| A Message from Gauzy Ltd. Hey Folks,
We’re back on our horse and ready for an action-packed trading week.
Heading into the long weekend, we’ve got two pieces of news out of Washington that could set the tone for tech stocks going forward.
First, the U.S. lifted export restrictions on chip-design software, a crucial shift that could ease supply chain pressure and fuel the next wave of AI hardware innovation.
It’s a clear win for the entire semiconductor stack, from the giants to the up-and-comers.
Later that day, Congress passed the “Big Beautiful Bill”, a sweeping tax-and-spending package that extends corporate tax cuts and ramps up federal investment.
It gave markets the clarity they were looking for, and tech stocks were quick to respond.
With sentiment turning and catalysts stacking up, we’ve got our eye on a smaller tech name that could benefit directly from this shift.
This week’s under-the-radar trade idea is Gauzy Ltd. (GAUZ). We flagged this name last month, and it caught fire on a breakout day surging over 30%.
Since then, it’s been digesting that move, but what’s more interesting now is what analysts are saying.
GAUZ has attracted coverage from major firms like Barclays, B. Riley Financial, TD Cowen, and Stifel Nicolaus, all of which are giving it a “Moderate Buy” rating and an average 12-month price target that’s 62% higher than its closing price last week:
While Gauzy manufactures in the U.S., France, Germany, and Israel, its global operations could benefit from the broader pro-growth policies baked into the Big Beautiful Bill, including extended tax breaks and increased infrastructure investment.
Keep an eye on GAUZ this week, it’s one of the more interesting tech names positioned to ride the macro tailwinds.
The company itself is fascinating and has a lot going on…
Here are some of our notes covering what all the excitement might be about…
GAUZ describes itself as “a global leader in vision and light control solutions.” Headquartered in Tel Aviv, Israel, the company has four main business segments: Architecture: Providing smart glass technologies for buildings, including switchable glass for privacy and shading, as well as next-generation digital displays. Automotive: Developing smart glass solutions for vehicles, including panoramic sunroofs, side windows, and windshields that replace traditional visors and shades. Aerospace: Supplying smart glass, shading systems, and cockpit shading for private and commercial aircraft, helicopters, and other aerospace applications. Safety Tech: Offering AI-powered Advanced Driver Assistance Systems (ADAS) for buses, semi-trucks, tractors, and construction vehicles, incorporating AI-powered camera monitoring, motion sensor systems, and safety doors. We’re particularly fascinated by the company’s electricity-powered smart glass technology, which it calls LCG® (Light Control Glass).
It comes in two main types: Polymer Dispersed Liquid Crystal (PDLC) and Suspended Particle Device (SPD).
According to GAUZ, this technology “creates dynamic, light-controlled spaces by applying technology to new and existing glass. PDLC Smart Glass can change glass from opaque to clear giving you privacy and temperature control with the click of a switch.
“SPD smart glass blocks 99% of light, allowing windows to dim and tint without blocking views, making it the optimal shading choice for exterior windows across industries.”
There are details about the technology as well as helpful demos on this page.
And this excellent video has “everything you need to know about smart glass technology in 2 minutes.”
The company’s Safety Tech segment produces Advanced Driver Assistance Systems (ADAS), including camera monitor systems (CMS) and driver protection doors.
You can read more about those technologies here, and here is a two-minute video overviewing them.
GAUZ has an impressive roster of partners and customers, including Ford Trucks, Ferrari, Hilton, Crowne Plaza, and Hyundai, to name a few.
The company has too many impressive deals to cover all of them here, but these are some recent highlights:
It signed a deal with “a major European OEM” to deliver LCG® Smart Glass into an average of 50,000 cars per year for nine years.
It also announced a deal with Ferrari in October to supply the smart glass for its first-ever four-seater for eight years.
And a ”major international airline” has contracted with GAUZ to supply cabin shading with LCG® Smart Glass on its Boeing 737 MAX fleet.
Yutong, the world’s largest bus OEM, increased sales of GAUZ’s Smart-Vision ADAS in Q3 2024 by 250% year-over-year, and handed GAUZ the “Outstanding Supplier Award” in December.
In October 2024, GAUZ announced that “its advanced driver assistance system (ADAS) has fully replaced traditional side mirrors on the Capital District Transportation Authority (CDTA) of New York’s public buses.” These solutions are now deployed in more than 80 cities worldwide, with continued expansion underway.
Impressively, the largest cruise ship manufacturer, MSC, chose GAUZ for “11,000 sq ft of LCG® Smart Glass Transparent Display Façade [for its] new cruise ship terminal in Miami, Florida.”
Again, this is just a small sample of the company’s deals…
In August, GAUZ announced that its “commanding market-leading position in cockpit shading for all commercial aircraft and business jets, which now stands at a dominant 95%, will yield an aggregate revenue of $240 million over the next 10 years.”
The company said it is “uniquely positioned to capitalize on the sizable opportunity for new aircraft and aftermarket products due to its commercial relationships with leading OEMs for both commercial and business jets, such as Boeing and Airbus, which span more than 20 years.”
Here is a helpful breakdown of the company’s impressive revenue growth:
As you can see, its revenues more than doubled in two years — breaking into $100 million+ territory. On top of that, its gross profit jumped 49.1% year-over-year:
For a full breakdown of the company’s Q4 2024 earnings, see this detailed press release and this webcast of its earnings call.
As of March, the company had 708 employees, 146 granted patents (18 of them in the U.S.), 4 manufacturing sites (Tel Aviv, Israel; Stuttgart, Germany; Lyon, France; and Melbourne, Florida), and more than 1,300 customers in more than 30 countries.
That’s just a brief overview of this very impressive company. As you do your own research, be sure to check out this promo video to get a sense of the company’s slick marketing as well as this earnings/investor presentation and the company’s excellent website.
And of course, always approach your trading in a responsible manner, remembering that trading is very risky. Nothing is ever guaranteed, so never trade with more than you can afford to lose.
Please read the full disclaimer at the bottom of this email as well so you are aware of additional risks and considerations. Always have a well-thought-out game plan that takes your personal risk tolerance into consideration.
Bottom line: GAUZ is a company on the move. Its revenues in 2024 were up 32.8% year-over-year, and its gross profits jumped 49.1%.
The stock gained momentum late last week, and renewed strength across the tech sector could be the catalyst that takes it to the next level.
Today could be a very explosive day for GAUZ so be sure it’s topping your watchlist!
Get the Full Story and Corporate Presentation here.
To Your Success
This message is a paid advertisement for Gauzy Ltd. from Market Jar Media Inc. Wealthpire, Inc. has received a fixed fee of $2,500 from Market Jar Media Inc. for multiple Dedicated Email Sends, and Newsletter. Other than the compensation received for this advertisement sent to subscribers, Wealthpire, Inc. and its principals are not affiliated with either Gauzy Ltd. (GAUZ) or Market Jar Media Inc. Wealthpire, Inc. and its principals do not own any of the stocks mentioned in this email or in the article that this email links to. Neither Wealthpire, Inc. nor its principals are FINRA-registered broker-dealers or investment advisers. The content of this email should not be taken as advice, an endorsement, or a recommendation from Wealthpire, Inc. to buy or sell any security. Wealthpire, Inc. has not evaluated the accuracy of any claims made in this advertisement. Wealthpire, Inc. recommends that investors do their own independent research and consult with a qualified investment professional before buying or selling any security. Investing is inherently risky. Past-performance is not indicative of future results. Please see the disclaimer regarding Gauzy Ltd. (GAUZ) on Market Jar Media Inc. website for additional information about the relationship between Market Jar Media Inc. and Gauzy Ltd. (GAUZ). -- |
