AMZNprintsminutestrendsdividendsdrawdownsP/E 28.4macronarrativesvolatilitybuybackssentiment+0.8%marginsMSFTPMI 52.1momentumdividendsflowsPMI 52.1digeststhreadsvolatilityearnings callsvolumesβ 1.24breakoutsnewsflow2s10sliquidityheadlines−1.2%breakoutsnoiseGOOGLbuybacksrevisionstrendsPMI 52.1briefstickersnoiseGDPsentimentchattertranscriptsGOOGLsentimentvolatilitybuybacksMSFTwhispersMETAsessionsyield curves13FfuturesdowngradesPMI 52.1headlinesthe tapeflowsdowngradesfutures+0.8%earnings callstranscriptsclosesgammacatalystsrevisionsvolatilitysentimentchatter+2.41%earnings callssentimentfilingstrends10y 4.21%cyclesbuybackswiresspx 0dtewhisperstickersQ3trendsnewsflowearnings callsWTI 78.2sentimentnoisethreadsrumorsnarrativesFOMCconsensusestimatesmomentumYoY +18%tickersmomentumprintsβ 1.24revisions

momentumheadlines52w hipositioning2s10sfilingstrendsprintstrendsmacrocyclesnoise2s10smacroQ3narrativesheadlinesflowscyclesnarrativesspreadstranscriptsdowngradesupgradeswhisperswhispersminutesthe tapeNDXfuturesminutesyield curves52w hithe tapeFOMCcatalystsbriefsthe tapeNVDAguidancetrends52w hidrawdowns2s10swhispersmomentumdrawdownsbuybacks

PCEliquiditysentimentbreakoutsdowngradesP/E 28.4threadsAAPLSPXvolatilityNDXflowscyclesliquidityestimatesEPS 4.12

GLBE · NASDAQ · Specialty Retail

Global-e Online

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

$39.95

After-hours close+0.01 (+0.03%)

At close$39.94(+1.14%)

Something off on this page? Send us feedback.

Profile

Global-e Online Ltd.GLBEConsumer 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

Key statistics

Market cap$6.71B

EPS (ttm)$0.8649

P/E (ttm)46.19

ROE16.7%

P/B7.41

P/S6.05

Dividend yield—

Beta1.05vs XLY 0.70

Year to date +5.5% · Average volume (30d) 1.5M

Analysts

Price target, next 12 months$48.00+20.2%Median of 15 analysts · vs the Aug 28 close

ConsensusBuy14 of 15 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $39.95

High$60.00+50.2%

Median$48.00+20.2%

Low$44.00+10.1%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Rating	Prior target	Target
Aug 25, 2026	Truist Financial	Target		$39	$47
Aug 13, 2026	Raymond James	Reiterate	Outperform	$42	$48
Aug 13, 2026	UBS	Reiterate	Buy	$54	$60
Aug 12, 2026	Loop Capital Markets	Target		$66	$49
Aug 12, 2026	Jefferies	Reiterate	Buy	$40	$48

Earnings

EPS

Estimate$0.33

ReportedDue Nov 18, 2026

Revenue

Estimate$312.6M

ReportedDue Nov 18, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 12, 2026Q2 FY26	$0.22	$0.27	+24.1%	$283.1M	$299.0M	+5.6%	−0.76%
May 13, 2026Q1 FY26	$0.18	$0.17	−5.6%	$250.8M	$252.1M	+0.5%	+1.45%
Feb 18, 2026Q4 FY25	$0.30	$0.35	+16.7%	$328.0M	$336.7M	+2.6%	+4.11%
Nov 19, 2025Q3 FY25	$0.07	$0.07	−2.6%	$218.3M	$220.8M	+1.1%	0.00%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$189.9M	$214.9M	$220.8M	$336.7M	$252.1M	$299.0M
Gross profit	$84.1M	$97.7M	$99.6M	$154.8M	$114.9M	$131.9M
Operating income	−$19.2M	$10.5M	$17.1M	$63.3M	$33.0M	$44.7M
Net income	−$17.9M	$10.5M	$13.2M	$62.5M	$30.4M	$47.7M
Diluted EPS	−$0.11	$0.06	$0.07	$0.35	$0.17	$0.27
Gross margin	44.3%	45.5%	45.1%	46.0%	45.6%	44.1%
Operating margin	-10.1%	4.9%	7.7%	18.8%	13.1%	14.9%

Fiscal years (4-quarter sums)FY21 $245.3M · FY22 $409.0M · FY23 $569.9M · FY24 $752.8M · FY25 $962.2M

Revenue by product · FY25

Fulfillment Services$511.0M · 53%

Service Fees$451.2M · 47%

Revenue by geography · FY25

United States$507.1M · 53%

United Kingdom$194.0M · 20%

European Union$175.6M · 18%

Other Countries$81.8M · 9%

Israel$3.7M · 0%

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

Dividends

No dividends on record.

Ownership

Institutions 68.53%115.10M sharesInsiders 7.30%12.27M sharesOther 24.17%40.60M shares

Shares outstanding 167.97M · Float 106.11M · 63.2% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Marc Stad	11.89M	7.00%	13G	Nov 14, 2025
Wasatch Advisors LP	8.28M	4.93%	13F	Jul 10, 2026
Capital World Investors	7.34M	4.37%	13F	Aug 12, 2026
Price T Rowe Associates Inc /MD/	7.13M	4.25%	13F	Aug 14, 2026
Darlington Partners Capital Management, LP	6.96M	4.14%	13F	Aug 14, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Aug 19, 2026	Shahar Tamari	director, officer: COO	−24,999	$41.63
Aug 18, 2026	Amir Schlachet	director, officer: CEO	−24,999	$41.37
Aug 17, 2026	Nir Debbi	director, officer: President	−14,582	$41.18
Aug 14, 2026	Amir Schlachet	director, officer: CEO	−81,556	$42.30
Aug 13, 2026	Amir Schlachet	director, officer: CEO	−100,000	$42.10