Samsara Inc. (NYSE:IOT) on June 10, 2025. The firm sold shares totaling $16,491,120, with prices ranging from $40.05 to $41.65 per share. The stock, currently trading at $42.34, has shown significant volatility with a -10.39% return over the past week, according to InvestingPro data.
The transactions were conducted by various entities under the Andreessen Horowitz umbrella, including the Andreessen Horowitz LSV Fund I, L.P. and the AH Parallel Fund V, L.P. These sales resulted in notable reductions in their holdings of Samsara’s Class A Common Stock. The company maintains impressive gross profit margins of 76.65% and is expected to achieve profitability this year, based on analyst forecasts.
This move comes amid a series of distributions and conversions reported by the firm, which also involved the transfer of shares to limited partners and general partners within the Andreessen Horowitz network. The transactions reflect Andreessen Horowitz’s ongoing management of its investment portfolio in Samsara Inc., a company known for its Internet of Things (IoT) solutions. With revenue growth of 31.72% and 15 analysts revising earnings upward, InvestingPro analysis reveals additional insights about Samsara’s potential, available in their comprehensive Pro Research Report covering 1,400+ top stocks.
In other recent news, Samsara Inc. reported impressive financial results for the first quarter of fiscal year 2026, surpassing analyst expectations. The company achieved an earnings per share (EPS) of $0.11, doubling the forecast of $0.05, and recorded revenue of $367 million, exceeding the anticipated $351.56 million. This represents a 31% year-over-year revenue growth, reflecting strong market demand and successful strategic initiatives. Wolfe Research analysts responded by raising their price target for Samsara to $45, while maintaining an Outperform rating, citing the company’s solid execution and competitive positioning.
RBC Capital also maintained its Outperform rating, with a price target of $54, highlighting Samsara’s 31% constant currency annual recurring revenue growth. Meanwhile, Goldman Sachs reaffirmed its Buy rating with a $46 price target, despite noting a slowdown in net new annual recurring revenue growth. BNP Paribas (OTC:BNPQY) Exane adjusted its price target to $38 from $43, maintaining a Neutral rating due to sales cycle elongation and macroeconomic concerns.
Samsara continues to expand its customer base, adding 154 new customers with more than $100,000 in annual recurring revenue. The company reported a record non-GAAP gross margin of 79% and is optimistic about sustaining growth, with guidance for Q2 FY2026 revenue set between $371 million and $373 million. Despite challenges, analysts like Goldman Sachs remain optimistic about Samsara’s ability to manage economic uncertainties and capitalize on strong customer demand.
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