AZ

A2Z Cust2Mate SolutionsF

Nasdaq / Capital Goods

At close

2026-06-03

Current thesis

If the repurchase program absorbs stock and 2026 deployments at Migros and the toy-retail customers begin on schedule, AZ could regain a growth multiple as investors underwrite a larger installed base plus future media monetization.

Posture

Defensive

Lead driver

Sentiment

What changed

Sentiment remains the lead driver in the composite, 7D delta -6.9.

What can break

Commercialization risk remains high because several 2026 announcements are rollout promises rather than realized revenue disclosures.

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $7.40 · Bull $10.50 · Bear $5.00

Data freshness

Prices

As of 2026-06-03

Fundamentals

As of 2026-06-02 • Vendor: Data Vendor v1

Scores

As of 2026-06-03 • Model: HYBRID_IC_RP

AI Memo

As of 2026-04-15 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-06-03

Supporting evidence

What

Grade F · Defensive

Confidence Medium · Net Neutral

Target $14.61

Why

Momentum19 · Δ7d +10.0

Value35 · Δ7d +0.0

Sentiment61 · Δ7d -6.9

So what

Weak posture (Net Neutral). Prioritize risk control and patience.

Lead driver: Sentiment · See AI snapshot

Momentum

34% active weight

Current posture

7d trendImproving

Δ7d

+10.0

Δ21d

-5.8

Value

32% active weight

Current posture

7d trendFlat

Δ7d

+0.0

Δ21d

+0.0

Sentiment

33% active weight

Current posture

7d trendSoftening

Δ7d

-6.9

Δ21d

+4.3

Why this grade

Composite grade F. Momentum 19.3 / Value 35.1 / Sentiment 60.7

Fundamentals (TTM)

As of 2026-06-02

Market Cap

$313.15M

Beta

1.75

Shares Out

41.92M

P/E (TTM) · Derived

-9.4

P/S (TTM)

49.70

P/FCF (TTM) · Derived

-13.86

Rev YoY

-1.6%

EPS YoY

+73.4%

Gross Margin

+33.8%

Op Margin

-350.6%

Net Debt

-$12.13M

Current Ratio

8.57

As of 2026-06-03 • Updated nightlySource: Internal modelMethodology