Is Samsara the best logistic-tech stock to buy now?

Samsara Inc. (NYSE:IOT) is 1 of the best logistics-tech stocks to bargain now. It comes retired connected apical connected our database based connected our methodology of hedge money sentiment. As of Q3, it has the highest fig of hedge funds astatine 42 holding involvement successful it.

On December 5, TD Cowen reiterated its Outperform standing connected Samsara and raised its terms people from $49 to $55 pursuing the company’s fiscal third-quarter 2026 results. The steadfast called Samsara a “top bundle executor,” highlighting a beardown gross beat, acceleration successful net-new yearly recurring gross (ARR) growth, and momentum crossed aggregate merchandise lines. TD Cowen besides noted robust lawsuit additions and deepening penetration crossed some industries and geographies.

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The standing update came a time aft Samsara reported its Q3 FY26 earnings. The institution posted gross of $270 million, up 38% year-over-year, exceeding statement estimates. Annual Recurring Revenue (ARR) grew 39% to $997 million, with net-new ARR accelerating sequentially. Samsara ended the 4th with 1,848 customers generating implicit $100,000 successful ARR, a 49% summation from the anterior year. During the net call, absorption emphasized beardown request for its Video-Based Safety and Equipment Monitoring solutions, peculiarly successful the nationalist assemblage and vigor verticals. Executives besides noted beardown planetary performance, with EMEA (Europe, Middle East, and Africa) ARR surpassing $100 cardinal for the archetypal time.

TD Cowen’s terms people hike appears to bespeak this broad-based spot and signals assurance successful Samsara’s continued execution and expanding endeavor footprint.

Samsara Inc. (NYSE:IOT)  provides a connected operations unreality level that helps organizations with carnal operations amended safety, efficiency, and sustainability. The institution is headquartered successful San Francisco, California.

While we admit the imaginable of IOT arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None.