Why Remitly Global (RELY) Is Up After Strong Q3 Profitability and Raised 2025 Outlook

Remitly Global, Inc. reported strong third quarter results, with sales reaching US$419.49 million and net income rising to US$8.83 million, alongside a raised 2025 revenue outlook to US$1.62 billion and positive net income guidance for the year. This announcement underscores a significant turnaround for the company, moving from a net loss over the first nine months of the prior year to sustained profitability and higher sales in the same period of 2025. We’ll now examine how Remitly’s improved profitability and raised outlook influence key elements of its investment narrative.

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Remitly Global Investment Narrative Recap

Owning Remitly Global stock requires confidence in the continued digital transformation of cross-border payments and Remitly’s ability to translate elevated transaction volumes into sustainable, growing earnings. The latest quarterly report, which showed ongoing profitability and higher 2025 revenue guidance, strengthens the case for those focused on accelerating near-term momentum, yet the principal risk remains margin pressure from intensifying competition and the broader challenge of balancing rapid expansion with durable profitability. The impact of these results, while encouraging, does not fully lessen the significance of these competitive and regulatory risks in the near term.

Among all recent announcements, the raised full-year 2025 revenue guidance is particularly relevant, as it signals both management’s confidence in elevated transaction demand and an improved earnings trajectory. For investors tracking catalysts, this guidance supports optimism around Remitly’s ongoing market expansion and product innovations, which have the potential to meaningfully increase the addressable market and revenue base, even as underlying risks around emerging digital alternatives and operator costs persist.

However, investors should be aware that, while results are promising, intensifying competition and pressure on customer acquisition costs could still...

Read the full narrative on Remitly Global (it's free!)

Remitly Global's outlook anticipates $2.6 billion in revenue and $130.1 million in earnings by 2028. This projection requires annual revenue growth of 20.4% and an increase in earnings of $116 million from the current $14.1 million.

Uncover how Remitly Global's forecasts yield a $24.83 fair value, a 102% upside to its current price.

Story Continues

Exploring Other PerspectivesRELY Community Fair Values as at Nov 2025

Ten fair value estimates from the Simply Wall St Community range widely from US$20.47 to US$69.16 per share. While earnings growth appears strong, competition-driven margin pressure remains a factor shaping contrasting investor views on Remitly’s future performance.

Explore 10 other fair value estimates on Remitly Global - why the stock might be worth just $20.47!

Build Your Own Remitly Global Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

A great starting point for your Remitly Global research is our analysis highlighting 2 key rewards that could impact your investment decision. Our free Remitly Global research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Remitly Global's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include RELY.

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