Remitly Global Dirección
Dirección controles de criterios 2/4
El CEO de Remitly Global es Sebastian Gunningham, nombrado en Feb 2026, tiene una permanencia de menos de un año. posee directamente un 0.35% de las acciones de la empresa, con un valor de $16.51M. La antigüedad media del equipo directivo y de la junta directiva es de 2.3 años y 5.2 años, respectivamente.
Información clave
Sebastian Gunningham
Chief Executive Officer (CEO)
n/a
Compensación total
| Porcentaje del salario del CEO | n/a |
| Permanencia del CEO | less than a year |
| Participación del CEO | 0.4% |
| Permanencia media de la dirección | 2.3yrs |
| Promedio de permanencia en la Junta Directiva | 5.2yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Sep 03
RELY: Higher Q2 Execution And New Roadmap Will Drive Next Phase
Analysts have lifted the Remitly Global fair value estimate from $28.56 to $32.33 as they update models following Q2 results and recent price target increases across the Street. Analyst Commentary Recent research notes on Remitly Global cluster around higher price targets and positive reactions to the latest Q2 results, but they also flag execution items that investors should track closely.Seeking Alpha • Aug 19
Remitly Global: A Network That Can Monetize More Of Each Relationship
Summary Remitly Global earns a buy rating, driven by robust remittance demand and a network spanning over 175 countries and 5,700 corridors. RELY's revenue is compounding at ~20% CAGR, supported by high-value senders, business remittance expansion, and new monetization avenues for both senders and receivers. Q2 metrics highlight strong momentum: active customers up 20% y/y, send volume up 27%, and revenue up 20% to $495.2 million. Valuation at ~10x NTM EBITDA is justified by superior growth versus peers, with margin expansion expected as new products scale and infrastructure is leveraged. Read the full article on Seeking Alpha
Actualización de narrativa • Aug 14
RELY: UAE License And Real Time Network Expansion Will Support Next Phase
Analysts have lifted the fair value estimate for Remitly Global to $36.00 from $32.73, reflecting a series of higher Street price targets following Q2 revenue and EBITDA beats and updated models that factor in revised growth, margin, and future P/E assumptions. Analyst Commentary Bullish analysts covering Remitly Global have responded to the Q2 revenue and EBITDA beats with a cluster of higher price targets and updated models.
Actualización de narrativa • Jul 31
RELY: Next-Phase Services Signal Future Expansion Of Cross-Border Customer Opportunity
Analysts have raised the fair value estimate for Remitly Global by $1 to $27.0, citing higher price targets from recent research and expectations that new services such as SMB transfers, digital wallet use, and additional receiver products could expand the company’s addressable market. Analyst Commentary Recent Street research on Remitly Global highlights a split view.Actualización de narrativa • Jul 17
RELY: UAE License And New Services Will Support Next Growth Phase
Analysts have raised the implied fair value estimate for Remitly Global to about $32.73 from $28.00, citing higher assumed revenue growth, slightly better profit margins, and expectations that new growth initiatives could support a lower future P/E multiple. Analyst Commentary Recent Street research on Remitly Global points to a generally constructive tone, with several bullish analysts adjusting price targets higher and highlighting new growth initiatives that could influence how the stock is valued over time.Actualización de narrativa • Jul 03
RELY: Fair Value Update Balances Profitability Execution Risks And Remittance Expansion
Analysts have raised the Remitly Global fair value estimate from $18.00 to $26.00. This change reflects updated expectations around profitability, growth, and future P/E assumptions behind their higher price targets.Actualización de narrativa • Jun 19
RELY: Rising Institutional Buying And S&P Index Inclusions Will Drive Next Phase
Analysts have raised their average 12-month price target on Remitly Global stock by a mid single-digit dollar amount, citing recent target increases of $2 to $7 from several firms and modest adjustments to assumptions for the discount rate and longer-term P/E. Analyst Commentary Recent research on Remitly Global highlights a cluster of higher price targets and a fresh initiation, which together give a clearer picture of how analysts are framing the stock's risk and reward trade off.Artículo de análisis • Jun 18
Remitly Global (RELY) Stock Could Be 26% Undervalued After Peace Deal Boost
Remitly Global (RELY) is back on traders’ radar after a Trump Administration peace deal, linked to reopening the Strait of Hormuz, reduced perceived operational risks for internet focused companies with exposure to affected regions. See our latest analysis for Remitly Global. The peace deal headlines sit on top of an already strong run for Remitly Global, with the stock at $21.11 and a 90 day share price return of 37.52% and year to date share price return of 59.68%. The 3 year total...Actualización de narrativa • Jun 04
RELY: Rising Institutional Interest And Index Additions Will Shape Next Phase
The updated analyst price target for Remitly Global has moved from $22.22 to $28.56. Analysts attribute this change to revised assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E, supported by a series of recent target raises and a new bullish initiation across several firms.Actualización de narrativa • Apr 23
RELY: CEO Transition And 2026 Outlook Will Shape Next Growth Phase
Analysts have nudged the fair value estimate for Remitly Global higher, with the price target moving from about $21.33 to $22.22. Recent research cites strong quarterly execution, raised 2026 outlooks, and continued confidence around customer growth and margin trends, despite the ongoing CEO transition.Actualización de narrativa • Apr 08
RELY: CEO Transition And Raised 2026 Outlook Will Support Next Growth Stage
The analyst price target for Remitly Global has edged lower by about $0.20, reflecting modest tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions, even as analysts highlight strong recent results, higher long term outlooks and supportive views on the CEO transition. Analyst Commentary Bullish Takeaways Bullish analysts highlight recent quarterly results that were above prior expectations, with revenue, revenue less transaction expenses, volume and operating expenses all coming in favorably, which they see as supportive for current valuation multiples.Actualización de narrativa • Mar 24
RELY: CEO Transition And Raised 2026 Outlook Will Support Multi Year Opportunity
Analysts have lifted the consensus 12 month price target for Remitly Global by $3 to $20, citing stronger than expected recent results, higher long term outlooks, and confidence in the CEO transition. Analyst Commentary Bullish Takeaways Bullish analysts point to Q4 results that came in above expectations, including revenue, revenue less transaction expenses, and volume, which they see as support for the higher $20 to $22 price targets.Actualización de narrativa • Mar 10
RELY: Multi Year Remittance Opportunity Will Benefit From CEO Transition And Raised 2026 Outlook
Our analyst fair value estimate for Remitly Global has edged up from $21.13 to $21.50, reflecting Street analysts' higher price targets around $20 to $22 following stronger than expected results, raised longer term outlooks, and confidence in the CEO transition. Analyst Commentary Bullish Takeaways Bullish analysts lifted price targets into the US$20 to US$22 range after results that came in ahead of expectations and guidance that was above prior estimates, which they see as supporting higher valuation assumptions.Actualización de narrativa • Feb 24
RELY: Multi Year Remittance Opportunity Will Benefit From Raised 2026 Outlook
Analysts have nudged their fair value estimate for Remitly Global higher from about $19.86 to roughly $21.13. They point to strong recent earnings, raised 2026 outlooks, expanding margins, and continued leadership involvement as key supports for the updated price targets around $20 to $22.Actualización de narrativa • Feb 10
RELY: Multi Year Digital Remittance Opportunity Will Support Bullish Re Rating
Narrative Update on Remitly Global The analyst price target for Remitly Global has shifted modestly lower, from about US$20.33 to roughly US$19.86, as analysts factor in slightly softer profit margin assumptions, alongside a higher projected future P/E multiple informed by recent coverage initiations highlighting multi year growth potential and strong fundamentals. Analyst Commentary Recent research coverage on Remitly Global has focused on long term growth prospects in digital remittances, while also acknowledging valuation questions and target price adjustments.Actualización de narrativa • Jan 27
RELY: Strong Fundamentals And Positive Earnings Outlook Will Support Bullish Re Rating
Analysts have made a small trim to their fair value estimate for Remitly Global to about $20.33 from $20.50, reflecting updated views on revenue growth, profit margins and future P/E assumptions following recent research that includes both a fresh Overweight initiation and a reduced $17 Street price target. Analyst Commentary Bullish Takeaways Bullish analysts point to what they see as quite strong fundamentals, which they view as supportive of a premium valuation relative to recent trading levels.Actualización de narrativa • Jan 12
RELY: Higher Margins And 2028 Outlook Will Support Bullish Re Rating
Analysts have trimmed their fair value estimate for Remitly Global to US$20.50 from US$21.17, pointing to updated price targets, such as the recent cut to US$17 at Goldman Sachs, as they reassess discount rates, revenue growth, profit margins and future P/E assumptions. Analyst Commentary Analysts are reacting to the lower fair value estimate and the reduced US$17 price target, focusing on how execution and growth expectations compare with valuation.Actualización de narrativa • Dec 23
RELY: Rising Profit Margins Will Drive Bullish Re-Rating Ahead
Narrative Update on Remitly Global Analyst Price Target Analysts have slightly reduced their average price target on Remitly Global by around $0.33, reflecting a modestly higher discount rate and lower future P E expectations, even as they incorporate stronger revenue growth and improved profit margin forecasts into their models. What's in the News Remitly Global raised its fiscal 2025 revenue guidance to a range of $1.619 billion to $1.621 billion, implying 28% year over year growth, and now expects positive GAAP net income for the year (company guidance).Actualización de narrativa • Dec 09
RELY: Lending Expansion And Profitability Will Drive Bullish Re-Rating In 2025
Analysts have modestly reduced their price target on Remitly Global to approximately $23 per share from prior levels. They cite lingering uncertainty around management’s tempered near term growth commentary, the economics and risk profile of new lending products, and ongoing immigration enforcement headlines despite the company’s strong secular growth positioning in FinTech.Actualización de narrativa • Nov 25
RELY: Product Launches And Strong Profitability Will Drive Positive Re-Rating In 2025
Analysts have slightly lowered their average price target for Remitly Global to $23 from $32. They cite near-term uncertainties around revenue forecasts, new lending products, and broader market factors, despite the company's ongoing profitability and growth initiatives.Artículo de análisis • Nov 21
Positive Sentiment Still Eludes Remitly Global, Inc. (NASDAQ:RELY) Following 25% Share Price Slump
To the annoyance of some shareholders, Remitly Global, Inc. ( NASDAQ:RELY ) shares are down a considerable 25% in the...Actualización de narrativa • Nov 10
RELY: Profitability Improvements And Upcoming Earnings Expected To Drive Momentum In 2025
Remitly Global's analyst price target has been lowered from $24.83 to $21.50 per share. Analysts cite tempered growth expectations and near-term uncertainties, despite ongoing profitability improvements and new strategic initiatives.Actualización de narrativa • Oct 27
Secular FinTech Growth Trends Will Drive Expanding Remittance And Wallet Demand
Remitly Global's analyst average price target has been reduced by approximately $0.83 to $24.83. Analysts cite tempered near-term outlooks and uncertainties around future revenue growth, lending products, and external policy impacts, despite continued optimism about the company’s long-term potential.Actualización de narrativa • Oct 13
Digital Wallets And Stablecoins Will Expand Remittance Markets
Remitly Global's analyst price target has been revised downward from $26.50 to $25.67, as analysts cite near-term revenue growth concerns and ongoing questions about new product economics, despite improved profitability metrics. Analyst Commentary Analysts have recently weighed in on Remitly Global, highlighting a range of factors that are contributing to revised price targets and divergent outlooks on the stock's future trajectory.Actualización de narrativa • Sep 15
Digital Wallets And Stablecoins Will Expand Remittance Markets
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.Artículo de análisis • Jun 10
Take Care Before Diving Into The Deep End On Remitly Global, Inc. (NASDAQ:RELY)
With a median price-to-sales (or "P/S") ratio of close to 2.6x in the Diversified Financial industry in the United...Nueva narrativa • May 05
Expanding Geographic Reach And AI Integration Will Open New Markets
Geographic expansion and local partnerships position Remitly to capture more share in the large remittance industry, supporting revenue growth.CEO
Sebastian Gunningham (63 yo)
less than a year
Permanencia
Mr. Sebastian J. Gunningham is Chief Executive Officer and Director of Remitly Global, Inc. from February 19, 2026. He served as Director at Devo, Inc. (alternate name: Devo Technology) since March 2021 un...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder& Chairman of the Board | no data | US$296.10k | 2.13% $ 100.1m | |
| Co-Founder & Director | 15.7yrs | US$545.17k | 1.4% $ 65.8m | |
| Chief Financial Officer | 2.1yrs | US$3.00m | 0.045% $ 2.1m | |
| Chief Business Officer | 4.8yrs | US$3.93m | 0.11% $ 5.2m | |
| CEO & Director | less than a year | sin datos | 0.35% $ 16.5m | |
| Chief Accounting Officer | less than a year | sin datos | sin datos | |
| Head of Investor Relations & Strategic Finance | no data | sin datos | sin datos | |
| Chief People Officer | 2.3yrs | sin datos | sin datos | |
| Executive VP | no data | sin datos | sin datos |
2.3yrs
Permanencia media
46.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de RELY se considera experimentado (2.3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder& Chairman of the Board | no data | US$296.10k | 2.13% $ 100.1m | |
| Co-Founder & Director | no data | US$545.17k | 1.4% $ 65.8m | |
| CEO & Director | less than a year | sin datos | 0.35% $ 16.5m | |
| Independent Director | 3.4yrs | US$632.46k | 0.026% $ 1.2m | |
| Independent Director | 5.2yrs | US$42.07k | 0.85% $ 40.2m | |
| Lead Independent Director | 9.8yrs | US$621.68k | 0.11% $ 5.4m | |
| Independent Director | 5.3yrs | US$57.35k | 0.026% $ 1.2m | |
| Independent Director | less than a year | sin datos | 0.00087% $ 41.0k | |
| Independent Director | 3.4yrs | US$621.48k | 0.018% $ 850.1k | |
| Independent Director | 8.9yrs | US$45.42k | 0.021% $ 966.0k | |
| Independent Director | 5.8yrs | US$52.58k | 0.052% $ 2.4m |
5.2yrs
Permanencia media
54yo
Promedio de edad
Junta con experiencia: La junta directiva de RELY se considera experimentada (5.2 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/15 02:43 |
| Precio de las acciones al final del día | 2026/09/15 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Remitly Global, Inc. está cubierta por 15 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Ramsey El-Assal | Barclays |
| Aditya Buddhavarapu | BofA Global Research |
| Frederic Emile Boulan | BofA Global Research |