RELY Earnings
Wednesday, May 06 2026
EPS Estimate
$0.29
$0.28 – $0.31
Revenue Estimate
$439M
Current Price
$20.64
Our Position
bullishProfitability pivot and CEO transition at once
structured data
est. revisions falling
(-35.1pp / 30d)
The swing to profitability while sustaining strong volume and client growth suggests Remitly's scaled enough to cover its cost base — a critical inflection for a fintech that's been investing heavily in expansion. The CEO transition introduces execution risk just as the business model is validating itself.
Watch: Watch for commentary on the CEO transition's impact on strategy and whether Q1 2026 guidance signals continued margin expansion or reinvestment in growth.
Data Signal Summary
2 bullish
2 bearish
Estimates up +4%
Insider selling cluster
Put/call 0.6 (bullish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
66.6
Est. Revisions (30d)
+4.1% 1up/0dn
Analyst Target (mean)
$22 $20–$28 +4%
Options P/C Ratio
0.63
Est. Dispersion
10% 3 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, D.E. Shaw, Bridgewater, Renaissance
Recent Activity
insider trades
129 transactions
Sell
·
HUG JOSHUA DAVID (Director)
·1,430 shares
·$22,866
Sell
·
SHARMA PANKAJ (Officer)
·10,000 shares
·$152,600
Exercise
·
SHARMA PANKAJ (Officer)
·10,000 shares
·$17,000
Sell
·
BLIGNAUT RYNO (Director)
·4,500 shares
·$68,670
Sell
·
NASPERS LTD. (Beneficial Owner of more than 10% of a Class of Security)
·12,000,000 shares
·$191,760,000
124 more
Sell
·
SINHA ANKUR
·9,741 shr
·$165,013
Sell
·
SOMALYA SAEMA
·36,764 shr
·$661,752
Sell
·
HUG JOSHUA DAVID
·29,049 shr
·$522,301
Sell
·
MEHTA VIKAS D
·25,000 shr
·$437,500
Sell
·
HUG JOSHUA DAVID
·40,777 shr
·$682,199
Other
·
LE MOAL LAURENT
·566 shr
Other
·
SINHA ANKUR
·66,581 shr
Other
·
SHARMA PANKAJ
·35,714 shr
Other
·
TAVIS LUKE
·7,167 shr
Other
·
MORRIS NIGEL W
·524 shr
Other
·
SMYTH MARGARET MARY
·714 shr
Other
·
BLIGNAUT RYNO
·595 shr
Other
·
SOMALYA SAEMA
·21,722 shr
Other
·
CHUNG BORA
·655 shr
Other
·
MEHTA VIKAS D
·32,812 shr
Other
·
HUG JOSHUA DAVID
·41,254 shr
Sell
·
SHARMA PANKAJ
·3,000 shr
·$49,050
Award
·
GUNNINGHAM SEBASTIAN J
·787,500 shr
Sell
·
BLIGNAUT RYNO
·4,500 shr
·$58,005
Sell
·
SHARMA PANKAJ
·2,000 shr
·$27,400
Sell
·
BLIGNAUT RYNO
·4,500 shr
·$65,520
Other
·
HUG JOSHUA DAVID
·70,000 shr
Sell
·
SHARMA PANKAJ
·3,000 shr
·$45,000
Sell
·
HUG JOSHUA DAVID
·40,776 shr
·$543,544
Sell
·
BLIGNAUT RYNO
·4,500 shr
·$59,625
Other
·
SINHA ANKUR
·66,581 shr
Other
·
SHARMA PANKAJ
·35,716 shr
Other
·
TAVIS LUKE
·5,500 shr
Other
·
MORRIS NIGEL W
·525 shr
Other
·
SMYTH MARGARET MARY
·715 shr
Other
·
BLIGNAUT RYNO
·596 shr
Other
·
SOMALYA SAEMA
·21,721 shr
Other
·
CHUNG BORA
·656 shr
Other
·
MEHTA VIKAS D
·32,813 shr
Other
·
HUG JOSHUA DAVID
·41,252 shr
Sell
·
SHARMA PANKAJ
·2,000 shr
·$24,940
Sell
·
OPPENHEIMER MATTHEW B.
·29,166 shr
·$451,781
Sell
·
OPPENHEIMER MATTHEW B.
·29,166 shr
·$485,031
Other
·
OPPENHEIMER MATTHEW B.
·550,000 shr
Exercise
·
OPPENHEIMER MATTHEW B.
·1,703,027 shr
·$2,895,146
Sell
·
TAVIS LUKE
·2,920 shr
·$58,400
Sell
·
RIESE PHILLIP JOHN
·5,000 shr
·$100,000
Exercise
·
RIESE PHILLIP JOHN
·5,000 shr
·$3,200
Sell
·
HUG JOSHUA DAVID
·40,777 shr
·$750,705
Sell
·
SOMALYA SAEMA
·4,479 shr
·$82,414
Other
·
SINHA ANKUR
·66,580 shr
Other
·
MORRIS NIGEL W
·2,399 shr
Sell
·
SOMALYA SAEMA
·5,748 shr
·$108,235
Other
·
MEHTA VIKAS D
·131,250 shr
Sell
·
HUG JOSHUA DAVID
·20,000 shr
·$393,700
Sell
·
SHARMA PANKAJ
·9,000 shr
·$178,550
Sell
·
OPPENHEIMER MATTHEW B.
·29,166 shr
·$569,758
Sell
·
SOMALYA SAEMA
·18,045 shr
·$344,299
Sell
·
HUG JOSHUA DAVID
·20,000 shr
·$381,600
Sell
·
OPPENHEIMER MATTHEW B.
·29,166 shr
·$504,280
Sell
·
SOMALYA SAEMA
·18,045 shr
·$359,637
Sell
·
RIESE PHILLIP JOHN
·5,000 shr
·$102,400
Sell
·
HUG JOSHUA DAVID
·20,000 shr
·$403,198
Other
·
LE MOAL LAURENT
·15,239 shr
Other
·
RIESE PHILLIP JOHN
·15,239 shr
Other
·
MORRIS NIGEL W
·15,239 shr
Other
·
CAMPBELL PHYLLIS J
·15,239 shr
Other
·
SMYTH MARGARET MARY
·15,239 shr
Other
·
BLIGNAUT RYNO
·15,239 shr
Sell
·
SOMALYA SAEMA
·18,418 shr
·$367,071
Other
·
CHUNG BORA
·15,239 shr
Sell
·
RIESE PHILLIP JOHN
·5,000 shr
·$101,700
Sell
·
OPPENHEIMER MATTHEW B.
·29,166 shr
·$592,945
Sell
·
HUG JOSHUA DAVID
·80,777 shr
·$1,710,826
Sell
·
TAVIS LUKE
·2,920 shr
·$61,758
Sell
·
TAVIS LUKE
·970 shr
·$21,660
Other
·
LE MOAL LAURENT
·905 shr
Other
·
RIESE PHILLIP JOHN
·1,219 shr
Other
·
MORRIS NIGEL W
·2,827 shr
Other
·
SMYTH MARGARET MARY
·1,143 shr
Other
·
BLIGNAUT RYNO
·952 shr
Other
·
SOMALYA SAEMA
·57,209 shr
Other
·
CHUNG BORA
·1,047 shr
Other
·
HUG JOSHUA DAVID
·40,777 shr
Sell
·
OPPENHEIMER MATTHEW B.
·29,166 shr
·$655,506
Sell
·
HUG JOSHUA DAVID
·20,000 shr
·$456,400
Sell
·
CHUNG BORA
·13,000 shr
·$295,880
Sell
·
SHARMA PANKAJ
·9,000 shr
·$207,630
Sell
·
NASPERS LTD.
·11,900,000 shr
·$272,331,500
Sell
·
SINHA ANKUR
·68,634 shr
·$1,654,766
Sell
·
HUG JOSHUA DAVID
·40,000 shr
·$841,954
Sell
·
HUG JOSHUA DAVID
·20,000 shr
·$389,400
Other
·
CAMPBELL PHYLLIS J
·6,586 shr
Other
·
BLIGNAUT RYNO
·6,586 shr
Sell
·
OPPENHEIMER MATTHEW B.
·29,166 shr
·$567,425
Sell
·
SINHA ANKUR
·5,000 shr
·$95,050
Sell
·
HUG JOSHUA DAVID
·27,395 shr
·$649,262
Other
·
LE MOAL LAURENT
·904 shr
Other
·
MILLER GAIL A
·6,850 shr
Other
·
SHARMA PANKAJ
·29,773 shr
Other
·
SMYTH MARGARET MARY
·1,142 shr
Sell
·
SOMALYA SAEMA
·10,495 shr
·$251,250
Other
·
SOMALYA SAEMA
·24,986 shr
Other
·
CHUNG BORA
·1,048 shr
Other
·
HUG JOSHUA DAVID
·36,602 shr
Sell
·
SHARMA PANKAJ
·9,000 shr
·$218,070
Sell
·
OPPENHEIMER MATTHEW B.
·29,166 shr
·$740,087
Sell
·
OPPENHEIMER MATTHEW B.
·29,166 shr
·$675,630
Sell
·
YOAKUM RENE
·15,000 shr
·$321,615
Exercise
·
YOAKUM RENE
·15,000 shr
·$30,000
Sell
·
OPPENHEIMER MATTHEW B.
·29,166 shr
·$619,340
Other
·
HUG JOSHUA DAVID
·40,000 shr
Sell
·
HUG JOSHUA DAVID
·22,198 shr
·$457,723
Sell
·
SINHA ANKUR
·9,500 shr
·$195,130
Other
·
YOAKUM RENE
·34,117 shr
Other
·
MILLER GAIL A
·6,848 shr
Sell
·
SHARMA PANKAJ
·2,000 shr
·$42,080
Other
·
MORRIS NIGEL W
·2,828 shr
Other
·
BLIGNAUT RYNO
·953 shr
Other
·
CHUNG BORA
·6,856 shr
Sell
·
SINHA ANKUR
·1,112 shr
·$22,796
Sell
·
YOAKUM RENE
·14,655 shr
·$293,799
Exercise
·
YOAKUM RENE
·14,655 shr
·$29,310
Sell
·
YOAKUM RENE
·345 shr
·$6,900
Exercise
·
YOAKUM RENE
·345 shr
·$690
Other
·
OPPENHEIMER MATTHEW B.
·71,429 shr
Other
·
CAMPBELL PHYLLIS J
·6,585 shr
Sell
·
SOMALYA SAEMA
·35,976 shr
·$650,185
Sell
·
HUG JOSHUA DAVID
·24,000 shr
·$434,695
analyst ratings
1 rating
Cantor Fitzgerald
→Overweight
13h ago
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