Wall Street Zen Upgrades Remitly Global (NASDAQ:RELY) to Strong-Buy
Wall Street Zen has upgraded Remitly Global (NASDAQ:RELY) to a "strong-buy" rating, reflecting positive Q4 2025 results that surpassed expectations in both EPS and revenue. The company also raised its FY2026 revenue guidance. This positive sentiment is further supported by a recent CEO appointment and increased institutional investor positions, despite some insider selling.
Remitly Stock Is Up 26% From Recent Lows. Here’s What’s Driving the Rebound
Remitly Global (RELY) stock has surged 26% from recent lows after reporting strong fourth-quarter results that surpassed Wall Street expectations, with Q4 revenue of $442.2 million and a 98% increase in adjusted EBITDA. The company also announced a leadership transition, appointing Sebastian J. Gunningham as CEO and founder Matt Oppenheimer as Chairman, which investors viewed positively. Analysts maintain a mean price target of $21.13 for RELY stock, indicating potential upside, as the company shows improving fundamentals with expanding gross and operating margins and a strong balance sheet.
Remitly Global, Inc. (NASDAQ:RELY) Q4 2025 Earnings Call Transcript
Remitly Global, Inc. (NASDAQ:RELY) reported exceptional Q4 and full-year 2025 earnings, exceeding revenue and adjusted EBITDA guidance. Matt Oppenheimer announced his transition to Chairman, with Sebastian Gunningham taking over as CEO, emphasizing continued focus on product innovation, operational excellence, and leveraging AI to expand financial services globally. The company provided a strong 2026 outlook, anticipating further growth in revenue and adjusted EBITDA, driven by high-amount senders, new products like Flex and Remitly Business, and strategic geographical expansion.
Remitly Stock (+26%) : Record Profit & CEO Swap Ignites Squeeze
The article reports a significant 26% surge in Remitly's stock price. This increase is attributed to the company announcing a record profit and a change in its CEO, which appears to have triggered a financial squeeze.
Cantor Fitzgerald Maintains Overweight on Remitly Global, Inc. (RELY) Feb 19, 2026
Cantor Fitzgerald reaffirmed its Overweight rating on Remitly Global, Inc. (RELY) on February 19, 2026, following the company's strong Q4 results and positive 2026 guidance. The firm did not issue a new price target, indicating a reinforcement of its existing positive stance rather than a new upgrade. Investors are advised to view this as validation of operational momentum, considering the 29% revenue growth and record adjusted EBITDA, alongside valuation and competitive dynamics.
Remitly Global (NASDAQ:RELY) Shares Gap Up Following Better-Than-Expected Earnings
Remitly Global (NASDAQ:RELY) shares gapped up after reporting better-than-expected Q4 earnings, with EPS of $0.19 against an estimated $0.02 and revenue of $442.2 million, a 25.7% year-over-year increase. The company also provided strong FY2026 and Q1 revenue guidance, which has positively influenced analyst sentiment, though insider selling and mixed analyst ratings indicate some lingering caution.
Remitly Global, Inc. Q4 2025 Earnings Call Summary
Remitly Global, Inc. reported GAAP profitability for the first full year in 2025, driven by a 29% revenue growth and increased send volumes from high-amount users. The company's strategic outlook for 2026 includes doubling revenue from new products like Flex and Remitly Business, and expanding into new international markets. Sebastian Gunningham, the new CEO, aims to leverage his expertise to institutionalize operational excellence and accelerate AI-driven initiatives.
Remitly (RELY) Stock Trades Up, Here Is Why
Remitly (RELY) shares surged 29.2% after the company reported strong fourth-quarter 2025 financial results, surpassing expectations and achieving its first full year of profitability. The online money transfer platform's Q4 revenue grew 25.7% year-on-year to $442.2 million, with GAAP earnings per share of $0.19 significantly beating analyst estimates. Remitly also provided an optimistic outlook for Q1 2026 revenue and full-year adjusted EBITDA, signaling confidence in its continued profitability.
RELY Q4 Deep Dive: New Leadership, AI-Driven Efficiency, and Expanding Product Lines
Remitly (RELY) announced better-than-expected Q4 CY2025 revenue and adjusted EPS, driven by operational gains, robust customer growth, and AI-powered efficiency. The company's new leadership team is focused on expanding product lines, leveraging AI for fraud prevention and efficiency, and penetrating deeper into high-value customer segments. Remitly anticipates continued growth and margin expansion through these strategies, setting optimistic guidance for 2026.
Matt Oppenheimer steps down as CEO of Seattle's Remitly
Matt Oppenheimer, co-founder of Seattle-based remittance company Remitly, announced on Wednesday, February 18, 2026, that he is stepping down from his role as CEO. Oppenheimer, who co-founded the company in 2011, has transitioned into a new position within Remitly.
Remitly Global Inc (NASDAQ:RELY) Reports Strong Q4 Beat and First Full-Year GAAP Profitability
Remitly Global Inc (NASDAQ:RELY) significantly exceeded Q4 earnings and revenue expectations, reporting its first full year of GAAP profitability with a net income of $67.9 million for 2025. The company's strong performance, marked by 26% year-over-year revenue growth and substantial EPS beat, led to a positive market reaction and optimistic guidance for 2026. Co-founder Matt Oppenheimer will transition to Chairman, with Sebastian Gunningham taking over as CEO to lead the company's next phase of expansion.
Remitly Global, Inc. (RELY) Q4 Earnings and Revenues Surpass Estimates
Remitly Global, Inc. (RELY) reported strong Q4 results, with earnings of $0.19 per share significantly beating the Zacks Consensus Estimate of $0.02 and revenues of $442.18 million surpassing estimates by 3.44%. The company has consistently exceeded EPS and revenue expectations over the past four quarters. Despite a market underperformance year-to-date, its favorable earnings estimate revision trend led to a Zacks Rank #2 (Buy), indicating potential outperformance.
Remitly Global appoints new CEO amid leadership transition
Remitly Global has appointed Sebastian Gunningham as its new CEO, succeeding co-founder Matt Oppenheimer, who will remain board chairman. Gunningham's compensation package includes a performance-linked equity grant tied to significant market capitalization growth. Concurrently, Chief Business Officer Pankaj Sharma received new long-term incentives following the company's Q4 and full-year 2025 results surpassing financial guidance.
Remitly (NASDAQ: RELY) turns profitable as 2025 revenue climbs 29%
Remitly Global, Inc. reported its first full year of GAAP profitability in 2025, with revenue climbing 29% to $1.6 billion and net income reaching $67.9 million. The company also announced leadership changes, with co-founder Matt Oppenheimer transitioning CEO duties to Sebastian Gunningham while remaining Chairman. For 2026, Remitly projects continued growth, targeting revenue of $1.94 billion to $1.96 billion and positive GAAP net income.
Remitly (NASDAQ:RELY) Surprises With Strong Q4 CY2025, Stock Jumps 11.3%
Remitly (NASDAQ:RELY) announced better-than-expected Q4 CY2025 results, with revenue up 25.7% year-on-year to $442.2 million, significantly beating analyst estimates. The company also provided optimistic revenue and EBITDA guidance for Q1 CY2026 and the full financial year 2026, respectively, both exceeding analyst expectations. Following the announcement, Remitly's stock price jumped 11.3%.
Remitly earnings on deck: Can profit gains sustain growth story?
Remitly Global Inc. is set to announce its Q4 and full-year 2025 earnings, with analysts expecting significant improvement following a disappointing Q3. The company faces competitive pressures from stablecoins and immigration policies but has gained market share as users shift to digital remittance. Investors will be watching for sustained growth, margin expansion, and whether the company can meet its financial targets given its current valuation.
Insider Sell: Ryno Blignaut Sells 4,500 Shares of Remitly Global Inc (RELY)
Ryno Blignaut, a Director at Remitly Global Inc (RELY), sold 4,500 shares of the company on February 17, 2026, reducing his total holdings to 32,576 shares. This transaction is part of a trend with 43 insider sells and no buys over the past year. Despite a high price-earnings ratio compared to the industry median, the stock is considered significantly undervalued based on its GF Value.
Ryno Blignaut Sells 4,500 Shares of Remitly Global (NASDAQ:RELY) Stock
Director Ryno Blignaut sold 4,500 shares of Remitly Global (NASDAQ:RELY) stock on February 17, 2026, for a total of $58,005. This transaction reduced his ownership by 12.14%, leaving him with 32,576 shares. Remitly Global currently holds a "Moderate Buy" consensus rating from analysts with a target price of $23.70.
Remitly Global Q4 2025 earnings preview
This article provides a preview of Remitly Global's Q4 2025 earnings. Further details are not available in the provided content.
How (RELY) Movements Inform Risk Allocation Models
This article analyzes Remitly Global Inc. (NASDAQ: RELY) stock movements, highlighting a strong near-term sentiment that could challenge persistent mid and long-term weakness. It details an exceptional risk-reward short setup and outlines three AI-generated trading strategies (Position, Momentum Breakout, and Risk Hedging) with specific entry, target, and stop-loss levels based on multi-timeframe signal analysis.
Insider Selling: Remitly Global (NASDAQ:RELY) Insider Sells 2,000 Shares of Stock
Pankaj Sharma, an insider at Remitly Global (NASDAQ:RELY), recently sold 2,000 shares of the company's stock for $27,400, reducing his stake by 0.91%. This follows a previous sale in December. Despite the insider selling, analysts maintain a "Moderate Buy" consensus rating for RELY with a target price of $23.70, and institutional investors hold a significant portion of the stock.
Pankaj Sharma Sells 2,000 Shares of Remitly Global Inc (RELY)
Pankaj Sharma, Chief Business Officer of Remitly Global Inc (RELY), sold 2,000 shares of the company on February 11, 2026. This transaction brings his total ownership to 218,830 shares, and follows a pattern of 42 insider sells and no buys for the company over the past year. Remitly Global Inc's stock was trading at $13.70 at the time of the sale, and its GF Value suggests the stock is significantly undervalued.
Remitly Global (NASDAQ:RELY) Now Covered by Bank of America
Bank of America has initiated coverage of Remitly Global (NASDAQ:RELY) with a "buy" rating and an $18.00 price target, suggesting a nearly 30% upside. This follows other analyst actions including upgrades from Cantor Fitzgerald and reaffirmed "buy" ratings from Goldman Sachs despite some recent price target reductions. The company currently holds a consensus "Moderate Buy" rating, with institutional investors owning a significant portion of the stock.
BofA Securities Starts Remitly Global Inc (RELY) at Buy
BofA Securities has initiated coverage on Remitly Global Inc (RELY) with a Buy rating. This new coverage indicates a positive outlook from the analyst following a detailed review of the company. The article, however, is premium content, and further details regarding the price target are behind a paywall.
Goldman Sachs Maintains Buy on Remitly Global, Inc. (RELY), Trims Target on Valuation Reset
Goldman Sachs has reiterated a Buy rating for Remitly Global, Inc. (RELY) but has lowered its price target from $19 to $17 due to a valuation reset, not a change in the company's operating performance view. Remitly reported strong Q3 2025 results with a 25% year-over-year revenue increase to $419.5 million and adjusted EBITDA margins of 15%, alongside expansion into the U.K. and Canada. The article suggests that while RELY is a potential investment, some AI stocks may offer higher returns and lower downside risk.
Renaissance Group LLC Purchases 169,271 Shares of Remitly Global, Inc. $RELY
Renaissance Group LLC significantly increased its stake in Remitly Global, Inc. (NASDAQ:RELY) by 52.0% in the third quarter, adding 169,271 shares to now own 495,040 shares valued at approximately $8.07 million. This move comes as analysts maintain a "Moderate Buy" consensus for Remitly, with an average price target of $24.33, despite recent insider share sales totaling over $673,000.
Remitly Global (RELY) Draws Positive Ratings from Analysts
Remitly Global (RELY) has received positive ratings from analysts, with Cantor Fitzgerald initiating coverage with an "Overweight" rating and Wolfe Research maintaining a "Buy" rating. All nine analysts covering RELY currently assign a "Buy" rating, and the consensus 1-year median price target of $19.50 implies an over 88% upside. The company is expected to gain market share in digital remittances and shows strong fundamentals and operating leverage.
Remitly to Report Fourth Quarter and Full Year 2025 Financial Results on February 18, 2026
Remitly Global, Inc. announced that it will report its fourth quarter and full year 2025 financial results on Wednesday, February 18, 2026, after market close. Following the release, management will host a conference call and live webcast at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time to discuss the results and answer analyst questions.
Remitly Global, Inc. to Announce Fourth Quarter and Full Year 2025 Financial Results on February 18, 2026
Remitly Global, Inc. will announce its fourth quarter and full year 2025 financial results on February 18, 2026, after the market closes. A conference call and live webcast will follow the announcement to discuss the results and address analyst questions. Remitly, a global digital financial services provider, will use this opportunity to report on its financial transparency and ongoing growth in cross-border payments.
13 Best Revenue Growth Stocks to Buy Right Now
This article identifies Remitly Global, Inc. (NASDAQ:RELY) as one of the best revenue growth stocks to buy right now, highlighting its strong fundamentals and potential for market share gains in digital remittances. Analyst ratings suggest a consensus Buy with significant price target upside. The company is expected to see margin expansion, earnings growth, and free cash flow due to operating leverage.
Remitly Global (NASDAQ:RELY) Stock Price Passes Below 50 Day Moving Average - Here's What Happened
Remitly Global (NASDAQ:RELY) stock recently fell below its 50-day moving average of $13.82, trading as low as $12.21 before closing at $12.87. Despite this dip, analysts generally maintain a "Moderate Buy" rating with a consensus price target of $24.33, following recent upgrades from some firms. The company reported strong Q4 2025 revenue growth of 24.7% and an EPS beat, although it has a high P/E ratio of 143 and insiders have sold some shares, while institutional ownership remains high.
Trading Systems Reacting to (RELY) Volatility
The article details how trading systems are reacting to volatility in Remitly Global Inc. (NASDAQ: RELY). It highlights weak sentiment across all horizons, supporting a short bias, and presents an exceptional 53.0:1 risk-reward setup targeting a 16.5% gain versus 0.3% risk. The analysis includes institutional trading strategies with specific entry, target, and stop-loss levels for long, breakout, and short positions based on AI models.
Remitly Global, Inc. (RELY): A Bull Case Theory
This article summarizes a bullish thesis on Remitly Global, Inc. (RELY), highlighting the company's accelerating growth, successful new product adoption, and strong financial outlook. Despite perceptions of weakening metrics, Remitly's core business is growing, and it projects significant free cash flow by 2028. The company's focus on RLTE over take rate, combined with strong customer retention and a vast untapped market, positions it for continued durable growth.
3 Reasons Investors Love Remitly (RELY)
Remitly (RELY) has seen its shares drop by 17.3% over the last six months, despite the S&P 500 gaining 9.6%. This article highlights three key reasons for optimism about the company: significant growth in active customers, a positive shift in long-term EPS, and an increasing free cash flow margin, all contributing to its potential as a strong business. The article suggests that after the recent dip, the stock might be an opportune buy.
Meridian’s Slower-Growth Warning Might Change The Case For Investing In Remitly Global (RELY)
The Meridian Growth Fund highlighted Remitly Global as a significant detractor due to management's guidance for slower revenue growth, influenced by tough year-over-year comparisons and immigration headwinds. While Remitly continues to expand its presence in the cross-border remittance market, the cautious outlook brings near-term risks into focus for investors. This slower growth projection, combined with current share price weakness and rich valuation multiples, puts pressure on Remitly to justify its premium with continued footprint expansion.
Investors Are Selling, But Is This Growth Stock Actually a Bargain?
Remitly Global, a digital-first fintech company in the remittance market, has seen its stock struggle despite strong growth. While the stock faces headwinds from slowing revenue growth concerns and minimal initial profits, the company projects significant revenue and EBITDA growth through 2028. With a current market cap suggesting it trades at only 5 times its 2028 EBITDA forecast, the article questions if its low valuation and new product offerings like Remitly One make it an overlooked bargain.
Remitly Global (NASDAQ:RELY) Raised to Strong-Buy at Cantor Fitzgerald
Cantor Fitzgerald has upgraded Remitly Global (NASDAQ:RELY) to a "strong-buy" rating. This upgrade contributes to an overall "Moderate Buy" rating from analysts, with an average target price of $24.33. The company recently surpassed quarterly earnings expectations, though analysts project a slight loss for the current fiscal year, and insiders have sold some shares recently.
Cantor Fitzgerald initiates Remitly Global stock with Overweight rating By Investing.com
Cantor Fitzgerald initiated coverage on Remitly Global Inc. (NASDAQ:RELY) with an Overweight rating and a $17.00 price target, citing the company's strong position in the fragmented digital remittance market and its potential for margin expansion and earnings growth. Despite recent headwinds and a stock decline, Remitly's fundamentals remain robust, supported by significant revenue growth and healthy liquidity. The price target is based on an 8x fiscal year 2027 EBITDA estimate and discounted cash flow analysis.
Cantor Fitzgerald initiates Remitly Global stock with Overweight rating
Cantor Fitzgerald initiated coverage on Remitly Global Inc. (NASDAQ:RELY) with an Overweight rating and a $17.00 price target, representing an 18% upside. The firm believes Remitly is well-positioned to gain market share in digital remittances, citing strong revenue growth despite headwinds. This assessment is supported by InvestingPro data and expectations for significant margin expansion and earnings growth as investment cycles annualize.
Remitly Global, Inc. (NASDAQ:RELY) Receives Average Rating of "Moderate Buy" from Brokerages
Remitly Global, Inc. (NASDAQ:RELY) has received an average rating of "Moderate Buy" from eleven brokerages, with an average one-year price target of $25.25. The company recently surpassed its quarterly earnings estimates with an EPS of $0.04 and revenue of $419.49 million, though analysts project a -0.04 EPS for the current fiscal year. Insider selling totaled approximately $673,109 over the last quarter, yet insiders still hold 7.50% and institutional investors own 74.25% of the stock.
Remitly Global, Inc. $RELY Shares Acquired by LB Partners LLC
LB Partners LLC increased its stake in Remitly Global (NASDAQ:RELY) by 60.4% in the third quarter, making it their third-largest holding. Institutional ownership for Remitly Global is high at 74.25%, with several other hedge funds also increasing their positions. Despite a high P/E ratio, the company has a "Moderate Buy" average rating from analysts with an average price target of $25.25.
How Remitly Global Inc. (RELY) Affects Rotational Strategy Timing
This article analyzes Remitly Global Inc. (RELY) using AI models to provide trading strategies for different risk profiles. It identifies a positive near-term sentiment with a potential shift, a 53.5:1 risk-reward setup, and divergent sentiment across various time horizons. The analysis includes position, momentum breakout, and risk hedging strategies, along with multi-timeframe signal analysis.
Zacks Research Upgrades Remitly Global (NASDAQ:RELY) to Strong-Buy
Zacks Research has upgraded Remitly Global (NASDAQ:RELY) from "hold" to "strong-buy," despite a broader analyst consensus of "Moderate Buy" with an average price target of $25.25. The company recently reported strong quarterly revenue growth of 24.7% year-over-year and beat EPS estimates. However, insider selling has occurred, and the stock trades at a high P/E ratio.
Remitly Global, Inc. (RELY) Q1 Earnings and Revenues Beat Estimates
Remitly Global, Inc. (RELY) reported first-quarter earnings of $0.05 per share, significantly surpassing the Zacks Consensus Estimate of a $0.04 loss per share, and also beat revenue expectations with $361.62 million. The company has consistently exceeded EPS estimates for the past four quarters and revenue estimates for the past four quarters. Despite outperforming expectations, Remitly Global's stock has declined by 6.1% year-to-date, contrasting with the S&P 500's -4.7% decline.
JPMorgan Chase & Co. Cuts Remitly Global (NASDAQ:RELY) Price Target to $22.00
JPMorgan Chase & Co. has lowered its price target for Remitly Global (NASDAQ:RELY) to $22.00 from $23.00, while maintaining an "overweight" rating. This new target suggests a potential upside of over 60% for the stock. Despite the price target cut, Remitly Global received a "Moderate Buy" consensus from analysts, and the company recently beat earnings and revenue expectations.
JP Morgan Adjusts Price Target for Remitly Global (RELY) | RELY Stock News
JP Morgan has maintained an 'Overweight' rating for Remitly Global (RELY) but lowered its price target from $23.00 to $22.00. This adjustment reflects a 4.35% decrease from the previous target. Despite the target reduction, analysts forecast an average target price of $21.52 for RELY, implying a significant upside from its current price.
Goldman Sachs Trims Remitly (RELY) PT to $17 While Keeping Buy Rating on Remittance Growth
Goldman Sachs analyst Will Nance lowered Remitly Global's (RELY) price target to $17 from $19 but maintained a Buy rating, citing the company's strong remittance growth. This decision follows a previous reaffirmation of a Market Outperform rating by Citizens, which noted that the digital remittance leader experienced an excessive sell-off despite expanding new product categories like Remitly Business and Flex, significantly increasing its total addressable market. The article also suggests that certain AI stocks offer greater upside potential than RELY.
Goldman Sachs Trims Remitly (RELY) PT to $17 While Keeping Buy Rating on Remittance Growth
Goldman Sachs has lowered its price target for Remitly Global (RELY) to $17 from $19 but maintained a Buy rating, citing continued growth in the remittance sector. This follows Citizens reaffirming its Market Outperform rating with a $20 price target, highlighting Remitly as a leader in digital remittances despite a recent sell-off. Remitly showed strong Q3 2025 performance with expanded business services in the UK and Canada, and growth in its Flex product and high-value customers.
Remitly Global (RELY) Has a Healthy Upside Despite Downward Target Price Revisions
Remitly Global (RELY) is identified as a software stock with significant upside potential, despite recent downward revisions in its target price by analysts from Wolfe Research and Goldman Sachs. Both firms maintained a "Buy" rating, projecting an upside between 19.4% and 27%. The company anticipates high-teens revenue growth and an adjusted EBITDA in the range of $300 million to $320 million for FY26, driven by its core remittance business and new products.
P/E Ratio Insights for Remitly Global
This article analyzes Remitly Global Inc.'s (NASDAQ: RELY) P/E ratio, noting its current stock price and recent performance. It compares Remitly Global's P/E of 147.67 to the Financial Services industry's aggregate P/E of 36.96, suggesting the stock might be overvalued. The article concludes by emphasizing that the P/E ratio should be used in conjunction with other financial metrics and qualitative analysis for informed investment decisions.
