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Rezolve AI: Accelerating ARR Growth, Emerging Profitability, and 2026 Re-Rating Potential Support Reiterated Buy Rating

Rezolve AI: Accelerating ARR Growth, Emerging Profitability, and 2026 Re-Rating Potential Support Reiterated Buy Rating

Analyst Scott Buck from H.C. Wainwright maintained a Buy rating on Rezolve AI and keeping the price target at $10.00.

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Scott Buck has given his Buy rating due to a combination of factors that, in his view, are not yet reflected in Rezolve AI’s share price. He notes that the stock has materially underperformed the broader small-cap benchmark despite strong underlying business momentum, including a December update indicating monthly revenue above $17 million and a sharp upward revision in expected 2025 exit ARR to over $200 million. Management now targets a substantial further increase in ARR by the end of 2026, supported by both organic growth and strategic relationships with major cloud platforms such as Microsoft and Google. He also highlights that December is expected to show positive adjusted EBITDA, underscoring emerging operating leverage and a path toward sustained profitability.
At the same time, Buck sees current investor skepticism—stemming from a lack of audited financial confirmation and concerns about the quality of acquired versus organic revenue—as temporary, with the upcoming 20-F filing in early 2026 positioned as a key catalyst. He points to Rezolve’s execution of its M&A strategy in 2025, including the GroupBy and Crownpeak transactions, as evidence of a repeatable model that adds revenue, broadens the customer base, and creates upsell opportunities for its AI solutions. On the back of the latest operational update, he raises his 2026 revenue forecast and now projects positive adjusted EBITDA for that year, while acknowledging that management could reinvest to accelerate growth. Taken together, the accelerating revenue trajectory, improving profitability profile, and potential for valuation re-rating in 2026 support his reiterated Buy rating and unchanged $10 price target.

In another report released on December 17, Northland Securities also maintained a Buy rating on the stock with a $7.00 price target.

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