Two Analyst Targets Are On Our Radar As (NASDAQ: AZ) Expands A Key Client Commitment

Every hardware business meets the same test.

Any content you receive is for information purposes only. Always conduct your own research. *Disseminated on behalf of A2Z Cust2Mate Solutions Corp. Two Analyst Targets Are On Our Radar As (NASDAQ: AZ) Expands A Key Client Commitment *Click Here To Get Our Alerts Faster Via SMS* August 19th Greetings Readers, Every hardware business meets the same test. The order book grows faster than the factory can build, until one quarter arrives where the factory answers. For A2Z Cust2Mate Solutions Corp. (Nasdaq: AZ), that quarter was the three months ended June 30th. On August 12th, the company posted second quarter revenue of $5.9Mn, up from $1.2Mn a year earlier, with Smart Cart revenue of $4.41Mn, an 80% step up from the prior quarter. Consensus had modeled roughly $3.66Mn. The reported figure landed about 61.2% above that mark, according to the second quarter earnings call transcript. The more telling line sits below revenue. Gross margin printed 42.6%, against 4.2% in the first quarter and 23.3% a year ago. Company CFO, Gadi Levin, tied the move to higher volumes and lower unit costs at a newly operational plant in China. Units say the same. A2Z delivered 950 carts, close to double the 500 shipped in the first quarter, taking cumulative deliveries to 3,350 at June 30th. Management reaffirmed its goal of 10,000 deliveries by the end of 2026 and at least 19,000 by the end of 2027. Losses moved the right way. Net loss narrowed to $7.3Mn, or $0.16 per share, from $8.3Mn in the first quarter, and operating loss eased to $7.6Mn from $8.0Mn. Levin flagged roughly $7Mn of annualized cost reductions targeted by the fourth quarter. Liquidity is not the pressure point. Treasury stood near $43Mn with $55Mn of working capital and a $30Mn Bank Leumi line only $2.2Mn drawn, as disclosed on the second quarter call. Management stated it does not expect to sell equity to fund the current plan. BEHIND THE SCENES: WHAT WAS ACTUALLY SAID ON THE CALL The August call was operational rather than promotional. "Our team executed well in the second quarter, resulting in sequential revenue growth of 78%," Company CEO Gadi Graus said, in remarks captured in the call transcript. He guided to a meaningful sequential increase in third quarter deliveries and a larger step up in the fourth. Levin walked the margin bridge line by line, pointing to volume leverage and the China plant's cost base. One customer detail carried unusual weight: Super Sapir raised its order from 3,000 units to 7,000. About A2Z Cust2Mate Solutions Corp. (Nasdaq: AZ) A2Z was founded in 2018 and extisted as A2Z Smart Technologies Corp. until August 2024, according to its company profile. It carries roughly 201 employees and reports across three segments: Smart Carts, Precision Metal Parts and Advanced Engineering. The commercial engine is Cust2Mate, a shopping cart rebuilt as a connected retail terminal carrying a 13.3 inch touchscreen, a detachable smart panel, on cart payment and an AI based management layer, as laid out in the company's deck. Shoppers scan as they walk and leave without queueing. Revenue arrives three ways. Retailers sign 36 to 60 month agreements that convert hardware into recurring monthly fees. The installed base then sells advertising, and shopper behaviour supports a data service. In April the company described record purchase orders above $175Mn in lifetime value, more than 1Mn transactions processed, and average basket value up roughly 15%. The Pivot: From Pilot Fleet To Purpose Built Plant The shift now underway is industrial, not commercial. Assembly moved into a dedicated facility in China, support hubs opened in Bulgaria and Panama, and reporting converted from IFRS to US GAAP earlier this year. Management has guided to deployments with at least two retailers outside Israel inside six months. 6 Key Potential Catalysts Pinning (Nasdaq: AZ) To Our Radar 1. A Margin Line That Moved Roughly Tenfold In One Quarter. Gross margin at AZ reached 42.6% against 4.2% three months earlier, a swing management credited to volume and its new China plant. 2. Deliveries Nearly Doubled With A Larger Ramp Guided Ahead. Shipments of 950 carts brought AZ to 3,350 cumulative units against a target of 10,000 by year end. 3. Eight Of Thirteen Technical Studies Were 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. Funding Secured Against Signed Orders Rather Than New Shares. A $30Mn Bank Leumi line gives AZ non dilutive working capital tied to purchase orders, with only $2.2Mn drawn as of the second quarter call. 5. Published Targets Sit Far Above Current Chart Valuation. 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. 6. Two Deliveries Outside Israel Are Guided Within Six Months. Management said AZ expects retailers in the Americas and Europe to take delivery inside six months, according to the second quarter call. In Closing Smart carts have moved past the concept demo. Grand View Research sizes the category at $703.5Mn in 2026, heading toward $3.29Bn by 2033, a compound growth rate of 24.6%. A2Z now has a plant, a contracted backlog and a margin structure that did not exist twelve months ago. Third quarter deliveries are the next checkpoint. If the ramp holds, the second half guide of at least $25Mn in Smart Cart revenue stops being a projection and becomes a run rate. We're initiating coverage on A2Z Cust2Mate Solutions Corp. (Nasdaq: AZ). Be on the lookout for updates coming soon. Talk again shortly. Sincerely, Kai Parker StockWireNews (Always Remember The St-ock Prices Could Be Significantly Lower Now From The Dates I Provided.) *StockWireNews.com (“StockWireNews” or “SWN” ) is owned by SWN Media LLC, a single member limited liability company. Data is provided from third-party sources and SWN is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile SWN brings to your attention. Any emojis used do not have a specific defined meaning, and may be used inconsistently. We do not provide personalized in-vest-ment advice, are not in-vest-ment advisors, and any profiles we mention 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. 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