Global-E Online Ltd logo

Global-E Online Ltd(GLBE)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL RECENCY
2-STAR RATING
Consider higher Upturn Star rating
BUY for 10 days
PROFIT SINCE LAST BUY
+4.76% ▲
LAST CLOSE
$43.33
11/05/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
  • ALL
  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for GLBE

11/05/2026: GLBE (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Global-E Online Ltd operates as a high-growth SaaS provider specializing in cross-border e-commerce infrastructure for brands. The company's primary strength lies in its deep integration with platforms like Shopify and a comprehensive service suite that manages complex international duties, taxes, and logistics. Its growth story centers on capturing a larger share of the expanding global D2C market, particularly among enterprise-scale merchants. Risks include potential competitive encroachment from large payment processors and sensitivity to global macroeconomic conditions affecting trade. The stock is best suited for growth-oriented investors who can tolerate volatility, as the company remains in a growth-focused stage rather than a dividend-paying or value-based phase.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorStrong fitThe company is a high-growth player in the expanding cross-border e-commerce sector.
Momentum investorStrong fit while signal remains positiveStrong revenue growth trends often attract momentum buyers when the stock maintains technical support.
Value investorWeak fitThe company prioritizes growth over current profitability, leading to high valuation multiples.
Dividend investorWeak fitThe company does not pay a dividend and is in a capital-intensive growth phase.
Low-risk investorWeak fitThe stock exhibits high volatility typical of high-growth technology companies.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityHighThe stock is sensitive to interest rate changes and growth sentiment.
Valuation riskMedium / highHigh growth expectations are priced into the stock, leaving little margin for error.
Competition risk (payment/platform)Medium / highLarge platforms could expand their internal cross-border features.
Business qualityMediumThe business model is scalable but dependent on third-party platform success.
Dividend incomeLow / noneNo income is currently returned to shareholders.
Execution riskMediumScaling complex international logistics requires consistent operational precision.

Price Behavior

Strong Uptrend
PRICE PATH

Strong Uptrend

The stock has maintained a strong upward price trend across the last three quarters.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit -22.09%
Avg. Invested days 27
Today’s Advisory Consider higher Upturn Star rating
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/05/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
GLBE receives a 4-star rating, supported by solid unit economics, solid company fundamentals, and solid analyst coverage. The rating is constrained by weak price momentum.

Company Fundamentals

★★★★★
GLBE has solid overall fundamentals (4 stars), with solid financial health, strong growth momentum, and solid ownership. In FY2025 versus FY2024, strong earnings growth (+190.4%) and strong cash generation (FCF margin 29.2%) are partially offset by soft profitability (net margin 7.1%).

Financial Health Rating

★★★★★
GLBE's financial health is supported by strong liquidity, including working-capital and asset support (WC/assets 32.6%). Profitability is moderate (3 stars), which helps explain the 4-star overall score.

Growth Momentum Score

★★★★★
Earnings growth is GLBE's strongest growth driver at +190.4% FY2025 versus FY2024 (strong, 5 stars). Revenue growth (+27.8%, solid) and free-cash-flow growth (+68.0%, strong) are also constructive, though not equally high across every growth measure.

Ownership

★★★★★
Institutional ownership is 68.2% and approximately 69.5% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 30.24% supports management-shareholder alignment.

Top 5 Institutional Investors

Wasatch Advisors LP 4.93%
Capital World Investors 4.37%
T. Rowe Price Associates, Inc. 4.25%
Darlington Partners Capital Management, LP 4.14%
Phoenix Financial Ltd 3.20%

Unit Economics (Per $1K Revenue)

★★★★★
GLBE generates approximately $453 of gross profit, $74 of operating income, and $292 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Solid margins and strong cash conversion support the rating, although capital efficiency remains moderate.

Economic Dimensions

★★★★★
Effective Tax Rate: 3.16%

Quantitative Style Profile

★★★★★
GLBE has a high-quality, liquid profile. Weak momentum is the primary drawback, while soft valuation.

Style Classification

Quality Focused

Quality TiltSmall / Mid Cap RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 7.55B USD
Price to earnings Ratio 51.06
1Y Target Price 51.15
Price to earnings Ratio 51.06
1Y Target Price 51.15
Volume (30-day avg) 1.4M shares
Beta 1.12
52 Weeks Range 26.84 - 45.27
Updated Date 11/05/2026
52 Weeks Range 26.84 - 45.27
Updated Date 11/05/2026
Dividends yield (FY) -
Basic EPS (TTM) 0.88

How Company Makes Money

Business areaWhat it includesRetail investor read
Platform RevenueService fees and transaction-based commissions from merchants using the Global-E platform.The company takes a cut of the total value of items sold internationally through its platform.
Geography: North AmericaPrimary revenue stream from US-based D2C merchants expanding globally.Most of the company's growth is currently driven by US brands targeting international consumers.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Valuation

Trailing PE 51.06
Forward PE 37.31
Enterprise Value 6.47B
Price to Sales(TTM) 6.81
Enterprise Value 6.47B
Price to Sales(TTM) 6.81
Enterprise Value to Revenue 5.83
Enterprise Value to EBITDA 26.05
Shares Outstanding 167.97M
Shares Floating 116.75M
Shares Outstanding 167.97M
Shares Floating 116.75M
Percent Insiders 30.24
Percent Institutions 68.25

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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