Remitly Global, Inc.

Report azionario NasdaqGS:RELY

Capitalizzazione di mercato: US$5.6b

Remitly Global Crescita futura

Criteri Future verificati 2/6

Si prevede che gli utili di Remitly Global diminuiranno a 8.4% all'anno, mentre si prevede che i suoi ricavi annuali cresceranno a 15.7% all'anno. Si prevede che l'EPS diminuirà di 12.2% all'anno. Si prevede che il ritorno sul capitale proprio sarà 24.3% in 3 anni.

Informazioni chiave

-8.4%

Tasso di crescita degli utili

-12.20%

Tasso di crescita dell'EPS

Diversified Financial crescita degli utili7.0%
Tasso di crescita dei ricavi15.7%
Rendimento futuro del capitale proprio24.33%
Copertura analitica

Good

Ultimo aggiornamento10 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

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
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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).
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
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Nuova 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.
Seeking Alpha • Mar 29

Remitly: Money Might Start Flowing To Investors

Summary Remitly shows strong topline growth and margin improvements, with break-even and profitability in sight, making it an attractive investment heading into 2025. The company simplifies global remittances, capturing a growing market share with $54 billion in send volumes by 2024 while serving 7.8 million clients. Despite past losses, Remitly's EBITDA guidance for 2025 suggests significant margin improvements, with sales projected to grow by 24-25% to $1.57 billion. Trading at 2.4 times forward sales, Remitly offers a compelling valuation, outperforming traditional players like Western Union and mitigating digital currency concerns. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:RELY - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20282,8222935435844
12/31/20272,3732344785299
12/31/20261,9873264344489
6/30/20261,810305375406N/A
3/31/20261,726106289326N/A
12/31/20251,63568283325N/A
9/30/20251,5452180110N/A
6/30/20251,46214221255N/A
3/31/20251,356-5222249N/A
12/31/20241,264-3794112N/A
9/30/20241,177-6695110N/A
6/30/20241,082-104-21-7N/A
3/31/20241,010-111-119-108N/A
12/31/2023944-1185867N/A
9/30/2023871-102-115-106N/A
6/30/2023798-100-197-189N/A
3/31/2023721-119-159-151N/A
12/31/2022654-114-116-109N/A
9/30/2022598-111-71-66N/A
6/30/2022550-91-58-53N/A
3/31/2022504-54-46-41N/A
12/31/2021459-39-23-18N/A
9/30/2021403-31-28-24N/A
6/30/2021354-21-11-6N/A
3/31/2021302-27-49-45N/A
12/31/2020257-33-119-114N/A
12/31/2019127-64N/A8N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che gli utili di RELY diminuiranno nei prossimi 3 anni ( -8.4% all'anno).

Guadagni vs Mercato: Si prevede che gli utili di RELY diminuiranno nei prossimi 3 anni ( -8.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di RELY diminuiranno nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di RELY ( 15.7% all'anno) crescerà più rapidamente del mercato US ( 12.9% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di RELY ( 15.7% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di RELY sarà elevato tra 3 anni ( 24.3 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/24 10:51
Prezzo dell'azione a fine giornata2026/08/21 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Remitly Global, Inc. è coperta da 15 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Ramsey El-AssalBarclays
Aditya BuddhavarapuBofA Global Research
Frederic Emile BoulanBofA Global Research