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PowerFleet, Inc.

NasdaqGM:AIOT 株式レポート

時価総額:US$380.9m

  • 会社概要
    • 評価
    • 将来の成長
    • 過去の実績
    • 財務の健全性
    • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

PowerFleet マネジメント

マネジメント 基準チェック /44

PowerFleetの CEO はSteve Toweで、 Jan2022年に任命され、 の在任期間は 4.67年です。 の年間総報酬は$ 2.13Mで、 26%給与と74%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.71%を直接所有しており、その価値は$ 6.50M 。経営陣と取締役会の平均在任期間はそれぞれ2.7年と3.5年です。

主要情報

Steve Towe

最高経営責任者

US$2.1m

報酬総額

CEO給与比率26.03%
CEO在任期間4.7yrs
CEOの所有権1.7%
経営陣の平均在職期間2.7yrs
取締役会の平均在任期間3.5yrs

経営陣の近況

Recent updates

User avatar
ナラティブ更新 • Aug 12

AIOT: South Africa Contract Ramp And Buybacks Will Drive Future Repricing

Analysts have lowered their average price target on PowerFleet to $6 from $7, citing weaker FY27 guidance, production and execution challenges, and a longer wait for benefits from the South Africa contract and recent mergers to be reflected in earnings and valuation multiples. Analyst Commentary on PowerFleet Recent Street research on PowerFleet points to a more cautious tone.
User avatar
ナラティブ更新 • Jul 07

AIOT: Subscription Momentum And Buybacks Will Support Future Repricing

Analysts have trimmed their 12 month price target on PowerFleet to $7 from $8, citing Q4 results that were ahead of expectations, a refined long term outlook for FY27, and stronger visibility around subscription services growth, annual recurring revenue, AI video and in warehouse solutions, broader enterprise and government adoption, channel partnerships, and improving incremental EBITDA margins. What’s in the News for PowerFleet PowerFleet announced a new stock repurchase program authorizing the company to buy back up to US$30 million of its common stock over the next 24 months, as part of its broader capital allocation approach.
Seeking Alpha • Jul 03

Powerfleet: Impressive Results Need To Continue

Summary Powerfleet delivered strong Q4 and FY results, driven by a shift toward high-margin services and disciplined cost management. AIOT's guidance targets 10% revenue growth and a GAAP net income of $4–8M in 2027, with a continued mix shift to services. Operating leverage from SaaS/ARR growth, major contract execution, and proprietary data sets underpins the path to sustainable profitability. A $30M share repurchase plan signals management's confidence in valuation, but I remain on the sidelines pending consistent profitability. Read the full article on Seeking Alpha
User avatar
ナラティブ更新 • Jun 23

AIOT: Canadian AI Video Safety Rollout Will Support Bullish Outlook

Analysts have lowered their price target on PowerFleet to $7 from $8, citing stronger than expected Q4 results, an improved FY27 outlook, and ongoing growth in subscription services, annual recurring revenue, AI video and in-warehouse offerings, broader enterprise and government adoption, and rising incremental EBITDA margins. What’s in the News for PowerFleet PowerFleet issued fiscal 2027 guidance, with revenue expected between $485 million and $490 million and net income projected between $4 million and $8 million, based on 136 million weighted-average fully diluted shares outstanding.
User avatar
ナラティブ更新 • Jun 08

AIOT: Canadian Fleet Safety Rollout Will Support Bullish Outlook

Analysts have maintained their PowerFleet fair value estimate at $13.00, making only modest adjustments to assumptions around the discount rate, revenue growth, profit margin, and future P/E that support the unchanged target. What's in the News PowerFleet and TELUS agreed to a partnership to introduce the Vision 360 AI-driven vehicle safety solution in Canada, targeting commercial fleets and supporting compliance with Transport Canada’s 2027 perimeter visibility mandate for new school buses.
User avatar
ナラティブ更新 • May 25

AIOT: AI Video SaaS Expansion Will Support Bullish Outlook

Analysts have maintained their $13.00 price target on PowerFleet, keeping their view steady as they adjust underlying assumptions around discount rate, revenue growth, profit margin and future P/E expectations. What's in the News PowerFleet launched Vision 360 Plus, an AI-powered multi-camera 360° video solution aimed at improving operational visibility and driver safety, with a focus on blind spots and limited visibility in fleets (Key Developments).
User avatar
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.
User avatar
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).
User avatar
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.
User avatar
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.
User avatar
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.
User avatar
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...
User avatar
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...

CEO報酬分析

PowerFleet の収益と比較して、Steve Towe の報酬はどのように変化したか?
日付総報酬給与会社業績
Jun 30 2026n/an/a

-US$19m

Mar 31 2026US$2mUS$556k

-US$21m

Dec 31 2025n/an/a

-US$30m

Sep 30 2025n/an/a

-US$41m

Jun 30 2025n/an/a

-US$39m

Mar 31 2025US$13mUS$425k

-US$51m

Dec 31 2024n/an/a

-US$58m

Sep 30 2024n/an/a

-US$50m

Jun 30 2024n/an/a

-US$55m

Mar 31 2024US$642kUS$106k

-US$39m

Dec 31 2023US$3mUS$425k

-US$17m

Sep 30 2023n/an/a

-US$9m

Jun 30 2023n/an/a

-US$7m

Mar 31 2023n/an/a

-US$4m

Dec 31 2022US$3mUS$425k

-US$17m

報酬と市場: Steveの 総報酬 ($USD 2.13M ) は、 US市場 ($USD 2.41M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Steveの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Steve Towe (54 yo)

4.7yrs
在職期間
US$2,134,829
報酬

Mr. Steve Towe is Chief Executive Officer of Fleet Complete from March 2026. Mr. Towe serves as Chief Executive Officer and Director of PowerFleet, Inc. since January 05, 2022. Mr. Towe joined the PowerFle...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Steve Towe
CEO & Director4.7yrsUS$2.13m1.71%
$ 6.5m
Melissa Ingram
Chief Corporate Development Officer2.4yrsUS$1.06m0.19%
$ 719.0k
Paul Lalljie
President & CFOless than a yearデータなしデータなし
Offer Lehmann
Chief Operating Officer3.8yrsデータなしデータなし
Jonathan Bates
Chief Marketing Officer1.4yrsデータなしデータなし
Melissa Garza
Chief Human Resource Officer2.7yrsデータなしデータなし
Catherine Lewis
Chief Customer Officer2.4yrsデータなしデータなし
Brendan Horan
Managing Director of South Africa2.7yrsデータなしデータなし
Brodie Von Berg
Managing Director of Australasia2.7yrsデータなしデータなし
Luiz Munhoz
Managing Director of Brazil2.7yrsデータなしデータなし
Jeffrey Lautenbach
Chief Revenue Officerless than a yearデータなしデータなし
Craig Fisk
Executive VP & GM of North Americano dataデータなしデータなし
2.7yrs
平均在職期間
52yo
平均年齢

経験豊富な経営陣: AIOTの経営陣は 経験豊富 であると考えられます ( 2.7年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Steve Towe
CEO & Director4.7yrsUS$2.13m1.71%
$ 6.5m
Michael Casey
Independent Directorless than a yearUS$134.57k0.14%
$ 535.7k
Andrew Martin
Independent Chairman2.4yrsデータなし0.016%
$ 61.4k
Ian Jacobs
Independent Non-Executive Director10.3yrsUS$97.50k3.05%
$ 11.6m
3.5yrs
平均在職期間
53.5yo
平均年齢

経験豊富なボード: AIOTの 取締役会 は 経験豊富 であると考えられます ( 3.5年の平均在任期間)。


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2026/09/20 07:10
終値2026/09/18 00:00
収益2026/06/30
年間収益2026/03/31

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
  • SECフォーム10-K
  • SECフォーム10-Q
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
  • アナリストリサーチレポート
  • Blue Matrix
市場価格30年
  • 株価
  • 配当、分割、措置
  • ICEマーケットデータ
  • SECフォームS-1
所有権10年
  • トップ株主
  • インサイダー取引
  • SECフォーム4
  • SECフォーム13D
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
  • SECフォーム10-K
  • SECフォームDEF 14A
主な進展10年
  • 会社からのお知らせ
  • SECフォーム8-K

* 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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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。13

アナリスト機関
Gary PrestopinoBarrington Research Associates, Inc.
Michael NicholsB. Riley Securities, Inc.
Thomas WalkleyCanaccord Genuity

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