PowerFleet Beheer
Beheer criteriumcontroles 2/4
De CEO PowerFleet is Steve Towe, benoemd in Jan2022, heeft een ambtstermijn van 4.42 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 12.88M, bestaande uit 3.3% salaris en 96.7% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 1.75% van de aandelen van het bedrijf, ter waarde $ 9.57M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.4 jaar en 3.3 jaar.
Belangrijke informatie
Steve Towe
Algemeen directeur
US$12.9m
Totale compensatie
| Percentage CEO-salaris | 3.30% |
| Dienstverband CEO | 4.4yrs |
| Eigendom CEO | 1.7% |
| Management gemiddelde ambtstermijn | 2.4yrs |
| Gemiddelde ambtstermijn bestuur | 3.3yrs |
Recente managementupdates
Recent updates
Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...
Nieuw narratief • 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.Analyseartikel • 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...Analyseartikel • 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 AlphaAnalyseartikel • 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 AlphaAnalyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$21m |
| Dec 31 2025 | n/a | n/a | -US$30m |
| Sep 30 2025 | n/a | n/a | -US$41m |
| Jun 30 2025 | n/a | n/a | -US$39m |
| Mar 31 2025 | US$13m | US$425k | -US$51m |
| Dec 31 2024 | n/a | n/a | -US$58m |
| Sep 30 2024 | n/a | n/a | -US$50m |
| Jun 30 2024 | n/a | n/a | -US$55m |
| Mar 31 2024 | US$642k | US$106k | -US$39m |
| Dec 31 2023 | US$3m | US$425k | -US$17m |
| Sep 30 2023 | n/a | n/a | -US$9m |
| Jun 30 2023 | n/a | n/a | -US$7m |
| Mar 31 2023 | n/a | n/a | -US$4m |
| Dec 31 2022 | US$3m | US$425k | -US$17m |
Compensatie versus markt: De totale vergoeding ($USD 12.88M ) Steve } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 2.51M ).
Compensatie versus inkomsten: De vergoeding van Steve is gestegen terwijl het bedrijf verliesgevend is.
CEO
Steve Towe (53 yo)
4.4yrs
Tenure
US$12,881,137
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Director | 4.4yrs | US$12.88m | 1.75% $ 9.6m | |
| CFO & Corporate Secretary | 3.4yrs | US$2.50m | 0.22% $ 1.2m | |
| Chief Corporate Development Officer | 2.2yrs | US$2.26m | 0.20% $ 1.1m | |
| Chief Operating Officer | 3.6yrs | geen gegevens | geen gegevens | |
| Chief Marketing Officer | 1.2yrs | geen gegevens | geen gegevens | |
| Chief Human Resource Officer | 2.4yrs | geen gegevens | geen gegevens | |
| Chief Customer Officer | 2.2yrs | geen gegevens | geen gegevens | |
| Managing Director of South Africa | 2.4yrs | geen gegevens | geen gegevens | |
| Managing Director of Australasia | 2.4yrs | geen gegevens | geen gegevens | |
| Managing Director of Brazil | 2.4yrs | geen gegevens | geen gegevens | |
| Managing Director of Mexico | 2.4yrs | geen gegevens | geen gegevens | |
| Chief Revenue Officer | less than a year | geen gegevens | geen gegevens |
2.4yrs
Gemiddelde duur
52yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van AIOT wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.4 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Director | 4.4yrs | US$12.88m | 1.75% $ 9.6m | |
| Independent Non-Executive Director | 2.2yrs | US$536.16k | 0.021% $ 114.9k | |
| Independent Chairman | 2.2yrs | geen gegevens | 0.017% $ 91.6k | |
| Independent Non-Executive Director | 10yrs | US$528.16k | 3.02% $ 16.5m |
3.3yrs
Gemiddelde duur
52.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van AIOT wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.3 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/16 08:47 |
| Aandelenkoers aan het einde van de dag | 2026/06/16 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2026/03/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
PowerFleet, Inc. wordt gevolgd door 13 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Gary Prestopino | Barrington Research Associates, Inc. |
| Michael Nichols | B. Riley Securities, Inc. |
| Thomas Walkley | Canaccord Genuity |