PowerFleet, Inc.

NasdaqGM:AIOT Stok Raporu

Piyasa değeri: US$441.8m

PowerFleet Yönetim

Yönetim kriter kontrolleri 2/4

PowerFleet CEO'su Steve Towe, Jan2022 tarihinde atandı, in görev süresi 4.33 yıldır. in toplam yıllık tazminatı $ 12.88M olup, şirket hissesi ve opsiyonları dahil olmak üzere 3.3% maaş ve 96.7% ikramiyelerden oluşmaktadır. şirketin hisselerinin 1.75% ine doğrudan sahiptir ve bu hisseler $ 7.72M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.3 yıl ve 3.2 yıldır.

Anahtar bilgiler

Steve Towe

İcra Kurulu Başkanı

US$12.9m

Toplam tazminat

CEO maaş yüzdesi3.30%
CEO görev süresi4.3yrs
CEO sahipliği1.7%
Yönetim ortalama görev süresi2.3yrs
Yönetim Kurulu ortalama görev süresi3.2yrs

Son yönetim güncellemeleri

Recent updates

Analiz Güncellemesi 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.
Analiz Güncellemesi 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
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Yeni Analiz 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.
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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.

CEO Tazminat Analizi

Steve Towe'un ücretlendirmesi PowerFleet'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Steve 'nin toplam tazminatı ($USD 12.88M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 2.55M ).

Tazminat ve Kazançlar: Steve şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.


CEO

Steve Towe (52 yo)

4.3yrs
Görev süresi
US$12,881,137
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Steve Towe
CEO & Director4.3yrsUS$12.88m1.75%
$ 7.7m
David Wilson
CFO & Corporate Secretary3.3yrsUS$2.50m0.22%
$ 989.2k
Melissa Ingram
Chief Corporate Development Officer2.1yrsUS$2.26m0.20%
$ 866.1k
Offer Lehmann
Chief Operating Officer3.5yrsVeri yokVeri yok
Jonathan Bates
Chief Marketing Officer1.1yrsVeri yok0%
$ 0
Melissa Garza
Chief Human Resource Officer2.3yrsVeri yokVeri yok
Catherine Lewis
Chief Customer Officer2.1yrsVeri yokVeri yok
Brendan Horan
Managing Director of South Africa2.3yrsVeri yokVeri yok
Brodie Von Berg
Managing Director of Australasia2.3yrsVeri yokVeri yok
Luiz Munhoz
Managing Director of Brazil2.3yrsVeri yokVeri yok
Eduardo Chavez
Managing Director of Mexico2.3yrsVeri yokVeri yok
Mike Powell
Chief Innovation Officer1.3yrsVeri yok0.057%
$ 251.8k
2.3yrs
Ortalama Görev Süresi
50yo
Ortalama Yaş

Deneyimli Yönetim: AIOT 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Steve Towe
CEO & Director4.3yrsUS$12.88m1.75%
$ 7.7m
Michael McConnell
Independent Non-Executive Director2.1yrsUS$536.16k0.021%
$ 92.8k
Andrew Martin
Independent Chairman2.1yrsVeri yok0.017%
$ 74.0k
Ian Jacobs
Independent Non-Executive Director9.9yrsUS$528.16k3.02%
$ 13.3m
3.2yrs
Ortalama Görev Süresi
51.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: AIOT 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.2 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/07 06:56
Gün Sonu Hisse Fiyatı2026/05/07 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

PowerFleet, Inc. 14 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Gary PrestopinoBarrington Research Associates, Inc.
Michael NicholsB. Riley Securities, Inc.
Thomas WalkleyCanaccord Genuity