PowerFleet: Large Possible Upside Via High-Margin SaaS Transformation And Aggressive Deleveraging

PowerFleet Inc. is rated a buy, driven by its transformation into a high-margin SaaS platform post-acquisitions and significant margin expansion. AIOT trades at a legacy hardware valuation despite 80%+ recurring revenue and projected EBITDA margin expansion to 26% by FY2027, creating a decisive valuation gap. Technical setup favors long positions above $4.85 support, with 12-month targets of $6.54–$7.84 and a mid-term intrinsic value target of ~$17.24, contingent on execution.

Seeking Alpha • Dec 8, 2025

Powerfleet to Attend December Investor Conferences

WOODCLIFF LAKE, N.J. , Dec. 4, 2025 /PRNewswire/ -- Powerfleet, Inc. (Nasdaq: AIOT) today announced that management is scheduled to attend the following December 2025 investor conferences to discuss Powerfleet's scaled AIoT platform, strong financial performance and clear roadmap to shareholder value: Tuesday, December 9, 2025, presentation at 1:40pmET: Raymond James 2025 TMT and Consumer Conference – a webcast of this presentation will be available on the Events & Presentations page at ir.powerfleet.com.

PRNewsWire • Dec 4, 2025

PowerFleet, Inc. (AIOT) Analyst/Investor Day Transcript

PowerFleet, Inc. ( AIOT ) Analyst/Investor Day November 14, 2025 9:00 AM EST Company Participants Steve Towe - CEO & Director Melissa Ingram - Chief Corporate Development Officer Mike Powell - Chief Innovation Officer Aaron Friedman Clara Severino Jeffrey Lautenbach - Chief Revenue Officer Rob Williams David Wilson - CFO & Corporate Secretary Jonathan Bates - Chief Marketing Officer Conference Call Participants Carolyn Capaccio Brian Fielkow Cas Cate Michael DeSalles Jodie Baxter Cameron Coursey Conversation Operator Hello, and welcome to the 2025 PowerFleet Innovation Event. [Operator Instructions] I'd now like to turn the call over to Carolyn Capaccio.

Seeking Alpha • Nov 14, 2025

Powerfleet to Attend Fall New York 2025 Investor Conferences

WOODCLIFF LAKE, N.J. , Nov. 14, 2025 /PRNewswire/ -- Powerfleet, Inc. (Nasdaq: AIOT) today announced that management is scheduled to attend fall 2025 New York investor conferences to meet with investors to discuss Powerfleet's AIoT platform that is already delivering results at scale with strong financial discipline and a clear roadmap to shareholder value as follows: Tuesday, November 18, 2025: 16th Annual Craig-Hallum Alpha Select Conference Wednesday, November 19, 2025: 14th Annual Roth Technology Conference ABOUT POWERFLEET Powerfleet (Nasdaq: AIOT; JSE: PWR) is a global leader in the artificial intelligence of things (AIoT) software-as-a-service (SaaS) mobile asset industry.

PRNewsWire • Nov 14, 2025

PowerFleet, Inc. (AIOT) Q2 2026 Earnings Call Transcript

PowerFleet, Inc. ( AIOT ) Q2 2026 Earnings Call November 10, 2025 8:30 AM EST Company Participants Steve Towe - CEO & Director Jeffrey Lautenbach - Chief Revenue Officer David Wilson - CFO & Corporate Secretary Melissa Ingram - Chief Corporate Development Officer Conference Call Participants Carolyn Capaccio - Alliance Advisors, LLC Scott Searle - ROTH Capital Partners, LLC, Research Division Anthony Stoss - Craig-Hallum Capital Group LLC, Research Division Gary Prestopino - Barrington Research Associates, Inc., Research Division Dylan Becker - William Blair & Company L.L.C., Research Division Alexander Sklar - Raymond James & Associates, Inc., Research Division Gregory Gibas - Northland Capital Markets, Research Division Presentation Operator Greetings.

Seeking Alpha • Nov 10, 2025

Powerfleet Reports Q2 FY26 Financial Results with 7% Quarterly Sequential Increase in Total Revenue

Total revenue of $111.7 million, an increase of 45% in total and 9% organically year-over-year from $77.0M in Q2 FY25. Services revenue of $89.3 million, an increase of 57% in total and 12% organically year-over-year from $56.7 million in Q2 FY25.

PRNewsWire • Nov 10, 2025

Here's What Key Metrics Tell Us About PowerFleet (AIOT) Q2 Earnings

Although the revenue and EPS for PowerFleet (AIOT) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Nov 10, 2025

PowerFleet (AIOT) Q2 Earnings Miss Estimates

PowerFleet (AIOT) came out with quarterly earnings of $0.02 per share, missing the Zacks Consensus Estimate of $0.05 per share. This compares to a loss of $0.02 per share a year ago.

Zacks Investment Research • Nov 10, 2025

Powerfleet Wins Frost & Sullivan 2025 North America Product Leadership Award

WOODCLIFF LAKE, N.J. , Nov. 10, 2025 /PRNewswire/ -- Powerfleet, Inc. (Nasdaq: AIOT), a global leader in the artificial intelligence of things (AIoT) software-as-a-service (SaaS) mobile asset industry, today announced it has received the Frost & Sullivan 2025 North America Product Leadership Award for its Unity platform, recognizing outstanding innovation and impact in the connected vehicle market.

PRNewsWire • Nov 10, 2025

Countdown to PowerFleet (AIOT) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS

Evaluate the expected performance of PowerFleet (AIOT) for the quarter ended September 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Zacks Investment Research • Nov 6, 2025