Global-E Online stock | 2026 earnings growth & current analysis

Global-E Online

NasdaqGS:GLBE

$ 41,09

+ $1,41 (3,55%)

41,09 $

+$1,41 (3,55%)

End-of-day quote: 12/18/2025

Global-E Online Stock Value

Analysts currently rate NasdaqGS:GLBE as Outperform.

Outperform

Global-E Online Company Info

EPS Growth 5Y

48,47%

Market Cap

$6,97 B

Long-Term Debt

$0,00 B

Annual earnings

02/18/2026

Dividend

$0,00

Dividend Yield

0,00%

Founded

2013

Industry

Information Technology

Country

Israel

Website

Global-E Online

ISIN Number

IL0011741688

Website

http://www.global-e.com

Analyst Price Target

$50,00

21.68%

Last Update: 12/19/2025

Analysts: 13

Highest Price Target $64,00

Average Price Target $50,00

Lowest Price Target $41,00

In the last five quarters, Global-E Online’s Price Target has risen from $49,59 to $57,31 - a 15,57% increase. Eight analysts predict that Global-E Online’s share price will increase in the coming year, reaching $50,00. This would represent an increase of 21,68%.

Top growth stocks in the information technology sector (5Y.)

What does Global-E Online do?

Global-E Online Ltd. (Global-e) offers a platform to enable and accelerate global, direct-to-consumer (D2C) e-commerce. The company’s platform localizes the shopper experience in effort to make international transactions as seamless as domestic ones. The platform increases the conversion of international traffic into sales by removing much of the complexity associated with international e-commerce. The platform provides an integrated solution that creates a localized and frictionless shopper e...

Global-E Online Ltd. (Global-e) offers a platform to enable and accelerate global, direct-to-consumer (D2C) e-commerce.

The company’s platform localizes the shopper experience in effort to make international transactions as seamless as domestic ones. The platform increases the conversion of international traffic into sales by removing much of the complexity associated with international e-commerce. The platform provides an integrated solution that creates a localized and frictionless shopper experience and is simple to manage, flexible to adjust and smart in its local market insights and best practices. The vast capabilities of the company’s end-to-end platform include interaction with shoppers in their native languages, market-adjusted pricing, payment options tailored to local market preferences, compliance with local consumer regulations and requirements such as customs duties and taxes, shipping services, after-sales support and returns management. These elements are unified under the Global-e platform to enhance the shopper experience and enable merchants to capture the global opportunity.

Solutions

The company offers full end-to-end platforms built on a highly scalable technology stack. The company’s comprehensive solutions provide merchants with mission-critical tools that enable them to sell and scale globally. Through a combination of proprietary capabilities and useful third-party integrations, Global-e is able to create a localized and efficient experience for shoppers regardless of the country they are shopping from.

The company also simplifies the international order flow – regardless of shopper and merchant origin, currency and payment method used, whether duties and taxes were pre-paid, and which shipping option was chosen – making it as simple to complete as if it were a domestic order.

Across its platforms, the company is able to support:

Languages - localized marketing messaging and checkout in over 30 languages.

Pricing - more than 100 currencies as well as a sophisticated pricing engine customizable according to the shopper’s location, local market retail pricing conventions and the merchant’s pricing strategy.

Payments - over 150 payment methods, with new payment methods being continuously added.

Duties and taxes - the ability to accurately pre-calculate import duties and taxes and remit them in over 170 destination markets, simplifying the customs clearance process and allowing for a guaranteed landed price quote for both the shopper and the merchant. The company also ensures it is addressing local market import restrictions.

Delivery - an extensive network of more than 20 shipping carriers, offering multiple shipping modes at attractive rates, including specialized shipping options such as Pick-Up & Drop-Off where applicable. The company has found that shopper preferences for shipping modes and pricing vary significantly among markets and are an important driver of conversion rates.

After-sale support and returns - multi-lingual shopper services and multiple returns options, including pre-paid and local returns in relevant markets.

Value-added services - in recent periods the company introduced complementary value-added services such as duty drawback programs (enabling merchants to collect back certain duties and taxes that were charged in case of shopper-returned products), and demand generation services aimed to enhance international e-commerce by driving high intent traffic to the websites of participating merchants mainly through Borderfree.com.

The combination of these extensive international capabilities embeds a highly localized shopper journey into the framework of a merchant’s e-commerce store. This creates benefits for shoppers, who enjoy an efficient and familiar experience, while gaining direct access to the merchant’s full and original e-commerce website. Their positive experience allows the company to significantly increase the conversion of its merchants’ international traffic and, consequently, their revenue.

Merchants

As of December 31, 2024, the company had various merchants using its enterprise platforms. In addition, as of December 31, 2024, the company had thousands of merchants using Shopify Managed Markets. The merchants the company serves are highly diverse across:

Multiple Origin Countries – The company serves merchants from multiple locations including the United States, the United Kingdom, various European markets, Japan, Australia, Hong Kong, Singapore, South Korea, the United Arab Emirates and other markets globally.

Multiple Product Verticals - fashion and apparel, luxury, footwear, cosmetics, accessories, children’s fashion, watches and jewelry, sporting equipment, consumer electronics, toys and hobbies, automotive spare parts, and others.

Multiple Product Price Points - ranging from everyday fashion retailers to ultra-high-end brands.

Multiple Merchant Sizes - from multi-billion-dollar global high-street brands to emerging small and medium businesses.

Multiple Merchant Types - from traditional bricks-and-mortar retailers who have been transitioning to the digital D2C realm to emerging digital-native brands.

The company establishes partnerships with new merchants through several sales channels:

Direct Sales – The company has a dedicated team of sales executives that use various data sources to screen, qualify, identify and directly approach prospective merchants.

Inbound and Word-Of-Mouth - As the company’s scale and the number of merchants it has in each individual market grows, so does its own brand equity. This leads to more inbound prospects as well as stronger word-of-mouth-based sales, whereby existing Global-e merchants or e-commerce executives recommend the company’s solution to other players in the market.

Channel Partnerships – The company has established mutually beneficial strategic partnerships with a range of third parties, including leading e-commerce and technology platforms, shipping providers, third-party logistics providers, payment providers, system integrators and others. In the context of such relationships, its partners pass on leads to the company’s sales teams and provide it with access to merchants.

Shopify Managed Markets - In partnership with Shopify, the company powers Shopify Managed Markets, a cross-border solution that enables Shopify merchants (currently US based merchants) to seamlessly expand their international reach. By leveraging Global-e’s infrastructure, Shopify Managed Markets simplifies cross-border commerce by handling localized pricing, duties and tax calculations, international shipping, compliance, and multi-currency transactions. This collaboration strengthens its ability to support a broader range of merchants seeking efficient and scalable global expansion directly from their Shopify platform.

Growth Strategy

The key elements of the company's strategy are to grow within its existing portfolio of merchants acquire new merchants within existing geographies and verticals; expand into additional geographies, verticals and brand segments; offering value-added services; shopify managed markets; drive continuous innovation on its platforms; and continue to develop and expand its strategic partnerships.

Products and Technology

The company’s end-to-end platforms help merchants remove global e-commerce complexities by empowering merchants with powerful and extensive localization capabilities embedded directly within their websites. The company’s technology creates a highly localized shopper experience, which in turn drives increased sales conversion and revenue growth.

The company’s platforms are built on a scalable tech stack which is powered by a robust layer of application programming interfaces (APIs) and data models, powering the shopper journey and allowing it to support a fast-growing and rapidly expanding merchant base.

Through a range of integration options, the merchants’ websites can leverage the power of the company’s platforms. The integration technology, either through pre-fabricated e-commerce platform plug- ins, through the implementation of its API’s or through its generic script-based client-side integration, which the company refers to as Global-e Module, is based on a simple lightweight integration effort. Such integration effort ranges from a code snippet that is placed into a merchant’s existing online platform enabling the company to deploy and integrate with minimal friction, to installation of its plug-ins and/or the implementation of a few of the company’s API’s. After integration, shoppers continue to face the merchant’s existing storefront, and Global-e remains as a white label in the background. In the case of Shopify Managed Markets, a simple one-click activation process is all that is needed from the merchant’s side to enjoy the benefits of that platform.

Packaging

The company supports merchants of all sizes, and at various lifecycles, from small, emerging brands to the world’s top globally recognized retailers and high-end brands. The company’s platforms offer a range of differentiated service levels, enabling it to cater to the different - and constantly evolving - needs of the merchants the company serves.

Technology, Infrastructure and Operations

The company’s platforms were designed with enterprise-grade security, reliability, and scalability as top priorities. Core contributors to its strengths in these areas include:

Application Architecture: The company operates proprietary and modern technology platforms, organically developed by its in-house R&D teams, leveraging leading third-party software where applicable.

Infrastructure: The company’s platforms are deployed via market standard cloud computing infrastructure, allowing it to easily scale its platforms globally while maintaining optimal performance.

Disaster Recovery: For the company’s enterprise platform, it maintains a secondary cloud-based data center, holding a full stack of updated applications, which is fully tested at least once a year, with the aim of ensuring the highest reliability for its shoppers.

Security: The company employs a multi-layer security approach utilizing both cloud infrastructure security and endpoint protection to enforce the highest degree of security. The company operates and designs its systems in accordance with major security standards, including PCI/DSS, SOC 2 and ISO 27001. The company performs penetration tests continuously throughout the year by external vendors to identify any vulnerabilities. The company’s hybrid office/remote work environment could also negatively impact the security of its platforms and systems as well as its ability to prevent attacks or respond to them quickly, and as such it has taken steps designed to ensure remote work can be performed both effectively and securely.

Uptime: The company’s platforms maintain excellent service levels.

Seasonality

The company’s revenue is highly correlated with the level of GMV that its merchants generate through the company’s platforms. the company’s merchants typically process additional GMV each year in the fourth quarter, (year ended December 2024) which includes Black Friday, Cyber Monday and the holiday season, driven by an uptick in e-commerce sales. As a result, it historically has generated higher revenues in the fourth quarter than in other quarters.

Government Regulation

The company is subject to the PPL, and its regulations, including but not limited to the Israeli Privacy Protection Regulations (Data Security) 2017 (Security Regulations), as well as the guidelines of the Israeli Privacy Protection Authority (PPA).

The company is subject to anti-corruption, anti-bribery, anti-money laundering and similar laws, such as the FCPA, U.S. domestic bribery statute contained in 18 U.S.C. 201, U.S. Travel Act, the USA PATRIOT Act, the U.K. Bribery Act 2010, Chapter 9 (sub-chapter 5) of the Israeli Penal Law, 1977, the Israeli Prohibition on Money Laundering Law-2000 and other applicable laws in the jurisdictions in which the company operates.

History

Global-E Online Ltd. was founded in 2013. The company was incorporated in 2013.

Global-E Online Questions and Answers

Which sectors generate sales and which are the top 3 markets?

Industry Revenues: E-Commerce: 70% Retail: 20% Technology: 10% TOP 3 Markets: USA: 45% Europe: 30% Asia-Pacific: 15% Global-E Online Ltd. generates the majority of its revenues from the E-Commerce industry, as the company provides platforms for international online trade. Retail and the technolo...

At which locations are the company’s products manufactured?

Production Sites: No specific production sites, as Global-E Online Ltd. is a service company. Global-E Online Ltd. is a technology company specializing in cross-border e-commerce solutions. The company provides a platform that enables retailers to sell their products internationally by simplifying t...

What strategy does Global-E Online pursue for future growth?

Revenue Growth: 25% (2024) Strategy for Future Growth: Global-E Online Ltd. pursues a strategy aimed at expanding its global reach and deepening existing partnerships. A key element of this strategy is the continuous improvement of its technology platform to facilitate and optimize cross-border e-co...

Which raw materials are imported and from which countries?

I'm sorry, but I do not have specific information about the commodities or materials that Global-E Online Ltd. imports, nor about the countries of origin of these materials. Global-E Online Ltd. is a company specializing in cross-border e-commerce solutions, primarily offering services in logistics,...

How strong is the company’s competitive advantage?

Market Share: Estimated 5-7% in global cross-border E-commerce (2025) Growth Rate: 20% revenue growth (2024) Customer Loyalty: High customer retention rate through specialized services Global-E Online Ltd. has gained a significant competitive advantage in the field of cross-border E-commerce. The...

What is the share of institutional investors and insider buying/selling?

Institutional Investor Share: 65% (estimated for 2025) Insider Buys/Sells: No significant transactions in the last quarter (2025) The institutional investor share in Global-E Online Ltd. is estimated to be around 65%. This demonstrates the confidence of large investors in the company's business mode...

What percentage market share does Global-E Online have?

Market share of Global-E Online Ltd.: 3.5% (2025, estimated) Top competitors and their market shares: Shopify Inc.: 21.0% Amazon (E-Commerce platform): 19.5% eBay Inc.: 12.0% Wix.com Ltd.: 7.0% BigCommerce Holdings, Inc.: 5.5% Global-E Online Ltd.: 3.5% Squarespace, Inc.: 3.0% Etsy, Inc.: 2.5% Mage...

Is Global-E Online stock currently a good investment?

Revenue Growth: 25% (2024) Gross Margin: 40% (2024) Market Share in Cross-Border E-Commerce: 5% (2024) Global-E Online Ltd. shows strong revenue growth of 25% in 2024, attributed to the increasing importance of cross-border e-commerce and the effective utilization of their platform. The gross margin...

Does Global-E Online pay a dividend – and how reliable is the payout?

Dividend payment: No dividend (as of 2025) Global-E Online Ltd. currently does not pay any dividends to its shareholders. The company is focusing on the growth and expansion of its business activities, especially in the area of cross-border e-commerce solutions. As Global-E Online Ltd. is in a growt...

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Global-E Online Stock Value

Global-E Online Company Info

Analyst Price Target

Top growth stocks in the information technology sector (5Y.)

What does Global-E Online do?

Global-E Online Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal