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The DVLT Report

Your essential update on Datavault AI Inc. (DVLT), a company at the crossroads of AI, data monetization, and supercomputing. The recent flood of news has made this stock an extremely high-interest, high-volatility play. DVLT was our stock pick of the week last week, lets take a deeper dive in.

Fundamental Analysis

Datavault AI operates in the compelling and rapidly expanding Artificial Intelligence and Data Exchange market. Fundamentally, the company is valued as a pure growth play.

The core financial story centers on exceptional revenue acceleration alongside deep unprofitability. In the most recent reported quarter (Q2 2025), the company delivered 467% year-over-year revenue growth. However, the company remains firmly in an investment and expansion phase, with a negative net margin and a Current Ratio below 1, suggesting potential liquidity challenges in the near term. The company's future hinges on its ability to successfully commercialize its proprietary technology and translate its massive revenue growth forecasts into sustainable profit. Analysts forecast revenue will continue to grow at a blistering pace of approximately 76.4% per annum.

Technical Analysis

The stock has experienced a significant surge in trading volume and price action following recent corporate news. The technical picture is currently Strong Buy based on a consensus of daily technical indicators, reflecting powerful short-term bullish momentum.

Specifically, the 14-Day Relative Strength Index (RSI) is around 60.78, indicating strong positive momentum without yet entering the typical "overbought" warning territory (above 70). Furthermore, the stock price is trading well above its 50-Day Moving Average (which sits around the $0.656 level), confirming a solid short-term uptrend. While technical indicators point strongly upward, investors should be mindful of the volatility and massive trading volumes that accompany such news-driven spikes.

Big News

• $150 Million Strategic Investment Secured: The most impactful news is the announcement of a $150 million strategic investment from Scilex Holding Company. This deal is designed to fund the building of a supercomputer and the launch of new independent data exchanges in the US, directly fueling the company's core strategy.

• Closing of Initial Tranche: The company followed up swiftly, confirming the closing of the initial tranche of the Scilex investment, providing immediate capital and reinforcing investor confidence in the deal's execution.

• Massive Q2 Revenue Growth: Datavault AI reported recognized revenue of $1.7 million for the second quarter of 2025, which represents the remarkable 467% jump from the previous year.

• Major Licensing Deal: The company also disclosed a separate $2.5 million licensing agreement with Nyiax Inc., a key development that adds to the company's contracted, if not yet fully recognized, revenue pipeline.

Expert Recommendations and Forecast

The single analyst providing coverage on Datavault AI has a current consensus rating of Strong Buy.

The analyst's one-year price target is set at $3.00. This target implies a significant potential upside of over 175% from the recent trading price, reflecting high conviction in the long-term value creation from its supercomputer build-out and data exchange platform.

Earnings and Outlook

Next Earnings Date and Forward Outlook

• Next Expected Earnings Date: November 14, 2025

• Consensus EPS Estimate: The current analyst estimate for the upcoming quarter is a loss of −$0.07 per share.

Outlook: The outlook is aggressively focused on execution. The key question for the next earnings call will be the progress on the new strategic initiatives, particularly the supercomputer project and the data exchanges funded by the recent capital raise. Management has previously set an ambitious goal to reach a $25 million annual revenue run rate by the end of 2025. Investors will be listening for updates on this target and clear guidance on the path to realizing the revenue from its new strategic deals, which is crucial for turning its high growth into a profitable venture.

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