Global-E Online Ltd. (GLBE) Stock Price & Analysis
Global-E Online Ltd. (GLBE) closed at USD 41.33 on Thursday, October 22, 2026, up 0.46% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 41.14; the Oct 22, 2026 session ranged USD 40.56–41.37 on volume of 1,321,447 shares. Market capitalization is $6.94B, with a 52-week range of USD 26.85–43.99 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:49 UTC.
Also available as compact Markdown for AI agents: nexqual.com/GLBE.md
Key facts (GLBE)
- 1 of 80 tracked superinvestors hold GLBE (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
- Analysts: Buy (mean 1.62 on a 1–5 scale) (13 analysts), mean target USD 51.08 (range 45–64).
- Total return with dividends: 1Y +20.0% vs S&P 500 +14.9%; 5Y -35.7% vs S&P 500 +80.3%.
- Next earnings: 2026-11-18, EPS estimate USD 0.32, revenue estimate $313M.
Superinvestors (SEC 13F-HR, Q2 2026) (GLBE)
1 of 80 tracked investors hold GLBE. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Sarah Ketterer | Causeway Capital Management | 0.04% | $3.5M | New position |
Analysts (GLBE)
Consensus Buy (mean 1.62 on a 1–5 scale), 13 analysts; mean target USD 51.08 (low 45, high 64).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-19 | Morgan Stanley | Upgrade | Equal-Weight → Overweight | $46 → $50 |
| 2026-09-01 | Needham | Reiterated | Buy | $47 |
| 2026-08-25 | Truist Securities | Target raised | Buy | $41 → $47 |
| 2026-08-13 | UBS | Target raised | Buy | $50 → $54 |
| 2026-08-13 | Morgan Stanley | Target raised | Equal-Weight | $44 → $46 |
| 2026-08-12 | Piper Sandler | Target raised | Overweight | $48 → $52 |
| 2026-08-11 | Piper Sandler | Reiterated | Overweight | $48 |
| 2026-08-10 | Morgan Stanley | Downgrade | Overweight → Equal-Weight | $37 → $44 |
| 2026-08-04 | BMO Capital | Target raised | Outperform | $42 → $46 |
| 2026-07-29 | Piper Sandler | Reiterated | Overweight | $48 |
| 2026-07-24 | Truist Securities | Target raised | Buy | $39 → $41 |
Total return (dividends reinvested) (GLBE)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +20.0% | -35.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +20.1% | -8.4% |
| Volatility (annualized) | 46.5% | 60.6% |
| Max drawdown | -33.8% (Jan 2026→May 2026) | -71.8% (Nov 2021→Jun 2022) |
GLBE suppliers, customers and competitors (named in its 20-F)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Shopify (SHOP) | “acceptance, if our agreement and partnership with Shopify are terminated, or if the agreement is not renewed on favorable terms, or if” |
| Partner | Commerce | “Commerce Inc. ("Flow"), we entered into an Amended and Restated Master Services Agreement with Flow (the "2022 Shopify” |
| Partner | DHL International | “In addition, we are party to a services agreement with DHL International (UK) Limited” |
Quoted from the company's 20-F filed Mar 26, 2026.
GLBE analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.32 | $0.31 | +2.2% | $312.6M | 6 |
| Next quarter (ends Dec 2026) | $0.63 | $0.61 | +2.1% | $472.6M | 6 |
| Current fiscal year (ends Dec 2026) | $1.57 | $1.50 | +4.8% | $1.34B | 6 |
| Next fiscal year (ends Dec 2027) | $1.99 | $1.92 | +3.3% | $1.72B | 6 |
GLBE options: expected move
Options price a move of about ±13.2% (±$5.45) by Nov 20, 2026, which includes earnings on Nov 18, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 58.3% | ±13.2% |
| Dec 18, 2026 | 56 | 49.4% | ±15.7% |
| Jan 15, 2027 | 84 | 48.6% | ±18.7% |
| Apr 16, 2027 | 175 | 49.2% | ±26.9% |
30-day implied volatility 56.3% vs 40.1% realized over the last 30 trading days. Put/call ratio (volume) 0.05. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:49 UTC)
| Price | USD 41.33 |
|---|---|
| Change | ▲ 0.46% (up) |
| Previous Close | USD 41.14 |
| Open | USD 41.22 |
| Day Range | USD 40.56 – 41.37 |
| 52-Week Range | USD 26.85 – 43.99 |
| Volume | 1,321,447 shares |
| Market Cap | $6.94B |
| Exchange | NMS |
Technical Analysis (GLBE)
Nexqual's technical model rates GLBE "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 23, 2026 at 09:49 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 57.69 (neutral) |
| vs SMA50 | Above (USD 39.42) |
| MACD | 0.44 (positive) |
Analyst Ratings (GLBE)
Wall Street analysts rate GLBE "Buy" based on 13 analysts, with a mean price target of USD 51.08 (range USD 45–64), per Nexqual as of October 23, 2026 at 09:49 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 13 |
| Mean Target | USD 51.08 |
| High Target | USD 64 |
| Low Target | USD 45 |
| Buy / Hold / Sell | 13 / 0 / 0 |
Earnings (GLBE)
| Next Earnings Date | 2026-11-18 |
|---|---|
| EPS Estimate | USD 0.32 |
| Revenue Estimate | $312.60M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.37 vs est 0.31 ▲ beat |
| 2026-03-31 | USD 0.27 vs est 0.26 ▲ beat |
| 2025-12-31 | USD 0.49 vs est 0.4 ▲ beat |
| 2025-09-30 | USD 0.2 vs est 0.22 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:49 UTC.
Financials & Fundamentals (GLBE)
| Total Revenue | $1.11B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +39.10% |
| Gross Margin | +45.22% |
| Operating Margin | +14.94% |
| Profit Margin | +13.87% |
| ROE | +16.96% |
| Debt / Equity | 0.03 |
| Current Ratio | 2.07 |
| Total Cash | $530.41M |
| Total Debt | $25.40M |
Source: Nexqual, October 23, 2026 at 09:49 UTC.
Financial Health Score (GLBE)
Nexqual rates Global-E Online Ltd.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:49 UTC.
| Growth | Strong — Revenue +28% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 45%, operating 15% (last 12 months) |
| Balance Sheet | Strong — $530M cash vs $25M debt, net cash position |
| Cash Flow | Solid — Operating cash flow $292M (TTM) |
| Efficiency | Solid — ROE 17%, ROA 7.7% |
Ownership (GLBE)
| Insider Ownership | +30.24% |
|---|---|
| Institutional Ownership | +67.75% |
| Shares Outstanding | 167.97M |
| Float | 116.69M |
| Short % of Float | +3.28% |
Source: Nexqual, October 23, 2026 at 09:49 UTC.
Leadership (GLBE)
Global-E Online Ltd. is led by Amir Schlachet, Co-Founder, CEO & Chairman of the Board, per Nexqual as of October 23, 2026 at 09:49 UTC.
| Co-Founder, CEO & Chairman of the Board | Amir Schlachet |
|---|---|
| Co-Founder, President & Director | Nir Debbi |
| Co-Founder, COO & Director | Shahar Tamari |
| Chief Financial Officer | Ofer Koren |
| Chief Technology Officer | Yehiam Shinder |
Major Backers & Investors (GLBE)
Notable institutional backers of Global-E Online Ltd. include Wasatch Advisors LP, Capital Group, SmallCap World Fund Inc, according to Nexqual as of October 23, 2026 at 09:49 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Wasatch Advisors LP | 5.06% |
| Capital Group | 4.32% |
| SmallCap World Fund Inc | 4.21% |
| Price (T.Rowe) Associates Inc | 4.2% |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 4.1% |
| Phoenix Financial Ltd. | 3.17% |
| Marshall Wace LLP | 2.1% |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | 2.07% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 2.43% |
Source: Nexqual, October 23, 2026 at 09:49 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| VIPS | Vipshop Holdings Limited | USD 12.77 | ▲ 1.43% |
| ETSY | Etsy, Inc. | USD 90.82 | ▲ 4.12% |
| CHWY | Chewy, Inc. | USD 22.33 | ▲ 4.69% |
| CART | Maplebear Inc. | USD 51.68 | ▲ 2.72% |
| W | Wayfair Inc. | USD 113.49 | ▲ 0.16% |
| PTRN | Pattern Group Inc. - Series A | USD 16.53 | ▼ 5.27% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:49 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt