Compare

Global-E Online/$GLBE

1D1W1M3M6MYTD1Y5YMAX

About Global-E Online

Global E Online Ltd provides e-commerce solutions. The company offers a platform to enable and accelerate direct-to-consumer cross-border e-commerce. The platform was purpose-built for international shoppers to buy seamlessly online and for merchants to sell from, and to, anywhere in the world. The company localizes the shopper experience to make international transactions as seamless as domestic ones. The platform increases the conversion of international traffic into sales by removing much of the complexity associated with international e-commerce. The company derives maximum revenue from the United States.
Ticker
$GLBE
Primary listing
NASDAQ
Employees
1,219
Headquarters
Petah Tikva, Israel

Global-E Online Metrics

BasicAdvanced
$6.6B
45.23
$0.86
1.01
-

What the Analysts think about Global-E Online

Analyst ratings (Buy, Hold, Sell) for Global-E Online stock.
Analyst projections of the future price of Global-E Online stock.

Bulls say / Bears say

Global-e’s Q2 execution was strong: GMV rose 44% year on year to $2.09 billion, revenue increased 39% to $299 million and adjusted EBITDA grew 62% to $62.4 million. Management raised its full-year 2026 revenue, GMV and adjusted EBITDA guidance after the beat. (Global-e Online)
The company is broadening its growth engine beyond its established merchant-of-record offering: Passport adds logistics and non-merchant-of-record services, while Shopify Managed Markets 2.0 is now available in Canada and the UK. These moves could expand Global-e’s addressable market and deepen its role with international merchants. (Global-e Online, Global-e Online)
Profitability is improving alongside growth: Q2 adjusted EBITDA margin expanded by 300 basis points to 20.9%, while free cash flow reached $73.2 million. The board also authorised a new $500 million share-repurchase programme after the company completed its previous programme, giving investors a potential per-share earnings tailwind. (Global-e Online, TipRanks)
Global-e remains exposed to Shopify: its latest annual report says the company is exclusive for Shopify’s first-party Managed Markets service but only a preferred partner for third-party solutions, allowing competing providers into that channel. A weaker position or better-priced rival could reduce transaction volumes and take rates. (StockTitan)
Passport adds revenue, but management expects only $55 million to $59 million of second-half revenue and $3 million to $4 million of adjusted EBITDA from it, so the acquisition could dilute margins until synergies arrive. Core gross margin also fell to 45.3% from 46.5% in Q2 as higher fuel costs and absorbed carrier surcharges weighed on profitability. (StockAnalysis, The Motley Fool)
The next leg of the valuation case depends on Managed Markets gaining traction and on clearer disclosure around take rates and merchant mix. Morgan Stanley moved to Equal-weight despite raising its price target, saying stronger evidence of Managed Markets acceleration may be needed for further multiple expansion. (TradeVae)
Data summarised monthly by Lightyear AI. Last updated on 25 Sept 2026.

Global-E Online Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Global-E Online Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing Global-E Online

AllUSDGBPEUR
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.