It has not been a friendly market for AI stocks lately, but Rezolve Ai just reminded investors what happens when fundamentals actually beat expectations.
Shares of Rezolve Ai $RZLV ( ▼ 5.63% ) jumped sharply after management raised its 2025 annual recurring revenue outlook by a massive 33 percent, sending the stock soaring in early trading.
Guidance does the heavy lifting
Management said December is shaping up to be a record sales month, with revenue expected to top $17 million. More importantly, the company now expects to exit 2025 with $200 million in annual recurring revenue, up from its prior $150 million target issued just two months ago.
Rezolve Ai also reiterated its longer term goal of exiting 2026 with $500 million in ARR, signaling confidence that recent momentum is not a one quarter fluke. The company operates in agentic commerce tools and counts Microsoft and Google as partners, putting it squarely in the AI infrastructure and automation sweet spot.
Management sends a not so subtle message
Reading between the lines, management appears to think the stock has not caught up with the business. In its release, the company pointed out that its market capitalization sits below $1 billion and emphasized improving operating leverage and clearer visibility into future growth. It did not comment directly on valuation, but the implication was obvious.
That confidence showed up quickly in the options market. Within the first half hour of trading, more than 23,000 call contracts changed hands, nearly four times the stock’s 20 day average.
The takeaway: even in a shaky AI tape, sharp guidance upgrades still get rewarded. Rezolve Ai just made itself very hard to ignore.