The revenue trajectory and customer count acceleration are strong, but lack of profitability data and EPS guidance leaves valuation risk. Monitor upcoming 10-Q for cash burn and margin details; the stock may re-rate if operating leverage materializes.
Price Chart
Executive Summary
Rezolve AI reported Q1 2026 revenue of ~$60M, exceeding its entire FY2025 revenue of $46.8M, and reaffirmed FY26 guidance of ~$360M (7.5x YoY growth). The press release highlights accelerating enterprise adoption, 1,000+ enterprise customers, and peer-reviewed TraceWare accuracy of 99.5-100%, but provides no EPS or profitability data, leaving margin trajectory unclear.
Key Financial Metrics
Key Facts
- Q1 2026 revenue ~$60M, exceeding full-year FY2025 revenue of $46.8M
- FY26 revenue guidance reaffirmed at ~$360M, representing ~7.5x YoY growth
- Serving more than 1,000 enterprise customers globally
- TraceWare technology peer-reviewed at 99.5-100% user-state accuracy
- No EPS or profitability metrics disclosed in the release
- Strategic partnerships with Microsoft, Google, and Tata Consulting Services
Financial Impact
Q1 revenue ~$60M vs consensus $60.0M (in-line); FY26 guidance ~$360M implies ~7.5x YoY growth from $46.8M in FY25
Risk Factors
- No EPS or profitability data provided — cash burn and margin trajectory unknown
- Forward guidance of $360M is aspirational and depends on continued pipeline conversion
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3304377 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 8, 2026 19d ago | 6-K | $1.91 | awaiting T+20 | — | $1.52 (−20.42%) |
Oct 6, 2026 20d ago | 6-K | $2.08 | awaiting T+20 | — | $1.52 (−26.92%) |
Oct 6, 2026 21d ago | Press Release | $2.15 | awaiting T+20 | — | $1.52 (−29.30%) |
Sep 1, 2026 8w ago | Press Release | $2.39 $2.17 | ▼ −9.21% | ▼ −9.52% | $1.52 (−36.40%) |
Aug 28, 2026 8w ago | Press Release | $2.97 $2.12 | ▼ −28.62% | ▼ −28.88% | $1.52 (−48.82%) |
Aug 6, 2026 11w ago | Press Release | $2.64 $2.20 | ▼ −16.67% | ▼ −17.27% | $1.52 (−42.42%) |
Aug 5, 2026 11w ago | 6-K | $2.64 $2.20 | ▼ −16.67% | ▼ −17.27% | $1.52 (−42.42%) |
Jul 27, 2026 13w ago | Press Release | $2.30 $2.43 | ▲ +5.65% | ▲ +2.35% | $1.52 (−33.91%) |
Jun 12, 2026 19w ago | 6-K | $2.78 $2.49 | ▼ −10.43% | ▼ −9.68% | $1.52 (−45.32%) |
Jun 12, 2026 19w ago | Press Release | $2.68 $2.60 | ▼ −2.99% | ▼ −4.76% | $1.52 (−43.28%) |
US Market Status
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