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AZAZ

A2Z Cust2Mate Solutions Corp.

$AZ·$257M·Software - Application·Technology
$5.70-1.0%YTD-12.9%1Y-16.0%
Price updated 46m ago·X counts updated 5d ago
AZAZ
$AZA2Z Cust2Mate Solutions Corp.
$5.70-1.04%17 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AZ on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

17X posts · last 7 days
Sep 28Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AZ — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

A2Z Cust2Mate just scored a 1,050-cart follow-on order — the Israeli smart-cart and defense story is converting narrative to revenue.

A2Z Cust2Mate Solutions is the Israeli smart-cart and defense microcap where the operating fundamentals finally caught up to the narrative — Q2 revenue of $5.9M was up 409% YoY, and the August 19 follow-on 1,050-cart order from HaStock extended the deployment momentum.

  • Revenue growth has been uneven but strongly positive — Q2 +409%, Q1 +68%, Q4 +96%, Q3 -25% YoY — the business is scaling after a period of flat early-stage traction.
  • Q2 EPS of -$0.16 beat the -$0.175 estimate by 9%, continuing a trend of modest beats; sell-side has 2026 EPS at -$0.46 stepping to +$0.62 in 2027, implying earnings crossover is near-term.
  • At $6.19 and 32% of the 52-week range, the forward multiple on 2027 EPS of $0.62 is 10x — reasonable for a growing microcap with Israeli defense ties plus a specialty-retail smart-cart business line.

The November 12 Q3 earnings is the next test — a continuation of the Q2 revenue cadence and any new large-order disclosure from HaStock or an Israeli defense agency would validate the forward multiple; the risk is Q2 was a one-time pull-forward rather than a durable revenue step.

What to watch: November 12 Q3 earnings and whether 100%+ revenue growth continues; HaStock cart-deployment pace and additional retailer or defense-agency orders; cash runway disclosure.

On the calendar: Q3 earnings scheduled 2026-11-12

Read the AI verdict on $AZ

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Israeli defense tech and retail automation company developing smart shopping carts and engineering solutions for military and commercial clients.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $AZ.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $AZ

Partial — Israeli defense tech and retail automation company developing smart shopping carts and engineering solutions for military and commercial clients.; traditional RPA faces substitution risk from AI agents, driving platform evolution toward agentic orchestration to preserve ARR.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-3.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-9.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-57.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-268%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-8.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
25.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-47.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
20.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 12, 2026$-0.16$-0.17+8.6%
Q1 2026May 15, 2026$-0.18$-0.08-125.0%
Q4 2025Mar 31, 2026$-0.42$-0.06-600.0%
Q3 2025Nov 13, 2025$-0.07——
Next earningsThu, Nov 12·consensus EPS $-0.15

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$5.9M+409.0%42.5%-129%$-0.16—
Q1 FY26$3.3M+68.0%4.2%-242%$-0.18$-10.0M
Q4 FY25$3.6M+96.4%-7.7%-520%$-0.47$-9.6M
Q3 FY25$1.5M-25.4%34.0%-266%$-0.04$-4.6M

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$35.6M$35.2M – $36.0M-$0.46-$0.46 – -$0.451
FY27$109.2M$108.0M – $110.4M$0.62$0.61 – $0.631

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.21%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-9.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 35.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.365-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 12 other (6 6-Ks · 3 13Gs · 1 EFFECT · 1 CORRESP) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

A2Z Cust2Mate Completes Acquisition of In-Store Retail Media Business Hediaprnewswire.com·11d agoTravel + Leisure Co. Expands Eddie Bauer Adventure Club with New Trail Partner Networkgurufocus.com·14d agoCritical Analysis: A2Z Cust2Mate Solutions (NASDAQ:AZ) and Omron (OTCMKTS:OMRNY)defenseworld.net·23d agoA2Z Cust2Mate Secures Follow-On Order for 1,050 Additional Smart Carts from HaStockprnewswire.com·59d agoA2Z Cust2Mate Solutions Corp. (AZ) Reports Q2 Loss, Beats Revenue Estimateszacks.com·65d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & DronesRobotics & Humanoids

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Voices on X · last 7 days

No standout posts about $AZ on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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