Global-E Online Ltd.

NasdaqGS:GLBE 주식 리포트

시가총액: US$5.0b

Global-E Online 향후 성장

Future 기준 점검 5/6

Global-E Online (는) 각각 연간 31.9% 및 18.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 31.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 24.4% 로 예상됩니다.

핵심 정보

31.9%

이익 성장률

31.72%

EPS 성장률

Multiline Retail 이익 성장16.8%
매출 성장률18.8%
향후 자기자본이익률24.38%
애널리스트 커버리지

Good

마지막 업데이트14 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
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새로운 내러티브 • 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 Alpha
Seeking 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
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

이익 및 매출 성장 예측

NasdaqGS:GLBE - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20281,9483745264368
12/31/20271,55827140738514
12/31/20261,25019831030814
3/31/20261,024116280283N/A
12/31/202596268281284N/A
9/30/20258887193196N/A
6/30/2025844-28150152N/A
3/31/2025797-61150152N/A
12/31/2024753-76167169N/A
9/30/2024675-99131134N/A
6/30/2024633-110127130N/A
3/31/2024598-1238183N/A
12/31/2023570-134106108N/A
9/30/2023524-1406364N/A
6/30/2023496-1723537N/A
3/31/2023450-1855357N/A
12/31/2022409-1958189N/A
9/30/2022352-1893445N/A
6/30/2022305-1535362N/A
3/31/2022275-1272229N/A
12/31/2021245-751518N/A
9/30/2021216-482425N/A
6/30/2021190-181819N/A
3/31/202116332222N/A
12/31/202013612929N/A
3/31/202073-6N/AN/AN/A
12/31/201966-8N/A7N/A
12/31/201839-12N/A-8N/A

애널리스트 향후 성장 전망

수입 대 저축률: GLBE 의 연간 예상 수익 증가율(31.9%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: GLBE 의 연간 수익(31.9%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: GLBE 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: GLBE 의 수익(연간 18.8%)이 US 시장(연간 11.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: GLBE 의 수익(연간 18.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: GLBE의 자본 수익률은 3년 후 24.4%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 12:24
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Global-E Online Ltd.는 22명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Rocco StraussArete Research Services LLP
Richard KramerArete Research Services LLP
Oliver LesterArete Research Services LLP