Competitive Network And Product DiversificationRemitly's global scale, proprietary payment network, and the Remitly One product suite position the company to grow cross-border share while newer services diversify revenue streams.
Margin ExpansionAnalyst expects margins to expand ahead of scaled peers as transaction-cost improvements, headcount efficiencies, and leverage on technology drive significant incremental EBITDA uplift.
Revenue TargetsManagement's revenue target of $2.6–$3.0 billion for 2028 signals a multi-year growth trajectory that could accelerate top-line momentum and support a re-rating of the stock.