A Key Client's 2X Order Puts (Nasdaq: AZ) On Our Radar (7 Potential Catalysts)

Pilots are easy. Reorders are hard.

Any content you receive is for information purposes only. Always conduct your own research. *Disseminated on behalf of A2Z Cust2Mate Solutions Corp. A Key Client's 2X Order Puts (Nasdaq: AZ) On Our Radar (7 Potential Catalysts) *Click Here To Get Our Alerts Faster Via SMS* August 19th Dear Reader, Pilots are easy. Reorders are hard. That is the frame for what landed on August 11th. Sapir Group, an Israeli supermarket operator running more than 70 locations under the Super Sapir and Neto Discount banners, placed a follow on order for 4,000 additional smart carts with A2Z Cust2Mate Solutions Corp. (Nasdaq: AZ). The move lifts its total commitment from 3,000 units to 7,000, worth approximately $84Mn across the life of the agreements, on terms identical to the original contract. Read the customer, not the number. Sapir absorbed roughly 20 former Carrefour Israel locations over the past two years, so a chain mid expansion chose to standardise on the platform it had been piloting. "Sapir Group's decision to expand its commitment to Cust2Mate is particularly significant because it demonstrates how our relationships can grow alongside our retail partners," A2Z CEO Gadi Graus said in the announcement. It is not an isolated signature. In April the company agreed to place 2,000 carts with HaStock, a home goods chain of more than 50 stores, across three cities under a five year arrangement valued above $21Mn. In January it moved into toy retail with 2,000 carts for Toys "R" Us Israel and The Red Pirate, carrying a minimum $15Mn contract value over 60 months. Add the anchor. Also in April, A2Z announced an agreement with Carrefour Israel covering 4,000 carts, worth roughly $50Mn over five years, including exclusive retail media and data monetization rights, with rollout slated to begin in the third quarter. Management disclosed in August that terms on that order are being renegotiated, a detail worth tracking rather than ignoring. The aggregate matters. First quarter reporting put contracted backlog near $195Mn, and the April business update described record purchase orders above $175Mn in lifetime value across more than 17,000 carts, alongside utilisation rates above 95%. Behind The Scenes: The August Call The August 12th call gave the order book a scoreboard. Revenue hit $5.9Mn against roughly $3.66Mn expected, a beat of about 61%, with Smart Cart revenue of $4.4Mn, per the company's earnings call transcript. "Gross margin was 42.6%, compared to gross margin of 4.2%" in the prior quarter, CFO Gadi Levin said, crediting the company's new China facility. Net loss narrowed to $7.3Mn from $8.3Mn. Treasury stood near $43Mn with $55Mn of working capital and a $30Mn bank line barely touched, as recapped by MarketBeat. Company Breakdown: A2Z Cust2Mate Solutions Corp. (Nasdaq: AZ) A2Z builds Cust2Mate, a cart converted into a connected commerce terminal: 13.3 inch touchscreen, detachable smart panel, on cart payment, AI based management and a retail media layer, per the company's December meeting deck. The business was founded in 2018 and renamed from A2Z Smart Technologies Corp. in August 2024, and now runs roughly 201 employees. The model is not a one time hardware sale. Retailers sign 36 to 60 month agreements creating recurring monthly revenue, and the deployed fleet carries advertising and supports a data service. In store performance is the sales argument: baskets near 165% of manned checkout and 275% of self checkout, with roughly five extra items per transaction. 7 Potential Catalysts For (Nasdaq: AZ) Worth A Closer Look 1. A Customer More Than Doubled Its Order In August. Sapir Group raised its commitment to AZ from 3,000 carts to 7,000, valued near $84Mn over the life of the agreements, announced on August 11th. 2. Backlog Near $200Mn Against A Small Revenue Base. Contracted backlog at AZ was reported near $195Mn while trailing quarterly revenue was $5.9Mn, a ratio worth reading closely. 3. Multiple Technical Indicators Are Flashing Triggered Signals. The technical page at Barchart.com showed 8 of 13 indicators triggered for AZ at around 2:30PM EST Tuesday, with every long term moving average study flashing bullish signals. 4. Advertising Revenue Rides On Hardware Already Sold. Every deployed cart adds screen inventory for AZ to sell, and the Lego agreement pairs committed minimums with impression based and commission based components, per the October announcement. 5. Working Capital Covers The Ramp Without New Shares. Treasury near $43Mn plus a largely undrawn $30Mn bank facility leaves AZ funded against its stated delivery plan, per the second quarter call. 6. Analyst Targets Range From $15 To $30. Benchmark Equity Research has pinned a $30 target on AZ while Northland Capital Markets has suggested a $15 target. Both represent a triple-digit potential upside from its 2:30PM EST valuation Tuesday. 7. Category Growth Rate Near 25% Annually. Grand View Research puts the smart shopping cart market at $703.5Mn in 2026 heading toward $3.29Bn by 2033, a 24.6% compound rate, the current in which AZ is operating. Final Thoughts Here is the honest read. A pilot customer tripled its order. A new plant took gross margin from 4.2% to 42.6% in one quarter. A bank underwrote $30Mn against purchase orders instead of shares. Those are facts with dates attached, and they are checkable in the filings. The next data point is the third quarter delivery count. Now underway: coverage is officially a "Go" on A2Z Cust2Mate Solutions Corp. (Nasdaq: AZ). Keep your eyes peeled for updates coming soon. Talk later. Sincerely, FierceAnalyst | Jaks Swift Editorial Writer (Always Remember The St-ock Prices Could Be Significantly Lower Now From The Dates I Provided.) *FierceInvestor (FierceInvestor . com) is owned by SWN Media LLC, a limited liability company. Data is provided from third-party sources and FierceInvestor ("FI") is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile I bring to your attention. We do not provide personalized fin-ancial advice, are not finan-cial advisors, and our opinions are not suitable for all in-vest-ors. A2Z Cust2Mate Solutions Corp. (AZ:US) previously changed their company name and symbols from A2Z Smart Technologies Corp. (AZ:US) (AZ:CA) Pursuant to an agreement between SWN Media LLC and TD Media LLC, SWN Media LLC has been hired for a period beginning on 08/18/2026 and ending on 08/19/2026 to publicly disseminate information about (AZ:US) via digital communications. Under this agreement, TD Media LLC has paid SWN Media LLC twenty thousand USD ("Funds"). To date, including under the previously described agreement, SWN Media LLC has been paid fifty thousand USD ("Funds"). These Funds were part of the one hundred fifteen thousand USD funds that TD Media LLC received from a third party named Awareness Consulting Network LLC who did not receive the Funds directly or indirectly from the Issuer and does not own st-ock in the Issuer but the reader should assume that the clients of the third party own shares in the Issuer, which they will liquidate at or near the time you receive this communication and has the potential to hurt share prices. Neither SWN Media LLC, TD Media LLC and their member own shares of (AZ:US). Please see important disclosure information here: https://fierceinvestor.com/disclosure/az-uvsqu/#details

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