Rezolve AI: A Most Peculiar Ascent

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It has come to my attention – as such matters invariably do, drifting in on the stale air of market reports – that Rezolve AI (RZLV +2.92%) has experienced a rather… spirited week. A 30% surge since last Friday, you say? One might almost suspect a clerical error, a phantom tick on the ticker tape. But no, the numbers hold, stubbornly refusing to vanish like a poorly remembered dream. It began, as these things often do, with a whisper – a revenue guidance for 2025 and 2026 announced with the fanfare usually reserved for a lost button. Then, on Thursday, two analysts, those oracles of the obvious, deigned to issue bullish notes. A mere utterance, you understand, yet the stock leaped, as if startled by a particularly loud sneeze. Another 17.5% added, followed by a continued, unsettling strength on Friday. One begins to wonder if the very shares have developed a life of their own.

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Two Analysts and a Most Dubious Proposition

Cantor Fitzgerald and H.C. Wainwright, those venerable institutions, already held a favorable view of Rezolve AI, predicting prices of $8 and $10 per share, respectively. A quaint notion, really, like predicting the weight of a cloud. Mr. VanVliet of Cantor, a man clearly susceptible to optimism, merely reiterated his ‘Overweight’ rating, citing a strong December and ‘lofty’ 2026 plans. Lofty, indeed. As if plans alone could conjure revenue. He posits that if the company meets its guidance, it will prove retailers crave AI-driven analytics. A rather bold claim, considering the number of retailers currently sustained by nothing more than wishful thinking and strategically placed mannequins. He deems his 12-month target “conservative” in hindsight. A sentiment one might reserve for a particularly small puddle.

Mr. Buck of Wainwright, not to be outdone in the game of speculative pronouncements, doubled down on a ‘buy’ rating and raised his target to $12. He applauds the ‘granular presentation’ of the guidance, as if the mere arrangement of numbers could imbue them with substance. He celebrates the partnerships with Alphabet (GOOG 0.91%) (GOOGL 0.95%) and Microsoft (MSFT +1.14%). Fine companies, to be sure, though one suspects their involvement is less about genuine synergy and more about a desire to appear… forward-thinking. He acknowledges the skepticism surrounding Rezolve AI’s near-term prospects, but assures us that these doubts will vanish when the 2025 results are revealed in March. A curious prediction, akin to promising sunshine during a blizzard.

A Most Delicate Skepticism

So, what awaits Rezolve AI? Grand plans, certainly. A chorus of analyst cheerleaders, without a doubt. But Mr. VanVliet expects most investors to approach with a ‘measured’ approach, underwriting growth targets far lower than the company’s. A wise observation, if I may say so. I find myself in agreement. After this week’s ascent, the stock remains a disheartening 44% below its 52-week high. Profits remain elusive, shimmering on the horizon like a mirage. And the 2025 revenues are, let us be frank, a rounding error compared to the promised $350 million for 2026. I yearn to see Rezolve AI confound the skeptics, but those Microsoft and Alphabet partnerships, while sounding impressive on paper, require… substantiation. I require receipts, meticulously documented, in the March 20-F filing, before allowing myself the indulgence of excitement. For in the world of finance, as in life, one must always suspect the presence of a small, mischievous imp lurking beneath the surface, ready to overturn all carefully laid plans.

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2026-01-16 21:12