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Digital Wallets And Stablecoins Will Expand Remittance Markets

Published
05 May 25
Updated
15 Sep 25
AnalystConsensusTarget's Fair Value
US$26.50
43.4% undervalued intrinsic discount
15 Sep
US$14.99
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1Y
13.5%
7D
-6.5%

Author's Valuation

US$26.543.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on15 Sep 25
Fair value Decreased 7.34%

Remitly Global's consensus price target has been lowered to $26.50 as analysts voiced concerns over limited near-term upside, long-term uncertainty around new lending products, and sensitivity to immigration enforcement headlines, partially offset by potential second-half 2025 catalysts. Analyst Commentary Concerns over management's confirmation of Q3 guidance as accurate, indicating no imminent "beat and raise" potential, and signaling that current 2026 revenue forecasts may be too optimistic.