Core Insights - Samsara Inc. is highlighted as a leading logistics-tech stock, with strong hedge fund sentiment reflected by 42 hedge funds holding stakes in the company as of Q3 [1] - TD Cowen has reiterated an Outperform rating for Samsara, raising its price target from $49 to $55 after the company reported strong fiscal Q3 2026 results [2][4] Financial Performance - For Q3 FY26, Samsara reported revenue of $270 million, representing a 38% year-over-year increase, surpassing consensus estimates [3] - Annual Recurring Revenue (ARR) grew by 39% to $997 million, with net-new ARR accelerating sequentially [3] - The company ended the quarter with 1,848 customers generating over $100,000 in ARR, a 49% increase from the previous year [3] Product and Market Performance - Management emphasized strong demand for Video-Based Safety and Equipment Monitoring solutions, particularly in the public sector and energy sectors [3] - Samsara's international performance was robust, with EMEA ARR exceeding $100 million for the first time [3]