Global-e Online Ltd. (GLBE) Stock: Price, Forecast & Analyst Target
Global-e Online Ltd. (GLBE) — MoonshotScore 92/100 (Exceptional band), calculated Oct 5, 2026. Price $39.31 (-2.24%), as of the Oct 2, 2026 trading session; market cap $6.60B. Expected results Nov 18, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 12.44× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Nov 18, 2026
Global-e Online Ltd. · GLBE · NASDAQ · Consumer Cyclical · Specialty Retail
Research dated 2026-09-13: Global-E operates a cross-border commerce platform that handles currency conversion, local tax calculation, and international shipping for direct-to-consumer brands. Future valuation depends on whether the company can maintain rapid revenue expansion while proving its recent shift to operational profitability is structural rather than seasonal.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Global-e Online (GLBE)
ExceptionalWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
High quality, a fortress balance sheet and elite growth, but an expensive valuation; the market is already moving on it. Business Quality: Elite; Financial Safety: Fortress; Valuation: Rich; Growth Durability: Compounding; Momentum: Surging.
Enterprise value relative to EBITDA is the main valuation drag relative to sector peers.
- quarterly revenue $299M (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 6 of 8
- Altman Z 9.79 · Piotroski F 6
Holding back: a rich price
Helping: business quality, balance-sheet strength, durable growth, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 93 | Exceptional | |
| 93 | Exceptional | |
| 93 | Exceptional | |
| 93 | Exceptional | |
| 93 | Exceptional | |
| 93 | Exceptional |
The score was 92 in the stored Oct 4, 2026 snapshot and remains 92 in the current publication computed Oct 5, 2026 (0). This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $39.31 | |
| Change on the day | -2.24% | |
| 52-week range | $26.84 – $43.99 | |
| Market capitalisation | $6.60B | |
| Price / earnings (trailing) | 43.44 | |
| Shares traded on the day | 892.3K | |
| Beta (volatility vs the S&P 500) | 1 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · below the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
To summarize, we have had a great first half of 2026, and we expect continued strong growth and profit expansion in the back half of the year as is reflected in our updated full year guidance.
Amir Schlachet · Statement from
Turning to our financial outlook and guidance for Q3 and our updated outlook for the full year 2026.
Ofer Koren · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsCouncil Score · weighted blend of 2 available disciplines
Council score for Global-e Online (GLBE): Strongly Bullish
80/100 · A+Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
6 lenses, 6 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 5, 2026
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 9, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 9, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the GLBE film — every key number, told as a short cinematic story
~2 min · open the film
What is Global-e Online (GLBE), and what does it report?
Short answer · as of
The business integrates directly into a merchant storefront to domesticate the international checkout experience, managing duties, fraud protection, and localized pricing.
Research dated 2026-09-13.
The business integrates directly into a merchant storefront to domesticate the international checkout experience, managing duties, fraud protection, and localized pricing. The industry classification lists the company under specialty retail, but it actually sells infrastructure and logistics software to retail brands rather than consumer goods.
Financial reports divide revenue into service fees for the software platform and fulfillment fees for handling the physical movement of cross-border shipments.
What do the latest results show for Global-e Online (GLBE)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $299M.
Research dated 2026-09-13.
Recent reporting periods show expanding gross profit alongside a transition to positive earnings, a stark shift from the heavy losses reported in earlier cycles. The revenue growth mechanism relies on bringing new merchants onto the platform while capturing higher transaction volume from existing storefronts as global consumer traffic increases.
Management attributes the improving margins and cash flow to integration synergies and growing scale, forecasting further profit expansion over the remainder of the fiscal year.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $299.00M Jun 30, 2026
- Latest quarter · R&D
- $34.98M Jun 30, 2026
- Latest quarter · SG&A
- $52.22M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $44.68M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $299.00M | $34.98M | $52.22M | $44.68M |
| Mar 31, 2026 | $252.09M | $32.98M | $48.93M | $32.97M |
| Dec 31, 2025 | $336.66M | $33.06M | $58.52M | $63.27M |
| Sep 30, 2025 | $220.78M | $30.82M | $51.75M | $17.08M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $299.00M Aug 12, 2026
- Latest report · revenue estimate
- $283.10M Aug 12, 2026
- Latest report · revenue vs estimate
- Above estimate Aug 12, 2026
- Latest report · EPS vs estimate
- Above estimate Aug 12, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 12, 2026 | $299.00M | $283.10M | $0.2700 | $0.2176 |
| May 13, 2026 | $252.09M | $250.78M | $0.1700 | $0.1720 |
| Feb 18, 2026 | $336.66M | $327.99M | $0.3500 | $0.3000 |
| Nov 19, 2025 | $220.78M | $218.27M | $0.0700 | $0.0718 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $299M | $48M | $0.27 (diluted) |
| Q1 FY2026 | $252M | $30M | $0.17 (diluted) |
| Q4 FY2025 | $337M | $62M | $0.35 (diluted) |
| Q3 FY2025 | $221M | $13M | $0.07 (diluted) |
What are the financial strengths and risks for Global-e Online (GLBE)?
Short answer
Cash and short-term investments were $530.41M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $73.64M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
The balance sheet carries minimal debt compared to a substantial cash reserve, providing significant liquidity to absorb operational shocks or fund future corporate integrations. Operating cash flow has turned sharply positive over recent reporting cycles, ending an extended period of cash burn required to build the initial infrastructure.
The primary risk to this financial profile would be a broad slowdown in discretionary cross-border consumer spending, which would immediately compress the transaction volumes that generate service and fulfillment fees.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $73.64M Jun 30, 2026
- Previous quarter · operating cash flow
- −$72.55M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $73.64M | −$450,000 |
| Mar 31, 2026 | −$72.55M | −$360,000 |
| Dec 31, 2025 | $216.58M | −$400,000 |
| Sep 30, 2025 | $74.30M | −$710,000 |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Global-e Online (GLBE)?
Short answer · as of
The next earnings report is expected on Nov 18, 2026.
Research dated 2026-09-13.
The upcoming earnings report will test management forecasts regarding continued profit expansion and margin improvement tied to their Passport business integration. Analysts broadly project unbroken revenue growth and rising earnings per share over the coming fiscal periods, setting a high bar for future transaction volumes.
Any softening in consumer cyclical demand could threaten these expectations, making merchant retention and client additions critical metrics to track.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
To summarize, we have had a great first half of 2026, and we expect continued strong growth and profit expansion in the back half of the year as is reflected in our updated full year guidance.
Amir Schlachet ·
Turning to our financial outlook and guidance for Q3 and our updated outlook for the full year 2026.
Ofer Koren ·
We now expect to achieve 2026 adjusted EBITDA in the range of $278 million to $300 million, representing a 46% growth at the midpoint and a 21.7% margin.
Ofer Koren ·
We expect the Passport margins and cash flow to improve further in 2027 as the business continues to grow and as we realize integration synergies with our existing scale.
Ofer Koren ·
How does Global-e Online compare with its peers?
Short answer
Global-e Online's score ranks 1st of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Unlike traditional logistics carriers that simply move boxes across borders, this platform embeds itself into the merchant checkout flow to assume the financial and regulatory complexity of international trade.
While legacy payment processors handle currency exchange, they leave duty calculation and shipping logistics to the retailer. By bundling compliance, payment, and fulfillment into a unified integration, the service becomes deeply sticky once implemented into a digital storefront.
| Company | Price | Market value | Score |
|---|---|---|---|
| Global-e Online (GLBE) — this page | $39.31 | $6.60B | 92 |
| $44.25 Oct 2, 2026 | $10.4B | 90 5-pillar Oct 5, 2026 | |
| $16.06 Oct 2, 2026 | $3.24B | 90 5-pillar Oct 5, 2026 | |
| $48.73 Oct 2, 2026 | $3.02B | 81 5-pillar Oct 5, 2026 | |
| $72.77 Oct 2, 2026 | $6.91B | 78 5-pillar Oct 5, 2026 | |
| $515.02 Oct 2, 2026 | $9.51B | 77 5-pillar Oct 5, 2026 | |
| $24.70 Oct 2, 2026 | $11.1B | 70 5-pillar Oct 5, 2026 | |
| $67.25 Oct 2, 2026 | $4.89B | 68 5-pillar Oct 5, 2026 | |
| $18.17 Oct 2, 2026 | $7.52B | 67 5-pillar Oct 5, 2026 | |
| $31.09 Oct 2, 2026 | $16.3B | 62 5-pillar Oct 5, 2026 | |
| $12.33 Oct 2, 2026 | $6.07B | 55 5-pillar Oct 5, 2026 | |
| $136.08 Oct 2, 2026 | $11.6B | 55 5-pillar Oct 5, 2026 | |
| $54.41 Oct 2, 2026 | $6.34B | 53 5-pillar Oct 5, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $44.00 – $60.00
- Consensus target
- $48.86
- Median target
- $48.00
Consensus record · Captured .
Measured against a quoted price of $39.31 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Sep 22, 2026
- Transactions
- 60
- Identified insiders
- 4
- Purchases
- 0
- Sales
- 50
- Other transactions
- 10
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 66.3% Period end Jun 30, 2026
- Previous quarter · ownership
- 65.9% Prior to period end Jun 30, 2026
- Reporting holders
- 244 Period end Jun 30, 2026
- Previous quarter · holders
- 252 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Wasatch Advisors LP | 8,275,194 |
| Capital World Investors | 7,336,304 |
| Price T Rowe Associates INC /Md/ | 7,132,391 |
| Darlington Partners Capital Management, LP | 6,961,820 |
| Phoenix Holdings Ltd. | 5,372,046 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Global-e Online (GLBE)?
GLBE Consumer Cyclical Stock FAQ
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
Does the company generate revenue primarily through software subscriptions or logistics?
Income is generated by combining service fees for the digital checkout platform with fulfillment revenue derived from shipping and logistics. The segment breakdown shows that physical fulfillment currently brings in slightly more revenue than the software services.
How does discretionary international shopping affect the business?
The platform charges fees based on successful international transactions, meaning a downturn in global consumer spending directly reduces total volume. Because the model relies on taking a cut of the checkout total, broad economic slowdowns compress revenue immediately.
Are corporate insiders adding to their equity positions?
Executives and internal stakeholders have heavily sold shares over the recent reporting window, with divestitures vastly outweighing equity awards. Filing disclosures show no open-market purchases by insiders during this period.
Does the balance sheet require outside capital to sustain current operations?
The current cash and short-term investment holdings easily cover the nominal total liabilities and minimal debt load. With operating cash flow moving into positive territory, the business generates enough internal capital to fund its own ongoing expansion without issuing fresh debt.
What is the GLBE stock price today?
The last price recorded on this page for Global-e Online Ltd. (GLBE) is $39.31, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the GLBE price target?
The analyst consensus price target for Global-e Online Ltd. (GLBE) is $48.86 (range $44.00 to $60.00, median $48.00), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (85 figures)
The 85 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Amir Schlachet (Aug 12, 2026): To summarize, we have had a great first half of 2026, and we expect continued strong growth and profit expansion in the back half of the year as is reflected in our updated full year guidance. Ofer Koren (Aug 12, 2026): Turning to our financial outlook and guidance for Q3 and our updated outlook for the full year 2026. Ofer Koren (Aug 12, 2026): We now expect to achieve 2026 adjusted EBITDA in the range of $278 million to $300 million, representing a 46% growth at the midpoint and a 21.7% margin. Ofer Koren (Aug 12, 2026): We expect the Passport margins and cash flow to improve further in 2027 as the business continues to grow and as we realize integration synergies with our existing scale. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | 25 Basel Street, Petah, L3, 4951038 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "9 HaPsagot Street, Petah Tikva, TA, 4951041, IL". |
FMP — 74 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 18, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $39.31 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T21:24:43.027Z. | |
px.change | Change on the day | -2.24% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $6.60B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:00.000Z. Captured from FMP at 2026-10-04T21:24:42.042Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | −$0.90 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $299M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.pe | Price / earnings (trailing) | 43.44 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 892.3K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Amir Schlachet | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.founder | Founder named in the filing | Shahar Tamari — Co-Founder, Chief Operating Officer & Director | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 1,219 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $245.27M, net result −$74.93M; FY2022 revenue $409.05M, net result −$195.40M; FY2023 revenue $569.95M, net result −$133.80M; FY2024 revenue $752.76M, net result −$75.55M; FY2025 revenue $962.20M, net result $68.27M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Service Fees $451.20M · Fulfillment Services $510.99M | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 45.2% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $299.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.rd_k | R&D — period end 2026-06-30 | $34.98M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $52.22M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $44.68M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $252.09M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.rd_k | R&D — period end 2026-03-31 | $32.98M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $48.93M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $32.97M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $336.66M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.rd_k | R&D — period end 2025-12-31 | $33.06M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $58.52M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $63.27M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $220.78M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.rd_k | R&D — period end 2025-09-30 | $30.82M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $51.75M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $17.08M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-12.revenue_actual | Revenue · reported — report date 2026-08-12 | $299.00M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-12.revenue_estimated | Revenue · estimate — report date 2026-08-12 | $283.10M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-12.eps_actual | EPS · reported — report date 2026-08-12 | $0.2700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-12.eps_estimated | EPS · estimate — report date 2026-08-12 | $0.2176 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-13.revenue_actual | Revenue · reported — report date 2026-05-13 | $252.09M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-13.revenue_estimated | Revenue · estimate — report date 2026-05-13 | $250.78M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-13.eps_actual | EPS · reported — report date 2026-05-13 | $0.1700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-13.eps_estimated | EPS · estimate — report date 2026-05-13 | $0.1720 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-18.revenue_actual | Revenue · reported — report date 2026-02-18 | $336.66M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-18.revenue_estimated | Revenue · estimate — report date 2026-02-18 | $327.99M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-18.eps_actual | EPS · reported — report date 2026-02-18 | $0.3500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-18.eps_estimated | EPS · estimate — report date 2026-02-18 | $0.3000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-19.revenue_actual | Revenue · reported — report date 2025-11-19 | $220.78M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-19.revenue_estimated | Revenue · estimate — report date 2025-11-19 | $218.27M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-19.eps_actual | EPS · reported — report date 2025-11-19 | $0.0700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-19.eps_estimated | EPS · estimate — report date 2025-11-19 | $0.0718 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $530.41M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $73.64M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $12.06M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $25.40M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 7.29× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $73.64M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | −$72.55M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$450,000 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$360,000 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $216.58M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$400,000 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $74.30M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$710,000 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $44.00 – $60.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $48.86 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $48.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 60 transactions · 0 purchases, 50 sales, 10 other transactions · 4 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Sep 22, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 66.3% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 65.9% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 244 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 252 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Wasatch Advisors LP — shares in provider snapshot | 8,275,194 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Capital World Investors — shares in provider snapshot | 7,336,304 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Price T Rowe Associates INC /Md/ — shares in provider snapshot | 7,132,391 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Darlington Partners Capital Management, LP — shares in provider snapshot | 6,961,820 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Phoenix Holdings Ltd. — shares in provider snapshot | 5,372,046 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 3 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 6 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-04 | |
fin.scores | Distress and quality screens | Altman Z 9.79 · Piotroski F 6 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 · Expired observation | |
px.range52 | 52-week range | $26.84 – $43.99 | UNRECORDED | Stored company-profile observation — Captured 2026-10-04 |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 12.44× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $530.41M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
earn.history.depth.2026-08-12.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($299.00M) with the recorded estimate ($283.10M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-12.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.2700) with the recorded estimate ($0.2176) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 3 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 92 of 100 · Exceptional · pillars 80 / 97 / 22 / 97 / 85 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.valuation_driver | Recorded valuation score driver | Enterprise value relative to EBITDA is the main valuation drag relative to sector peers. | OURS | Stock Expert AI MoonshotScore v2 engine · stored factor contributions | |
ours.moonshot_change | MoonshotScore movement | 92 (stored snapshot Oct 4, 2026) → 92 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.rd_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.rd_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.rd_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.rd_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-08-12. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-12.revenue_actual,earn.history.depth.2026-08-12.revenue_estimated,earn.history.depth.2026-08-12.revenue_actual.comparison,earn.history.depth.2026-08-12.eps_actual.comparison,earn.history.depth.2026-08-12.eps_actual,earn.history.depth.2026-08-12.eps_estimated,earn.history.depth.2026-05-13.revenue_actual,earn.history.depth.2026-05-13.revenue_estimated,earn.history.depth.2026-05-13.eps_actual,earn.history.depth.2026-05-13.eps_estimated,earn.history.depth.2026-02-18.revenue_actual,earn.history.depth.2026-02-18.revenue_estimated,earn.history.depth.2026-02-18.eps_actual,earn.history.depth.2026-02-18.eps_estimated,earn.history.depth.2025-11-19.revenue_actual,earn.history.depth.2025-11-19.revenue_estimated,earn.history.depth.2025-11-19.eps_actual,earn.history.depth.2025-11-19.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Global-E Online Ltd., along with its affiliated companies, operates a technology platform specifically designed to facilitate and expedite direct-to-consumer international online sales. This system enables businesses to effectively reach a worldwide customer base and simplifies the process for global shoppers to purchase goods from merchants located anywhere in the world. The company's operations encompass major regions such as Israel, the United Kingdom, and the United States, in addition to its extensive international presence. Global-E was founded in 2013 and maintains its primary corporate office in Petah Tikva, Israel. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Sector / industry (provider taxonomy) | Consumer Cyclical / Specialty Retail The company's SEC filings classify it under SIC 7372 — Services-Prepackaged Software. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Service Fees: $451.20M; Fulfillment Services: $510.99M | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Management outlook — dated call excerpts | Captured record · 4 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-08-12 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-08-12 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash, investments and debt | Total debt: $25.40M; Liquidity basis: cash and short-term investments; Total liabilities: $451.60M; Cash and short-term investments: $530.41M; Cash and investments: $542.50M; Long-term investments: $12.06M; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Next earnings report | Date: 2026-11-18; EPS estimate: $0.33 per share; Revenue estimate: $312.61M The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Analyst actions, most recent per firm | Captured record · 10 entries
One row per firm — the firm's most recent action in our feed. Other data vendors may carry firms ours does not. | 2026-09-01 | FMP | Financial Modeling Prep (FMP) analyst grades |
| Insider transactions, last 180 days | Net shares: -21,090; Window days: 180; Price low: $29; Clustered days: 2026-05-13; 2026-06-01; Price high: $42.41; Buy transactions: 0; Distinct insiders: 8; Sell transactions: 52; Other transactions: 8; Total transactions: 60; Other transaction types: A-Award: 8; Unknown direction transactions: 0 Purchase and sale counts require explicit provider transaction types, without a conflicting acquisition/disposition direction. Other transactions retain their provider type; awards, exercises, gifts and in-kind transactions are not counted as purchases or sales. Net shares sums acquired minus disposed shares across direction-known records, including other transaction types; unknown directions are excluded. It is not net purchases or a verified change in beneficial ownership. Named-insider counts, same-day clusters and positive reported prices cover all retained records. Filing dates are used only when transaction dates are absent. Neither timing nor price establishes motive or whether a transaction was on the open market. | 2026-09-04 | FMP | Financial Modeling Prep (FMP) insider transactions, from Form 4 filings |
| Named officers | CEO: Amir Schlachet; Officers: Ran Fridman — Title: Chief Revenue Officer, Pay: $562,000, Born: 1974; Yael Geffen — Title: Vice President of Human Resource; Shahar Tamari — Title: Co-Founder, Chief Operating Officer & Director, Pay: $716,000, Born: 1972; Yehiam Shinder — Title: Chief Technology Officer, Born: 1981; Eden Zaharoni — Title: Chief Innovation Officer, Born: 1977; Alan Katz — Title: Head of Investor Relations; Amir Schlachet — Title: Co-Founder, Chief Executive Officer & Chairman of the Board, Pay: $714,000, Born: 1977; Nir Debbi — Title: Co-Founder, President & Director, Pay: $715,000, Born: 1974 Titles and pay come from the company's proxy statement as our provider parsed it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) |
| Institutional ownership (13F) | Holders: 244; Quarter: 2026-06-30; Ownership: 66.3%; Holders previous quarter: 252; Ownership previous quarter: 65.9 13F filings are quarterly and lag the quarter end by up to 45 days. | 2026-06-30 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
Data provided for informational purposes only.