Global-E Online（GLBE）株式概要
Global-E Online Ltd.は、その子会社とともに、イスラエル、英国、米国、および国際的な消費者向け越境ECプラットフォームを提供している。 詳細
GLBE Community Fair Values
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Analyst Price Targets
Global-E Online Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$38.04 |
| 52週高値 | US$43.99 |
| 52週安値 | US$26.85 |
| ベータ | 1 |
| 1ヶ月の変化 | -6.19% |
| 3ヶ月変化 | 18.25% |
| 1年変化 | 1.04% |
| 3年間の変化 | -1.93% |
| 5年間の変化 | -49.01% |
| IPOからの変化 | 49.18% |
最新ニュース
ナラティブ更新 • Sep 08
GLBE: Cross Border Execution Will Drive Future Upside As Managed Markets Scale
Analysts have raised the Global-E Online fair value estimate from $40.00 to $43.00, citing a series of higher Street price targets following stronger than expected first half results, increased estimates across key metrics, and growing contributions from new merchants, Passport, and the Managed Markets offering. Analyst Commentary Recent Street research on Global-E Online points to a generally constructive view, with multiple firms lifting price targets following stronger than expected first half results and contributions from Passport and Managed Markets.
ナラティブ更新 • Aug 25
GLBE: Passport Synergies And Buybacks Will Drive Future Upside Potential
Analysts have lifted the Global-e Online fair value estimate from $45.92 to $50.62. This reflects higher assumed revenue growth and future P/E, partly offset by a lower profit margin outlook and a slightly higher discount rate, in line with recent price target increases across major firms following strong Q2 results and updated guidance.分析記事 • Aug 15
Results: Global-E Online Ltd. Exceeded Expectations And The Consensus Has Updated Its Estimates
A week ago, Global-E Online Ltd. ( NASDAQ:GLBE ) came out with a strong set of quarterly numbers that could potentially...Recent updates
ナラティブ更新 • Sep 08
GLBE: Cross Border Execution Will Drive Future Upside As Managed Markets Scale
Analysts have raised the Global-E Online fair value estimate from $40.00 to $43.00, citing a series of higher Street price targets following stronger than expected first half results, increased estimates across key metrics, and growing contributions from new merchants, Passport, and the Managed Markets offering. Analyst Commentary Recent Street research on Global-E Online points to a generally constructive view, with multiple firms lifting price targets following stronger than expected first half results and contributions from Passport and Managed Markets.ナラティブ更新 • Aug 25
GLBE: Passport Synergies And Buybacks Will Drive Future Upside Potential
Analysts have lifted the Global-e Online fair value estimate from $45.92 to $50.62. This reflects higher assumed revenue growth and future P/E, partly offset by a lower profit margin outlook and a slightly higher discount rate, in line with recent price target increases across major firms following strong Q2 results and updated guidance.分析記事 • Aug 15
Results: Global-E Online Ltd. Exceeded Expectations And The Consensus Has Updated Its Estimates
A week ago, Global-E Online Ltd. ( NASDAQ:GLBE ) came out with a strong set of quarterly numbers that could potentially...ナラティブ更新 • Aug 10
GLBE: Cross Border Execution And Passport Integration Will Shape Balanced Outlook
Analysts have nudged their fair value estimate for Global-E Online higher from $37.00 to $40.00, reflecting updated expectations around revenue growth, profit margin resilience, and a slightly richer future P/E multiple following a series of price target increases and valuation reviews across the Street. Analyst Commentary Recent Street commentary on Global-E Online points to a mixed but generally constructive stance, with several firms adjusting price targets and ratings as they reassess growth durability, execution risk, and valuation at current share levels.Seeking Alpha • Jun 26
Global-E Online: Growth Runway Just Got A Lot Better
Summary Global-E Online is reiterated as a buy due to robust merchant demand and expanding cross-border capabilities. GLBE’s growth is increasingly driven by existing merchants expanding geographies and features, reducing reliance on new customer wins. The Passport acquisition enhances GLBE’s logistics control, broadens its addressable market, and strengthens merchant retention. At ~23x NTM PE, GLBE offers compelling upside to ~$57 by end of FY2026, with risks centered on margin quality and regulatory shifts. Read the full article on Seeking Alphaナラティブ更新 • Jun 24
GLBE: Passport Deal And Buybacks Will Support Future Upside Potential
Analysts have nudged their fair value target for Global-E Online slightly higher to about $45.92. They point to recent price target increases and renewed confidence in volume growth and the Passport acquisition as key supporting factors.ナラティブ更新 • Jun 06
GLBE: Passport Acquisition And Share Buybacks Will Support Future Performance
Narrative Update on Global-E Online Analysts have trimmed the fair value estimate for Global-E Online from about $50.08 to $45.62. This reflects lower sector comparison multiples, even as recent research highlights stronger Q1 results, ongoing price targets in the $34 to $42 range, and support for the Passport acquisition as a positive for the business model.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.
新しいナラティブ • 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 Alpha株主還元
| GLBE | US Multiline Retail | US 市場 | |
|---|---|---|---|
| 7D | 1.5% | -1.0% | -0.1% |
| 1Y | 1.0% | -2.8% | 11.9% |
業界別リターン: GLBE過去 1 年間で-2.8 % の収益を上げたUS Multiline Retail業界を上回りました。
リターン対市場: GLBEは、過去 1 年間で11.9 % のリターンを上げたUS市場を下回りました。
価格変動
| GLBE volatility | |
|---|---|
| GLBE Average Weekly Movement | 6.0% |
| Multiline Retail Industry Average Movement | 6.6% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.1% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: GLBE 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: GLBEの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2013 | 1,219 | Amir Schlachet | www.global-e.com |
Global-E Online Ltd.は、その子会社とともに、イスラエル、英国、米国、および国際的な消費者向け越境ECプラットフォームを提供している。同社のプラットフォームにより、国際的な買い物客はオンラインで商品を購入することができ、商人は世界各国から、また世界各国へ販売することができる。同社は2013年に法人化され、イスラエルのペタ・ティクバに本社を置いている。
Global-E Online Ltd. 基礎のまとめ
| GLBE 基礎統計学 | |
|---|---|
| 時価総額 | US$6.39b |
| 収益（TTM） | US$153.71m |
| 売上高(TTM) | US$1.11b |
41.6x
PER（株価収益率5.8x
P/SレシオGLBE は割高か？
公正価値と評価分析を参照収益と収入
| GLBE 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.11b |
| 売上原価 | US$607.28m |
| 売上総利益 | US$501.25m |
| その他の費用 | US$347.53m |
| 収益 | US$153.71m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.92 |
| グロス・マージン | 45.22% |
| 純利益率 | 13.87% |
| 有利子負債／自己資本比率 | 0% |
GLBE の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/21 05:58 |
| 終値 | 2026/09/18 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Global-E Online Ltd. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21
| アナリスト | 機関 |
|---|---|
| Oliver Lester | Arete Research Services LLP |
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |