Global-E Online (GLBE) Resumen de Acciones
Global-E Online Ltd., junto con sus filiales, ofrece una plataforma de comercio electrónico transfronterizo directo al consumidor en Israel, Reino Unido, Estados Unidos e internacionalmente. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 5/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
GLBE Community Fair Values
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Analyst Price Targets
Competidores de Global-E Online Ltd.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$30.09 |
| Máximo en las últimas 52 semanas | US$41.94 |
| Mínimo de 52 semanas | US$26.85 |
| Beta | 1.18 |
| Cambio en 1 mes | -5.79% |
| Variación en 3 meses | -13.95% |
| Cambio de 1 año | -4.17% |
| Variación en 3 años | -13.78% |
| Variación en 5 años | -14.03% |
| Variación desde la OPV | 18.00% |
Noticias y actualizaciones recientes
Actualización de narrativa • May 22
GLBE: Q1 Beat And Cross Border Opportunity Will Support Bullish Repricing
Analysts have trimmed their average price targets on Global-E Online by a few dollars to around the mid $30s, citing slightly lower modeled growth, margins and valuation multiples. At the same time, they point to recent Q1 beats, solid same-store trends and ongoing strength in the cross border eCommerce opportunity as support for the updated view.Seeking Alpha • May 13
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 AlphaRecent updates
Actualización de narrativa • May 22
GLBE: Q1 Beat And Cross Border Opportunity Will Support Bullish Repricing
Analysts have trimmed their average price targets on Global-E Online by a few dollars to around the mid $30s, citing slightly lower modeled growth, margins and valuation multiples. At the same time, they point to recent Q1 beats, solid same-store trends and ongoing strength in the cross border eCommerce opportunity as support for the updated view.Seeking Alpha • May 13
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
Actualización de narrativa • 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.Actualización de narrativa • Apr 22
GLBE: Strong Q4 Execution And 2026 Outlook Will Support Bullish Case
The analyst fair value estimate for Global-e Online has shifted slightly lower to about $61.84 from $64.00 as analysts balance stronger projected revenue growth and still supportive ratings with adjustments to discount rates, profit expectations, and peer multiples reflected in recent target changes across the Street. Analyst Commentary Recent research commentary on Global-e Online reflects a mix of optimism about the company’s execution and long term growth potential alongside some caution around take rate trends and valuation inputs.Actualización de narrativa • Apr 07
GLBE: Strong Q4 Execution And 2026 Guidance Will Support Bullish Repricing
Analysts have nudged their fair value estimate for Global-E Online up to $42 from $40, reflecting a mix of higher and lower price targets after Q4 results. Bullish views cite strong execution and 2026 guidance, while others flag ongoing concerns around take rate compression and sector multiples.Actualización de narrativa • Mar 24
GLBE: Strong Q4 Execution And 2026 Framework Will Support Bullish Repricing
Narrative update The blended analyst price target for Global-e Online has edged higher by a few dollars into the low to mid $40s. This reflects a mix of upward revisions on the back of Q4 beats and 2026 guidance above prior forecasts, offset by some trims tied to concerns about take rate compression and adjustments to sector multiples.Actualización de narrativa • Mar 08
GLBE: Strong Q4 Execution And 2026 Outlook Will Drive Bullish Repricing
Analysts have made only modest adjustments to Global-E Online's price targets, with some trimming estimates toward $40 on concerns around take rate compression, and others lifting targets into the $50 to $60 range following strong Q4 results and a 2026 outlook that sits above prior forecasts. Analyst Commentary Recent Street research around Global-E Online has been mixed, with some firms lifting price targets on the back of strong Q4 results and a detailed 2026 outlook, while others have trimmed targets as they recalibrate expectations for growth, profitability, and valuation multiples.Actualización de narrativa • Feb 22
GLBE: Q4 Execution And Take Rate Compression Will Shape Balanced Forward Outlook
The analyst price target for Global-E Online shifts to $40, down from $43, as analysts weigh strong Q4 results, 2026 guidance above prior forecasts, and a mix of higher P/E assumptions with more measured expectations for revenue growth and profit margins. Analyst Commentary Across recent research, analysts generally highlight Global-E Online's solid Q4 delivery and 2026 outlook, but not all are leaning in the same direction.Actualización de narrativa • Feb 08
GLBE: GMV Strength Versus Take Rate Compression Will Drive Future Upside
Analysts have raised their average price target on Global-E Online to about $43, supported by recent research that cites stronger gross merchandise volume trends, resilient margins, and solid execution reflected in higher targets from firms such as Truist and BofA. Analyst Commentary Recent research on Global-E Online reflects a mixed backdrop, with some firms highlighting stronger gross merchandise volume trends and execution, while others flag valuation and growth risks that temper enthusiasm.Actualización de narrativa • Jan 24
GLBE: Fair Value View Will Hinge On GMV Strength Versus Take Rates
Analysts have nudged their average fair value estimate for Global-E Online up from $41.00 to $43.00, citing incremental price target increases tied to stronger gross profit outlooks, expectations for faster Gross Merchandise Volume growth, and higher confidence in the company’s execution. Analyst Commentary Recent research updates around Global-E Online show a split view, with some focusing on upside scenarios and others emphasizing areas of risk.Actualización de narrativa • Jan 10
GLBE: Fair Value View Balances GMV Upside And Take Rate Pressure
Analysts have lifted their fair value estimate for Global-E Online to $41 from $32, citing Street research that points to higher gross merchandise volume expectations, firmer revenue and profit forecasts, and increased confidence in the company’s execution. Analyst Commentary Recent Street research on Global-E Online points to a mix of optimism on execution and growth, alongside a clear pocket of caution on valuation and margins.Artículo de análisis • Jan 06
Is Now An Opportune Moment To Examine Global-E Online Ltd. (NASDAQ:GLBE)?
Global-E Online Ltd. ( NASDAQ:GLBE ), might not be a large cap stock, but it saw a double-digit share price rise of...
Actualización de narrativa • Dec 19
GLBE: Strong Execution And GMV Momentum Will Support Higher Future Performance
The analyst price target for Global-e Online has inched higher by about $0.40 per share to roughly $50, as analysts factor in stronger gross merchandise volume growth and improved execution, partly tempered by expectations for some take rate compression. Analyst Commentary Recent research updates reflect a mixed but generally constructive stance on Global-e Online, with upward revisions to price targets driven by stronger gross merchandise volume trends and improving execution, tempered by concerns around take rate compression and guidance parameters.Actualización de narrativa • Dec 05
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.Artículo de análisis • Nov 26
The Strong Earnings Posted By Global-E Online (NASDAQ:GLBE) Are A Good Indication Of The Strength Of The Business
Global-E Online Ltd. ( NASDAQ:GLBE ) recently posted some strong earnings, and the market responded positively. We have...Actualización de narrativa • Nov 20
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.Artículo de análisis • Aug 05
Global-E Online Ltd.'s (NASDAQ:GLBE) Intrinsic Value Is Potentially 54% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Global-E Online fair value estimate is US$49.92 Global-E...Artículo de análisis • Jul 01
At US$33.54, Is Global-E Online Ltd. (NASDAQ:GLBE) Worth Looking At Closely?
Global-E Online Ltd. ( NASDAQ:GLBE ), might not be a large cap stock, but it saw a double-digit share price rise of...
Nueva narrativa • Apr 27
Borderfree And AI Will Expand Consumer Electronics Opportunities
Expansion into consumer electronics and multi-local offerings boosts revenue growth through diversification and risk management.Seeking Alpha • Apr 12
Global-E Online Ltd.: Upside Case Has Gotten Much More Attractive
Summary I reiterate my buy rating on Global-E Online Ltd. due to favorable demand, product innovation, and efficient scaling through a partner-led GTM strategy. Recent tariff shocks have reinforced GLBE’s value proposition, turning uncertainty into a strong growth catalyst, especially for businesses needing reliable international trade solutions. GLBE’s product innovation, exemplified by Multi-Local and BorderFree, showcases its ability to scale new solutions effectively, driving significant revenue growth. The partner-led GTM strategy is reducing customer acquisition costs and expanding reach, creating a flywheel effect that enhances GLBE’s market position and growth potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
Global-E Online Stock: Waiting For A Better Buying Opportunity
Summary Global-E Online Ltd. is rapidly scaling in ecommerce with continuous new partnerships. With continued global ecommerce growth and Global-E's still very low penetration, the growth runway potential is immense. Despite GAAP profitability being strained by non-cash amortization, Global-E's underlying profitability and free cash flow stand strong. Global-E's growth is seen to continue accelerating in Q4, driven by good expected industry-wide growth and the company's new customer launches. While Global-E has immense growth potential, the current GLBE stock valuation doesn't bring a large enough margin of safety for outsized returns. I estimate 9% upside to a $65.3 fair value. Read the full article on Seeking AlphaSeeking Alpha • Dec 02
Global-E Online Ltd.: Positive Demand Environment Should Enable Growth Acceleration
Summary I am positive about Global-E Online Ltd. due to an improved demand environment and new product enhancements that should drive growth. GLBE's platform facilitates seamless global e-commerce, increasing international sales conversion by simplifying cross-border complexities for merchants. Strong 3Q24 earnings with 35.1% y/y GMV growth and optimistic 4Q24 guidance indicate a potential growth acceleration. New product launches, including a demand-generating solution and BOPIS, are expected to further boost GLBE's growth and market position. Read the full article on Seeking AlphaSeeking Alpha • Oct 08
Global-E Online: Short-Term Setbacks, Long-Term Gains
Summary Global-E's double-digit revenue growth continues, but share price remains flat since early 2023, leading to a potential buying opportunity. Ted Baker bankruptcy and Borderfree transition are short-term challenges, but already factored into guidance. Strong balance sheet with minimal debt and a robust cash position supports future growth. Negative net income is largely due to noncash Shopify warrant amortization. I have a Buy rating on GLBE, confident in Global-E's long-term growth and market position. Read the full article on Seeking AlphaSeeking Alpha • Jul 18
Global-E Online: Assessing The Growth Path, Higher Margins (Rating Upgrade)
Summary US retail sales saw a revival in June, with nonstore retailers experiencing a 1.9% increase in spending. Global-E Online upgraded to a buy due to strong earnings growth and market share gains. Further earnings growth is expected for GLBE, with high revenue growth and free cash flow yield potential. Ahead of earnings next month, I highlight key price levels to monitor. Read the full article on Seeking AlphaRentabilidad de los accionistas
| GLBE | US Multiline Retail | Mercado US | |
|---|---|---|---|
| 7D | -0.2% | 1.1% | 1.3% |
| 1Y | -4.2% | 21.1% | 27.7% |
Rentabilidad vs. Industria: Los resultados de GLBE fueron inferiores a los de la industria US Multiline Retail, que obtuvo un rendimiento del 21.1% el año pasado.
Rentabilidad vs. Mercado: GLBE obtuvo unos resultados inferiores a los del mercado US, que fueron del 27.7% el año pasado.
Volatilidad de los precios
| GLBE volatility | |
|---|---|
| GLBE Average Weekly Movement | 6.6% |
| Multiline Retail Industry Average Movement | 6.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.0% |
Precio estable de las acciones: GLBE no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de GLBE (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2013 | 1,219 | Amir Schlachet | www.global-e.com |
Global-E Online Ltd., junto con sus filiales, ofrece una plataforma de comercio electrónico transfronterizo directo al consumidor en Israel, Reino Unido, Estados Unidos y a escala internacional. Su plataforma permite a los compradores internacionales comprar en línea y a los comerciantes vender desde y hacia todo el mundo. La empresa se constituyó en 2013 y tiene su sede en Petah Tikva (Israel).
Resumen de fundamentos de Global-E Online Ltd.
| Estadísticas fundamentales de GLBE | |
|---|---|
| Capitalización bursátil | US$4.93b |
| Beneficios(TTM) | US$116.48m |
| Ingresos (TTM) | US$1.02b |
43.4x
Ratio precio-beneficio (PE)4.9x
Ratio precio-ventas (PS)¿Está GLBE sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de GLBE | |
|---|---|
| Ingresos | US$1.02b |
| Coste de los ingresos | US$557.35m |
| Beneficio bruto | US$467.05m |
| Otros gastos | US$350.56m |
| Beneficios | US$116.48m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.69 |
| Margen bruto | 45.59% |
| Margen de beneficio neto | 11.37% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado GLBE a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/28 21:49 |
| Precio de las acciones al final del día | 2026/05/28 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Global-E Online Ltd. está cubierta por 22 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| Oliver Lester | Arete Research Services LLP |