Samsara gets rating upgrade at BNP Paribas
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BNP Paribas upgraded Samsara's rating to Outperform with a $40 price target, citing improved risk/reward and robust demand for its IoT technology. Shares rose about 1%. Analyst Andrew DeGasperi noted that demand stabilized after a tough first half of 2025, and Samsara's hardware may limit displacement risks by AI. Meanwhile, OneStream was downgraded to Neutral with a $24 price target following its acquisition announcement. BNP Paribas recommends selective investing for 2026, favoring stocks with strong fundamentals like Veeva Systems, HubSpot, and Zscaler.
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