Remitly Global マネジメント
マネジメント 基準チェック /24
Remitly Globalの CEO はSebastian Gunninghamで、 Feb2026年に任命され、 の在任期間は 1 年未満です。 は、会社の株式の0.35%を直接所有しており、その価値は$ 16.51M 。経営陣と取締役会の平均在任期間はそれぞれ2.3年と5.2年です。
主要情報
Sebastian Gunningham
最高経営責任者
n/a
報酬総額
| CEO給与比率 | n/a |
| CEO在任期間 | less than a year |
| CEOの所有権 | 0.4% |
| 経営陣の平均在職期間 | 2.3yrs |
| 取締役会の平均在任期間 | 5.2yrs |
経営陣の近況
Recent updates
ナラティブ更新 • 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
ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...新しいナラティブ • 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
在職期間
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| 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 | データなし | 0.35% $ 16.5m | |
| Chief Accounting Officer | less than a year | データなし | データなし | |
| Head of Investor Relations & Strategic Finance | no data | データなし | データなし | |
| Chief People Officer | 2.3yrs | データなし | データなし | |
| Executive VP | no data | データなし | データなし |
2.3yrs
平均在職期間
46.5yo
平均年齢
経験豊富な経営陣: RELYの経営陣は 経験豊富 であると考えられます ( 2.3年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| 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 | データなし | 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 | データなし | 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
平均在職期間
54yo
平均年齢
経験豊富なボード: RELYの 取締役会 は 経験豊富 であると考えられます ( 5.2年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/15 22:47 |
| 終値 | 2026/09/15 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Remitly Global, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15
| アナリスト | 機関 |
|---|---|
| Ramsey El-Assal | Barclays |
| Aditya Buddhavarapu | BofA Global Research |
| Frederic Emile Boulan | BofA Global Research |