GLBE logo

Global-E Online Ltd. Stock Price

NasdaqGS:GLBE Community·US$5.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 45 Fair Values set on narratives written by author

GLBE Share Price Performance

US$27.54
-6.74 (-19.66%)
US$50.08
Fair Value
US$27.54
-6.74 (-19.66%)
45.0% undervalued intrinsic discount
US$50.08
Fair Value
Price US$27.54
AnalystConsensusTarget US$50.08
AnalystHighTarget US$61.90
AnalystLowTarget US$42.00

GLBE Community Narratives

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Fair Value US$50.08 45.0% undervalued intrinsic discount

Global E-commerce Developments Will Expand International Market Reach

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Fair Value US$61.9 55.5% undervalued intrinsic discount

Digital Payments And Local Retail Trends Will Unlock Cross-Border Potential

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Fair Value US$42 34.4% undervalued intrinsic discount

Rising Global Protectionism And Cybersecurity Challenges Will Erode Market Potential

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US$42
34.4% undervalued intrinsic discount
Revenue
24.01% p.a.
Profit Margin
18.22%
Future PE
27.48x
Price in 2029
US$56.58
US$50.08
45.0% undervalued intrinsic discount
Revenue
25.97% p.a.
Profit Margin
20.62%
Future PE
31.77x
Price in 2028
US$67.29

Trending Discussion

Updated Narratives

GLBE logo

GLBE: Strong Q4 Delivery And 2026 Guidance Will Support Re Rating

Fair Value: US$61.9 55.5% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
GLBE logo

GLBE: Strong Q4 Execution And 2026 Guidance Will Support Bullish Repricing

Fair Value: US$42 34.4% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
GLBE logo

GLBE: Strong Execution And GMV Momentum Will Support Higher Future Performance

Fair Value: US$50.08 45.0% undervalued intrinsic discount
20 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with high growth potential.

1 Risk
3 Rewards

Global-E Online Ltd. Key Details

US$962.2m

Revenue

US$525.9m

Cost of Revenue

US$436.2m

Gross Profit

US$368.0m

Other Expenses

US$68.3m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
0.41
45.34%
7.10%
0%
View Full Analysis

About GLBE

Founded
2013
Employees
1219
CEO
Amir Schlachet
WebsiteView website
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.

Recent GLBE News & Updates

Seeking Alpha 14h

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

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