New York, Jan 16, 2026, 07:27 EST — Premarket
- Shares rose sharply in the prior session as brokers responded to the company’s updated outlook
- Investors are weighing whether the new targets can hold up once audited numbers land
- Focus is shifting to the next set of filings and any fresh detail on 2026 execution
Rezolve AI plc shares jumped 14% in the prior session and last closed at $4.63, as analysts lifted price targets after the company set out a far larger sales goal for 2026.
The move matters because Rezolve is trying to change the way the market models its growth. Management’s latest update points investors to a revenue number for 2026, rather than leaning mainly on subscription-style run-rate metrics that can be harder to compare across software firms.
That is landing at a time when investors have been quick to punish lofty forecasts in smaller AI names — and just as some traders are hunting for proof that early-stage software businesses can move from top-line growth into something closer to repeatable profit.
Rezolve said it now expects at least $40 million of revenue in 2025 and about $350 million in 2026, versus what it described as prevailing expectations of roughly $170 million. It also reaffirmed a goal to exit 2026 with at least $500 million of annual recurring revenue, and said December revenue is expected to top $17 million, marking its “first profitable month.” Chief executive Daniel Wagner said the guidance “reflects contracted demand” and that the company’s focus in 2026 is “execution, operating leverage.” The company added an audit of its 2025 financial information is under way and figures could change. 1
Annual recurring revenue, or ARR, is a non-GAAP measure companies often use to describe the annualised value of contracted subscription and recurring revenue. It can move faster than reported revenue because it reflects contracts in force, not what has been recognised under accounting rules.
Rezolve, which lists its principal executive offices in London, trades on the Nasdaq under the symbol RZLV. 2
H.C. Wainwright raised its price target on Rezolve to $12 from $10 and kept a buy rating, with analyst Scott Buck arguing that framing the outlook as annual revenue “should be received better by investors.” 3
Cantor Fitzgerald reiterated an overweight rating and kept an $8 price target, while warning that management’s 2026 goals will require sustained execution and continued momentum — and that investors may take a more measured view until the company proves it can hit those levels. 4
Still, the setup cuts both ways. Rezolve’s targets imply a steep ramp, and any slip in deployments, customer demand, or timing could hit the stock hard after a sharp move. Traders also tend to fade early rallies when guidance outpaces what the market can quickly verify.
Investors are now watching for follow-through in regulatory filings and more colour on how the company bridges from current scale to its 2026 targets. H.C. Wainwright flagged the company’s next annual report on Form 20-F, expected in early March, as a potential catalyst. 5
