GAUZ

Gauzy was selected by Ferrari to supply its SPD smart glass technology to support the serial production of its first ever 4-seater offering for eight years

A major international airline contracts Gauzy for cabin shading with LCG® Smart Glass on Boeing 737 MAX fleet

They also just signed their largest-to-date Automotive serial production deal to deliver LCG® Smart Glass into an average of 50,000 cars per year for nine years with a major European OEM

For the first 9 months revenues increased 29% to an impressive $72.4 million

CHECK OUT THE INVESTOR PRESENTATION HERE

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Hello Everyone,

We keep talking about how exciting these times are right now. We have rates coming down, The Nasdaq up 32% YTD, Bitcoin just exploded through all time highs and the Russell 2000 which tracks small caps is up over 12% YTD and many are saying that it is just getting warmed up.

You don’t even have to look at any of that stuff to realize that we are in a bullish market and a stong economy. Just look at our recent profiles. We have recently profiled many double and triple digit movers in the past 60 days and thats just a fact. The receipts are time stamped and sitting in your inbox.

We have been looking at lot of AI and Biotech companies as of late but we want you to take a real strong look at this tech play.

Our new profile for Friday is GAUZ.

This company is brand new to us here. We have never profiled this company here and I have to say that we came across some exciting catalysts that have the potential to push this company forward in the years to come.

GAUZ is definitely not a one trick pony.

Gauzy is at the forefront of innovation, redefining how multi-billion-dollar industries operate with its groundbreaking technologies. From AI-powered Advanced Driver Assistance Systems (ADAS) revolutionizing road safety to visionary solutions transforming aeronautics and automotive design, this company is pushing the limits of what’s possible in light and vision control.

The company concentrates their efforts on three main segments, all of which are generating revenues:

  • Architecture and Automotive: Providing smart glass technologies for buildings and vehicles, including next-gen digital displays, glass rooftops, side windows, and windshields, to replace conventional sun visors and shades.
  • Safety Tech: Offering Advanced Driver Assistance Systems (ADAS) for buses, semi-trucks, tractors, and construction vehicles, such as AI powered camera monitor and motion sensor systems, and safety doors
  • Aeronautics: Supplying smart glass, traditional shading, and cabin management systems for private and commercial aircraft, as well as helicopters.

These diversified revenue streams, supported by 83.1% recurring revenue from long-term contracts, create a solid foundation for Gauzy’s sustained growth.

You have most likely encountered Gauzy’s handiwork in your everyday life and not even known it. They are already doing business with some of the biggest corporations on the planet and most recently were selected by the most iconic automobile manufacturer in the world to supply their new venture for the next 8 years.

You will see that GAUZ has been up to a lot lately if you take a real deep dive into the company like I have over the past 48 hours. We don’t have to look far back to see that GAUZ is moving forward as a company and most importantly they are signing deals and securing revenues.

Let’s take a brief look at what they have accomplished in JUST the last quarter:

  • Yutong, the world’s largest bus OEM, increased third quarter orders by 250% year-over-year, positioning Gauzy to extend its global share of buses using its Smart-Vision ADAS
  • Signed their largest-to-date Automotive serial production deal to deliver our LCG® Smart Glass into an average of 50,000 cars per year for nine years with a major European OEM
  • Gauzy selected by Ferrari to supply its SPD smart glass technology to support the serial production of its first ever 4-seater offering for eight years
  • A major international airline contracts Gauzy for cabin shading with LCG® Smart Glass on Boeing 737 MAX fleet
  • Selected by one of the largest cruise ship manufacturers to supply new terminal in Miami, Florida with over 11,000 sqft of LCG® Smart Glass Transparent Display Façade

Pretty impressive right? But what about the numbers? What about the meat and potatoes?

Well, those are pretty impressive too but I’ll let you be the judge of that.

Revenues for the first three quarters are up 30% year-over-year, and its gross profits are up 34%.

‍Third quarter revenues were $23.3 million. They increased 24.6% compared to $18.7 million in the prior year quarter.  The impressive jump were a result of existing and new customer accounts in the Safety Tech and Architecture divisions.

For the first 9 months of the year GAUZ saw Revenues of $72.4 million, which increased 29.2% compared to $56.0 million.

They are well funded too. As of September 30, 2024, the Company had total liquidity of $44.4 million, including $9.4 million of cash and cash equivalents and $35.0 million of available capacity under its undrawn credit line.

Gauzy’s vision control systems are equipping cities around the world to focus on increasing public & road safety.

Its Smart-Vision® ADAS, already replacing traditional mirrors on public buses in Paris ahead of the 2024 Olympics and in New York through CDTA’s transit program, are revolutionizing road safety by reducing blind spots and enhancing driver awareness.

These solutions are now deployed in over 80 cities worldwide, with continued expansion underway.

With smart glass technology rapidly gaining adoption across luxury and mass-market vehicles, including inclusion in McLarens, Mercedes’, Cadillacs, and now Ferrari, Gauzy is poised to capture a growing share of the $12.3 billion automotive smart glass market.

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Simultaneously, Gauzy’s Smart-Vision® CMS is advancing vehicle safety through ADAS solutions, replacing traditional mirrors with state-of-the-art camera and display technologies.

Whether in public transportation, passenger vehicles, aviation, or groundbreaking architectural applications, Gauzy’s ability to replace traditional materials with smart, digitized solutions ensures its position as a key player in the industries of tomorrow, today

In September, company insiders including the CEO, CTO and CFO, as well as a long-term investor purchased nearly 50,000 shares of GAUZ stock.  

CEO Eyal Peso commented, “Our strong orderbook, pipeline of exciting new technologies and expanding market presence position us well for continued success. We are excited about our future and the opportunity to increase our ownership stake in Gauzy at attractive levels.”

What are the analysts saying?

Gauzy’s growth potential hasn’t gone unnoticed by industry analysts. With an average price target of $16.25, Gauzy continues to gain recognition as a leader in a rapidly expanding market.

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The company’s strong financial performance and market consensus underscore its unparalleled  innovation pipeline and strategic positioning in high-growth sectors.

Gauzy Ltd. Announces Purchases of Gauzy Shares by CEO, Other Senior Executives and Key Long-Term Investor

PUBLISHED

SEP 12, 2024 7:00AM EDT

TEL AVIV, Israel, Sept. 12, 2024 (GLOBE NEWSWIRE) — Gauzy Ltd. (Nasdaq: GAUZ) (“Gauzy” or the “Company”), a global leader in vision and light control solutions, today announced Eyal Peso, Co-Founder and Chief Executive Officer; Adrian Lofer, Co-Founder and Chief Technology Officer; Meir Peleg, Chief Financial Officer; and pre-IPO Gauzy Board member and long-term investor Alejandro Weinstein have acquired an aggregate of 48,472 Gauzy ordinary shares. The purchases, made at an average price of $10.35/share, for a total investment of $501,400, were made through open market purchases during the months of August and September 2024.

“This investment by core current and former leaders of Gauzy underscores our unwavering commitment and belief in our company’s vision and potential,” Mr. Peso stated. “Our strong orderbook, pipeline of exciting new technologies and expanding market presence position us well for continued success. We are excited about our future and the opportunity to increase our ownership stake in Gauzy at attractive levels.”

Ferrari Selects Gauzy’s Smart Glass Technology for Serial Production in Its First-Ever SUV

PUBLISHED

OCT 23, 2024 8:00AM EDT

Light control technology company becomes strategic supplier for iconic car manufacturer

Gauzy’s Suspended Particle Device (SPD) LCG® available in panoramic roofs on Ferrari’s premium SUV

Marks first time Ferrari has implemented smart glass technology on a mass production level for any of its automotive designs

NEW YORK and TEL AVIV, Israel, Oct. 23, 2024 (GLOBE NEWSWIRE) — Gauzy Ltd. (Nasdaq: GAUZ) (“Gauzy” or the “Company”), a global leader in light and vision control technology, today announced that Ferrari has selected the Company to become a strategic supplier, resulting in Gauzy already beginning to serially produce its Suspended Particle Device (SPD) Smart Glass technology for the iconic car manufacturer’s prestigious SUV. Gauzy’s SPD light control glass (LCG®) is available in the panoramic roof of the SUV, marking the first-time Ferrari has implemented smart glass technology on a mass production level for any of its automotive designs.

“It’s a tremendous accomplishment that another world-renowned and innovative automotive brand has selected Gauzy to become one of their strategic suppliers. We are extremely proud that Ferrari, one of the most iconic and recognized car makers in the world, has selected Gauzy’s smart glass technology as a key feature of its first-ever SUV,” stated Eyal Peso, Co-Founder and CEO of Gauzy. “Ferrari’s decision to use our LCG® technology in a multi-year program is a testament to the quality, sophistication and innovative nature of our light control products. Having Ferrari become associated with Gauzy is the ultimate seal of approval for the work we are doing to enhance safety, comfort, and design in the automotive industry.”

Smart glass technology, like that which Gauzy specializes in, has been quickly gaining in popularity with both luxury and mass-market vehicle manufacturers around the world given its numerous benefits – i.e., comfort and convenience, safety, aesthetics, ease of maintenance, thermal comfort and more. As such, the total value of the global automotive smart glass market is expected to reach $12.3 billion in value by 2032. Gauzy aims to capture a significant portion of this accelerated growth due to its expertise in both SPD and Polymer Dispersed Liquid Crystal (PDLC) technologies and positive reputation amongst the most respected OEMs in the U.S. and abroad.

Peso added, “SPD technology continues to gain in popularity as more and more OEMs understand how it helps enhance the overall driving experience and vehicle infrastructure. In fact, in addition to Ferrari, it’s already included on sunroofs in McLarens, Mercedes and Cadillacs, and is expected to be widely adopted in mass-market cars in coming years. We believe that this presents a massive opportunity for us to expand our market share for smart glass in automotive and drive continued growth for this business division.”

Gauzy’s SPD LCG® sets a new standard for innovation in vehicles by prioritizing design, functionality and experience through technologically advanced materials, providing drivers and passengers with optimal comfort and better awareness of their surroundings. Unlike traditional sunscreens or mechanical shades that block/obstruct views, reduce head and/or cabin space and are hard to clean, Gauzy’s patented SPD LCG® uses an electrical voltage to change the transparency of the glass and reduce glare and heat from direct light exposure, thereby eliminating the need for shading systems altogether. The Company develops and manufactures SPD technology licensed from Research Frontiers, in which Gauzy has been a strategic investor since 2018.

Ferrari, the fourth-largest automaker by market capitalization, is amongst the latest automotive manufacturers to select Gauzy as a strategic supplier due to its proven track record in designing and delivering high-quality light and vision control products that substantially increase road safety, filter out up to 99% of light transmission and improve the driver and passenger experience. As such, owners and occupants of the Ferrari SUV outfitted with Gauzy’s SPD LCG® can expect to have greater visibility of the outside scenery and better control over cabin light and temperature, resulting in a safer and more dynamic and comfortable on-road experience.

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NEWS

Gauzy Receives Outstanding Supplier Award for Its Smart-Vision® Advanced Driver Assistance System (ADAS) From World’s Largest Commercial Bus Manufacturer, Yutong1 day agoGauzy Appoints Seasoned Public Company Executive and Director Lilach Payorski to Board of DirectorsDec 3, 2024Gauzy Ltd. to Present and Feature Advanced Driver Assistance System (ADAS) Equipped Bus at Barclays 15th Annual Global Automotive and Mobility Tech ConferenceNov 18, 2024Gauzy Ltd. Announces Third Quarter and Nine Months 2024 ResultsNov 12, 2024CEOs of Gauzy and Research Frontiers Participate in Joint Interview with Benzinga All AccessNov 6, 2024Gauzy Ltd. adds Second Production Shift in Europe to Meet Strong Global Demand; Releases Preliminary Third Quarter Revenue Range and Provides Fourth Quarter GuidanceOct 31, 2024Ferrari Selects Gauzy’s Smart Glass Technology for Serial Production in Its First-Ever SUVOct 23, 2024Gauzy’s Advanced Driver Assistance System (ADAS) Fully Replaces Traditional Side Mirrors on Capital District Transportation Authority of New York’s Public BusesOct 10, 2024Gauzy to Unveil Next Generation AI-Powered Advanced Driver Assistance System (ADAS) for Commercial Trucks at IAA TRANSPORTATION 2024Sep 16, 2024Gauzy Ltd. Announces Purchases of Gauzy Shares by CEO, Other Senior Executives and Key Long-Term Investor

Sep 12, 2024

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