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总览推文股票提及表现行业AI分析关注我
股票池

RELY

状态日期:2026-05-27

积极观察
中高中正常
概览观点时间线信号证据AI行业

Serenity观点

看多

推文立场

价格动量

总览股票跟踪推文AI关注我

看多

60D / 252D

信号分数

16

新增排序

24h 提及

0

短线新增

7日新闻

0

none

收入同比

29.4%

改善

概览

核心结论

作者立场:看多;价格动量:看多。最新证据:I actually like $RELY at first glance based on gross margins, balance sheet, and growth. 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 2 条披露,需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

看多

价格动量

看多

首次提出

2025-10-07 08:03

来源

llm

更新时间

2025-10-07 08:03

作者立场:看多;价格动量:看多。最新证据:I actually like $RELY at first glance based on gross margins, balance sheet, and growth.

当前观点证据

2025-10-07 08:03看多

I actually like $RELY at first glance based on gross margins, balance sheet, and growth.

Serenity 变化

时间线

首次提出2025-10-07 08:03看多
原推

I actually like $RELY at first glance based on gross margins, balance sheet, and growth.

  1. 2025-10-07 08:03看多初始观点

    I actually like $RELY at first glance based on gross margins, balance sheet, and growth.

新鲜度

新增信号

SEC
24h 07D 030D 0新闻 0披露 2

复核时间:2026-05-27

证据

证据摘要

最新期 2025营收 2BBeta 0.40披露 10-Q
展开证据详情

年度数据

基本面证据

最新期

2025

营收

2B

营收同比

29.4%

毛利率

57.1%

2022

营收 654MYoY 42.5%经营 -18.5%净利 -17.4%

2023

营收 944MYoY 44.5%经营 -12.1%净利 -12.5%

2024

营收 1BYoY 33.9%经营 -3.1%净利 -2.9%

2025

营收 2BYoY 29.4%经营 5.0%净利 4.2%

简读 + 重点消息

消息面

0 条 7日新闻,压力 none。

当前 profile 没有可解析的公司新闻。

近期披露

披露信息

Filing body read (10-Q 2026-05-06) Remitly filed its Q1 2026 Form 10-Q showing strong revenue, send-volume and profitability growth, alongside new restructuring charges, active share repurchases, and continued regulatory, FX, credit and operational risk disclosures. Material changes: Revenue increased 25% year over year to $452.8 million, active customers increased 20% to 9.6 million, and send volume increased 37% to $22.1 billion.; Net income increased to $49.1 million from $11.4 million, and income from operations increased to $53.7 million from $12.2 million.; The company began Q1 2026 restructuring initiatives to simplify and scale processes, functions, and team capabilities, incurring $11.5 million of charges, mainly severance and lease exit or asset write-off costs related to Israel and Ireland, expected to be completed by December 31, 2026.. Risks: Foreign currency exposure from cross-border payments, prefunding, foreign operations, and customer behavior; a hypothetical 10% U.S. dollar move would affect customer transaction-related assets and liabilities by approximately $32.6 million as of March 31, 2026.; Credit and counterparty risk involving pay-in providers, banking partners, disbursement partners, prefunded balances, and consumer receivables.; Fraud, transaction loss, money laundering, compliance, and risk-model execution risks; the transaction loss reserve ended at $6.0 million after $20.5 million of provisions in Q1 2026.. Next checks: Review Exhibit 10.1, the amended 2021 Equity Incentive Plan, for equity pool and award-term changes.; Review Exhibits 10.2 and 10.3, the offer letter agreements for Sebastian Gunningham and Pankaj Sharma, for governance or compensation implications.; Compare Item 1A against the 2025 Form 10-K risk factors because this 10-Q mainly incorporates the prior risk-factor disclosure..

2026-05-0610-Q
rely-20260331.htm

近期推文

作者立场

立场

看多

价格动量

看多

2025-10-07 08:03看多

I actually like $RELY at first glance based on gross margins, balance sheet, and growth.

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

0.40

敏感度

defensive

情绪风险

中

估值风险

正常

背景

行业与主题

technology-software---infrastructure

ai-infrastructurecrypto-digital-assetsenergy-poweraerospace-defensesoftware-internet

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • SEC event bus dilution: Remitly disclosed an orderly CEO succession, appointing Sebastian Gunningham as CEO and director effective February 19, 2026, while detailing related executive compensation arrangements.
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to RELY, not only Software - Infrastructure

背景

行业背景

technology-software---infrastructure

提及 14新闻 42股票 23
股票池

RELY

积极观察中高中正常

状态日期:2026-05-27

复核时间:2026-05-27

作者立场

看多

llm

价格动量

看多

60D / 252D

信号分数

16

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

none

30日披露

2

10-Q

收入同比

29.4%

改善

Beta

0.40

defensive

llm · 2025-10-07 08:03

Serenity 时间线

首次提出2025-10-07 08:03看多
原推

I actually like $RELY at first glance based on gross margins, balance sheet, and growth.

  1. 2025-10-07 08:03看多初始观点

    I actually like $RELY at first glance based on gross margins, balance sheet, and growth.

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

2B

营收同比

29.4%

毛利率

57.1%

营收趋势

营收趋势线
2B932M0

需要继续工作的地方

研究问题

  • SEC event bus dilution: Remitly disclosed an orderly CEO succession, appointing Sebastian Gunningham as CEO and director effective February 19, 2026, while detailing related executive compensation arrangements.
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to RELY, not only Software - Infrastructure

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

technology-software---infrastructure

提及 14新闻 42股票 23
2026-05-068-K
rely-20260506.htm
2026-04-108-K
rely-20260406.htm
2021 营收: 459M2022 营收: 654M2023 营收: 944M2024 营收: 1B2025 营收: 2B2021 趋势线: 459M2022 趋势线: 654M2023 趋势线: 944M2024 趋势线: 1B2025 趋势线: 2B20212022202320242025

利润趋势

净利润毛利营业利润
1B407M-269M2021 净利润: -39M2022 净利润: -114M2023 净利润: -118M2024 净利润: -37M2025 净利润: 68M2021 毛利: 221M2022 毛利: 327M2023 毛利: 533M2024 毛利: 748M2025 毛利: 934M2021 营业利润: -40M2022 营业利润: -121M2023 营业利润: -114M2024 营业利润: -39M2025 营业利润: 82M20212022202320242025

利润率趋势

毛利率营业利润率净利率
70.1%20.3%-29.4%2021 毛利率: 48.3%2022 毛利率: 50.0%2023 毛利率: 56.4%2024 毛利率: 59.2%2025 毛利率: 57.1%2021 营业利润率: -8.7%2022 营业利润率: -18.5%2023 营业利润率: -12.1%2024 营业利润率: -3.1%2025 营业利润率: 5.0%2021 净利率: -8.5%2022 净利率: -17.4%2023 净利率: -12.5%2024 净利率: -2.9%2025 净利率: 4.2%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
2021459M-48.3%-8.7%-8.5%
2022654M42.5%50.0%-18.5%-17.4%
2023944M44.5%56.4%-12.1%-12.5%
20241B33.9%59.2%-3.1%-2.9%
20252B29.4%57.1%5.0%4.2%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 中 · 低

简读 + 重点消息

消息面

消息简读

0 条 7日新闻,压力 none。

重点消息

当前 profile 没有可解析的公司新闻。

新增披露摘要

披露信息

披露分析

Filing body read (10-Q 2026-05-06) Remitly filed its Q1 2026 Form 10-Q showing strong revenue, send-volume and profitability growth, alongside new restructuring charges, active share repurchases, and continued regulatory, FX, credit and operational risk disclosures. Material changes: Revenue increased 25% year over year to $452.8 million, active customers increased 20% to 9.6 million, and send volume increased 37% to $22.1 billion.; Net income increased to $49.1 million from $11.4 million, and income from operations increased to $53.7 million from $12.2 million.; The company began Q1 2026 restructuring initiatives to simplify and scale processes, functions, and team capabilities, incurring $11.5 million of charges, mainly severance and lease exit or asset write-off costs related to Israel and Ireland, expected to be completed by December 31, 2026.. Risks: Foreign currency exposure from cross-border payments, prefunding, foreign operations, and customer behavior; a hypothetical 10% U.S. dollar move would affect customer transaction-related assets and liabilities by approximately $32.6 million as of March 31, 2026.; Credit and counterparty risk involving pay-in providers, banking partners, disbursement partners, prefunded balances, and consumer receivables.; Fraud, transaction loss, money laundering, compliance, and risk-model execution risks; the transaction loss reserve ended at $6.0 million after $20.5 million of provisions in Q1 2026.. Next checks: Review Exhibit 10.1, the amended 2021 Equity Incentive Plan, for equity pool and award-term changes.; Review Exhibits 10.2 and 10.3, the offer letter agreements for Sebastian Gunningham and Pankaj Sharma, for governance or compensation implications.; Compare Item 1A against the 2025 Form 10-K risk factors because this 10-Q mainly incorporates the prior risk-factor disclosure..

近期披露

2026-05-0610-Q
rely-20260331.htm
2026-05-068-K
rely-20260506.htm
2026-04-108-K
rely-20260406.htm
2026-03-208-K
rely-20260316.htm
2026-02-188-K
dp241651_8k.htm
2026-02-1810-K
rely-20251231.htm
2026-02-188-K
rely-20260218.htm
2025-11-0510-Q
rely-20250930.htm
2025-11-058-K
rely-20251105.htm
2025-08-0610-Q
rely-20250630.htm

beta / 动量 / 主题

大盘敏感度

Beta

0.40

状态

defensive

立场

看多

动量

看多

积极观察 · 正常

板块定位

行业

technology-software---infrastructure

ai-infrastructurecrypto-digital-assetsenergy-poweraerospace-defensesoftware-internet