Update shared on15 Aug 2025
With both Gauzy’s future P/E and net profit margin essentially unchanged, analyst fair value estimates were maintained at $11.00 per share.
What's in the News
- Gauzy and Research Frontiers achieved the first customer delivery of GM’s Cadillac CELESTIQ EV sedan featuring the largest-ever SPD smart glass roof in a production vehicle, offering zone-based individualized tint control, rapid switching, and significant energy efficiency gains.
- The CELESTIQ launch demonstrates Gauzy’s ability to deliver serial production of advanced SPD technology, expanding its OEM partnerships beyond prior integrations with Ferrari, McLaren, and Mercedes-Benz.
- Gauzy introduced a fully prefabricated smart glass stack, a turnkey solution that streamlines automotive integration for Tier-1 suppliers and OEMs, lowering production costs and accelerating smart glass market adoption.
- The global automotive smart glass market is projected to exceed $25 billion by 2028; Gauzy's scalable manufacturing (over 180,000 sqm annual capacity) positions it to capitalize on B2B revenue opportunities across vehicle programs.
- Gauzy strengthened its North American presence via a partnership with Hotlineglass-USA, supporting localized manufacturing for domestic OEMs, with multiple Tier-1 and OEM evaluations underway for 2025–2027 vehicle platforms.
Valuation Changes
Summary of Valuation Changes for Gauzy
- The Consensus Analyst Price Target remained effectively unchanged, at $11.00.
- The Future P/E for Gauzy remained effectively unchanged, moving only marginally from 9.65x to 9.68x.
- The Net Profit Margin for Gauzy remained effectively unchanged, moving only marginally from 8.96% to 8.93%.
Disclaimer
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