This Overlooked Stock May Be A Sleeper AI Play in 2025

Good morning,

The U.S. just lifted export restrictions on advanced chip-design software—paving the way for faster, more flexible AI hardware development.

Just hours later, Congress passed the “Big Beautiful Bill,” a sweeping tax and infrastructure package that boosts federal investment in AI, tech, and defense. The law was signed within days.

Markets responded fast. Tech surged.

And one little-known company is riding the wave: Gauzy Ltd. (NASDAQ:GAUZ)—a tech supplier with real revenue, real patents, and a real edge.

📈 GAUZ surged +30% in a single day this month

📊 Analysts now forecast +75% upside over the next 12 months

💼 Barclays, B. Riley Financial, TD Cowen, and Stifel Nicolaus are giving it a “Moderate Buy” rating.

Gauzy isn’t a chipmaker or an LLM startup. It’s a global leader in vision and light control solutions that builds smart glass, embedded displays, and AI-powered, sensor-integrated vision systems used by customers like Ford Trucks, Ferrari, Hilton, Crowne Plaza, and Hyundai.

GAUZ has 14 global offices and four main business segments:

We’ll dive in more below, but if you want to see direct comparisons between other tech companies’ stock growth and Gauzy’s potential, a look at their executive team, and more, check out their $GAUZ breakdown:

🔎 Get the full report on Gauzy’s financials and potential for growth →

We’re particularly fascinated by the company’s electricity-powered smart glass technology, which it calls LCG® (Light Control Glass).
It comes in two main types: Polymer Dispersed Liquid Crystal (PDLC) and Suspended Particle Device (SPD).

According to GAUZ, this technology “creates dynamic, light-controlled spaces by applying technology to new and existing glass. PDLC Smart Glass can change glass from opaque to clear giving you privacy and temperature control with the click of a switch. 

“SPD smart glass blocks 99% of light, allowing windows to dim and tint without blocking views, making it the optimal shading choice for exterior windows across industries.”

The company’s Safety Tech segment produces Advanced Driver Assistance Systems (ADAS) that leverage AI, including camera monitor systems (CMS) and driver protection doors. 

GAUZ has an impressive roster of over 1,300 customers, including Air France, Ferrari, Mercedes-Benz, Yutong, and McLaren to name a few.

Here are the specifics on some of its major deals:

Gauzy began serial production of SPD-SmartGlass for GM’s Cadillac Celestiq, marking a major step forward in scaling light-control technology for luxury EV platforms.

Air France selected Gauzy’s innovative electromechanical shading system for its new La Première cabin, highlighting its growing presence in premium commercial aviation.

MSC, the world’s largest cruise terminal, chose Gauzy to supply 11,000 sq ft of LCG® Smart Glass Transparent Display Façade at its new Miami cruise terminal — the largest smart glass projection of its kind in the world.

Gauzy is expanding its presence in the $6.2 billion global marine glass market, securing new partnerships with top-tier yacht builders and integrators across Europe and North America as demand accelerates for high-performance smart glazing in luxury and commercial vessels.

In April 2025, Gauzy’s SPD and PDLC smart glass featured prominently in the Mercedes‑Benz Vision V show car at Auto Shanghai, covering ~75% of its glazing.

Yutong, the world’s largest bus OEM, increased sales of GAUZ’s AI-powered Smart-Vision ADAS in Q3 2024 by 250% year-over-year, and handed GAUZ the “Outstanding Supplier Award” in December.

The company said it is “uniquely positioned to capitalize on the sizable opportunity for new aircraft and aftermarket products due to its commercial relationships with leading OEMs for both commercial and business jets, such as Boeing and Airbus, which span more than 20 years.”

Here’s a breakdown of the company’s revenue growth:

As you can see, GAUZ posted $101.2 million in revenue for the 12 months ending Q1 2025, up from $85.3 million in the prior-year period — representing 18.6% year-over-year growth.

The company’s gross margin expanded to 25.6%, reflecting improved operational efficiency and favorable product mix. 

As of Q1 2025, Gauzy operates four manufacturing sites across Israel, Germany, France, and the US, supported by more than 700 employees and a customer base of over 1,300 clients in more than 30 countries. The company holds 146 granted patents globally, including 18 in the US, and continues to expand its leadership across automotive, aerospace, architecture, and transportation. 

Bottom line: GAUZ may be well-positioned to ride the tech sector’s momentum. Its revenues in 2024 were up 32.8% year-over-year, and its gross profits jumped 49.1%.

View Trading Whisperer’s free guide to see comparisons to other companies’ growth (and why GAUZ could do better), a look at GAUZ’s executive team, and even more insights:

📊 See our full Gauzy company analysis here

To your success,

Brandon

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