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

Samsara Inc. (NYSE:IOT) is one of the best logistics-tech stocks to buy now. It comes out on top on our list based on our methodology of hedge fund sentiment. As of Q3, it has the highest number of hedge funds at 42 holding stake in it.

On December 5, TD Cowen reiterated its Outperform rating on Samsara and raised its price target from $49 to $55 following the company’s fiscal third-quarter 2026 results. The firm called Samsara a “top software executor,” highlighting a strong revenue beat, acceleration in net-new annual recurring revenue (ARR) growth, and momentum across multiple product lines. TD Cowen also noted robust customer additions and deepening penetration across both industries and geographies.

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The rating update came a day after Samsara reported its Q3 FY26 earnings. The company posted revenue of $270 million, up 38% year-over-year, exceeding consensus estimates. Annual Recurring Revenue (ARR) grew 39% to $997 million, with net-new ARR accelerating sequentially. Samsara ended the quarter with 1,848 customers generating over $100,000 in ARR, a 49% increase from the prior year. During the earnings call, management emphasized strong demand for its Video-Based Safety and Equipment Monitoring solutions, particularly in the public sector and energy verticals. Executives also noted strong international performance, with EMEA (Europe, Middle East, and Africa) ARR surpassing $100 million for the first time.