Gauzy Ltd. is a fully integrated light and vision control company headquartered in Tel Aviv, Israel, developing, manufacturing, and supplying suspended particle device (SPD), liquid crystal (LCG), and related films for smart glass applications, along with AI-powered camera monitoring systems (CMS) and advanced driver assistance systems (ADAS). It operates through four segments: Architecture (smart glass for commercial, retail, residential, healthcare, hospitality), Automotive (smart glass for vehicles replacing mechanical shades), Safety Tech (ADAS/CMS for buses, coaches, RVs), and Aeronautics (shading and cabin management for aircraft/helicopters).
Incorporated on October 26, 2009, in Israel; IPO on NASDAQ Global Market on June 6, 2024, raising approximately $75 million. Employs 708 people; website: gauzy.com.
The company positions itself as a leader in sustainable, comfortable user experiences through its technologies, with a network of partners serving over 30-40 countries.
Data Limitation: Information drawn from company filings, website, and secondary sources as of August 2026 searches; exact current operational status subject to ongoing developments.
More Information: Yahoo Finance Profile | Official Website | SEC 20-F Filing
Data Limitation/Uncertainty: News reflects public announcements up to mid-2026; French subsidiary situation introduces material uncertainty regarding European operations and liquidity.
More Information: StockTitan News | Company Press
IPO date: June 6, 2024, with initial trading highs reported around $16-17; 52-week high of $7.08. Subsequent sharp decline, with 52-week low around $0.23; 1-year return approximately -96%.
The dramatic decline from IPO levels likely reflects a combination of dilution from financings, persistent losses, operational challenges, and broader market sentiment toward small-cap growth companies in emerging technologies.
High volatility noted, with trading volumes varying significantly; average daily volume in recent periods around 200k-300k shares.
Flag: No current price displayed per guidelines. Historical data from secondary sources; performance can change rapidly. Past performance is not indicative of future results.
More Information: Yahoo Finance Chart/History | Macrotrends Historical Prices | StockAnalysis Overview
| Metric | 2021 | 2022 | 2023 | 2024 | TTM / Q1 2025 Notes |
|---|---|---|---|---|---|
| Total Revenue | $7.31M | $49.03M | $77.98M | $103.53M | Q1 2025: $22.4M (vs $24.7M prior year); Q4 2024: $31.1M (+41.8% YoY) |
| Gross Profit | $2.02M | ~ | ~ | $29.74M | Gross margin ~25-26% |
| Net Loss | ~ | ~ | $79.3M | $53.2M | Q1 2025: $10.8M loss; Accumulated deficit ~$225M as of Dec 31, 2024 |
Top 10 customers represented ~51.4% of 2024 revenue (no single customer >9.3%). Market cap historically in the $5M-$15M range recently; shares outstanding ~18.7M.
Revenue has grown rapidly (CAGR very high post-2021), indicating successful commercialization and market adoption, particularly in Safety Tech and other segments. However, consistent large net losses and high accumulated deficit signal ongoing cash burn and challenges in achieving profitability.
Data Limitation: Financials primarily from audited 2024 results and Q1 2025; TTM figures approximate. As an emerging growth company, reporting may have reduced requirements. Equity line and recent raises indicate liquidity management efforts.
More Information: Yahoo Income Statement | FY2024 Earnings Release | Simply Wall St Fundamentals
Limited coverage: One analyst consensus reported as Buy with $10 price target (Public.com, as of Aug 2026). Other sources indicate Hold consensus (e.g., MarketBeat average rating 2.00/5 based on mixed ratings including 1 Buy and 1 Sell in some aggregates; TD Cowen initiated with Hold).
| Source | Consensus | Details |
|---|---|---|
| Public.com | Buy | 1 analyst; 100% Buy; $10 PT |
| MarketBeat | Hold | Avg score 2.00; mixed (Buy/Sell noted in aggregates); ~3,222% upside implied from PT $10 vs recent prices |
| TD Cowen | Hold | Initiated coverage with Hold rating |
The wide dispersion in ratings and high implied upside targets (where present) reflect optimism on long-term technology potential but caution due to execution risks and financial position.
With only 1-2 analysts covering the stock, ratings may not fully represent broader market views; targets are often aspirational for small-cap names.
Flag: Analyst coverage is sparse for this micro-cap stock; ratings and targets change frequently and are not guarantees. Data as of August 2026 searches.
More Information: Public.com Forecast | MarketBeat Ratings | Yahoo Analysis
Serves leading brands across aeronautics, automotive, architecture, and more via direct sales and certified distribution network in 30-60 countries.
Diverse end-markets and high-profile OEM/Tier 1 validations suggest strong technology acceptance, though reliance on a concentrated customer base introduces revenue volatility risk.
| Company | Focus Area | Comparison Notes |
|---|---|---|
| Research Frontiers (REFR) | SPD smart glass | Direct technology overlap in smart glass; smaller peer. |
| Gentex Corporation | Automotive smart glass, mirrors, ADAS | Larger established player in auto applications. |
| View Inc. / SageGlass (Saint-Gobain) | Electrochromic smart glass | Competing smart glass solutions for architecture/automotive. |
| AGC, Saint-Gobain | Glass manufacturing & smart variants | Major global glass companies with smart glass offerings. |
| Smaller peers (e.g., GWH, DFLI, EFOI, FLUX, Andluca, Tynt) | Various energy/tech components or niche smart tech | MarketBeat compares to these micro-caps; broader electronic components sector. |
Gauzy differentiates with vertically integrated capabilities (chemistry, mechatronics, AI image analysis, coating/lamination) and multi-segment exposure (including Safety Tech ADAS and Aeronautics). Competitive landscape is dynamic; success depends on OEM design wins and scaling production.
Data Limitation: Customer names from public announcements and reports; exact contract values or current status not always disclosed. Competitor list is representative, not exhaustive; market positions evolve.
More Information: MarketBeat Competitors | Gauzy Partners/Portfolio | CB Insights Competitor Analysis