AIOT
PowerFleet, Inc.

PowerFleet, Inc.AIOT

Technology · Software - Infrastructure
2.83USD
-2.41%
Sep 25, 2026
AIOT overview ready
Unified AIoT Platform Integrating Telematics and Video for Fleet Operations
PowerFleet is a direct, multi-product AIoT SaaS provider to fleet and mobile-asset operators, combining telematics, AI video, asset tracking and enterprise-system integrations into a unified operations platform.
Narrative is still early
Exposed to the Physical Operations Digitization narrative through Connected Fleet Safety, Compliance and Asset Intelligence — pure play.
Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
Demanding valuation
The price embeds expectations that run ahead of the strength of its balance sheet.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Technology adoption delays.
Market Sep 24Filing Jun 30Price action Sep 24Research Aug 28

Conviction Level

NarrativeHeat6.8ThemeHeat6.2PriceAction1.4Valuation2.3CompanyPosition7.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryDamaged / breakdown

The technical structure itself is broken across timeframes — the weakest entry profile.

Key Financials

Market Cap
$379.9M
Avg Volume (60D)
1.9M
60 sessions
Revenue Growth YoY
+22.4%
FY2026 vs FY2025
Gross Margin
+55.7%
Trailing twelve months
Operating Margin
+4.9%
Trailing twelve months
Free Cash Flow Yield
+4.2%
Distance from 200DMA
-27.1%
Next Earnings
2026-11-09
P/E
N/M
EV / EBITDA
7.1x
EV / Sales
1.3x
Market metrics as of Sep 24, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is expensive.
PowerFleet, Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of the strength of its balance sheet. It trades at a 4.2% free-cash-flow yield and 7.1x EBITDA, which require sustained delivery to be justified.

Company Research

Thesis
PowerFleet is a direct, multi-product AIoT SaaS provider to fleet and mobile-asset operators, combining telematics, AI video, asset tracking and enterprise-system integrations into a unified operations platform.
Opportunity
Moderate opportunity
Enterprise adoption of connected devices, video, telematics and operational-data software to improve the safety, compliance, utilization, maintenance and visibility of vehicle fleets and other mobile physical assets.
Key risk
Technology adoption delays.

Narrative & Theme

Physical Operations Digitization
Part of Connected Fleet Safety, Compliance and Asset Intelligence, with strong fit.
AIOT has a genuine, direct exposure to the enterprise digitization of physical operations rather than a generic association with AI.
Narrative HeatNeutral6.8 / 10
Theme HeatNeutral6.2 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Technology · Software - Infrastructure
What they do

PowerFleet, Inc. provides AIoT solutions that integrate AIoT devices and third-party business systems into a unified platform to deliver data-driven insights for managing high-value enterprise and mid-market assets globally.

How it earns

The company primarily generates revenue through software-as-a-service subscriptions for its AIoT platform modules.

Products & services
Unity platform
Vehicle IoT modules
Video IoT modules
In-warehouse IoT modules
Customers & end markets
Enterprise asset managers
Mid-market asset managers
Market position

Niche player specializing in AIoT solutions for asset management with a global footprint.

Demand drivers
Medium cyclicality

Demand is influenced by enterprise capital expenditure cycles and technology adoption rates.