DashboardPortfoliosWatchlistCommunityDiscoverScreener
NOT FOR DISTRIBUTION

Gauzy Ltd.

NasdaqGM:GAUZ Stock Report

Market Cap: US$5.8m

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Gauzy Management

Management criteria checks 0/4

Gauzy's CEO is Eyal Peso, appointed in Jan 2009, has a tenure of 17.67 years. directly owns 1.96% of the company’s shares, worth $113.79K. The average tenure of the management team and the board of directors is 1.7 years and 0.5 years respectively.

Key information

Eyal Peso

Chief executive officer

n/a

Total compensation

CEO salary percentagen/a
CEO tenure17.7yrs
CEO ownership2.0%
Management average tenure1.7yrs
Board average tenureless than a year

Recent management updates

Recent updates

Seeking Alpha • Oct 05

Gauzy Has It, But The Risks Are Too High Except For The Most Speculative

Summary Gauzy develops light-sensitive films and ADAS systems, showing strong growth, global reach, and technological moats, but remains unprofitable and highly leveraged. GAUZ's technological edge includes a dominant position in SPD smart glass and cockpit screens, but its ADAS segment may not be as protected. The company faces severe liquidity and dilution risks, with current cash only covering operations for 1-2 years and breakeven dependent on ambitious 2H25 revenue targets. Given binary outcomes and high financial risk, I rate GAUZ as Hold, suitable only for highly speculative investors until profitability and balance sheet improve. Read the full article on Seeking Alpha
Analysis Article • Aug 17

Gauzy Ltd. (NASDAQ:GAUZ) Just Reported And Analysts Have Been Cutting Their Estimates

NasdaqGM:GAUZ 1 Year Share Price vs Fair Value Explore Gauzy's Fair Values from the Community and select yours Gauzy...
User avatar
Narrative Update • Aug 15

Smart Glass Integration In Electric Vehicles Will Fuel Lasting Demand

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.
Analysis Article • Jul 08

Is Gauzy (NASDAQ:GAUZ) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
User avatar
New Narrative • Jun 08

Global Energy Trends Will Drive Smart Glass Expansion

Gauzy is poised for sustained revenue and margin growth, driven by smart glass demand, strong order backlog, and expanding partnerships across transportation and infrastructure sectors.
Analysis Article • May 16

Gauzy Ltd. (NASDAQ:GAUZ) Just Reported, And Analysts Assigned A US$12.00 Price Target

As you might know, Gauzy Ltd. ( NASDAQ:GAUZ ) last week released its latest first-quarter, and things did not turn out...
Analysis Article • Mar 29

Investors Give Gauzy Ltd. (NASDAQ:GAUZ) Shares A 27% Hiding

Gauzy Ltd. ( NASDAQ:GAUZ ) shares have had a horrible month, losing 27% after a relatively good period beforehand. To...
Seeking Alpha • Mar 18

Gauzy: Path To Profitability Is Clearer

Summary Gauzy's recent earnings reveal strong revenue growth and a clearer path to profitability. Safety Tech's explosive growth showcases their valuable products that improve customer's operational performance. Gross margins still have room to improve due to sales growth propelling stronger economies of scale. Price target raised to $13, with a buy zone recommendation of $8 or lower to compensate investors for the risks they are taking. Read the full article on Seeking Alpha
Analysis Article • Dec 25

Even With A 28% Surge, Cautious Investors Are Not Rewarding Gauzy Ltd.'s (NASDAQ:GAUZ) Performance Completely

Gauzy Ltd. ( NASDAQ:GAUZ ) shareholders would be excited to see that the share price has had a great month, posting a...
Analysis Article • Dec 06

Does Gauzy (NASDAQ:GAUZ) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha • Aug 29

Gauzy: A New Window To Look Through

Summary Gauzy, a recent NASDAQ IPO, shows promise with innovative smart materials and light control technologies, growing revenues by nearly 60% from FY 2022 to FY 2023. Despite rapid growth, GAUZ remains unprofitable with negative cash flows, relying on external funding, making it prudent to rate shares as a hold for now. With 141 patents and global distribution, Gauzy's technology is gaining traction in aeronautics, safety tech, architecture, and automotive, addressing a $44 billion market. The Company's unique innovations could lead to substantial earnings, but it's a high-risk, high-reward investment requiring a long-term perspective for potential upside. Read the full article on Seeking Alpha

CEO Compensation Analysis

How has Eyal Peso's remuneration changed compared to Gauzy's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2025n/an/a

-US$38m

Mar 31 2025n/an/a

-US$51m

Dec 31 2024US$2mUS$438k

-US$53m

Compensation vs Market: Insufficient data to establish whether Eyal's total compensation is reasonable compared to companies of similar size in the US market.

Compensation vs Earnings: Insufficient data to compare Eyal's compensation with company performance.


CEO

Eyal Peso (46 yo)

17.7yrs
Tenure
US$1,794,000
Compensation

Mr. Eyal Peso Co-Founded the Gauzy Ltd. and serves as its Chief Executive Officer, Chairman & Director since 2009. Mr. Peso serves as an Independent Director at Research Frontiers Incorporated since June 0...


Leadership Team

NamePositionTenureCompensationOwnership
Eyal Peso
Chairman & CEO17.7yrsUS$1.79m1.96%
$ 113.8k
Adrian Lofer
Chief Technology Officer16.9yrsUS$441.00k1.74%
$ 101.0k
David le Berre
Executive Vice President of Safety Tech Adas Competence Centerno dataUS$384.00kno data
Dan Oshri
Interim Chief Financial Officerless than a yearno datano data
Amit Sharon
Executive VP of Corporate Developmentno datano datano data
Amanda Yevdaev
EVP of Marketingless than a yearno datano data
Francois de Jessey
Executive VP of GAUZY ASIA & MDno datano datano data
Frederic Jacquemin
Executive Vice President Gauzy Aeronautics Division1.7yrsno datano data
Avi Cohen
Executive Vice President of Gauzy Architecture Division1.7yrsno datano data
1.7yrs
Average Tenure

Experienced Management: GAUZ's management team is not considered experienced ( 1.7 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Eyal Peso
Chairman & CEO17.7yrsUS$1.79m1.96%
$ 113.8k
Renah Persofsky
Directorless than a yearno datano data
Joseph Tenne
Directorless than a yearno datano data
Shlomo Bibas
Directorless than a yearno datano data
Michael Martin
Directorless than a yearno datano data
Gal Gitter
Director5.8yrsno datano data
0.5yrs
Average Tenure
54yo
Average Age

Experienced Board: GAUZ's board of directors are not considered experienced ( 0.5 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/21 06:32
End of Day Share Price 2026/09/21 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Gauzy Ltd. is covered by 3 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Matthew SheerinStifel, Equities Research
Jeffrey OsborneTD Cowen
Itay MichaeliTD Cowen

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide