Wall Street expects a year-over-year increase in earnings on higher revenues when PowerFleet (AIOT) reports results for the quarter ended December 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 9, might help the stock move higher if these key numbers are better than expecta ...

WOODCLIFF LAKE, N.J., Jan. 26, 2026 /PRNewswire/ -- Powerfleet, Inc. (Nasdaq: AIOT) today announced that it will hold a conference call on Monday, February 9, 2026, at 8:30 a.m. Eastern time (5:30 a.m. Pacific time) to discuss results for the third quarter fiscal 2026 ended December 31, 2026. Financial results will be issued in a press release prior to the call. Powerfleet management will host the presentation, followed by a question-and-answer session. Date: Monday, February 9, 2026Time: 8:30 a.m. Eastern ...

Core Viewpoint - Powerfleet, Inc. is set to participate in the 28th Annual Needham Growth Conference on January 15, 2026, to discuss its AIoT platform, financial performance, and shareholder value roadmap [1] Company Overview - Powerfleet is a global leader in the AIoT software-as-a-service (SaaS) mobile asset industry with over 30 years of experience [2] - The company focuses on unifying business operations through data ingestion, harmonization, and integration, providing actionable insights to enhance efficiency and cost savings [2] - Powerfleet is headquartered in New Jersey, USA, and has a primary listing on the Nasdaq Global Market and a secondary listing on the Johannesburg Stock Exchange (JSE) [2]

Summary of PowerFleet Conference Call Company Overview - **Company**: PowerFleet - **Industry**: Telematics - **Recent Transformations**: PowerFleet has undergone significant changes over the past three years, evolving from a small public company to a larger entity through mergers and acquisitions (M&A) [2][4][3] Key Financial Metrics - **Revenue Growth**: Revenue increased from $135 million to a projected $440 million, with EBITDA rising from $7 million to $100 million [3][4] - **Recent Performance**: The company reported a 12% year-over-year increase in organic services revenue, indicating strong growth compared to previous standalone performances [7] Mergers and Acquisitions - **Acquisitions**: PowerFleet merged with MiX Telematics and Fleet Complete, enhancing its scale and capabilities [4][5] - **Cost Synergies**: The combined EBITDA from MiX and Fleet Complete is expected to contribute significantly to PowerFleet's financials, with a total of approximately $60 million in EBITDA anticipated from these synergies [6] Product Strategy and Market Position - **Product Differentiation**: PowerFleet has developed a comprehensive suite of telematics solutions, including AI cameras and the Unity platform, which harmonizes data from various telematics devices [9][10][11] - **Unity Solution**: The Unity platform allows for device-agnostic data ingestion, providing a holistic view of fleet operations, which is a significant pain point for customers [12][14][17] Market Opportunities - **Enterprise-Level Engagement**: PowerFleet has secured significant contracts, such as with Pepsi, demonstrating its ability to engage at the enterprise level due to its increased scale and credibility [22][23] - **End-to-End Solutions**: The company offers solutions that span the entire supply chain, differentiating itself from competitors who focus solely on road telematics [26][27] Growth Drivers - **Key Growth Areas**: The main growth drivers identified include in-warehouse solutions, safety enhancements (including AI cameras), and the continued development of the Unity platform [39][40] - **Regulatory Trends**: Regulatory requirements for safety are driving demand for in-warehouse solutions, which are not discretionary expenditures [42] Future Outlook - **Cash Flow and M&A Potential**: PowerFleet is positioned to generate significant cash flow, with plans to explore future M&A opportunities as the market for telematics consolidates [45][48] - **Investor Sentiment**: There is a perceived disconnect between the company's performance and its stock price, with management believing that the stock is undervalued given its growth trajectory [51][52] Conclusion - **Investment Opportunity**: PowerFleet is viewed as a compelling investment opportunity due to its strong growth metrics, strategic acquisitions, and differentiated product offerings in the telematics industry [52]

Core Viewpoint - PowerFleet, Inc. (NASDAQ:AIOT) is identified as a strong logistics-tech stock with significant upside potential, supported by positive analyst ratings and robust operational performance [1][5]. Analyst Ratings - As of December 5, PowerFleet is rated a consensus Buy by all analysts, with a median price target of $9.50, indicating an 81% potential upside from current levels [1]. - Barrington Research reaffirmed an "Outperform" rating on November 26, setting a price target of $15.00, suggesting substantial upside from current prices [2]. Financial Performance - In Q2 FY26, PowerFleet reported total revenue of $111.7 million, a 45% increase year-over-year from $77.0 million in Q2 FY25, and a 7.3% sequential rise [3]. - Services revenue, a key segment, reached $89.3 million, reflecting a 57% year-over-year growth [3]. - The company achieved a gross profit of $62.6 million with a 56% margin, and raised its FY26 total revenue guidance to $435–$445 million, up from $430–$440 million [3][4]. Operational Highlights - Management noted a milestone in achieving double-digit organic recurring revenue growth ahead of schedule, driven by momentum in AI-powered SaaS solutions and global traction [4]. - There was a 27% sequential improvement in product revenue, alongside solid margin expansion despite challenging macro conditions [4]. - Although the reported net loss was $4.3 million (approximately $0.03 per share), the company emphasized meaningful bottom-line leverage from synergy programs and scalable SaaS execution [4]. Company Overview - PowerFleet is a global AIoT SaaS company that provides fleet tracking, mobility and asset management, safety, and compliance solutions for logistics, transportation, and other mobile-asset heavy industries [5].

Core Viewpoint - The investment rating for PowerFleet Inc. (AIOT) stock is assessed as a Buy due to its transition from a fragmented hardware-centric telematics provider to a more integrated solution provider [1] Group 1 - PowerFleet is undergoing a progressive transition in its business model [1] - The company is shifting focus from hardware to integrated telematics solutions [1]

Core Viewpoint - PowerFleet Inc. (AIOT) stock is rated as a Buy due to its transition from a fragmented hardware-centric telematics provider to a more integrated solution provider [1] Group 1: Company Transition - PowerFleet is undergoing a progressive transition that enhances its market position and potential for growth [1]

Core Insights - Powerfleet, Inc. is scheduled to attend multiple investor conferences in December 2025 to discuss its AIoT platform, financial performance, and shareholder value roadmap [1][2] Company Overview - Powerfleet is a global leader in the AIoT software-as-a-service (SaaS) mobile asset industry with over 30 years of experience [1] - The company focuses on unifying business operations through data integration and delivering actionable insights to enhance efficiency and safety [1] - Powerfleet is headquartered in New Jersey, USA, and has a primary listing on Nasdaq and a secondary listing on the Johannesburg Stock Exchange [1] Upcoming Events - Powerfleet will present at the Raymond James 2025 TMT and Consumer Conference on December 9, 2025, at 1:40 PM ET, with a webcast available [2] - The company will also participate in the Northland Growth Conference on December 16, 2025 [2]

Core Insights - PowerFleet Inc. (NASDAQ:AIOT) is recognized as one of the fastest-growing penny stocks, with an Outperform rating reiterated by William Blair following impressive second-quarter 2026 results characterized by record revenue and strong performance across key metrics [1] Financial Performance - The company achieved a 45% increase in total revenue, reaching a record high of $111.7 million, driven by strong global traction and expanding adoption of its AIoT platform [2] - Organic annual recurring revenue growth was double-digit year-over-year, with a reported 12% organic services growth amid broad-based business strength [3] - Gross profit increased by 51% year-over-year to $62.6 million, indicating strong operational performance [2] Net Loss and Challenges - Despite the strong revenue growth, the company reported a wider-than-expected net loss attributable to stockholders of $4.3 million, or $0.03 per share, compared to a net loss of $1.9 million, or $0.02 per share, for the same quarter last year [4] - The increase in net loss was attributed to higher interest expenses and non-cash amortization [4] Company Overview - PowerFleet, Inc. operates as a global AIoT company, providing software-as-a-service (SaaS) solutions to help organizations manage, monitor, and optimize assets such as connected vehicles and warehouse equipment [5]

Core Viewpoint - The presentation at the 2025 PowerFleet Innovation Event emphasizes the company's forward-looking statements regarding its beliefs, plans, and future performance, highlighting the inherent risks and uncertainties that may affect actual results [1][2]. Group 1: Forward-Looking Statements - Forward-looking statements encompass expectations about customer prospects, potential contract values, market forecasts, and projections of financial performance, including revenue growth and cost control [2]. - The company aims to expand its business with core customers while increasing production volumes and managing operating costs effectively [2]. Group 2: Risks and Uncertainties - The risks and uncertainties mentioned include factors that could lead to actual results differing materially from those expressed in forward-looking statements, as detailed in the company's filings with the Securities and Exchange Commission [2][3].