Global-e Online (NASDAQ:GLBE) Rating Increased to Buy at Wall Street Zen

Wall Street Zen upgraded shares of Global-e Online (NASDAQ:GLBE) from a hold rating to a buy rating in a report released on Saturday morning.

A number of other equities analysts have also recently commented on the company. Bank of America reiterated a “buy” rating on shares of Global-e Online in a report on Wednesday. Truist Financial set a $43.00 price objective on shares of Global-e Online in a research note on Tuesday, January 20th. Piper Sandler reiterated an “overweight” rating on shares of Global-e Online in a research report on Thursday. Morgan Stanley reissued an “overweight” rating on shares of Global-e Online in a research note on Thursday. Finally, Zacks Research raised shares of Global-e Online from a “hold” rating to a “strong-buy” rating in a research note on Friday, December 19th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Global-e Online has an average rating of “Moderate Buy” and a consensus target price of $47.90.

Global-e Online Trading Down 0.4%

Shares of NASDAQ GLBE opened at $36.08 on Friday. Global-e Online has a 12-month low of $26.64 and a 12-month high of $47.19. The firm’s 50-day moving average price is $37.20 and its 200-day moving average price is $36.23. The stock has a market capitalization of $6.12 billion, a price-to-earnings ratio of 97.51 and a beta of 1.24.

Global-e Online (NASDAQ:GLBE) last issued its quarterly earnings data on Wednesday, November 19th. The company reported $0.07 earnings per share for the quarter, topping the consensus estimate of $0.06 by $0.01. Global-e Online had a return on equity of 7.46% and a net margin of 7.10%.The company had revenue of $220.78 million for the quarter, compared to analysts’ expectations of $217.95 million. During the same period in the previous year, the firm posted ($0.13) earnings per share. The firm’s revenue for the quarter was up 25.5% on a year-over-year basis. On average, equities analysts predict that Global-e Online will post 0.25 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in GLBE. Dragoneer Investment Group LLC lifted its holdings in Global-e Online by 18.2% during the 3rd quarter. Dragoneer Investment Group LLC now owns 11,887,078 shares of the company’s stock valued at $425,082,000 after buying an additional 1,831,063 shares in the last quarter. Price T Rowe Associates Inc. MD increased its position in shares of Global-e Online by 68.5% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 5,872,341 shares of the company’s stock worth $230,842,000 after acquiring an additional 2,387,242 shares during the period. Contour Asset Management LLC raised its stake in shares of Global-e Online by 4.6% during the fourth quarter. Contour Asset Management LLC now owns 4,842,069 shares of the company’s stock valued at $190,342,000 after acquiring an additional 211,034 shares in the last quarter. Wasatch Advisors LP boosted its holdings in shares of Global-e Online by 40.0% in the fourth quarter. Wasatch Advisors LP now owns 4,821,106 shares of the company’s stock valued at $189,518,000 after purchasing an additional 1,378,035 shares during the period. Finally, Arohi Asset Management PTE Ltd. grew its stake in Global-e Online by 0.6% in the fourth quarter. Arohi Asset Management PTE Ltd. now owns 3,780,304 shares of the company’s stock worth $148,604,000 after purchasing an additional 23,213 shares in the last quarter. 94.60% of the stock is currently owned by institutional investors.

Key Stories Impacting Global-e Online

Here are the key news stories impacting Global-e Online this week:

• Positive Sentiment: Company reported record 2025 results and raised its 2026 growth outlook, citing stronger revenue and margin trends that underpin the bullish thesis for accelerating cross-border ecommerce growth. Global-e Posts Record 2025 Results and Lifts Growth Outlook for 2026
• Positive Sentiment: Q4 earnings beat expectations and the company swung to GAAP profitability, driving a sharp intraday rally as traders priced in higher earnings power and execution on margin initiatives. Global-E Online (GLBE) Stock: Q4 Earnings Just Sent Shares Flying — Here’s the Breakdown
• Positive Sentiment: Call-option volume spiked (over 300% above normal), indicating aggressive bullish positioning by short-term traders who expect further upside after the beat-and-raise. (Market options data)
• Neutral Sentiment: Analysts and commentators are re‑pricing GLBE after the strong quarter — valuation pieces note improved forward profitability but still a premium P/E, so upside depends on sustained execution and margin improvement. A Look At Global E Online (GLBE) Valuation After Strong Earnings And Optimistic 2026 Guidance
• Neutral Sentiment: Reported short-interest data is anomalous/zero in the feed (shows NaN change), so it provides no clear signal on bearish positioning; treat current short-interest figures with caution. (Market short-interest report)
• Negative Sentiment: KeyCorp trimmed its price target from $45 to $40 despite keeping an “overweight” rating — a modest downgrade to upside expectations that can cap near-term upside and prompt some profit-taking. Global E Online Ltd (GLBE) PT Lowered to $40 at KeyBanc

About Global-e Online

Global-e Online Ltd. (NASDAQ: GLBE) is a leading cross-border e-commerce platform that enables online merchants to expand sales internationally. The company’s cloud-based solution integrates with major e-commerce systems to offer localized checkout experiences, dynamic currency conversion, import duties and taxes calculation, fraud prevention, and compliance with local trade regulations. By managing the end-to-end complexities of global transactions, Global-e helps retailers streamline their international operations and deliver a seamless shopping experience to customers worldwide.

Central to Global-e’s offering is a comprehensive suite of services that includes customizable checkout in the buyer’s local language, real-time display of prices in over 140 currencies, support for region-specific payment methods, and transparent calculation of duties and taxes at point of sale.