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TickerTalks›$AZ
AZAZ

A2Z Cust2Mate Solutions Corp.

$AZ·$361M·Software - Application·Technology
$6.35-4.2%1Y-26.8%
Mentions · last 7 days
2026-08-19: 8 posts2026-08-20: 2 posts2026-08-21: 1 posts2026-08-22: 0 posts2026-08-23: 2 posts19-11%
Price updated 23h ago·X counts updated 6d ago
AZAZ
$AZA2Z Cust2Mate Solutions Corp.
$6.35-4.22%19 posts-11%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $AZ, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventAcceleratingAI verdict · as of 2026-08-28

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

Smart-cart revenue up 409% on repeat orders totalling 5,050 carts, still burning cash at a 25x sales multiple.

A2Z Cust2Mate is down about 26% over twelve months but the operating trend has turned sharply: latest-quarter revenue of $5.9 million was up 409% year over year and 78% sequentially, with gross margin recovering from -7.7% two quarters ago to 42.5%. That margin swing matters more than the revenue number — it means the smart carts are now being sold above cost.

The commercial validation is the most persuasive part. In August the company announced a follow-on order for 4,000 additional smart carts from Sapir Group and another for 1,050 from HaStock. Repeat orders from existing customers are the strongest evidence a hardware product actually works in the field; first orders can be pilots, second orders are adoption.

What has to be held alongside that is the financial position. Operating margin remains -129%, free cash flow was -$10 million in the prior quarter, and the shares trade at roughly 25x trailing sales. The single covering analyst models revenue tripling to $84 million in 2027 with EPS turning positive — a forecast that requires the current order momentum to keep compounding, and one analyst is not a consensus.

Retail automation is also a competitive field, with Amazon, Instacart's Caper carts and Shopic all pursuing the same store-format problem.

There is no X sentiment data on this ticker.

Differs from X sentimentNo X sentiment data is available for this ticker. The read rests on the repeat smart-cart orders, the gross margin recovery, and the continued operating cash burn.

What to watch: Whether follow-on orders keep arriving from new customers rather than the same two, and whether gross margin holds above 40%. Cash burn against the balance sheet. November 12 earnings against a -$0.15 estimate.

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

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Read the AI verdict + X sentiment for $AZ

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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 — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+0.4%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$27.0M$23.9M – $30.2M-$0.58-$0.67 – -$0.491
FY27$84.1M$74.2M – $93.9M$0.14$0.12 – $0.171

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.1.6×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.28%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.+4.0%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.-1.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 38.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.0% 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.

Recent material filings

3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 18 other (8 6-Ks · 5 13Gs · 1 EFFECT · 1 CORRESP) in window

Recent news

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

A2Z Cust2Mate Secures Follow-On Order for 1,050 Additional Smart Carts from HaStockprnewswire.com·11d agoA2Z Cust2Mate Solutions Corp. (AZ) Reports Q2 Loss, Beats Revenue Estimateszacks.com·17d agoA2Z Cust2Mate Solutions Q2 Earnings Call Highlightsmarketbeat.com·17d agoA2Z Reports Second Quarter 2026 Revenue of $5.9 Millionprnewswire.com·17d agoA2Z Cust2Mate Secures a Follow-On Order for 4,000 Additional Smart Carts from Sapir Groupprnewswire.com·19d 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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