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PowerFleet, Inc. Stock Price

NasdaqGM:AIOT Community·US$560.5m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 32 Fair Values set on narratives written by author

AIOT Share Price Performance

US$4.24
-0.04 (-0.93%)
US$13.00
Fair Value
US$4.24
-0.04 (-0.93%)
67.4% undervalued intrinsic discount
US$13.00
Fair Value
Price US$4.24
AnalystHighTarget US$13.00
AnalystLowTarget US$7.00
AnalystConsensusTarget US$10.33

AIOT Community Narratives

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Fair Value US$13 67.4% undervalued intrinsic discount

Digital Telematics And IoT Will Transform Global Fleet Management

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3users have followed this narrative
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Fair Value US$7 39.4% undervalued intrinsic discount

Tightening Data Privacy Laws Will Hamper Telematics Yet Efficiency Emerges

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2users have followed this narrative
·
Fair Value US$10.33 59.0% undervalued intrinsic discount

AI-Driven Digital Transformation Will Expand Global Markets

1users have liked this narrative
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15users have followed this narrative
US$10.33
59.0% undervalued intrinsic discount
Profit Margin
18.85%
Future PE
17.38x
Price in 2028
US$13.48

Trending Discussion

Updated Narratives

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AIOT: Subscription Momentum And Buybacks Will Support Future Repricing

Fair Value: US$7 39.4% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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AIOT: Canadian AI Video Safety Rollout Will Support Bullish Outlook

Fair Value: US$13 67.4% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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AI-Driven Digital Transformation Will Expand Global Markets

Fair Value: US$10.33 59.0% undervalued intrinsic discount
15 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with moderate growth potential.

0 Risks
3 Rewards

PowerFleet, Inc. Key Details

US$443.8m

Revenue

US$197.4m

Cost of Revenue

US$246.4m

Gross Profit

US$267.0m

Other Expenses

-US$20.6m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.16
55.53%
-4.63%
58.1%
View Full Analysis

About AIOT

Founded
1993
Employees
2658
CEO
Steve Towe
WebsiteView website
www.powerfleet.com

PowerFleet, Inc. provides artificial intelligence-of-things (AIoT) solutions for managing high-value enterprise and mid-market assets in North America, Israel, Africa, Europe, the Middle East, Australia, and internationally. It offers unity solution portfolio, which includes unity platform that enables integration with AIoT devices and third-party business systems to a data highway that powers artificial intelligence-driven insights to help customers save lives, time, and money; software as a service based unity modules, which comprises vehicle, video, and in-warehouse IoT for customers to gain visibility and AI-powered insights into their people, assets, and business processes to manage utilization and maintenance, safety, fuel and energy management, and compliance and high-risk incidents; and open application programming interfaces for additional integrations and development to enhance other enterprise management systems and third-party applications. The company also provides hosting, maintenance, and customer support and consulting services; and software as a service, such as system monitoring, help desk technical support, escalation procedure development, routine diagnostic data analysis, and software update services. It offers its products under the Powerfleet, Pointer, Cellocator, MiX by Powerfleet, and Fleet Complete brands. The company markets and sells its wireless solutions to a range of customers in the commercial and government sectors, including construction and heavy equipment, distribution, field services, leasing and car rental, government and public safety, manufacturing and automotive, oil and gas, chemical, transportation and logistics, utilities and telecommunications, and cold chain logistics. The company was formerly known as I.D. Systems, Inc. and changed its name to PowerFleet, Inc. in October 2019. PowerFleet, Inc. was incorporated in 1993 and is headquartered in Woodcliff Lake, New Jersey.

Recent AIOT News & Updates

Narrative Update 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

Recent updates

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