Added to YB: 2025-11-20
Pitch date: 2025-09-15
AIOT [bullish]
PowerFleet, Inc.
-0.85%
current return
Author Info
No bio for this author
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
$5.33
Price Target
21.00 (+298%)
Dividend
N/A
EV/EBITDA
9.51
P/E
-14.48
EV/Sales
2.02
Sector
Electronic Equipment, Instruments and Components
Category
growth
PowerFleet, Inc. - $AIOT
AIOT: Fleet telematics roll-up targeting top 3 global position vs Samsara (IOT). M&A integration risks, slight organic decline, 3x debt/EBITDA, material weaknesses. Bull case: $24-27B TAM, Unity platform differentiation, targeting 10% organic growth FQ4 2026, 20% by FY2027. 4x upside if re-rated to growth multiple.
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