Overview

• The company lifted guidance to a minimum $150 million ARR exit rate for fiscal 2025 and projected a $500 million ARR exit rate in 2026 after disclosing $90 million ARR year-to-date.
• First-half 2025 revenue came in at $6.3 million versus a $5.1 million consensus with year-over-year growth above 436%, and gross margin registered at 95.8%; the CEO also touted the Brain Suite as Agentic Commerce ready with backing from Microsoft and Google.
• Shares jumped about 25% intraday before pulling back, with the stock recently trading near $5.08 according to Benzinga Pro data.
• Analysts maintain a Buy consensus with an average price target of $7.31, and HC Wainwright & Co. and Roth Capital each raised targets to $9.
• Grizzly Research disclosed a short position and alleged the business is “smoke and mirrors,” questioning revenue sources and costs; Benzinga said it reached out to Rezolve AI for comment.