Global-E Online (GLBE) Stock Overview
Provides direct-to-consumer cross-border e-commerce platform in Israel, the United Kingdom, the United States, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 5/6 |
| Past Performance | 3/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
GLBE Community Fair Values
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Analyst Price Targets
Global-E Online Ltd. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$27.89 |
| 52 Week High | US$41.94 |
| 52 Week Low | US$26.85 |
| Beta | 1.18 |
| 1 Month Change | -17.75% |
| 3 Month Change | -6.09% |
| 1 Year Change | -14.66% |
| 3 Year Change | -20.18% |
| 5 Year Change | -14.18% |
| Change since IPO | 9.37% |
Recent News & Updates
Seeking Alpha • May 13
Global-E Online: Europe And Asia Drive Accelerated Growth
Summary Global-E Online Ltd. reported accelerated earnings growth in Q1, accompanied by a very slight 2026 guidance raise. Expansion in Europe and Asia is driving growth acceleration for GLBE. I estimate GLBE stock to have a significant 98% upside to $54.80. Read the full article on Seeking Alpha
Narrative Update • May 07
GLBE: Strong Q4 Delivery And 2026 Guidance Will Support Re Rating
Analysts have adjusted the Global-E Online fair value estimate slightly higher to $61.90, reflecting a mix of recent price target cuts and increases that balance concerns about take rate compression with confidence in Q4 execution, 2026 guidance, and the stock's P/E profile versus peers. Analyst Commentary Street research on Global-E Online has been mixed, with some cautious views on take rate compression and revenue estimates, but also several bullish analysts highlighting strong Q4 delivery, supportive 2026 guidance, and an appealing P/E profile relative to peers.Recent updates
Seeking Alpha • May 13
Global-E Online: Europe And Asia Drive Accelerated Growth
Summary Global-E Online Ltd. reported accelerated earnings growth in Q1, accompanied by a very slight 2026 guidance raise. Expansion in Europe and Asia is driving growth acceleration for GLBE. I estimate GLBE stock to have a significant 98% upside to $54.80. Read the full article on Seeking AlphaNarrative Update • May 07
GLBE: Strong Q4 Delivery And 2026 Guidance Will Support Re Rating
Analysts have adjusted the Global-E Online fair value estimate slightly higher to $61.90, reflecting a mix of recent price target cuts and increases that balance concerns about take rate compression with confidence in Q4 execution, 2026 guidance, and the stock's P/E profile versus peers. Analyst Commentary Street research on Global-E Online has been mixed, with some cautious views on take rate compression and revenue estimates, but also several bullish analysts highlighting strong Q4 delivery, supportive 2026 guidance, and an appealing P/E profile relative to peers.Narrative Update • Apr 22
GLBE: Strong Q4 Execution And 2026 Outlook Will Support Bullish Case
The analyst fair value estimate for Global-e Online has shifted slightly lower to about $61.84 from $64.00 as analysts balance stronger projected revenue growth and still supportive ratings with adjustments to discount rates, profit expectations, and peer multiples reflected in recent target changes across the Street. Analyst Commentary Recent research commentary on Global-e Online reflects a mix of optimism about the company’s execution and long term growth potential alongside some caution around take rate trends and valuation inputs.
Narrative Update • Apr 07
GLBE: Strong Q4 Execution And 2026 Guidance Will Support Bullish Repricing
Analysts have nudged their fair value estimate for Global-E Online up to $42 from $40, reflecting a mix of higher and lower price targets after Q4 results. Bullish views cite strong execution and 2026 guidance, while others flag ongoing concerns around take rate compression and sector multiples.Narrative Update • Mar 24
GLBE: Strong Q4 Execution And 2026 Framework Will Support Bullish Repricing
Narrative update The blended analyst price target for Global-e Online has edged higher by a few dollars into the low to mid $40s. This reflects a mix of upward revisions on the back of Q4 beats and 2026 guidance above prior forecasts, offset by some trims tied to concerns about take rate compression and adjustments to sector multiples.Narrative Update • Mar 08
GLBE: Strong Q4 Execution And 2026 Outlook Will Drive Bullish Repricing
Analysts have made only modest adjustments to Global-E Online's price targets, with some trimming estimates toward $40 on concerns around take rate compression, and others lifting targets into the $50 to $60 range following strong Q4 results and a 2026 outlook that sits above prior forecasts. Analyst Commentary Recent Street research around Global-E Online has been mixed, with some firms lifting price targets on the back of strong Q4 results and a detailed 2026 outlook, while others have trimmed targets as they recalibrate expectations for growth, profitability, and valuation multiples.Narrative Update • Feb 22
GLBE: Q4 Execution And Take Rate Compression Will Shape Balanced Forward Outlook
The analyst price target for Global-E Online shifts to $40, down from $43, as analysts weigh strong Q4 results, 2026 guidance above prior forecasts, and a mix of higher P/E assumptions with more measured expectations for revenue growth and profit margins. Analyst Commentary Across recent research, analysts generally highlight Global-E Online's solid Q4 delivery and 2026 outlook, but not all are leaning in the same direction.Narrative Update • Feb 08
GLBE: GMV Strength Versus Take Rate Compression Will Drive Future Upside
Analysts have raised their average price target on Global-E Online to about $43, supported by recent research that cites stronger gross merchandise volume trends, resilient margins, and solid execution reflected in higher targets from firms such as Truist and BofA. Analyst Commentary Recent research on Global-E Online reflects a mixed backdrop, with some firms highlighting stronger gross merchandise volume trends and execution, while others flag valuation and growth risks that temper enthusiasm.Narrative Update • Jan 24
GLBE: Fair Value View Will Hinge On GMV Strength Versus Take Rates
Analysts have nudged their average fair value estimate for Global-E Online up from $41.00 to $43.00, citing incremental price target increases tied to stronger gross profit outlooks, expectations for faster Gross Merchandise Volume growth, and higher confidence in the company’s execution. Analyst Commentary Recent research updates around Global-E Online show a split view, with some focusing on upside scenarios and others emphasizing areas of risk.Narrative Update • Jan 10
GLBE: Fair Value View Balances GMV Upside And Take Rate Pressure
Analysts have lifted their fair value estimate for Global-E Online to $41 from $32, citing Street research that points to higher gross merchandise volume expectations, firmer revenue and profit forecasts, and increased confidence in the company’s execution. Analyst Commentary Recent Street research on Global-E Online points to a mix of optimism on execution and growth, alongside a clear pocket of caution on valuation and margins.Analysis Article • Jan 06
Is Now An Opportune Moment To Examine Global-E Online Ltd. (NASDAQ:GLBE)?
Global-E Online Ltd. ( NASDAQ:GLBE ), might not be a large cap stock, but it saw a double-digit share price rise of...
Narrative Update • Dec 19
GLBE: Strong Execution And GMV Momentum Will Support Higher Future Performance
The analyst price target for Global-e Online has inched higher by about $0.40 per share to roughly $50, as analysts factor in stronger gross merchandise volume growth and improved execution, partly tempered by expectations for some take rate compression. Analyst Commentary Recent research updates reflect a mixed but generally constructive stance on Global-e Online, with upward revisions to price targets driven by stronger gross merchandise volume trends and improving execution, tempered by concerns around take rate compression and guidance parameters.Narrative Update • Dec 05
GLBE: Strong Q3 Execution Will Support Higher Confidence In Future Performance
Analysts have nudged their average price target for Global-E Online slightly higher, as robust gross merchandise volume trends and improved execution confidence, partly offset by expectations for some take rate compression, support a fair value increase of roughly $1 to about $50 per share. Analyst Commentary Recent Street research reflects a mixed but generally constructive stance on Global-E Online, with modest price target raises anchored in stronger growth expectations but tempered by profitability and monetization concerns.Analysis Article • Nov 26
The Strong Earnings Posted By Global-E Online (NASDAQ:GLBE) Are A Good Indication Of The Strength Of The Business
Global-E Online Ltd. ( NASDAQ:GLBE ) recently posted some strong earnings, and the market responded positively. We have...Narrative Update • Nov 20
GLBE: Strong Q3 Results Will Drive Increased Confidence in Execution
Analysts have raised their price target for Global-E Online from $47.69 to $48.85, citing strong quarterly performance as well as improved forecasts for revenue growth and profit margins. Analyst Commentary Bullish and bearish analysts have provided insights following Global-E Online's recent earnings report, reflecting both confidence and caution regarding the company's outlook and valuation.Analysis Article • Aug 05
Global-E Online Ltd.'s (NASDAQ:GLBE) Intrinsic Value Is Potentially 54% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Global-E Online fair value estimate is US$49.92 Global-E...Analysis Article • Jul 01
At US$33.54, Is Global-E Online Ltd. (NASDAQ:GLBE) Worth Looking At Closely?
Global-E Online Ltd. ( NASDAQ:GLBE ), might not be a large cap stock, but it saw a double-digit share price rise of...
New Narrative • Apr 27
Borderfree And AI Will Expand Consumer Electronics Opportunities
Expansion into consumer electronics and multi-local offerings boosts revenue growth through diversification and risk management.Seeking Alpha • Apr 12
Global-E Online Ltd.: Upside Case Has Gotten Much More Attractive
Summary I reiterate my buy rating on Global-E Online Ltd. due to favorable demand, product innovation, and efficient scaling through a partner-led GTM strategy. Recent tariff shocks have reinforced GLBE’s value proposition, turning uncertainty into a strong growth catalyst, especially for businesses needing reliable international trade solutions. GLBE’s product innovation, exemplified by Multi-Local and BorderFree, showcases its ability to scale new solutions effectively, driving significant revenue growth. The partner-led GTM strategy is reducing customer acquisition costs and expanding reach, creating a flywheel effect that enhances GLBE’s market position and growth potential. Read the full article on Seeking AlphaAnalysis Article • Apr 05
What You Can Learn From Global-E Online Ltd.'s (NASDAQ:GLBE) P/S After Its 28% Share Price Crash
To the annoyance of some shareholders, Global-E Online Ltd. ( NASDAQ:GLBE ) shares are down a considerable 28% in the...Analysis Article • Mar 20
When Should You Buy Global-E Online Ltd. (NASDAQ:GLBE)?
Global-E Online Ltd. ( NASDAQ:GLBE ), might not be a large cap stock, but it received a lot of attention from a...Seeking Alpha • Feb 07
Global-E Online Stock: Waiting For A Better Buying Opportunity
Summary Global-E Online Ltd. is rapidly scaling in ecommerce with continuous new partnerships. With continued global ecommerce growth and Global-E's still very low penetration, the growth runway potential is immense. Despite GAAP profitability being strained by non-cash amortization, Global-E's underlying profitability and free cash flow stand strong. Global-E's growth is seen to continue accelerating in Q4, driven by good expected industry-wide growth and the company's new customer launches. While Global-E has immense growth potential, the current GLBE stock valuation doesn't bring a large enough margin of safety for outsized returns. I estimate 9% upside to a $65.3 fair value. Read the full article on Seeking AlphaAnalysis Article • Jan 14
A Look At The Fair Value Of Global-E Online Ltd. (NASDAQ:GLBE)
Key Insights Global-E Online's estimated fair value is US$46.39 based on 2 Stage Free Cash Flow to Equity With US$53.09...Analysis Article • Dec 18
What Does Global-E Online Ltd.'s (NASDAQ:GLBE) Share Price Indicate?
While Global-E Online Ltd. ( NASDAQ:GLBE ) might not have the largest market cap around , it received a lot of...Seeking Alpha • Dec 02
Global-E Online Ltd.: Positive Demand Environment Should Enable Growth Acceleration
Summary I am positive about Global-E Online Ltd. due to an improved demand environment and new product enhancements that should drive growth. GLBE's platform facilitates seamless global e-commerce, increasing international sales conversion by simplifying cross-border complexities for merchants. Strong 3Q24 earnings with 35.1% y/y GMV growth and optimistic 4Q24 guidance indicate a potential growth acceleration. New product launches, including a demand-generating solution and BOPIS, are expected to further boost GLBE's growth and market position. Read the full article on Seeking AlphaAnalysis Article • Nov 21
Global-E Online Ltd. (NASDAQ:GLBE) Looks Just Right With A 25% Price Jump
Despite an already strong run, Global-E Online Ltd. ( NASDAQ:GLBE ) shares have been powering on, with a gain of 25% in...Seeking Alpha • Oct 08
Global-E Online: Short-Term Setbacks, Long-Term Gains
Summary Global-E's double-digit revenue growth continues, but share price remains flat since early 2023, leading to a potential buying opportunity. Ted Baker bankruptcy and Borderfree transition are short-term challenges, but already factored into guidance. Strong balance sheet with minimal debt and a robust cash position supports future growth. Negative net income is largely due to noncash Shopify warrant amortization. I have a Buy rating on GLBE, confident in Global-E's long-term growth and market position. Read the full article on Seeking AlphaAnalysis Article • Sep 21
An Intrinsic Calculation For Global-E Online Ltd. (NASDAQ:GLBE) Suggests It's 25% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Global-E Online fair value estimate is US$51.02 Global-E...Analysis Article • Jul 31
Global-E Online Ltd.'s (NASDAQ:GLBE) Earnings Haven't Escaped The Attention Of Investors
Global-E Online Ltd.'s ( NASDAQ:GLBE ) price-to-sales (or "P/S") ratio of 9.5x may look like a poor investment...Seeking Alpha • Jul 18
Global-E Online: Assessing The Growth Path, Higher Margins (Rating Upgrade)
Summary US retail sales saw a revival in June, with nonstore retailers experiencing a 1.9% increase in spending. Global-E Online upgraded to a buy due to strong earnings growth and market share gains. Further earnings growth is expected for GLBE, with high revenue growth and free cash flow yield potential. Ahead of earnings next month, I highlight key price levels to monitor. Read the full article on Seeking AlphaAnalysis Article • May 14
Is There Now An Opportunity In Global-E Online Ltd. (NASDAQ:GLBE)?
While Global-E Online Ltd. ( NASDAQ:GLBE ) might not have the largest market cap around , it saw significant share...Shareholder Returns
| GLBE | US Multiline Retail | US Market | |
|---|---|---|---|
| 7D | -6.8% | -2.7% | -0.3% |
| 1Y | -14.7% | 16.9% | 24.1% |
Return vs Industry: GLBE underperformed the US Multiline Retail industry which returned 16.9% over the past year.
Return vs Market: GLBE underperformed the US Market which returned 24.1% over the past year.
Price Volatility
| GLBE volatility | |
|---|---|
| GLBE Average Weekly Movement | 6.7% |
| Multiline Retail Industry Average Movement | 6.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: GLBE has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: GLBE's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2013 | 1,219 | Amir Schlachet | www.global-e.com |
Global-E Online Ltd., together with its subsidiaries, provides direct-to-consumer cross-border e-commerce platform in Israel, the United Kingdom, the United States, and internationally. Its platform enables international shoppers to buy online, and merchants to sell from and to worldwide. The company was incorporated in 2013 and is headquartered in Petah Tikva, Israel.
Global-E Online Ltd. Fundamentals Summary
| GLBE fundamental statistics | |
|---|---|
| Market cap | US$4.68b |
| Earnings (TTM) | US$116.48m |
| Revenue (TTM) | US$1.02b |
40.2x
P/E Ratio4.6x
P/S RatioIs GLBE overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| GLBE income statement (TTM) | |
|---|---|
| Revenue | US$1.02b |
| Cost of Revenue | US$557.35m |
| Gross Profit | US$467.05m |
| Other Expenses | US$350.56m |
| Earnings | US$116.48m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.69 |
| Gross Margin | 45.59% |
| Net Profit Margin | 11.37% |
| Debt/Equity Ratio | 0% |
How did GLBE perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/18 08:25 |
| End of Day Share Price | 2026/05/15 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Global-E Online Ltd. is covered by 22 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| Oliver Lester | Arete Research Services LLP |