Investors need to pay close attention to AIOT stock based on the movements in the options market lately.
Powerfleet's Q4 call pointed to a fiscal 2027 growth push built on margin expansion, cash generation, South Africa rollout and enterprise deployments.
PowerFleet is rated a Buy at $4, driven by scale from recent M&A, a robust Unity platform, and accelerating large enterprise wins. AIOT now generates over 80% recurring, high-margin service revenue, with gross margin expanding to 56.5% and significant operating leverage materializing. FY27 guidance targets $485M–$490M revenue (~10% growth), $122M–$125M adjusted EBITDA (~27% growth), and $30M–$35M free cash flow, with leverage expected below 2x.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 245,897 | $1.31M | $1.08M | -$229,925.37 | -17.58% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2 | $10.68 | $8.47 | -$2.21 | -20.69% |
| BG Bart Gancher Intech Investment Management LLC | 32,556 | $149,287.18 | $137,874.66 | -$11,412.52 | -7.64% |
Private Capital Private Capital Management | 7.48M | $30.18M | $31.63M | $1.45M | 4.79% |
Point72 Asset Management LP Point72 Asset Management LP | 78,122 | $240,616 | $330,088.89 | $89,472.89 | 37.18% |
| Communications Equipment Industry | Information Technology Sector | Steve Towe CEO | NASDAQ (NMS) Exchange | 73931J109 CUSIP |
| US Country | 2,658 Employees | - Last Dividend | - Last Split | - IPO Date |
PowerFleet, Inc. is a prominent provider of Internet-of-Things (IoT) solutions, operating across the United States, Israel, and on an international scale. Originally established in 1993 as I.D. Systems, Inc., the company now operates under the name PowerFleet, Inc., with its headquarters situated in Woodcliff Lake, New Jersey. PowerFleet delivers a comprehensive range of IoT solutions designed to enhance efficiency, safety, and security for its clients, while also aiming to increase their profitability through the utilization of data analysis and seamless integrations. Serving a wide array of sectors—including automotive manufacturing, logistics, aviation, and more—PowerFleet is dedicated to providing state-of-the-art technology solutions through its proprietary brands, PowerFleet, Pointer, and Cellocator.