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Cantor Fitzgerald Overweight on Remitly (RELY) Due to Good Q4 and Better-Than-Expected 2026 Guidance

Remitly Global Inc. (NASDAQ:RELY) is one of the 15 Most Undervalued NASDAQ Stocks to Buy According to Wall Street Analyst.

Cantor Fitzgerald, on February 23, increased its target price on Remitly Global by 17.6% to $20 (from $17) and retained the firm’s Overweight call on the stock. The firm cited strong Q4 results and better-than-anticipated management guidance for FY 2026 as catalysts for this target price increase.

Remitly Global released its Q4 2025 earnings report on February 18, which showed the company just about doubling its adjusted EBITDA to $89 million (from $45 million). The strong earnings growth was driven by high-teens growth in quarterly active customers and mid-teens growth in average transaction volume per user, leading to 30+% growth in total send volumes.  The “very high amount senders” customer category led the way here, with volumes from this segment more than doubling.

State budgets shift as mass moves in the U.S. redirect tax revenue and reshape local economic priorities.

Profit margin expansion also contributed to the doubling of earnings. The margin expansion was largely attributable to lower transaction-related expenses, as higher volumes led to improved network economics. Marketing spend was also a key driver, with the company utilizing a more focused customer acquisition approach and relying more on word-of-mouth, unpaid acquisition. Finally, general and admin expenses (as a % of revenue) declined, due to economies of scale and more disciplined hiring.

Management expects this growth to continue in the short and medium terms. For 2026, they expect revenue to grow 19% to 20% and adjusted EBITDA to grow 25% to 32%. Over the next three years, they expect revenue to grow 17% to 22% annually and adjusted EBITDA to grow 28% to 30% annually.

Remitly Global Inc. (NASDAQ:RELY) provides financial services, including cross-border remittance services, globally. The company is based in Seattle, Washington, and was founded in October 2018 by Matthew B. Oppenheimer and Joshua Hug.

While we acknowledge the potential of ERLY to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than RELY and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 13 Deep Value Stocks to Buy Right Now.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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