Global-e Online (NASDAQ:GLBE) Upgraded by Wall Street Zen to Buy Rating

Global-e Online (NASDAQ:GLBE) was upgraded by investment analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a report released on Saturday.

Several other equities analysts have also recently weighed in on GLBE. KeyCorp reduced their price target on Global-e Online from $45.00 to $40.00 and set an “overweight” rating for the company in a research report on Thursday. Truist Financial set a $43.00 price target on shares of Global-e Online in a report on Tuesday, January 20th. Morgan Stanley restated an “overweight” rating on shares of Global-e Online in a research report on Thursday. Benchmark upped their target price on shares of Global-e Online from $52.00 to $60.00 and gave the stock a “buy” rating in a report on Thursday. Finally, Bank of America reiterated a “buy” rating on shares of Global-e Online in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $47.90.

Global-e Online Trading Down 0.4%

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 is $37.20 and its 200 day moving average is $36.20. The stock has a market capitalization of $6.12 billion, a PE ratio of 97.51 and a beta of 1.24.

Global-e Online (NASDAQ:GLBE) last issued its earnings results on Wednesday, November 19th. The company reported $0.07 earnings per share for the quarter, topping analysts’ consensus estimates of $0.06 by $0.01. The firm had revenue of $220.78 million during the quarter, compared to analyst estimates of $217.95 million. Global-e Online had a net margin of 7.10% and a return on equity of 7.46%. The company’s quarterly revenue was up 25.5% on a year-over-year basis. During the same quarter last year, the business earned ($0.13) earnings per share. Research analysts predict that Global-e Online will post 0.25 earnings per share for the current year.

Institutional Trading of Global-e Online

Several hedge funds have recently added to or reduced their stakes in the business. Royal Bank of Canada boosted its position in Global-e Online by 87.4% during the first quarter. Royal Bank of Canada now owns 75,286 shares of the company’s stock valued at $2,684,000 after buying an additional 35,120 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in shares of Global-e Online by 17.8% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 54,654 shares of the company’s stock valued at $1,948,000 after acquiring an additional 8,239 shares during the last quarter. Geneos Wealth Management Inc. boosted its holdings in Global-e Online by 67.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 1,314 shares of the company’s stock valued at $47,000 after acquiring an additional 528 shares during the period. Asset Management One Co. Ltd. boosted its holdings in Global-e Online by 43.8% during the 2nd quarter. Asset Management One Co. Ltd. now owns 57,285 shares of the company’s stock valued at $1,921,000 after acquiring an additional 17,455 shares during the period. Finally, Oppenheimer Asset Management Inc. grew its position in Global-e Online by 109.2% during the 2nd quarter. Oppenheimer Asset Management Inc. now owns 56,536 shares of the company’s stock worth $1,896,000 after acquiring an additional 29,507 shares during the last quarter. 94.60% of the stock is 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

Global-e Online Company Profile

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.