Rezolve AI shares climbed roughly 30% over the past week following reiterations and upgrades from two Wall Street firms. Cantor Fitzgerald maintained its Overweight rating and $8 price target, citing a strong December performance and ‘lofty’ plans for 2026 revenue of $350 million. H.C. Wainwright raised its target to $12, praising the company’s more granular guidance presentation and strategic alliances with Google and Microsoft. Together, those notes drove a 17.5% jump in a single session, highlighting renewed confidence in Rezolve AI’s retail–focused analytics platform.

Management confirmed revenue guidance of $40 million for fiscal 2025 and $350 million for 2026, reflecting a nearly ninefold increase year-over-year. In addition, the company reiterated a target of $500 million in annual recurring revenue (ARR) by the end of 2026. These targets exceed consensus estimates by 50% for 2025 and more than double 2026 forecasts, underscoring management’s belief that retailers will rapidly adopt AI-driven CRM and analytics solutions.

Rezolve AI is moving key engagements with Google Cloud and Microsoft from pilot phases into commercial rollouts, contributing to its first profitable month in December 2025. The company reported a positive adjusted EBITDA for that period, driven by increased seat-based licensing and usage fees. Executives emphasize that deep integrations with those tech giants will transition the solution from an experimental tool to core enterprise infrastructure, providing a scalable foundation for sustained margin expansion.