RedCloud Holdings reports record 2025 revenue and plans for accelerated growth with joint ventures and AI-driven technology.
Quiver AI Summary
RedCloud Holdings PLC announced strong performance in 2025, exceeding expectations with record revenue forecasted between $51-53 million, primarily due to market expansion and increased platform adoption. The company has secured its first joint ventures, including a significant $50 million agreement for Turkey, laying the groundwork for international growth. CEO Justin Floyd highlighted the transformation toward an intelligent infrastructure for global trade, likening their mission to those of Bloomberg and Google but specifically for the FMCG sector. For 2026, RedCloud aims for revenue to reach $100 million through existing market growth and new joint ventures. They also joined NVIDIA Connect, enhancing their AI capabilities for better demand forecasting and inventory management, with a major product release, RedAI, expected in February 2026. Floyd emphasized that this technological advancement will fundamentally change global trade, making it more efficient and data-driven.
Potential Positives
- RedCloud expects to exceed its revenue guidance for 2025, forecasting $51-53 million, which represents the company's strongest year on record.
- The company successfully signed its first joint ventures, including a significant $50 million licensing and revenue share agreement for the Turkish market, facilitating a capital-light model for global expansion.
- RedCloud's partnership with NVIDIA is set to accelerate the development of AI-native trading algorithms, enhancing its platform capabilities in demand forecasting, dynamic pricing, and predictive inventory management.
- The company targets $100 million revenue for 2026, supported by growth in its existing markets and new joint venture agreements, indicating a strong growth trajectory.
Potential Negatives
- Despite achieving its strongest year on record, the company's revenue guidance of $51-53 million is significantly lower than the ambitious target of $100 million for 2026, indicating potential challenges in meeting growth expectations.
- The company emphasizes its joint ventures and partnerships, yet the reliance on these external agreements introduces uncertainty regarding their effectiveness in driving revenues and achieving outlined growth targets.
- Much of the company's forward-looking statements hinge on the successful execution of AI technologies and new product releases, carrying inherent risks that could result in actual performance falling short of projections.
FAQ
What is RedCloud Holdings PLC's revenue guidance for 2025?
The company reaffirms its full-year revenue guidance of $51-53 million for 2025.
How many global hubs will RedCloud operate in 2026?
In Q1 2026, RedCloud will operate six global hubs serving nearly 70,000 businesses.
What major partnership did RedCloud recently join?
RedCloud joined NVIDIA Connect, enhancing its AI capabilities for trading algorithms and demand forecasting.
What is the target revenue for RedCloud in 2026?
RedCloud is targeting $100 million in revenue for the year 2026.
What major product release is scheduled for February 2026?
The major RedAI product release will introduce a new agentic interface for improved trading decisions.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$RCT Hedge Fund Activity
We have seen 7 institutional investors add shares of $RCT stock to their portfolio, and 3 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS GROUP AG added 315,016 shares (+2359.8%) to their portfolio in Q3 2025, for an estimated $570,178
- GLOBAL VALUE INVESTMENT CORP. added 46,855 shares (+4.5%) to their portfolio in Q3 2025, for an estimated $84,807
- VIRTU FINANCIAL LLC removed 21,093 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $63,279
- GEODE CAPITAL MANAGEMENT, LLC added 20,569 shares (+inf%) to their portfolio in Q3 2025, for an estimated $37,229
- FNY INVESTMENT ADVISERS, LLC removed 14,400 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $43,200
- JANE STREET GROUP, LLC added 13,944 shares (+inf%) to their portfolio in Q3 2025, for an estimated $25,238
- 4WEALTH ADVISORS, INC. added 12,425 shares (+inf%) to their portfolio in Q3 2025, for an estimated $22,489
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$RCT Analyst Ratings
Wall Street analysts have issued reports on $RCT in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Roth Capital issued a "Buy" rating on 12/16/2025
- Rosenblatt issued a "Buy" rating on 12/12/2025
To track analyst ratings and price targets for $RCT, check out Quiver Quantitative's $RCT forecast page.
$RCT Price Targets
Multiple analysts have issued price targets for $RCT recently. We have seen 2 analysts offer price targets for $RCT in the last 6 months, with a median target of $4.75.
Here are some recent targets:
- Rohit Kulkarni from Roth Capital set a target price of $4.5 on 12/16/2025
- Blair Abernethy from Rosenblatt set a target price of $5.0 on 12/12/2025
Full Release
LONDON, Dec. 17, 2025 (GLOBE NEWSWIRE) -- RedCloud Holdings PLC (NASDAQ: RCT) ("RedCloud" or the "Company"), the technology company building an intelligent infrastructure for global trade, today announced that progress in 2025 has exceeded management expectations and positions the Company for accelerated growth and expansion in 2026.
2025 Performance
The Company reaffirms its full-year revenue guidance of $51-53 million, marking the Company's strongest year on record. Growth was driven by expansion in existing markets and increased platform adoption across the distributor network.
In addition, the Company believes the signing of the Company’s first joint ventures — including a $50m licensing and revenue share agreement for the Turkish market — provides a capital-light repeatable model for global expansion.
"We’re building the intelligent infrastructure for global trade, and in 2025 we proved this is no longer a vision, it’s execution,” said Justin Floyd, CEO & Co-Founder at RedCloud. “We doubled our customer base, signed joint ventures in two of the Middle East’s largest markets and partnered with NVIDIA. Our business fundamentals have moved decisively forward. When execution, scale and market opportunity align this clearly, we believe our long-term value creation opportunity is being underestimated."
Floyd continued, "Just as Bloomberg built the intelligent infrastructure for financial markets over 40 years, and Google built it for information over 25 years, RedCloud is building it for global trade. The $14.6
1
trillion FMCG industry still runs on spreadsheets and phone calls. We're making it algorithmic. The infrastructure is built, the data advantage is real and now we are scaling globally."
2026 Outlook
RedCloud is targeting $100 million revenue for 2026, supported by growth in existing markets and contribution from the Saudi Arabian and Turkish joint venture agreements, the license agreement in Türkiye and additional licenses in advanced stages of negotiation.
“This was our strongest year across every core metric: revenue, customer growth, platform scale and strategic foundations,” Floyd added. “In Q1 2026, we will be operating six global hubs, serving nearly 70,000 businesses, and tracking toward almost doubling revenues to $100m. The trajectory of the business is clear and accelerating. We believe the gap between where the business is today and how it is perceived will narrow as this momentum continues.”
Technology Foundation and Roadmap
The Company recently joined NVIDIA Connect, NVIDIA's partner program for companies deploying AI at scale. The partnership accelerates development of AI-native trading algorithms across RedCloud's six global hubs, enabling real-time demand forecasting, dynamic pricing optimization, and predictive inventory management powered by NVIDIA's accelerated computing platform.
The Company also recently announced a major RedAI product release, expected to launch in February 2026. This release is expected to reveal a new agentic interface supporting users to make better trading decisions based on their own proprietary data, benchmarked against RedAI’s unique aggregated market insights. The ‘Genesis release’ is expected to pave the way for new algorithmic trading features, whereby users can choose to enact AI inventory recommendations and predictions to streamline trade and maximize margins.
Commenting, Floyd said, "Joining NVIDIA Connect, alongside our partnership with AWS and Amazon Bedrock, is a game-changer for RedCloud. With NVIDIA’s accelerated computing platform, we’re rewriting the rules of global trade — demand forecasting, dynamic pricing, and predictive inventory management are no longer just possibilities – our next release is making it real. By empowering users to harness their own data alongside RedAI’s market insights, we’re not just improving trading decisions—we’re enabling businesses to act on AI-driven recommendations that maximize margins and streamline trade. This is the future of trade intelligence, and we’re leading the charge."
"We are building the third infrastructure. Bloomberg built it for capital markets. Google built it for information. We’re building it for the $50 trillion FMCG supply chain. Six hubs, four continents, and a platform designed to scale far beyond. The infrastructure is built. Now we compound.”
About RedCloud Holdings plc
RedCloud’s mission is to build the intelligence infrastructure of global trade, through generation and aggregation of proprietary trading and market data from across the FMCG industry through its RedAI platform (“RedAI”). RedCloud provides market intelligence based on proprietary trading data across categories in each of its markets. The Company also delivers a ‘trading layer’ of products for use by its customers, to enable intelligent digital exchange of everyday consumer supplies of FMCG products across business supply chains, supported by a payments and lending ecosystem intended to streamline trade. RedCloud believes its Platform and associated products and services solve a decades-old problem of how to digitize trade at scale to generate data and intelligence to enable brands, distributors and retailers to maximize business performance across categories in high growth consumer markets.
RedCloud is a British company registered in London, co-founded by British serial entrepreneur Justin Floyd and Algerian born Soumaya Hamzaoui. In March 2025, RedCloud achieved its IPO on New York’s Nasdaq stock exchange under the ticker “RCT”. For more information about RedCloud and its Platform, please visit www.redcloudtechnology.com and connect on LinkedIn.
Forward-Looking Statements
The information in this press release may include forward-looking statements within the meaning of the federal securities laws. These statements generally relate to future events or our future financial or operating performance. When used in this press release, words such as “expect,” “project,” “estimate,” “believe,” “anticipate,” “intend,” “plan,” “seek,” “forecast,” “target,” “predict,” “may,” “should,” “would,” “could,” and “will,” the negative of these terms and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain such identifying words. Forward-looking statements are based on management’s current expectations and assumptions, and are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict, including, but not limited to, the successful execution of its joint venture strategy and launch in Türkiye, or whether the joint venture will be able to generate the targeted revenues over the next ten years, the ability to leverage RedCloud’s future global developments in the use of AI and associated supply chain models through RedAI, ability to leverage NVIDIA Connect, and whether RedCloud’s upcoming product release meets customer expectations leading to broad adoption. As a result, actual results could differ materially from those indicated in these forward-looking statements. When considering these forward-looking statements, you should keep in mind the risk factors and other cautionary statements in RedCloud’s described in “Cautionary Note Regarding Forward-Looking Statements,” “Item 3. Key Information – D. Risk Factors” and “Item 5. Operating and Financial Review and Prospects” in RedCloud’s Annual Report on Form 20-F for the year ended December 31, 2024, which was filed with the Securities and Exchange Commission (the “SEC”) on May 16, 2025, as well as other documents filed by the Company with the SEC. RedCloud undertakes no obligation and does not intend to update these forward-looking statements to reflect events or circumstances occurring after this press release. You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this press release. Information contained on, or that can be accessed through, the Company's website or any other website or any social media is expressly not incorporated by reference into and is not a part of this press release.
Footnotes:
[1] FMCG Global Market Size 2025 $14.7Tn,
Cognitive Market Research
Contacts:
Investor Relations
Ryan Flanagan
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Media Relations
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