# Global-E Online Ltd. (GLBE)

> Source: Nexqual · https://nexqual.com/GLBE · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Global-E Online Ltd. (GLBE), nexqual.com/GLBE" · informational, not investment advice.

**Price:** USD 41.33 (+0.46% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 41.14 · day 40.56–41.37 · 52w 26.85–43.99 · market cap $6.94B · NMS

## Key facts
- 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)
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
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)
|  | 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) |

## Peers (Internet Retail)
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%

## More
Full page: https://nexqual.com/GLBE · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in GLBE's own 20-F filed 2026-03-26 (https://www.sec.gov/Archives/edgar/data/1835963/000117891326001772/zk2634880.htm):

| 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" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.32 | $0.31 | +2.2% | $312.6M | 6 |
| Next quarter (ends 2026-12-31) | $0.63 | $0.61 | +2.1% | $472.6M | 6 |
| Current fiscal year (ends 2026-12-31) | $1.57 | $1.50 | +4.8% | $1.34B | 6 |
| Next fiscal year (ends 2027-12-31) | $1.99 | $1.92 | +3.3% | $1.72B | 6 |