PowerFleet, Inc.

Report azionario NasdaqGM:AIOT

Capitalizzazione di mercato: US$441.8m

PowerFleet Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di PowerFleet sono diminuiti a un tasso medio annuo di -30.2%, mentre il settore Electronic ha visto gli utili crescere a un tasso medio annuo di 4.2%. I ricavi sono cresciuti crescere a un tasso medio annuo di 30.6%.

Informazioni chiave

-30.23%

Tasso di crescita degli utili

-1.61%

Tasso di crescita dell'EPS

Electronic Crescita del settore15.34%
Tasso di crescita dei ricavi30.64%
Rendimento del capitale proprio-6.25%
Margine netto-7.00%
Ultimo aggiornamento sugli utili31 Dec 2025

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento dell'analisi Apr 27

AIOT: South Africa Public Sector Rollout Will Support Bullish Outlook

Analysts have modestly adjusted their outlook on PowerFleet, with the updated price target now set at $13.00. This reflects refined assumptions around revenue growth, profit margins and future P/E levels.
Aggiornamento dell'analisi Apr 11

AIOT: South Africa Public Sector Contract Will Drive Bullish Reassessment

Analysts have kept their price target for PowerFleet steady at $13.00, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that together still point to the same fair value estimate. What's in the News PowerFleet updated its full-year 2026 earnings guidance, with revenue now expected to be in the range of US$440m to US$445m, compared with prior guidance of US$435m to US$445m (Corporate Guidance).
Seeking Alpha Apr 10

PowerFleet: Product Mix Can Help It Become Profitable

Summary PowerFleet is an AIoT SaaS platform with strong recurring revenue but ongoing profitability challenges and significant debt from recent acquisitions. Recent acquisitions of MiX Telematics and Fleet Complete boosted revenues above $400 million, with over $300 million from high-margin recurring SaaS, but growth has since stalled. Adjusted EBITDA is rising, but high SG&A from integration and $193 million in debt keep GAAP profitability elusive; interest expense was $6.8 million last quarter. FY26 guidance calls for 10% revenue growth, $440–$445 million total revenue, 45% adjusted EBITDA growth, and net leverage improving to 2.4x. Read the full article on Seeking Alpha
Aggiornamento dell'analisi Mar 28

AIOT: 2026 Top Pick Status And South Africa Contract Will Drive Reassessment

Analysts have modestly adjusted their PowerFleet outlook, keeping fair value steady at $13.00 while refining assumptions around discount rate, revenue growth, profit margin, and future P/E in light of its inclusion in several 2026 best-ideas lists and growing confidence in areas such as AI Video and cross-sell traction. Analyst Commentary Recent research indicates that bullish analysts are increasingly constructive on PowerFleet, pointing to execution on its post combination playbook, traction in AI Video, and growing cross sell activity as key drivers for potential value creation.
Aggiornamento dell'analisi Mar 14

AIOT: 2026 Top Pick Status And New Wins Will Drive Reassessment

Narrative Update on PowerFleet The analyst price target for PowerFleet has been reiterated at $10. Analysts point to its selection as a 2026 Top Pick and its inclusion in multiple best ideas lists, supported by views that recent new logo wins, AI Video traction, cross selling, and telco channel expansion can continue to underpin the current valuation framework.
Aggiornamento dell'analisi Feb 27

AIOT: 2026 Top Pick Momentum Will Drive Reassessment

Analysts are reiterating a $13.00 price target for PowerFleet, pointing to its inclusion on multiple 2026 top ideas lists and confidence that momentum in new customer wins, AI Video offerings, cross selling, and indirect telco channel expansion can support this valuation. Analyst Commentary Recent research highlights growing confidence among bullish analysts in PowerFleet’s ability to execute on its post combination plan, with particular attention on how new customer wins, AI Video offerings, cross selling, and indirect telco channel activity could support the current valuation framework.
Aggiornamento dell'analisi Feb 13

AIOT: South Africa Public Sector Rollout Will Drive Reassessment

Narrative update on PowerFleet The analyst price target for PowerFleet has shifted from $15.00 to $13.00 as analysts factor in updated assumptions on growth, margins, discount rate and a higher future P/E multiple. They also point to recent recognition as a 2026 Top Pick and inclusion on best ideas lists as support for the company’s execution and positioning.
Articolo di analisi Feb 12

PowerFleet, Inc. (NASDAQ:AIOT) Looks Inexpensive After Falling 28% But Perhaps Not Attractive Enough

PowerFleet, Inc. ( NASDAQ:AIOT ) shares have had a horrible month, losing 28% after a relatively good period...
Articolo di analisi Feb 05

Does PowerFleet (NASDAQ:AIOT) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Oct 12

Here's Why PowerFleet (NASDAQ:AIOT) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Sep 20

A Piece Of The Puzzle Missing From PowerFleet, Inc.'s (NASDAQ:AIOT) 25% Share Price Climb

PowerFleet, Inc. ( NASDAQ:AIOT ) shares have had a really impressive month, gaining 25% after a shaky period...
Articolo di analisi Jun 14

It's Down 26% But PowerFleet, Inc. (NASDAQ:AIOT) Could Be Riskier Than It Looks

PowerFleet, Inc. ( NASDAQ:AIOT ) shareholders that were waiting for something to happen have been dealt a blow with a...
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Nuova analisi May 06

AT&T And TELUS Partnerships Will Expand Market Reach

The strategic focus on AI and safety solutions, along with expanded R&D efforts, positions PowerFleet for growth and increased market share with higher-margin offerings.
Articolo di analisi Apr 09

Not Many Are Piling Into PowerFleet, Inc. (NASDAQ:AIOT) Stock Yet As It Plummets 26%

PowerFleet, Inc. ( NASDAQ:AIOT ) shareholders that were waiting for something to happen have been dealt a blow with a...
Articolo di analisi Mar 03

Would PowerFleet (NASDAQ:AIOT) Be Better Off With Less Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Feb 18

Powerfleet: A Great Story, But I'll Pass

Summary I love a good growth story, but PowerFleet, Inc.’s numbers don’t match the excitement. The company’s debt level is too high for my liking, making me uneasy about its future. Acquisitions have inflated its revenue growth, and I prefer more organic expansion. With AIOT free cash flow still negative, I’d rather put my money elsewhere for now. Read the full article on Seeking Alpha
Articolo di analisi Feb 11

Revenues Tell The Story For PowerFleet, Inc. (NASDAQ:AIOT) As Its Stock Soars 38%

PowerFleet, Inc. ( NASDAQ:AIOT ) shares have continued their recent momentum with a 38% gain in the last month alone...
Seeking Alpha Dec 26

PowerFleet: An Affordable Samsara Competitor

Summary The Industrial IoT market is growing rapidly, driven by AI and robotics, presenting a significant opportunity for multiple winners. PowerFleet offers a compelling investment opportunity with a competitive portfolio, an expanding market presence, and a diversified growth strategy. PowerFleet's valuation is significantly lower than market leader Samsara's, presenting an asymmetric investment opportunity with a potential 160% upside. Read the full article on Seeking Alpha
Articolo di analisi Nov 10

What You Can Learn From PowerFleet, Inc.'s (NASDAQ:AIOT) P/S

When you see that almost half of the companies in the Electronic industry in the United States have price-to-sales...
Articolo di analisi Aug 11

PowerFleet, Inc.'s (NASDAQ:PWFL) 28% Dip In Price Shows Sentiment Is Matching Revenues

PowerFleet, Inc. ( NASDAQ:PWFL ) shareholders that were waiting for something to happen have been dealt a blow with a...
Articolo di analisi Jun 28

Is PowerFleet (NASDAQ:PWFL) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Mar 10

PowerFleet (NASDAQ:PWFL) Is Making Moderate Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Aug 11

Does PowerFleet (NASDAQ:PWFL) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Aug 08

PowerFleet Non-GAAP EPS of $0.03 beats by $0.08, revenue of $34.6M beats by $0.24M

PowerFleet press release (NASDAQ:PWFL): Q2 Non-GAAP EPS of $0.03 beats by $0.08. Revenue of $34.6M (+3.3% Y/Y) beats by $0.24M.

Ripartizione dei ricavi e delle spese

Come PowerFleet guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqGM:AIOT Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Dec 25433-3019319
30 Sep 25426-4117919
30 Jun 25391-3917418
31 Mar 25363-5116316
31 Dec 24293-5813813
30 Sep 24221-5012311
30 Jun 24178-558810
31 Mar 24135-39659
31 Dec 23134-17658
30 Sep 23132-9678
30 Jun 23132-7668
31 Mar 23135-4657
31 Dec 22136-17638
30 Sep 22136-176410
30 Jun 22131-186111
31 Mar 22130-195812
31 Dec 21126-225611
30 Sep 21121-145411
30 Jun 21120-115210
31 Mar 21112-125010
31 Dec 20114-145211
30 Sep 20119-155511
30 Jun 20109-165011
31 Mar 2099-144310
31 Dec 1982-12349
30 Sep 1958-10267
30 Jun 1955-8257
31 Mar 1953-7257
31 Dec 1853-6257
30 Sep 1853-4236
30 Jun 1850-4225
31 Mar 1846-3215
31 Dec 1741-4205
30 Sep 1739-5195
30 Jun 1736-7195
31 Mar 1734-8195
31 Dec 1637-6195
30 Sep 1638-5194
30 Jun 1640-5194
31 Mar 1641-7214
31 Dec 1542-10235
30 Sep 1544-14256
30 Jun 1546-14267

Guadagni di qualità: AIOT al momento non è redditizia.

Margine di profitto in crescita: AIOT al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: AIOT non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 30.2% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di AIOT nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: AIOT non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Electronic ( 12.5% ).


Rendimento del capitale proprio

ROE elevato: AIOT ha un Return on Equity negativo ( -6.25% ), in quanto al momento non è redditizio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 19:05
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2025/12/31
Utili annuali2025/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

PowerFleet, Inc. è coperta da 14 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Gary PrestopinoBarrington Research Associates, Inc.
Michael NicholsB. Riley Securities, Inc.
Thomas WalkleyCanaccord Genuity