Global-e Online Ltd.
GLBE
NASDAQ·Consumer Cyclical·Specialty Retail·Mkt cap $6.4B
$38.37
▲ +0.21%
P/E
42.29
Mkt Cap
$6.4B
52-Wk Range
$26.85–$43.99
52-Week Range
$26.85 - $43.99
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 5.6% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Integrated end-to-end platform reducing merchant complexity
- Proprietary technology for international payment processing and localization
- Established merchant network with high switching costs
- Global infrastructure and logistics partnerships
Bear Case
2 risks
- Average volatility.
- Significant premium - growth priced in
Growth
Moderate growth ahead
Accelerating adoption of direct-to-consumer business models
Value
Significant premium - growth priced in
Momentum
Strong
+19.4% over 3m
Quality
Strong
Excellent business quality
Dividend
None
No dividend
Smart-money signal
Who's buying GLBE right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 18, 2026
AUG 12, 2026
Reported EPS of $0.27 vs $0.22 consensus (+24.1% surprise). Revenue of $299.0M vs $283.1M expected (+5.6%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+24.1%
Revenue trend · last 8Q
—
—
+30%
+28%
+25%
+28%
+33%
+39%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$176.0M
$262.9M
$189.9M
$214.9M
$220.8M
$336.7M
$252.1M
$299.0M
Margins · last 8Q
Gross
44.1%
Operating
14.9%
Profit
16.0%
Wall Street consensus
10 analysts · 90% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
90%
Hold
10%
Sell
0%
Median Price Target
—
Latest: Needham · Sep 1, 2026
vs Industry
How GLBE stacks vs Specialty Retail
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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