Sep. 26 at 6:34 PM
$BAC $C $GAUZ $JPM
Analysis of Gauzy’s top U.S. Financial Institution customer for smart glass:
- JPM: Largest footprint (5,000+ branches), heavy sustainability focus (e.g., net-zero goals), recent office upgrades in NYC/TX could align with installs in TX/FL/PA.
- BofA: 3,800+ branches, ESG investments (e.g., green buildings), modernizing offices in FL/PA fits.
- Citi: 2,300+ global branches, sustainability push (e.g., LEED certifications), but smaller U.S. presence vs. others.
This announcement validates Gauzy smart-glass tech for large-scale use, potential multi-year revenue (backlog already
$43M Q2'25; deal could add
$10M+ annually est. via energy savings/tech). Boosts credibility, aids expansion (e.g., aviation/auto segments), supports stock (current ~
$6.30, analysts target
$14; Q2 rev
$24M, up 20% YoY).