Global-E Online

Global E-commerce Developments Will Expand International Market Reach

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

27 Apr 25

Updated

05 Dec 25

Views

82

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-31.5%

7D

-1.0%

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1Y

-31.5%

7D

-1.0%

You can edit this narrative until Dec 6 2:05 AM. Then, changes will post as Updates.

Author's Valuation

US$49.6921.6% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Dec 25

Fair value Increased 1.73%

GLBE: Strong Q3 Execution Will Support Higher Confidence In Future Performance

Analysts have nudged their average price target for Global-E Online slightly higher, as robust gross merchandise volume trends and improved execution confidence, partly offset by expectations for some take rate compression, support a fair value increase of roughly $1 to about $50 per share. Analyst Commentary Recent Street research reflects a mixed but generally constructive stance on Global-E Online, with modest price target raises anchored in stronger growth expectations but tempered by profitability and monetization concerns.

Shared on 20 Nov 25

Fair value Increased 2.42%

GLBE: Strong Q3 Results Will Drive Increased Confidence in Execution

Analysts have raised their price target for Global-E Online from $47.69 to $48.85, citing strong quarterly performance as well as improved forecasts for revenue growth and profit margins. Analyst Commentary Bullish and bearish analysts have provided insights following Global-E Online's recent earnings report, reflecting both confidence and caution regarding the company's outlook and valuation.

Shared on 01 May 25

Fair value Increased 0.37%

AnalystConsensusTarget Fair Value

US$49.69

21.6% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

20.61%

General Merchandise and Department Stores revenue growth rate

0.41%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.55%

Calculation

US$366.28m

Earnings '28

x

31.57x

PE Ratio '28

=

US$11.56b

Market Cap '28

US$11.56b

Market Cap '28

/

172.95m

No. shares '28

=

US$66.85

Share Price '28

US$66.85 Share Price '28

Discounted to 2025 @ 10.60% p.a.

=

US$49.42

Fair Value '25