RedCloud Reports $1.2B Trading Volume in H1 2025, Revenue Up 12%

Written by Emily J. Thompson, Senior Investment Analyst

Source: Newsfilter

Updated: Dec 11 2025

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RCT-2.91%

Should l Buy RCT?

Source: Newsfilter

Trading Volume Growth: RedCloud achieved $1.2 billion in trading volume in H1 2025, reflecting a 28% year-over-year increase, indicating strong demand for its intelligent infrastructure in global trade and enhancing its competitive position.
Revenue Increase: The company reported revenue of $17.9 million for H1 2025, up 12% year-over-year, with full-year revenue guidance between $51 million and $53 million, showcasing positive progress in market expansion and revenue enhancement.
Global Expansion Strategy: RedCloud launched a joint venture in Saudi Arabia to enter the $60 billion FMCG market and partnered with NVIDIA to accelerate AI infrastructure development, indicating a strategic push into global markets.
Financial Health Improvement: The company successfully converted $66.9 million of shareholder loans into equity and eliminated $22.6 million of convertible debt, demonstrating significant improvements in its financial structure and laying a solid foundation for future growth.

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Analyst Views on RCT

Wall Street analysts forecast RCT stock price to rise

2 Analyst Rating

2 Buy

0 Hold

0 Sell

Moderate Buy

Current: 1.030

Low

4.50

Averages

4.75

High

5.00

Current: 1.030

Low

4.50

Averages

4.75

High

5.00

Roth Capital

NULL -> Buy

maintain

2026-01-20

Reason

Roth Capital

Price Target

AI Analysis

2026-01-20

maintain

NULL -> Buy

Reason

Roth Capital raised the firm's price target on RedCloud to $5.50 from $4.50 and keeps a Buy rating on the shares after its better than expected 2025 results. The firm was impressed by the management's execution over the past few months with material new joint ventures and product launches and sees several catalysts in the near term, including Agentic trading platform launch and potential incremental infrastructure license agreements, the analyst tells investors in a research note.

Roth Capital

Rohit Kulkarni

Buy

downgrade

2025-12-16

Reason

Roth Capital

Rohit Kulkarni

Price Target

2025-12-16

downgrade

Buy

Reason

Roth Capital analyst Rohit Kulkarni lowered the firm's price target on RedCloud to $4.50 from $5 and keeps a Buy rating on the shares. The company's first-half results came a tad bit below Roth's expectations, though the overall FY25 estimates remain unchanged, and the management sounded confident on near-term traction driven by recent software licensing plus marketplace deals in Turkiye and Saudi Arabia, the analyst tells investors in a research note.

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About RCT

RedCloud Holdings plc is a United Kingdom-based company. The Company has developed and operates the RedCloud platform (the Platform), which facilitates the trading of everyday consumer supplies of fast-moving consumer goods products across business supply chains. Through the Platform, it enables retailers in these markets to use data-driven insights backed by artificial intelligence (AI) to help make faster business-to-business purchases and inventory decisions from brands and distributors by breaking down complex purchasing behaviors of large product inventory catalogs. Additionally, its Platform has AI and machine learning capabilities that provide its brands, distributors and retailers with trading and product insights and data to help them make better commercial decisions regarding their business operations. It has approximately 729 distributors, 6,765 brands, 184,713 products and 33,767 retailers on its Platform. It operates in Argentina, Brazil, Nigeria, and South Africa.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

RedCloud Holdings Reports $53.7M Revenue in 2025, Raises 2026 Guidance to $120M

Jan 14 2026Globenewswire

Significant Revenue Growth: RedCloud's preliminary revenue for 2025 reached $53.7 million, reflecting a 15% year-over-year increase and exceeding previous management guidance, indicating rapid adoption and growth potential of its platform in global markets.
Transaction Value Surge: The total transaction value for 2025 grew by 31% to $3.2 billion, with cumulative trades reaching $6.9 billion, demonstrating the effectiveness of RedCloud's AI-driven trading algorithms in enhancing trading efficiency and facilitating digital transformation in the FMCG sector.
Market Expansion Plans: The company raised its 2026 revenue guidance by 20% to $120 million, aiming to achieve this through new joint ventures and expansion in existing markets, which is expected to further solidify its leadership in intelligent infrastructure for global trade.
Product Launch Outlook: The upcoming commercial release of RedAI's agentic trading capabilities in February 2026 is anticipated to enhance trading decision efficiency through features like dynamic pricing and demand forecasting, thereby boosting the company's competitive edge in global markets.

RedCloud Launches RedAI Trading Co-Pilot, Enhancing Global Trade Intelligence

Jan 12 2026Globenewswire

Early Access Program: RedCloud has launched an Early Access Program for its RedAI Trading Co-Pilot, allowing select FMCG partners to test the product before its public launch in February 2026, aiming to enhance global supply chain efficiency through intelligent decision-making.
Market Potential: The global FMCG supply chain moves over $14.6 trillion annually, yet faces a $2 trillion inventory gap due to fragmented systems and limited visibility, with RedAI's release designed to address this critical issue.
Intelligent Decision Support: RedAI leverages historical trading and inventory data to deliver predictive insights and actionable recommendations, accelerating decision-making and improving accuracy in pricing, inventory, and sales, thus shifting businesses from reactive to intelligent decision-making.
Technological Partnerships: This product release is supported by collaborations with AWS and NVIDIA, utilizing their AI models and cloud services, marking a significant step for RedCloud in building intelligent infrastructure for global trade.

RedCloud Exceeds Expectations with $53M Revenue in 2025, Accelerates Global Expansion

Dec 17 2025Newsfilter

Performance Exceeds Expectations: RedCloud anticipates 2025 revenue reaching $53 million, marking a record year driven by market expansion and increased platform adoption, thereby laying a solid foundation for future growth.
Strategic Partnerships: The signing of a $50 million licensing and revenue share agreement for the Turkish market marks the establishment of the company's first joint ventures, providing a capital-light, replicable model for global expansion and enhancing market competitiveness.
Customer Base Doubling: In 2025, RedCloud successfully doubled its customer base and signed joint ventures in two of the Middle East's largest markets, demonstrating strong execution and market opportunities in building intelligent infrastructure for global trade.
Technological Collaboration: By joining NVIDIA Connect, RedCloud will accelerate the development of AI-driven trading algorithms, with the anticipated launch of the RedAI product in 2026 expected to enhance real-time demand forecasting and dynamic pricing capabilities, optimizing global supply chain management.