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GLBE

Global-e Online Ltd.

GLBE

NASDAQ·Consumer Cyclical·Specialty Retail·Mkt cap $6.1B

$37.18

+3.77%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$26.85 - $41.94

P/E

53.95

Fwd P/E

32.78

Beta

1.09

Div Yield

0.00%

Avg Vol

1.6M

Shares Out

169.4M

Mkt Cap

$6.1B

Price action

Price chart

Up 9.2% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

+14.9% over 3m

Quality

Strong

Excellent business quality

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 12, 2026

Q2 26 RECAP

MAY 13, 2026

Reported EPS of $0.17 vs $0.18 consensus (-5.6% surprise). Revenue of $252.1M vs $250.8M expected (+0.5%).

EPS miss
Rev beat +0.5%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-5.6%

Next: Aug 12, 2026

Revenue trend · last 8Q

+30%

+28%

+25%

+28%

+33%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$168.0M

$176.0M

$262.9M

$189.9M

$214.9M

$220.8M

$336.7M

$252.1M

Margins · last 8Q

Gross

Operating

Profit

12.0%

Wall Street consensus

5 analysts · 80% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

4

80%

Hold

1

20%

Sell

0%

Median Price Target

$40.00

+7.6% vs $37.18

Low $34.00
Median $40.00
High $42.00

Latest: Truist · $34.00 · May 27, 2026

4 analysts covering

vs Industry

How GLBE stacks vs Specialty Retail

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.