JMP raises Remitly stock price target to $32 on strong growth

Published 20/02/2025, 11:10
JMP raises Remitly stock price target to $32 on strong growth

On Thursday, JMP Securities adjusted its outlook on Remitly Global Inc (NASDAQ:RELY), a digital remittance company, by increasing the price target from $28.00 to $32.00, while keeping a Market Outperform rating on the stock. With a market capitalization of $5.38 billion, the company has seen its shares rise 44% over the past year and 15% year-to-date (YTD). According to InvestingPro data, multiple analysts have revised their earnings expectations upward for the upcoming period.

Remitly’s stock showed a positive response in after-hours trading, indicating an approximate 3% increase. This uptick came in the wake of the company’s latest earnings report, which revealed both top and bottom line beats. The report highlighted a 39% growth in remittance volume, while InvestingPro data shows impressive revenue growth of 35.18% reaching $1.18 billion. The company maintains strong liquidity with a current ratio of 2.66, demonstrating solid financial health. Moreover, the company has seen accelerating user engagement and has been recognized for its efficient marketing expenditures.

The company, which had provided preliminary guidance for the year 2025 three months earlier, has now modestly raised its revenue outlook. Initially projecting low-to-mid-20% range growth, the updated guidance suggests a 24-25% increase. Additionally, Remitly introduced a new EBITDA guidance that is approximately 15% higher than previous estimates, signaling a move towards full-year GAAP profitability.

The positive adjustments to Remitly’s financial outlook reflect the company’s robust performance and strategic operations, which have been well-received by investors and analysts alike. The raised price target by JMP Securities serves as a testament to the company’s growing financial health and its potential for continued success in the digital remittance space.

In other recent news, Remitly Global Inc. has been the focus of several significant developments. BMO Capital Markets maintained an Outperform rating on Remitly with a price target of $27, highlighting the company’s robust customer growth despite a slight deceleration in app downloads and monthly active users. This positive outlook is supported by an increase in organic app downloads, expected to enhance operating leverage and EBITDA growth through 2025. Meanwhile, Citi analyst Andrew Schmidt raised the price target for Remitly to $28, maintaining a Buy rating due to anticipated revenue growth and improved profitability, despite some foreign exchange headwinds. Schmidt’s confidence is rooted in Remitly’s ability to achieve low-to-mid-twenties revenue growth and the potential for positive GAAP net income by 2025.

Additionally, Remitly disclosed a consulting agreement with its outgoing Executive Vice President of Customer and Culture, Rene Yoakum, effective from January 1, 2025, to December 31, 2026. This agreement ensures continued benefits for Ms. Yoakum, including stock options and healthcare coverage, while she provides consulting services. The agreement also includes provisions for the acceleration of her unvested equity awards under certain conditions. These developments reflect Remitly’s strategic initiatives and ongoing adjustments in its executive management.

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