RCT Stock Forecast & Price Target

RedCloud Holdings PLC has demonstrated significant growth, with distributors exceeding 1,000 as of June 30, 2025, marking a remarkable 136% year-over-year increase, and revenue from the Nigerian market rising by 50% year-over-year. The company's 1H25 transaction value on its FMCG trading platform reached $1.2 billion, which is a 28% increase from the previous year and aligns well with projections for continued growth, particularly as they target $100 million in revenue by FY26. Additionally, the expectation of 11% revenue growth in FY25 and a substantial forecast of 81% revenue growth in FY26 underscores the positive outlook for RedCloud's financial future, driven largely by new market opportunities and technological advancements in the platform.

RedCloud Holdings PLC anticipates FY25 revenue to be between $51 million and $53 million, which is below prior forecasts primarily due to reduced contributions from Argentina and an increase in joint venture license revenues. The company's operating margins have deteriorated significantly, reported at -111%, compared to the expected -54%, reflecting higher operating expenses amid lower revenues. Additionally, operating in several emerging markets, RedCloud faces geopolitical and economic instability, leading to volatile financial results and ongoing significant operating losses, along with an uncertain timeline to reach breakeven.