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Added to YB: 2024-09-30

Pitch date: 2024-09-18

AIOT [bullish]

PowerFleet, Inc.

+1.54%

current return

Author Info

Lake Cornelia Research Management provides managed accounts and bespoke advisory services to family offices & investment funds. Follow on Twitter/X.

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

$5.20

Price Target

20.00 (+279%)

Dividend

N/A

EV/EBITDA

9.51

P/E

-14.48

EV/Sales

2.02

Sector

Electronic Equipment, Instruments and Components

Category

value

Show full summary:
PowerFleet (AIOT) Becomes Top North American Fleet IoT Player with $210M Fleet Complete Acquisition

AIOT: Acquiring Fleet Complete for $210M at 2x rev/5x synergized EBITDA. Adds 600k subs, AT&T/Telus partnerships. Now #3/4 in NA fleet IoT. FY26 guide: $450M rev, $130M EBITDA. Sandbagged guidance, upside from sales expansion & synergies. TAM growing 15-20%, consolidating.

Read full article (30 min)