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北京时间·🕒 发布 20:00:35时区推断·⟳ 抓取 20:03:16·⚡ 决策 07-27 20:07:16 +4m00s·92.0 天前

Rezolve Ai预披露2026年上半年收入约1.27亿美元,接近去年同期20倍并重申全年3.6亿美元指引

公司官方盘前披露H1 2026收入约1.27亿美元,较H1 2025的632万美元接近20倍,且已为2025全年收入4680万美元的2.7倍以上。

📄 原文RZLV↗ 原文
Rezolve Ai Delivers Breakout First-Half Performance: Preliminary H1 2026 Revenue Expected to Reach Approximately $127 M…
▲ 做多Rezolve AiRZLV.US🇺🇸小仓
▼ 亏 -3.55%入场 07-27 盘前首笔 @2.340 → 离场 07-28 开盘 @2.260
2.5003.0002.340做多 07-27离场 07-2807-0209-08
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
💡 交易逻辑H1收入兑现超强,盘前新鲜小仓抢反应
怎么买 开盘买入 不高于昨收 +10%(超上限不成交)
怎么卖 止盈 +8%(半仓)/+16%(清仓) · 止损 -7% · 时间止损 3日
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

分时走势

做多 RZLV.US Rezolve Ai

建仓日早于近 30 天,只有日线图

成交明细 · 纸面

做多 RZLV.US Rezolve Ai

收益状态-3.55% 已平仓
进场成交2026-07-27 · 盘前首笔 · 07-27 20:04 北京 · @2.3397
离场成交2026-07-28 · 开盘 · @2.26
毛收益-3.40%
成本+0.15%
净收益-3.55%
计入收益-3.55%
建仓日2026-07-27 · 进场不早于新闻时刻 + 2 分钟

收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-27 20:00

研究档案

🔎 新鲜度:最早出现 2026-07-27 · 扩散 low · price-in 风险 medium ↗ ↗ ↗

消息传播链

  1. 2026-03-30 08:00 ET其它Rezolve Ai IR/Nasdaq一手源原文 ↗
    公司在2025年报发布时已将FY26收入指引提高至3.6亿美元,因此本次全年指引重申不是全新信息。
    市场反应:Benzinga报道当日盘中RZLV一度上涨约7.74%。
  2. 2026-04-30 08:17 ET财经媒体扩散Investing.com非一手原文 ↗
    Q1 2026收入约6000万美元此前已披露,市场已经知道公司年初收入基数显著抬升。
    市场反应:Investing.com页面显示RZLV相关报道时股价约+6.64%。
  3. 2026-06-30官方确认/否认SEC/Rezolve Ai一手源原文 ↗
    公司在股东批准最多3亿美元回购授权公告中再次重申FY26约3.6亿美元收入指引和2026年退出ARR至少5亿美元。
  4. 2026-07-27 08:00 ET首发Rezolve Ai IR/GlobeNewswire一手源原文 ↗
    本次盘前新增披露H1 2026初步收入约1.27亿美元,较H1 2025接近20倍,并确认H2应显著大于H1。
    市场反应:信号到达时为美股盘前08:03 ET,连续交易尚未开盘。

关键理由

  • 公司官方盘前披露H1 2026收入约1.27亿美元,较H1 2025的632万美元接近20倍,且已为2025全年收入4680万美元的2.7倍以上。
  • Q1已披露约6000万美元收入,本次隐含Q2约6700万美元,说明高增长不是单季偶发,全年3.6亿美元收入指引仍有执行可见度。
  • 按最近约9.1亿美元市值估算,3.6亿美元FY26收入指引约为市值的39%,对小市值AI软件股仍有重估弹性。

主要风险

  • 全年3.6亿美元指引此前已多次重申,本次没有上调全年目标,部分增长预期可能已被市场预期。
  • 数据为管理层初步、未经审计口径,正式H1结果要到2026年9月发布;若审计口径或现金转化不及预期,应优先退出。

反向证据

  • 做多前查反向 · 来源 web · 日期 2026-07-26 · 影响 weakens
    全年3.6亿美元收入指引此前已反复维持,新增surprise主要来自H1执行节奏而非全年目标上修。
    检索:RZLV guidance history 2026 revenue maintained 360 million 原文 ↗
  • 做多前查反向 · 来源 web · 日期 2026-07-23 · 影响 weakens
    StockAnalysis显示RZLV仍为亏损公司,TTM净亏损约1.01亿美元,且股数同比增加较多,说明收入高增长外仍有盈利和稀释风险。
    检索:RZLV net income loss shares outstanding dilution market cap 2026 原文 ↗
  • 做多前查反向 · 来源 web · 日期 2026-06-30 · 影响 supports
    股东已批准最多3亿美元回购授权,管理层认为估值未反映业务规模,该因素对稀释担忧有一定对冲。
    检索:Rezolve Ai shareholders approve $300 million share repurchase mandate June 30 2026 原文 ↗

历史先例(按相似度)

  • 相似度 9/10 SOUN 2025-08-07 SoundHound AI Q2 2025收入4270万美元、同比+217%,并上调全年收入展望至1.60-1.78亿美元,AI应用收入兑现。 原文 ↗
    事件后 +1日 +26.4% · +2日 +48.3% · +3日 +49.1% · +4日 +53.9% · +5日 +54.3%
    相似度依据:同为美股AI应用公司财报收入高速兑现并上调全年收入展望,事件机制和交易相位最接近,但SOUN知名度和流动性高于RZLV。
  • 相似度 8/10 RZLV 2026-04-30 公司披露Q1 2026收入6000万美元,超过2025全年收入。 原文 ↗
    事件后 +1日 +3.9% · +2日 +1.2% · +3日 -5.1% · +4日 -7.8% · +5日 -7.0%
    相似度依据:同一标的、同为未经审计管理层收入快报,Q1收入6000万美元是本次H1口径的直接前置样本。
  • 相似度 8/10 SOUN 2025-02-27 SoundHound AI Q4 2024收入3450万美元、同比+101%,全年收入+85%,并上调全年展望。 原文 ↗
    事件后 +1日 +17.5% · +2日 +12.1% · +3日 +5.5% · +4日 +10.2% · +5日 +3.7%
    相似度依据:同为美股AI应用公司财报高增并上调展望,收入增速和小盘弹性接近,但不是半年预披露且增长倍数低于RZLV。
  • 相似度 7/10 RZLV 2026-03-30 FY2025收入4680万美元显著高于预期,并将FY26收入指引提高到3.6亿美元。 原文 ↗
    事件后 +1日 +1.6% · +2日 +24.2% · +3日 +23.4% · +4日 +17.5% · +5日 +14.3%
    相似度依据:同一标的、同为收入/指引超预期披露,但3月含正式年报和上调指引,本次只是H1初步数和重申。
  • 相似度 7/10 BKSY 2026-05-07 BlackSky公布Q1 2026结果,空间智能与AI服务环比增长,并因新合同和收入可见性上调FY2026收入及Adjusted EBITDA指引。 原文 ↗
    事件后 +1日 +22.4% · +2日 +28.4% · +3日 +25.0% · +4日 +27.6% · +5日 +32.3%
    相似度依据:同为美股AI/数据服务小中盘、Q1后因收入可见性上调全年指引,但业务是空间智能而非AI商务软件。
  • 相似度 7/10 LAES 2026-07-06 SEALSQ预披露H1 2026收入约1100万美元、同比+120%,并重申FY2026收入增长50%-100%指引。 原文 ↗
    事件后 +1日 -6.7% · +2日 -5.3% · +3日 -4.3% · +4日 -6.7% · +5日 -9.7%
    相似度依据:同为美股小盘科技股预披露H1收入并重申全年增长指引,披露相位接近,但收入体量和增长倍数显著低于RZLV。
  • 相似度 6/10 GPUS 2026-03-11 Hyperscale Data给出FY2026收入1.8-2.0亿美元指引,较初步2025收入约增长80%-100%。 原文 ↗
    事件后 +1日 -5.9% · +2日 -8.7% · +3日 -8.2% · +4日 -9.7% · +5日 -5.6%
    相似度依据:同为美股小盘AI基础设施方向给出高增长收入指引,金额量级接近,但不是实际H1收入兑现且公司质量更弱。
  • 相似度 6/10 DOCN 2026-05-05 DigitalOcean Q1 2026收入2.58亿美元、同比+22%,AI客户ARR同比+221%,并上调2026/2027收入展望。 原文 ↗
    事件后 +1日 +5.4% · +2日 -1.5% · +3日 +7.3% · +4日 +6.5% · +5日 +1.9%
    相似度依据:同为美股AI云/软件收入兑现并上调收入展望,但DOCN规模和成熟度远高于RZLV,弹性不可直接套用。
  • 相似度 5/10 688041 2026-07-17 海光信息自愿披露2026年半年度业绩预告,预计H1收入同比+55.56%至+70.20%、净利润同比+41.50%至+52.32%。 原文 ↗
    事件后 +1日 +5.0% · +2日 +13.0% · +3日 +8.8% · +4日 +2.3% · +5日 +3.1%
    相似度依据:同为AI算力链业绩预告高增长,但A股科创板交易机制、业务属性和增速量级与RZLV差异较大。
  • 相似度 4/10 9988 2026-05-14 阿里巴巴公布2026财年结果,云智能收入加速、AI相关产品收入连续11个季度三位数增长。 原文 ↗
    事件后 +1日 -4.1% · +2日 -4.5% · +3日 -3.4% · +4日 -4.4% · +5日 -8.7%
    相似度依据:同为AI相关收入高增披露,但阿里是港股大型平台公司,AI收入只占集团一部分,主要用于观察跨市场见光死风险。

原文全文

展开原文 · 8,000 字
Rezolve Ai Delivers Breakout First-Half Performance: Preliminary H1 2026 Revenue Expected to Reach Approximately $127 Million, Nearly 20x H1 2025
Company reaffirms approximately $360 million full-year revenue guidance as enterprise deployments, Tata Consultancy Services momentum, Microsoft Foundry availability, Zilch partnership and Rezolve’s trusted AI stack reinforce its position in agentic commerce
NEW YORK, July 27, 2026 (GLOBE NEWSWIRE) -- Rezolve Ai (NASDAQ: RZLV), a global leader in agentic commerce and AI-powered customer engagement, today announced a historic first-half operating milestone.
Based on preliminary, unaudited management accounts and subject to finalization of the company’s normal half-year close and review procedures, Rezolve Ai expects first-half 2026 revenue to be approximately $127 million.
This compares with reported revenue of $6.32 million in H1 2025, representing nearly 20x year-on-year growth, and already exceeds Rezolve Ai’s total audited full-year 2025 revenue of $46.8 million by more than 2.7x.
Final first-half 2026 results are expected to be released in September 2026.
Rezolve Ai today reaffirmed its full-year 2026 revenue guidance of approximately $360 million, representing approximately 7.5x audited full-year 2025 revenue.
Daniel M. Wagner, Chairman and CEO of Rezolve Ai, said:
“Rezolve Ai has entered a new phase of scale, execution and visibility. To move from $6.32 million of revenue in the first half of 2025 to an expected $127 million in the first half of 2026 is an extraordinary achievement. This represents a step-change in the scale of the company and, we believe, one of the clearest demonstrations yet that enterprise AI commerce is moving from concept to production.
“We are seeing exceptional momentum across the business. Revenue is accelerating, enterprise adoption is expanding, partner-led distribution is beginning to compound and our platform is increasingly being recognized as critical infrastructure for the next era of AI-powered commerce.
“Our recent partnership with Zilch, alongside our progress with Tata Consultancy Services and other global partners, shows how Rezolve Ai is moving beyond traditional retail search into the broader infrastructure layer connecting consumers, merchants, financial platforms and AI agents. Our brainpowa™ commerce-tuned models are now available in Microsoft Foundry, reinforcing the credibility and enterprise readiness of our AI technology. And with the introduction of Auditable AI, alongside brainpowa™ and TraceWare™, we believe Rezolve has now completed the foundation for trusted enterprise AI commerce: accuracy, accountability and transparency.
“brainpowa™ addresses the hallucination problem. TraceWare™ provides auditable tracking of autonomous AI agent activity. Auditable AI enables AI-generated recommendations to be explained, verified and understood. Together, they give enterprises the confidence to move beyond AI experimentation and deploy agentic commerce systems that can act, transact and be held accountable.
“We believe Rezolve Ai is now positioned at the center of one of the most important technology shifts in commerce: the move from search and static digital journeys to AI agents that can understand intent, guide customers, execute transactions and operate safely at scale.”
Reaffirmed Full-Year 2026 Revenue Guidance
Rezolve Ai reaffirmed its full-year 2026 revenue guidance of approximately $360 million.
The company believes its preliminary first-half performance provides strong support for this guidance. Management expects revenue in the second half of 2026 to be materially larger than in the first half, supported by continued enterprise deployment, partner-led pipeline conversion, integration synergies and the seasonal acceleration traditionally seen in retail and commerce.
In 2025, Rezolve Ai’s revenue increased from $6.32 million in H1 to approximately $40 million in H2, illustrating the impact of second-half retail seasonality, including higher consumer engagement, higher transaction volumes and elevated API usage during the holiday trading period.
In 2026, the company enters the second half from a substantially larger base with a broader enterprise customer footprint, a deeper partner ecosystem and a more mature deployment pipeline.
Mr. Wagner continued:
“We are reaffirming our full-year guidance with confidence because the drivers behind the business are visible and compounding. The second half is structurally important in retail and commerce and this year we enter that period with a vastly larger customer base, substantially greater platform deployment and accelerating partner momentum.”
Operational and Technology Momentum
Rezolve Ai believes its preliminary H1 2026 performance reflects several growth drivers now compounding across the business: a global enterprise customer base of more than 1,000 customers; contracted enterprise relationships moving from onboarding into live production; increasing partner-led distribution through major global technology and consulting partners; and expanding cross-sell potential across the Brain Suite, including Brain Commerce, Brain Checkout, brainpowa™ and TraceWare™.
The company’s recent partnership with Zilch, one of the UK’s highest-profile fintech platforms serving nearly 6 million customers, further demonstrates Rezolve Ai’s expansion beyond traditional retail into payments-led commerce environments where customer engagement, merchant offers and transaction decisions increasingly converge.
Rezolve Ai also believes the next phase of enterprise AI adoption will be defined not only by intelligence but by trust. With brainpowa™, TraceWare™ and Auditable AI, Rezolve believes it has addressed three of the most important barriers to large-scale enterprise AI adoption in commerce: accuracy, accountability and transparency.
brainpowa™ is designed specifically for commerce with a focus on reducing hallucinations, improving relevance and enabling AI interactions that can support real-world customer engagement and transaction flows. TraceWare™ provides auditable tracking of autonomous AI agent activity, allowing enterprises to monitor and inspect what an AI agent did, why it acted and how it interacted with systems, data and customers. Auditable AI is designed to enable AI-generated product recommendations to be explained, verified and understood in clear, human-readable language, grounded in customer preferences, product attributes, purchase history and business rules.
Independently reviewed research conducted by Rezolve Ai Labs demonstrated a 3.7x improvement in transparency compared with conventional large language model architectures with the underlying research accepted for presentation at the International Conference on Social Robotics 2026 in London.
The availability of Rezolve Ai’s brainpowa™ commerce-tuned models in Microsoft Foundry further reinforces the enterprise readiness of Rezolve Ai’s AI technology and gives large organizations a more direct path to building and deploying AI-powered commerce copilots within the Microsoft Azure ecosystem.
Market Context
With preliminary H1 2026 revenue expected to reach approximately $127 million, full-year revenue guidance of approximately $360 million reaffirmed and a target to exit 2026 with at least $500 million of annual recurring revenue, management believes Rezolve Ai is demonstrating the scale, growth and visibility required of a production AI commerce infrastructure company.
Media Contact
Rezolve Ai
Urmee Khan
Global Head of Communications
urmeekhan@rezolve.com
+44 7576 094 040
About Rezolve Ai
Rezolve Ai is a global leader in AI-powered commerce technology. Its Brain Suite platform helps retailers, brands and financial institutions transform how consumers search, engage and transact across digital channels.
Rezolve Ai’s proprietary brainpowa™ models are purpose-built for commerce, while TraceWare™ is designed to provide transparency and accountability across agenti

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