Global-e Online Ltd. GLBE

40.17 (0.71) (1.74%) as of 25 Sep
Market cap
$6.9B
P/E
44.1×
Growth Flags show if company had growth for consecutive years

Insider Decisions

Total sells 47.24
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — 3 14 11 16 9 12 14
Insider Ownership 30.84%

Capital & Financial Ratios

Market Cap 6,870.00
Revenue 1,108.52
Net Income 153.71
Free Cash Flow 290.03
Net Debt (530.41)
Current Ratio 2.07
Debt/Equity 0.00
P/E ratio 44.14
P/S ratio 6.07
P/B ratio 7.45
Past 5Y EPS Growth 71.26%
This Y EPS Growth 210.71%
Next Y EPS Growth 34.24%
Next 5Y EPS Growth 79.73%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2025 Powerpack
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2019 Powerpack
2018 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 317 474 623 530
Receivables 139 164 237 236
Inventory — — — —
Other — — — —
520 723 987 891
2023 2024 2025 Q'26
Payables 51 80 92 81
ST’ Debt — — — —
Other — — — —
274 348 510 431
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — 47.81% 32.99%
Cash Flow — 57.43% 47.01%
Earnings — 148.19% 0.00%
Book Value — 0.00% 0.16%

Revenue

Mar Jun Sep Dec Year
’26 252 299 — — —
’25 190 215 221 337 962
’24 146 168 176 263 753
’23 118 133 134 185 570
’22 76 87 106 140 409
’21 46 57 59 83 245
’20 20 30 33 54 136
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (73) 74 — — —
’25 (72) 65 74 217 284
’24 (54) 64 30 129 169
’23 (30) 18 27 93 108
’22 (5) 38 0 57 89
’21 (21) 7 5 24 16
’20 (13) 10 0 33 29
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (73) 73 — — —
’25 (73) 64 74 216 281
’24 (55) 64 30 129 167
’23 (30) 18 26 93 106
’22 (10) 36 (2) 57 81
’21 (21) 7 5 22 13
’20 (14) 10 (1) 33 29
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.17 0.27 — — —
’25 (0.11) 0.06 0.07 0.35 0.39
’24 (0.19) (0.13) (0.13) 0.01 (0.45)
’23 (0.26) (0.22) (0.20) (0.13) (0.81)
’22 (0.35) (0.31) (0.41) (0.18) (1.24)
’21 (0.08) (0.25) (0.19) (0.21) (0.74)
’20 (0.06) (0.02) 0.04 0.18 0.14
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.3
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — 24.22 15.63 19.59 28.11 26.64

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — 83.77 64.84 45.72 57.85 63.69
High Price
— — — — 289 473 767 923 1,084 1,219
Employees
— — 0 0 0 1 1 1 1 1
Revenue/Emp
— — 39 66 136 245 409 570 753 962
Revenue
— — 22.23% 28.34% 31.88% 37.28% 38.67% 40.99% 45.09% 45.34%
Gross Margin
— — (12) (8) 4 (74) (201) (132) (79) 70
EBT
— — (29.87%) (11.40%) 2.99% (30.26%) (49.24%) (23.12%) (10.55%) 7.33%
EBT Margin
— 0 (12) (8) 4 (75) (195) (134) (76) 68
Net Income
— — 0 0 0 85 178 173 170 87
Depreciation
— — 1,196.28 3.35 6.46 2.41 2.59 3.47 4.50 5.66
Revenue/Sh
— — (359.17) (0.38) 0.19 (0.74) (1.24) (0.81) (0.45) 0.40
Earnings/Sh
— — (247.28) 0.36 1.39 0.15 0.57 0.66 1.01 1.67
Cash Flow/Sh
— — 0.00 (0.01) (0.02) (0.03) (0.05) (0.01) (0.01) (0.02)
Capex/Sh
— — (247.28) 0.34 1.37 0.13 0.51 0.65 1.00 1.65
Free CF/Sh
— — 0.00 (2.70) (2.11) 6.84 5.89 5.49 5.34 5.49
Book Value/Sh
— — 0 20 21 102 158 164 167 170
Shares
— — 151.61 151.61 151.61 0.00 0.00 0.00 0.00 98.28
PE Ratio
— — 3.42 3.42 3.42 26.29 8.00 11.16 12.12 6.94
PS Ratio
— — 0.00 0.00 0.00 9.27 3.53 7.05 10.21 7.16
PB Ratio
— — 2.91 2.91 2.91 24.22 7.44 10.60 11.49 6.29
EV/Sales
— — 21.80 21.80 21.80 461.72 37.59 56.74 51.78 21.57
EV/FCF
— — (8) 7 29 16 89 108 169 284
Op' Cash Flow
— — 0 0 0 (3) (8) (2) (2) (3)
Capex
— — (8) 7 29 13 81 106 167 281
FCF
— — — (2) 69 491 165 247 375 477
Working Cap'
— — — 2 5 22 20 — — —
Total Debt
— — — (5) (92) (509) (228) (317) (474) (623)
Net Debt
— — — (53) (45) 696 928 902 893 933
Sh' Equity
— — 0.00% (34.61%) 0.71% (14.88%) (19.46%) (11.32%) (6.13%) 5.01%
ROA
— — — 0.00% 0.00% (21.98%) (16.91%) (14.65%) (10.13%) 14.46%
ROIC
— — 0.00% 15.47% (1.49%) (23.01%) (24.07%) (14.62%) (8.42%) 7.48%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Global-e Online Ltd. peers in Internet Retail

Company Market cap P/E Compare
CHWY Chewy $7.4B 27.7× Compare
ETSY Etsy, Inc. $6.4B 32.3× Compare
VIPS Vipshop Holdings Limited $4.9B 4.0× Compare
CART Maplebear Inc. $10.0B 22.7× Compare
Company Market cap P/E Compare
W Wayfair Inc. $13.4B 0.0× Compare
OZON Ozon Holdings PLC Sponsored ADR $2.4B 0.0× Compare
CPNG Coupang, Inc. $25.1B 0.0× Compare
JD JD.com, Inc. $31.9B 17.0× Compare

All 42 Internet Retail stocks →

Global-e Online Ltd. (GLBE) key facts

  • Global-e Online Ltd. (GLBE) is an Internet Retail company in the Consumer Cyclical sector, traded in the US as an ADR.
  • Global-e Online Ltd.’s revenue for fiscal 2025 (year ended December 2025) was $962.2 million, up 27.8% from fiscal 2024.
  • As of September 25, 2026, GLBE traded at $40.17, a market capitalization of $6.9 billion.
  • Return on equity was 7.48% and debt-to-equity 0.00.

Source: company filings (standardised) and stockrow calculations.

Global-e Online Ltd. (GLBE) Latest News

News by impact score

Fine-tune

23 Sep

3

Retail-Wholesale stocks are mixed; Brinker International (EAT) has surged about 44% year-to-date, outperforming the sector's -1.3% average. EAT carries a Zacks Rank of #2 (Buy) and has seen full-year earnings estimates rise roughly 6.1% in the last 90 days. Global-e Online Ltd. (GLBE) is another outperformer, up about 5.7% YTD, with EPS expectations for the current year up ~18.7% and a Zacks Rank of #1 (Strong Buy). Brinker is in Retail - Restaurants, a group down ~11.2% YTD, while Global-e belongs to Internet - Commerce, up ~2.2% YTD. The piece notes both could maintain solid performance, and investors should watch these names within the Retail-Wholesale landscape. GLBE's 5.7% YTD gain, rising EPS estimates (+18.7%), and a Zacks Rank #1 imply modest upside in sentiment and performance.

19 Aug

4 transcript

Global-E Online Ltd. (GLBE) released its Q2 2026 earnings call transcript detailing financial results, operational updates, and forward guidance. Quarterly earnings transcript delivers core financial metrics and outlook that typically drive immediate valuation shifts and trading activity.

12 Aug

5

Global-E Online Ltd. posts surging Q2 profitability that may reshape its competitive stance and long-term growth path. Surging Q2 profitability is positioned to fundamentally redefine Global-E Online's trajectory and market standing.

4 transcript

Global-e Online Ltd posted record GMV and revenue growth in Q2 2026 earnings call. Record GMV and revenue growth signals major positive shift in financial trajectory and investor sentiment.

4

Global-e Online Ltd. shares surge after beating earnings expectations and raising full-year outlook. Earnings beat combined with raised full-year guidance signals stronger financial results and growth trajectory for Global-e Online Ltd.

4

Global-e Online Ltd. expands GMV, revenue and profit significantly in Q2 2026 and raises full-year outlook. Strong quarterly growth across core metrics combined with raised guidance points to major positive shift in company trajectory and investor view.

3 transcript

Global-e Online Ltd. held its Q2 2026 earnings call covering financial results, operational metrics and forward outlook. Quarterly earnings calls deliver updated performance data that can shift near-term market views without guaranteeing structural change.

3

Global-E Online Ltd. (GLBE) posted impressive Q2 earnings, prompting questions on whether the stock is undervalued or already fully priced by the market. Strong Q2 results can shift near-term investor views on GLBE valuation and stock trajectory.

3 transcript

Global-e Online Ltd. reported Q2 results and outlook during its earnings call, covering revenue growth, margin trends, e-commerce platform performance and expansion plans across markets. Q2 earnings and guidance provide moderate insight into revenue trajectory and margins but do not signal major strategic shifts.

3

Global-e Online Ltd. (GLBE) reported Q2 earnings with key metrics compared to Wall Street estimates. Q2 earnings metric comparisons provide routine financial updates with potential short-term market effects but no fundamental strategic shifts.

24 Jul

3

Alibaba's international commerce segment narrowed losses, with questions raised over sustaining the momentum. BABA narrowing international commerce losses signals potential added competitive pressure on GLBE.

1 Jul

4

Global-e Online Ltd. completed acquisition of Passport, a US-based e-commerce logistics and solutions company. Acquisition expands Global-e logistics capabilities and US market presence as major strategic move.

14 Jun

3

Global-e Online Ltd. illustrates how cross-border logistics capabilities extend e-commerce growth opportunities. Cross-border logistics positioning highlights moderate potential to influence Global-e Online market perception and operational trajectory.

10 Jun

3

Truist downgrades BILL and upgrades Global-e in fintech stock recommendation reshuffle. Truist upgrade may lift short-term investor sentiment and trading activity for Global-e.

5 Jun

4

Global-E Online Ltd. authorized a US$500 million share buyback, prompting analysis on whether the move alters the bullish investment case for GLBE. A US$500 million buyback authorization marks a major capital return initiative that can materially lift GLBE share price and investor sentiment.

4 Jun

4

Global-e Online Ltd. board authorized a $500 million share repurchase program. $500 million repurchase authorization signals strong balance sheet and supports share price.

26 May

4

Global-e Online Ltd. acquires Passport to enhance its e-commerce logistics and solutions offerings. Acquisition of Passport bolsters Global-e logistics capabilities and market position.

14 May

4

Global-E Online Ltd. (GLBE) shares plunged 11.8% despite achieving Q1 profitability for the first time and raising 2026 revenue guidance to $900-950 million, up from prior $830-860 million, amid concerns over decelerating growth rates and high valuation. Q1 profitability milestone and raised 2026 guidance represent major positive shifts in financial trajectory, outweighing short-term stock drop.

13 May

4

Global-e Online Ltd. (GLBE) reported strong growth and announced strategic expansions in its Q1 2026 earnings call highlights. Strong growth and strategic expansions represent major positive drivers for GLBE's future performance and investor sentiment.

4

Global-e Online Ltd. released Q1 2026 earnings call summary detailing financial performance, revenue growth, profitability metrics, and forward guidance. Q1 2026 earnings summary provides critical financial results and outlook that significantly shape investor expectations and stock performance.

4 transcript

Global-E (GLBE) Q1 2026 earnings transcript released, detailing quarterly financial results, management discussion, and forward guidance. Q1 2026 earnings transcript discloses financial performance and strategic outlook, poised to significantly sway investor sentiment and stock trajectory.

4

Global-e Online Ltd. (GLBE) released Q1 earnings call highlights, covering financial results, revenue growth, profitability metrics, and forward guidance amid e-commerce expansion. Q1 earnings call highlights reveal key financial performance and strategic updates that significantly shape investor expectations and stock trajectory.

4 transcript

Global-e Online Ltd. (GLBE) reported Q1 2026 financial results, including revenue growth, profitability metrics, and forward guidance, in the full earnings call transcript. Q1 2026 earnings results and management's outlook directly impact financial performance, stock price, and investor sentiment.

4

Key metrics from Global-e Online Ltd. (GLBE) Q1 earnings reveal insights into revenue growth, profitability margins, customer acquisition, and operational efficiency. Q1 earnings metrics analysis signals potential shifts in financial health and investor confidence for GLBE.

4

Global-e Online Ltd. (GLBE) achieved the 'Rule of 50' in Q1 2026 with significant GMV, revenue, and profit expansion, while raising its full-year outlook. Exceeding Rule of 50 and raising full-year guidance indicates strong financial momentum likely to boost investor sentiment and stock performance.

8 May

3

Global-e Online Ltd. (GLBE) nears Q1 earnings release, with analysts providing insights on key performance measures. Pre-earnings analyst insights on key metrics could moderately influence GLBE's financial performance expectations and market sentiment.

20 Apr

4

Wall Street analysts predict Global-e Online Ltd. (GLBE) stock could surge 44.26%, urging investors to consider before betting. Analysts' consensus target implies 44.26% upside, likely driving significant positive investor sentiment and stock performance.

7 Apr

4

Global-E Online (NASDAQ:GLBE) exhibits performance stronger than its earnings imply, driven by robust gross merchandise value growth, high customer retention, and expanding take rates amid e-commerce expansion. Outperformance beyond earnings highlights superior operational metrics like GMV growth and retention, likely driving significant positive shifts in investor sentiment and stock trajectory.

1 Apr

3

Analysts renew bullish coverage on Global-e Online (GLBE) while GMV mix disclosure could alter the investment case. Renewed bullish analyst coverage and GMV mix details may noticeably influence investor sentiment without fundamentally altering trajectory.

31 Mar

4

Bank of America predicts Global-e Online Ltd. (GLBE) will establish itself as the 'de facto platform' in the cross-border eCommerce market by 2030, driven by its technological edge, merchant network expansion, and market tailwinds. BofA's bullish long-term forecast positions GLBE for market dominance, likely boosting investor sentiment and stock performance significantly.

stockrow.com/GLBE · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com