Should You Invest in Samsara (IOT)?

2 weeks ago 7

Soumya Eswaran

Thu, December 4, 2025 astatine 7:26 AM CST 3 min read

Brown Advisory, an concern absorption company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The strategy returned -0.88% (net) during the 3rd quarter, underperforming the benchmark, the Russell 1000 Growth Index. Even though the portfolio has important vulnerability to AI, its underweight to the astir speculative momentum-driven parts of the commercialized was a headwind to performance. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Brown Advisory Large-Cap Growth Strategy highlighted stocks specified arsenic Samsara Inc. (NYSE:IOT). Samsara Inc. (NYSE:IOT) offers solutions to link carnal operations information to its connected operations cloud. The one-month instrumentality of Samsara Inc. (NYSE:IOT) was 2.39%, and its shares mislaid 29.24% of their worth implicit the past 52 weeks. On December 03, 2025, Samsara Inc. (NYSE:IOT) banal closed astatine $39.01 per share, with a marketplace capitalization of $22.377 billion.

Brown Advisory Large-Cap Growth Strategy stated the pursuing regarding Samsara Inc. (NYSE:IOT) successful its 3rd 4th 2025 capitalist letter:

"Samsara Inc. (NYSE:IOT) is 1 of the starring providers of connected operations solutions for the carnal economy, serving a ample and fragmented marketplace with important imaginable for technological modernization. As 1 of the lone modern platforms purpose-built for industries specified arsenic logistics, manufacturing, and tract services, Samsara Inc. is uniquely positioned to thrust innovation successful sectors that person historically lacked integer infrastructure. We judge the institution is entering a compelling signifier of merchandise expansion, with meaningful opportunities to broaden its addressable market. With beardown execution, a differentiated offering, and expanding request for operational ratio and real-time data, we judge Samsara Inc. is good positioned to present sustained maturation arsenic it continues to modernize the carnal satellite done products similar AI-powered information tools, connected wearables, and predictive attraction solutions."

Why Samsara Inc. (IOT) Crashed On Friday

Samsara Inc. (NYSE:IOT) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 42 hedge money portfolios held Samsara Inc. (NYSE:IOT) astatine the extremity of the 3rd quarter, which was 41 successful the erstwhile quarter. While we admit the imaginable of Samsara Inc. (NYSE: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.