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Gauzy Ltd. Ordinary Shares (GAUZ)



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Upturn Advisory Summary
09/12/2025: GAUZ (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $9
1 Year Target Price $9
1 | Strong Buy |
1 | Buy |
1 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -8.88% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 107.21M USD | Price to earnings Ratio - | 1Y Target Price 9 |
Price to earnings Ratio - | 1Y Target Price 9 | ||
Volume (30-day avg) 3 | Beta - | 52 Weeks Range 4.54 - 13.00 | Updated Date 09/14/2025 |
52 Weeks Range 4.54 - 13.00 | Updated Date 09/14/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.12 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -39.63% | Operating Margin (TTM) -62.38% |
Management Effectiveness
Return on Assets (TTM) -13.03% | Return on Equity (TTM) -94.46% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 169255743 | Price to Sales(TTM) 1.11 |
Enterprise Value 169255743 | Price to Sales(TTM) 1.11 | ||
Enterprise Value to Revenue 1.75 | Enterprise Value to EBITDA - | Shares Outstanding 18743100 | Shares Floating 11498540 |
Shares Outstanding 18743100 | Shares Floating 11498540 | ||
Percent Insiders 18.89 | Percent Institutions 32.51 |
Upturn AI SWOT
Gauzy Ltd. Ordinary Shares

Company Overview
History and Background
Gauzy Ltd. was founded in 2009. It develops and manufactures light control technologies, primarily focusing on switchable smart glass. Milestones include securing key partnerships with automotive and architectural firms and expanding its product line to include various light control films and coatings.
Core Business Areas
- Smart Glass: Development and manufacturing of liquid crystal and suspended particle device (SPD) light control glass for various applications, including architectural, automotive, and consumer electronics.
- Light Control Films: Production of self-adhesive light control films that can be applied to existing glass surfaces to provide privacy, shading, and energy efficiency.
- Light Control Technologies: Provide lamination to existing glass manufacturers.
Leadership and Structure
Gauzy Ltd. is led by Eyal Peso (CEO) and relies on a structured organizational model with departments for R&D, production, sales, and marketing. The company operates globally, with headquarters in Israel and a presence in North America, Europe, and Asia.
Top Products and Market Share
Key Offerings
- SPD SmartGlass: Switchable glass using Suspended Particle Device (SPD) technology. Market share is estimated at 30% of the SPD smart glass market for automotive and architectural applications. Competitors include Research Frontiers (REFR) and Vision Systems.
- LC SmartGlass: Switchable glass using Liquid Crystal (LC) technology. Gauzy has roughly 15% of the LC market. Competitors include Polytronix and Smartglass International.
- Light Control Film: Self adhesive film for glass. Market share is estimated at 5%. Competitors include 3M and Saint-Gobain.
Market Dynamics
Industry Overview
The smart glass industry is experiencing growth, driven by increasing demand for energy-efficient buildings, privacy solutions, and advanced automotive features. There's a strong emphasis on innovation and sustainability.
Positioning
Gauzy Ltd. is a key player in the smart glass market, specializing in SPD and LC technologies. They maintain a competitive edge through product innovation, strategic partnerships, and a global distribution network.
Total Addressable Market (TAM)
The TAM for smart glass is projected to reach $8.1 billion by 2028. Gauzy is positioned to capture a significant share of this market with its existing technologies.
Upturn SWOT Analysis
Strengths
- Strong R&D capabilities
- Diverse product portfolio
- Established partnerships with industry leaders
- Global distribution network
- Expertise in SPD and LC technology
Weaknesses
- Higher price point compared to traditional glass
- Relatively small market share compared to larger competitors
- Dependence on specific raw material suppliers
- Complex manufacturing process
Opportunities
- Growing demand for energy-efficient building materials
- Expansion into new geographic markets
- Development of new smart glass applications in consumer electronics and healthcare
- Increased adoption of smart glass in the automotive industry
Threats
- Competition from established glass manufacturers
- Fluctuations in raw material prices
- Economic downturns affecting construction and automotive industries
- Emergence of alternative technologies
Competitors and Market Share
Key Competitors
- REFR
- AGC
- NSG
Competitive Landscape
Gauzy excels in SPD technology but faces competition from larger glass manufacturers with broader product lines and more established distribution networks. Gauzy sets itself apart with its strong partnerships and R&D capabilities.
Major Acquisitions
Scientific Systems
- Year: 2020
- Acquisition Price (USD millions): 40
- Strategic Rationale: Acquired Scientific Systems to enhance Gauzy's SPD technology and expand its product portfolio. It gave the company access to new technology and resources.
Growth Trajectory and Initiatives
Historical Growth: Gauzy has experienced significant growth, driven by strategic partnerships and increasing adoption of smart glass in automotive, architecture, and other industries.
Future Projections: Analysts predict continued growth, supported by rising demand for energy-efficient building solutions and expanding applications of smart glass in various sectors.
Recent Initiatives: Recent initiatives include partnerships with leading automotive manufacturers and expansion into new geographic markets, such as Asia and South America.
Summary
Gauzy Ltd. is a prominent player in the smart glass market, recognized for its expertise in SPD and LC technologies. The company benefits from strong R&D capabilities and strategic partnerships, but it faces challenges from larger competitors and fluctuating raw material costs. Gauzy's growth potential hinges on its ability to expand into new markets and develop innovative applications for smart glass. Future outlook is positive with increasing demand for sustainable building solutions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Industry reports on the smart glass market
- Company press releases and website
- Analyst estimates and market research data
Disclaimers:
The information provided is based on available public data and industry analysis. Actual financial performance may vary. Market share estimates are approximate. This is not financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Gauzy Ltd. Ordinary Shares
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2024-06-06 | Co-Founder, Chairman & CEO Mr. Eyal Peso | ||
Sector Technology | Industry Electronic Components | Full time employees 708 | Website https://www.gauzy.com |
Full time employees 708 | Website https://www.gauzy.com |
Gauzy Ltd., an integrated light and vision control company, develops, manufactures, and supplies vision and light control technologies in Israel, the United States, France, rest of Europe, Asia, and internationally. It operates through four segments: Architecture, Automotive, Safety tech, and Aeronautics. The company offers suspended particle device, liquid crystal, and films for smart glass applications, as well as camera monitoring systems, and other AI-powered advanced driver assistance system solutions. It also provides glass rooftops, side windows and windshields for commercial; retail, residential, healthcare, and hospitality application; camera and motion sensor systems, smart mirrors, and safety doors for buses, coaches, recreational vehicles, and specific vehicles; and shading and cabin management systems for private and commercial aircraft and helicopters. The company was incorporated in 2009 and is based in Tel Aviv, Israel.

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