KeyBanc raises Remitly stock price target to $27 on strong 1Q25 results

Published 08/05/2025, 12:40
KeyBanc raises Remitly stock price target to $27 on strong 1Q25 results

On Thursday, KeyBanc Capital Markets adjusted their outlook on Remitly Global Inc (NASDAQ:RELY), increasing the price target from $24.00 to $27.00. The firm maintained its Overweight rating on the stock following the company’s first-quarter financial report for 2025, which indicated substantial growth and profitability. Currently trading at $21.09, the stock sits between analyst targets ranging from $23.91 to $32.00, with InvestingPro data showing the stock is fairly valued based on its proprietary Fair Value model.

Remitly, a digital remittance company, reported a robust performance for the quarter, with notable growth in customer engagement and transactions from larger senders. The results showed no significant negative impact from immigration policies or macroeconomic conditions. According to InvestingPro data, the company maintains a strong financial health score of 2.76 (GOOD), with impressive revenue growth of 33.85% over the last twelve months and a healthy current ratio of 2.73. KeyBanc analyst Alex Markgraff highlighted the company’s strong GAAP net income and overall positive financial metrics.

The higher financial guidance for the full year 2025 provided by Remitly did not fully reflect the upside seen in the first quarter. However, Markgraff interpreted this conservative forecast as a sign of prudence rather than concern, based on management’s commentary on customer behavior and profiles.

KeyBanc’s continued optimistic stance on Remitly’s shares is supported by the company’s defensive and durable business model. The 34% revenue growth observed in the first quarter of 2025 and expanding profit margins were particularly encouraging. Based on these outcomes, KeyBanc has revised its financial estimates for Remitly for the fiscal years 2025 and 2026, expecting a continuation of the recent growth trends, albeit at a more moderate pace, and additional operational expenditure leverage.

The new price target of $27.00 set by KeyBanc is based on a multiple of 26.6 times Remitly’s projected EBITDA for the fiscal year 2025. This revision reflects KeyBanc’s confidence in the company’s continued growth and financial performance. With a market capitalization of $4.3 billion and analysts expecting profitability this year, Remitly shows promising potential. For deeper insights into Remitly’s valuation and growth prospects, including exclusive ProTips and comprehensive financial analysis, explore the detailed Pro Research Report available on InvestingPro.

In other recent news, Remitly Global Inc. reported a significant 34% increase in revenue for the first quarter of 2025, reaching $361.6 million. The company also posted a net income of $11.4 million, marking its second consecutive quarter of GAAP profitability. Analysts noted that Remitly’s earnings per share and revenue figures surpassed market expectations, highlighting the company’s strong operational strategies. The company anticipates continued growth, projecting revenue between $383 million and $385 million for the second quarter of 2025. Remitly’s strategic focus on expanding its remittance services has resulted in a 29% increase in active customers and a 41% rise in send volume. Additionally, the company plans to increase marketing investments to support ongoing growth. Analysts from firms such as JPMorgan and Citi have taken note of Remitly’s strong financial performance and optimistic growth outlook. These developments indicate a robust position for Remitly in the evolving financial services market.

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