A2Z Cust2Mate Solutions Has Some Notable Improvements - But Lingering Questions

A2Z Cust2Mate Solutions Corp. reported Q2 revenue of $5.9M, driven by smart cart deliveries and strong gross margins at 42.6%. AZ reaffirmed guidance for 10,000 carts by year-end 2026 and at least 19,000 by 2027, with H2 smart cart revenue expected at $25M. Operational improvements include a new CFO, $7M cost-cutting, and enhanced IR, addressing prior execution and communication issues. With a solid balance sheet and forward EBITDA multiple of ~9.5x, I see more upside than downside for AZ stock, with a short-term target above $10.

A2Z Cust2mate (AZ) reported Q2 last week. Revenue came in at $5.9 million, up from $3.3 million in Q1. Smart cart revenue was $4.4 million, up from $2.5 million last quarter. The company delivered 950 smart carts, up