Rezolve AI (RZLV) Stock Plunges 7.23% as Aggressive Revenue Guidance Fuels Investor Skepticism

The share price fell to its lowest level so far this month, with an intraday decline of 3.24%. Rezolve AI (RZLV) closed down 0.43% on 17 January, marking a significant drop amid mixed investor sentiment following the company’s aggressive revenue guidance and operational updates.

Key developments include Rezolve AI’s revised 2025 and 2026 revenue forecasts, projecting $40 million and $350 million, respectively, which nearly double market expectations. Despite the bullish figures, the stock initially dropped 7.23% on 13 January, reflecting short-term skepticism. The company also reported $209 million in ARR as of December 2025, with a first profitable month in December and a target of $500 million in ARR by 2026. Strategic partnerships with Microsoft and Google, alongside a focus on agentic commerce infrastructure, underscore its growth ambitions, though execution risks persist.

Market volatility remains pronounced, driven by the company’s high growth multiples and reliance on future cash flows. While institutional commitments of $250 million and operational scaling—including 1,000 employees and 650 enterprise clients—signal long-term potential, near-term challenges include converting ARR into profitability and managing cash flow. CEO emphasis on AI-driven commerce and crypto payment infrastructure may stabilize investor confidence, but upcoming 2026 financial results will be critical in validating these strategies and determining the stock’s trajectory.