Added to YB: 2025-10-17
Pitch date: 2025-10-15
AIOT [bullish]
PowerFleet, Inc.
-4.17%
current return
Author Info
Company Info
PowerFleet, Inc. provides artificial intelligence-of-things (AIoT) solutions in North America, Israel, Africa, Europe, the Middle East, Australia, and internationally.
Market Cap
$598.8M
Pitch Price
$5.51
Price Target
17.33 (+228%)
Dividend
N/A
EV/EBITDA
9.51
P/E
-14.48
EV/Sales
2.02
Sector
Electronic Equipment, Instruments and Components
Category
growth
The Revenge of Cathie Wood: PowerFleet Update $AIOT
AIOT: IOT logistics co w/ 6% QoQ organic growth despite trucking downturn. 83% services revenue (vs 75% prior year), targeting 85%. $3M new contracts (SIXT Mexico, MTN Africa) should yield ~$2.7M net income at scale. Mgmt guides <2.25x net debt/EBITDA in 3Q vs 2.97x now. $17.33 price target by 2027 end.
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