GLBE · NASDAQ · Specialty Retail

Global-e Online (GLBE)

Enables brands and retailers to sell internationally through localized ecommerce experiences.

$41.82
vs last close+2.13 (+5.37%)
Loading prices…

Global-e Online Ltd.GLBE
Consumer Discretionary

Enables brands and retailers to sell internationally through localized ecommerce experiences, combining localization, data-driven business intelligence, logistics, and cross-border operations. Flow Commerce and Borderfree serve emerging and enterprise brands, while ReturnGo and Passport extend post-purchase returns and logistics.

Enables brands and retailers to turn domestic ecommerce sites into localized cross-border shopping experiences. Its platform combines localization, data-driven business-intelligence models, international logistics, and cross-border operations across the buying journey.

Flow Commerce extends the platform to emerging brands, while Borderfree serves enterprise brands. ReturnGo adds returns and exchanges, and Passport expands logistics with standard shipping, direct injection, consolidated returns, and a non-merchant-of-record option.

International selling depends on managing post-sale support, returns, and logistics alongside localized shopper experiences. Founder-led management remains continuous, with the three co-founders serving as CEO, COO, and President.

Company facts

CEOAmir Schlachet
ListedMay 12, 2021
ExchangeNASDAQ
HeadquartersPetah Tikva, Israel
CountryIsrael
Employees1,219
CIK0001835963
ISINIL0011741688

Market cap$6.67B
EPS (ttm)$0.8649
P/E (ttm)45.89
ROE16.7%
P/B7.38
P/S6.01
Dividend yieldDiv yield
Beta1.10vs XLY 0.73

Price target$48.00+20.9%Average of 15 analysts
ConsensusBuy14 of 15 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 25, 2026Truist FinancialTarget
Target: $39
Target: $47
Aug 13, 2026Raymond JamesReiterate
Rating: Target: $42
Rating: OutperformTarget: $48
Aug 13, 2026UBSReiterate
Rating: Target: $54
Rating: BuyTarget: $60
Aug 12, 2026Loop Capital MarketsTarget
Target: $66
Target: $49
Aug 12, 2026JefferiesReiterate
Rating: Target: $40
Rating: BuyTarget: $48

Next report
Nov 18, 26
in 57 days
EPS estimate
$0.33
Revenue estimate
$312.6M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.01−$0.11$0.06$0.07$0.35$0.17$0.27Pending
Estimate−$0.01−$0.13$0.02$0.07$0.30$0.17$0.22$0.33
Surprise+200.0%+12.4%+200.0%−2.6%+16.7%−1.2%+24.1%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$262.9M$189.9M$214.9M$220.8M$336.7M$252.1M$299.0MPending
Estimate$187.8M$187.8M$217.9M$218.3M$328.0M$250.8M$283.1M$312.6M
Surprise+40.0%+1.1%−1.4%+1.1%+2.6%+0.5%+5.6%
Estimate$0.33
ReportedDue Nov 18, 2026
Estimate$312.6M
ReportedDue Nov 18, 2026
View details

Debt to equity2.80%
Current ratio206.90%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$176.0M$262.9M$189.9M$214.9M$220.8M$336.7M$252.1M$299.0M
Net income−$22.6M$1.5M−$17.9M$10.5M$13.2M$62.5M$30.4M$47.7M
Net margin0.0%0.6%0.0%4.9%6.0%18.6%12.0%16.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$21.0M$5.2M−$19.2M$10.5M$17.1M$63.3M$33.0M$44.7M
YoY growthLoss narrowedTurned profitLoss narrowedTurned profitTurned profit+1,120.9%Turned profit+325.0%

Balance sheet, Jun 30, 2026Cash & short-term investments $530.4M · Total debt $25.4M · Total assets $1.36B · Shareholders' equity $903.7M

Revenue
$299.0M
Operating income
$44.7M
Net income
$47.7M
View details

No dividends on record.

Institutions65.75%111.15M ADS
244 holders · as of Jun 30, 2026
Insiders7.18%12.14M ADS
8 holders · as of Sep 22, 2026
Other27.07%45.76M ADS
remainder

169.05M ADS as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Red Dot Capital Partners, L.P.Institution
8.72%14.74Mfiled Feb 7, 2022
Wasatch Advisors LPInstitution
4.90%8.28M ADSas of Jun 30, 2026
Capital World InvestorsInstitution
4.34%7.34M ADSas of Jun 30, 2026
Price T Rowe Associates Inc /MD/Institution
4.22%7.13M ADSas of Jun 30, 2026
Darlington Partners Capital Management, LPInstitution
4.12%6.96M ADSas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 17, 2026Ofer Korenofficer: CFO−12,200$38.07
Sep 18, 2026Shahar Tamaridirector, officer: COO−24,999$38.03
Sep 17, 2026Amir Schlachetdirector, officer: CEO−24,999$37.82
Sep 21, 2026Nir Debbidirector, officer: President−12,272$39.56
Sep 16, 2026Nir Debbidirector, officer: President−8,332$36.89
View details

  • Shopify

    Multi-market storefront management, localization and checkout

  • FedEx

    International delivery and e-commerce logistics

Compare

CompanyPriceChange
Global-e Online$41.82+5.37%$6.67B45.928.26.0+39.2%
Shopify$147.83+7.19%$178.97B92.671.113.5+32.0%
FedEx$296.35+0.19%$69.98B16.115.80.7+12.6%
Median54.343.47.1+22.3%