Karooooo
KARO
About: Karooooo Ltd is a provider of real-time mobility data analytics solutions for smart transportation. It offers a comprehensive, cloud-based smart mobility platform for connected vehicles and other assets. The company's software-as-a-service platform provides customers with differentiated insights and analytics to optimize business and workforce, increase efficiency and decrease costs, improve safety, monitor environmental impact, assist with regularity compliance, and manage risk. The segments of the group are Cartrack; Carzuka; and Karooooo Logistics, of which key revenue is derived from the Cartrack segment.
Employees: 5,711
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
2,700% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 1
65% more funds holding
Funds holding: 40 [Q1] → 66 (+26) [Q2]
50% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 3 (+1) [Q2]
39% more capital invested
Capital invested by funds: $141M [Q1] → $196M (+$55.1M) [Q2]
21% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 14
2.24% more ownership
Funds ownership: 10.71% [Q1] → 12.95% (+2.24%) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
|
UBS
Taylor McGinnis
|
$60
|
Buy
Initiated
|
29 Aug 2025 |
|
Raymond James
Alexander Sklar
|
$60
|
Outperform
Reiterated
|
24 Jul 2025 |
|
Needham
Joshua Reilly
|
$60
|
Buy
Initiated
|
16 Jul 2025 |
|
Morgan Stanley
Roy Campbell
|
$53
|
Overweight
Maintained
|
26 Jun 2025 |
Financial journalist opinion
