AZ

A2Z Cust2Mate SolutionsD

Nasdaq / Capital Goods

At close

2026-07-23

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 +0.9.

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 2026-07-23

Fundamentals

As of 2026-07-22 • Vendor: Data Vendor v1

Scores

As of 2026-07-23 • Model: HYBRID_IC_RP

AI Memo

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

Investment thesis

As of 2026-07-23

Supporting evidence

What

Grade D · Defensive

Confidence Medium · Net Neutral

Target $22.50

Why

Momentum15 · Δ7d +1.6

Value34 · Δ7d +0.0

Sentiment85 · Δ7d +0.9

So what

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

Lead driver: Sentiment · See AI snapshot

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

+1.6

Δ21d

+8.6

Value

39% active weight

Current posture

7d trendFlat

Δ7d

+0.0

Δ21d

-0.0

Sentiment

34% active weight

Current posture

7d trendFlat

Δ7d

+0.9

Δ21d

+17.0

Why this grade

Composite grade D. Momentum 14.7 / Value 33.9 / Sentiment 85.1

Fundamentals (TTM)

As of 2026-07-22

Market Cap

$242.5M

Beta

1.75

Shares Out

41.92M

P/E (TTM) · Derived

-5.8

P/S (TTM)

49.70

P/FCF (TTM) · Derived

-10.73

Rev YoY

+114.4%

EPS YoY

-6.7%

Gross Margin

+2.4%

Op Margin

-350.6%

Net Debt

-$66.94M

Current Ratio

10.57

As of 2026-07-23 • Updated nightlySource: Internal modelMethodology