Rezolve Ai soars after management boosts 2025 annual recurring revenue guidance by 33%

It’s been a rocky stretch for the AI trade as of late — but not so bad that surprisingly strong results can’t send a smaller company levered to the theme to the moon.

Shares of Rezolve Ai are surging, up more than 20% in early trading after a boost to its 2025 guidance.

Management said that December would be a record month for sales, which are poised to exceed $17 million, and that the company is on track to exit 2025 with annual recurring revenues of $200 million. That’s 33% above its previous guidance for a year-end exit rate of $150 million issued at the start of October. The company also reaffirmed its 2026 guidance that it would exit next year with $500 million in ARR.

Rezolve Ai specializes in agentic commerce tools and boasts partnerships with Microsoft and Google.

Reading in between the lines, management also clearly thinks its stock price should be higher based on this operational performance. Per the press release:

“Rezolve Ai currently has a market capitalization of under $1 billion. While the Company does not comment on valuation, management believes that the scale of its recurring revenue base, improving operating leverage, and visibility into future growth provide investors with a clearer framework for evaluating the Company’s long-term trajectory.”

This bullishness is also present in the options market, where over 23,000 calls have traded a little more than half an hour into the session versus a 20-day average of 6,373.