Rezolve AI Ltd (NASDAQ:RZLV) shares surged in premarket trading after the company reported its fourth-quarter and full-year 2025 results, highlighting strong growth in annual recurring revenue and improving operating performance.
The stock climbed about 19% before the open to around $2.85 following the earnings release, as investors reacted positively to the company’s growth outlook despite a full-year GAAP net loss.
Rezolve reported annual recurring revenue (ARR) of $232.8 million for 2025, exceeding its original target. The company also achieved positive adjusted EBITDA in December 2025 for the first time, marking a milestone in its path toward profitability.
The AI-driven commerce technology company generated total GAAP revenue of $46.8 million for the full year. Rezolve said revenue accelerated significantly during the second half of the year, rising more than fivefold compared with the first half as recent acquisitions and enterprise customer growth contributed to expansion.
For the year, Rezolve posted a GAAP net loss of $101.4 million. Gross margin reached 66%, while core software gross margin exceeded 90%, reflecting the scalability of the company’s software platform.
The market reaction was strongly positive, with high trading volume accompanying the stock’s jump in premarket activity. Investors appeared encouraged by the company’s rapid revenue growth and expanding presence in the AI-powered commerce sector.
Looking ahead, Rezolve outlined ambitious targets for 2026. The company is aiming for GAAP revenue of about $360 million, implying roughly 669% year-over-year growth, and expects to reach a $500 million ARR exit run rate by the end of the year. Analyst price targets for the stock currently range from $7 to $15.
Management said its strategy will focus on aggressive investment in global sales expansion and market penetration.
“Profitability is a controllable lever, but our priority is to capture the massive structural shift toward agentic commerce,” company executives said.
Despite the strong growth outlook, Rezolve faces several risks. The company continues to burn cash even as adjusted EBITDA improves, and management has indicated that full-year profitability may not be achieved in 2026. Integration of recent acquisitions also remains a key operational challenge.
Competition from other AI-powered commerce platforms and broader macroeconomic conditions that could affect consumer spending may also influence performance.
During the earnings call, analysts asked about the impact of recent acquisitions on future growth and how quickly synergies could be realized. Management said it plans to leverage these deals to accelerate organic growth while expanding its presence in global markets.