PowerFleet（AIOT）株式概要
PowerFleet, Inc.は、北米、イスラエル、アフリカ、ヨーロッパ、中東、オーストラリア、そして国際的に人工知能（AIoT）ソリューションを提供しています。 詳細
報酬
リスク分析
リスクチェックの結果、AIOT 、リスクは検出されなかった。
AIOT Community Fair Values
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Analyst Price Targets
PowerFleet, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$3.40 |
| 52週高値 | US$6.07 |
| 52週安値 | US$2.78 |
| ベータ | 1.38 |
| 1ヶ月の変化 | 9.68% |
| 3ヶ月変化 | -29.75% |
| 1年変化 | -34.74% |
| 3年間の変化 | 16.44% |
| 5年間の変化 | -46.46% |
| IPOからの変化 | -54.29% |
最新ニュース
ナラティブ更新 • 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.ナラティブ更新 • 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ナラティブ更新 • 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.ナラティブ更新 • 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.Recent updates
ナラティブ更新 • 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.ナラティブ更新 • 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ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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分析記事 • 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分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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.株主還元
| AIOT | US Electronic | US 市場 | |
|---|---|---|---|
| 7D | 5.6% | 2.5% | 2.1% |
| 1Y | -34.7% | 97.9% | 30.6% |
業界別リターン: AIOT過去 1 年間で97.9 % の収益を上げたUS Electronic業界を下回りました。
リターン対市場: AIOTは、過去 1 年間で30.6 % のリターンを上げたUS市場を下回りました。
価格変動
| AIOT volatility | |
|---|---|
| AIOT Average Weekly Movement | 8.9% |
| Electronic Industry Average Movement | 8.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: AIOT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: AIOTの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1993 | 2,518 | Steve Towe | www.powerfleet.com |
PowerFleet, Inc.は、北米、イスラエル、アフリカ、欧州、中東、オーストラリア、および国際的に人工知能（AIoT）ソリューションを提供している。同社のunityソリューション・ポートフォリオには、AIoTデバイスやサードパーティのビジネス・システムとの統合を可能にし、人工知能主導の洞察力で顧客の生命、時間、費用の節約を支援するデータ・ハイウェイを実現するunityプラットフォーム、車両、ビデオ、倉庫内IoTで構成され、顧客が利用率やメンテナンス、安全性、燃料・エネルギー管理、コンプライアンス、高リスク・インシデントを管理するための人、資産、ビジネス・プロセスに対する可視性とAIを活用した洞察を得るためのサービス・ベースのunityモジュールとしてのソフトウェア、他の企業管理システムやサードパーティのアプリケーションを強化するための追加統合や開発のためのオープン・アプリケーション・プログラミング・インターフェースが含まれる。また、ホスティング、メンテナンス、カスタマーサポート、コンサルティングサービス、システム監視、ヘルプデスク技術サポート、エスカレーション手順開発、定期診断データ分析、ソフトウェア更新サービスなどのサービスとしてのソフトウェアも提供している。同社はPowerfleet、Pointer、Cellocator、MiX by Powerfleet、Fleet Completeのブランドで製品を提供している。同社は、建設・重機、流通、フィールドサービス、リース・レンタカー、政府・公安、製造・自動車、石油・ガス、化学、運輸・物流、公益事業・通信、コールドチェーン・ロジスティクスなど、商業および政府部門のさまざまな顧客にワイヤレス・ソリューションを販売・マーケティングしている。同社は以前はI.D. Systems, Inc.として知られていたが、2019年10月にPowerFleet, Inc.に社名を変更した。パワーフリート社は1993年に法人化され、ニュージャージー州ウッドクリフレイクに本社を置いている。
PowerFleet, Inc. 基礎のまとめ
| AIOT 基礎統計学 | |
|---|---|
| 時価総額 | US$441.79m |
| 収益（TTM） | -US$30.32m |
| 売上高(TTM) | US$432.93m |
1.0x
P/Sレシオ-15.0x
PER（株価収益率AIOT は割高か？
公正価値と評価分析を参照収益と収入
| AIOT 損益計算書（TTM） | |
|---|---|
| 収益 | US$432.93m |
| 売上原価 | US$196.40m |
| 売上総利益 | US$236.52m |
| その他の費用 | US$266.85m |
| 収益 | -US$30.32m |
直近の収益報告
Dec 31, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.23 |
| グロス・マージン | 54.63% |
| 純利益率 | -7.00% |
| 有利子負債／自己資本比率 | 57.2% |
AIOT の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 13:56 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
PowerFleet, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14
| アナリスト | 機関 |
|---|---|
| Gary Prestopino | Barrington Research Associates, Inc. |
| Michael Nichols | B. Riley Securities, Inc. |
| Thomas Walkley | Canaccord Genuity |