PowerFleet (AIOT) Stock Overview
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. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 0/6 |
| Past Performance | 0/6 |
| Financial Health | 2/6 |
| Dividends | 0/6 |
AIOT Community Fair Values
Create NarrativeSee what 17 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
PowerFleet, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$2.88 |
| 52 Week High | US$5.88 |
| 52 Week Low | US$2.78 |
| Beta | 1.39 |
| 1 Month Change | -4.64% |
| 3 Month Change | -27.64% |
| 1 Year Change | -46.07% |
| 3 Year Change | 43.28% |
| 5 Year Change | -58.26% |
| Change since IPO | -61.28% |
Recent News & Updates
Recent updates
Narrative Update • 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.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
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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).Narrative Update • 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.Narrative Update • 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).Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...
New Narrative • 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.Analysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Shareholder Returns
| AIOT | US Electronic | US Market | |
|---|---|---|---|
| 7D | -4.0% | -2.1% | 0.5% |
| 1Y | -46.1% | 37.8% | 12.0% |
Return vs Industry: AIOT underperformed the US Electronic industry which returned 37.8% over the past year.
Return vs Market: AIOT underperformed the US Market which returned 12% over the past year.
Price Volatility
| AIOT volatility | |
|---|---|
| AIOT Average Weekly Movement | 11.6% |
| Electronic Industry Average Movement | 9.1% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: AIOT's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: AIOT's weekly volatility (12%) has been stable over the past year, but is still higher than 75% of US stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1993 | 2,658 | Steve Towe | 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.
PowerFleet, Inc. Fundamentals Summary
| AIOT fundamental statistics | |
|---|---|
| Market cap | US$380.86m |
| Earnings (TTM) | -US$18.76m |
| Revenue (TTM) | US$450.45m |
0.8x
P/S Ratio-20.3x
P/E RatioIs AIOT overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| AIOT income statement (TTM) | |
|---|---|
| Revenue | US$450.45m |
| Cost of Revenue | US$199.35m |
| Gross Profit | US$251.10m |
| Other Expenses | US$269.86m |
| Earnings | -US$18.76m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.14 |
| Gross Margin | 55.74% |
| Net Profit Margin | -4.16% |
| Debt/Equity Ratio | 56.9% |
How did AIOT perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/19 03:42 |
| End of Day Share Price | 2026/09/18 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2026/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
PowerFleet, Inc. is covered by 13 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Gary Prestopino | Barrington Research Associates, Inc. |
| Michael Nichols | B. Riley Securities, Inc. |
| Thomas Walkley | Canaccord Genuity |