Samsara: No HALO, No Problem - Shares Rise After A Strong Q4
Source: SeekingAlpha
2026-03-06 09:53:20 ET
Samsara Inc. (IOT) is a clear victim of the SaaSpocalypse. Indeed, it’s at the other end of the HALO (heavy asset, low obsolescence) trade. Down 34% since my December Buy rating coming into its Q4 earnings report , there was some hope for a turnaround. Like the iShares Expanded Tech & Software ETF (IGV), IOT noted a notable February low. Shares then jumped after the quarterly numbers crossed the wires. ...
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Samsara: No HALO, No Problem - Shares Rise After A Strong Q4
iShares Expanded Tech-Software Sector ETF
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