Remitly Forecasts Q4 Revenue of $427M, EPS $0.02; Analysts See 61% Upside
Remitly Global Inc forecasts Q4 revenue of $427 million with EPS of $0.02 and full-year revenue of $1.62 billion at $0.14. After beating Q3 revenue and EPS by 1.42% and 60%, the stock plunged 25%, while analysts’ average $20.52 price target implies 61% upside.
1. Q4 and Full-Year 2025 Guidance
Remitly expects Q4 2025 revenue of $427.27 million with EPS of $0.02, and full-year 2025 revenue of $1.62 billion at $0.14 per share. For 2026, the company sees revenue rising to $1.92 billion and EPS increasing to $0.36.
2. Q3 2025 Performance
In the quarter ended September 30, 2025, Remitly reported revenue of $419.49 million versus $413.63 million expected, a 1.42% beat. EPS of $0.04 topped estimates by 60%, but the stock fell 25.12% the following day.
3. Analyst Price Targets
Eight analysts set an average 12-month price target of $20.52, ranging from $17.00 to $28.00, implying roughly 60.7% upside from the current share price of $12.77.
4. Valuation and Recommendations
GuruFocus valuation pegs intrinsic value at $30.95, a 142.4% premium to current levels. Nine brokerages average a 1.6 recommendation, indicating an Outperform rating.