AIOT Earnings
Monday, Jun 15 2026
EPS Estimate
$0.02
$0.01 – $0.05
Revenue Estimate
$113M
Current Price
$3.93
Our Position
bullishBeat Q3 Revenue, Northland Initiates With 164% Upside Target
structured data
est. revisions stable
A beat on top-line misses the point here. The company's post-merger integration is working — recurring revenue at 80% of the mix means PowerFleet has shifted from transactional to sticky, high-margin business. An analyst initiating at Outperform with a 2x price target usually signals conviction that the market's undervaluing the transformation story.
Watch: Watch for Q4 2026 revenue and recurring revenue growth rate. If the 11% recurring growth sustains or accelerates and margins improve as the high-value services mix deepens, Northland's thesis has legs.
Data Signal Summary
2 bullish
1 bearish
Estimates down -55%
Put/call 0.0 (bullish skew)
Insider buying
Key Context
Insider Activity
buying
Price Trend
mixed
1-Month Return
+28.2%
From 52w High
0.0%
Est. Revisions (30d)
-55.0% 0up/1dn
Analyst Target (mean)
$10 $8–$13 +163%
Options P/C Ratio
0.00
Est. Dispersion
178% 4 analysts
Fund Convergence
moderate Citadel, Renaissance
Recent Activity
insider trades
2 transactions
Award
·
MCCONNELL MICHAEL J (Director)
·24,396 shares
Award
·
JACOBS IAN V. (Director)
·24,396 shares
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