Gauzy Ltd. (GAUZ) AI Stock Analysis

Gauzy Ltd. operates as an integrated provider of advanced light and vision control technologies across mobility and architectural markets. The company uses nanotechnology and electronics for light control, alongside mechatronics and image analysis for vision control. Its solutions replace conventional mechanical products like shades, blinds, and mirrors. Gauzy holds leadership positions in smart glass utilizing Suspended Particle Device and Liquid Crystal films, while also offering Camera Monitoring Systems and Advanced Driver Assistance Systems for aerospace, automotive, and architecture. With serial production established directly or via partners such as Boeing, Honda, Mercedes, Ford, BMW, and Avery Dennison, the company operates globally with 708 employees.

Annual revenue grew at a 4-year compound annual growth rate of 116.2%, expanding from $4.7M in FY2020 to $103.5M in FY2024. Revenue growth slowed from 570.6% in FY2022 to 59.0% in FY2023 and 32.8% in FY2024. Gross margin reached 28.7% in FY2024, up from 20.9% in FY2023. Operating margin was -29.7% in FY2024, compared to -40.1% in FY2023, while net income finished at -$53.2M. Over the trailing twelve months through June 30, 2025, revenue was $96.8M with an operating margin of -62.4% and an EPS of -$34.80. In the latest quarter ended June 30, 2025, quarterly revenue declined 17.8% year-over-year.

As of June 30, 2025, Gauzy held $1.2M in cash and short-term investments against total debt of $63.3M, resulting in net debt of $62.0M. The company reported a current ratio of 0.66 and a debt-to-equity ratio of 3.54 on shareholders' equity of $17.9M. In FY2024, operating cash flow stood at -$31.9M and free cash flow was -$43.5M after capital expenditures of $11.6M. R&D spending reached $17.6M in FY2024.

At its last close of $4.40 on October 16, 2026, Gauzy had a market capitalization of $5.0M and an enterprise value of $69.7M. The stock traded at a price-to-sales multiple of 0.1x and an enterprise value to revenue multiple of 0.7x, below the median of its US-listed Technology peers price-to-sales multiple of 2.8x. The stock has dropped 82.9% year-to-date and 96.4% over the past year, while the S&P 500 SPY returned 16.8% over the same one-year period.

One analyst covering the company expects next fiscal year revenue of $214.0M, reflecting estimated revenue growth of 44.7%, and an EPS estimate of -$0.45. The mean price target is $10.00, which stands 127.3% above the last close of $4.40. Over the trailing four quarters, the company recorded 1 EPS beat.

This page is an AI-written research summary of Gauzy Ltd. (GAUZ). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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