Global-e Online Sees Unusually Large Options Volume (NASDAQ:GLBE)

Global-e Online Ltd. (NASDAQ:GLBE) was the target of some unusual options trading activity on Thursday. Investors bought 6,881 call options on the stock. This represents an increase of 302% compared to the typical volume of 1,711 call options.

Global-e Online Stock Up 4.1%

Shares of GLBE stock opened at $36.24 on Friday. The firm has a 50 day moving average of $37.28 and a 200-day moving average of $36.18. Global-e Online has a 52 week low of $26.64 and a 52 week high of $50.39. The company has a market cap of $6.15 billion, a price-to-earnings ratio of 97.95 and a beta of 1.24.

Global-e Online (NASDAQ:GLBE) last announced its quarterly earnings results on Wednesday, November 19th. The company reported $0.07 earnings per share for the quarter, beating the consensus estimate of $0.06 by $0.01. The business had revenue of $220.78 million for the quarter, compared to analysts’ expectations of $217.95 million. Global-e Online had a net margin of 7.10% and a return on equity of 7.51%. The firm’s revenue for the quarter was up 25.5% compared to the same quarter last year. During the same quarter last year, the firm earned ($0.13) EPS. Analysts anticipate 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 GLBE. IFP Advisors Inc raised its holdings in shares of Global-e Online by 73.3% in the 3rd quarter. IFP Advisors Inc now owns 1,059 shares of the company’s stock worth $38,000 after purchasing an additional 448 shares during the period. Caitong International Asset Management Co. Ltd purchased a new position in shares of Global-e Online during the 4th quarter valued at $39,000. Virtus Advisers LLC purchased a new stake in Global-e Online in the 2nd quarter worth about $47,000. Geneos Wealth Management Inc. raised its stake in Global-e Online by 67.2% in 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. Finally, Tower Research Capital LLC TRC lifted its holdings in Global-e Online by 780.7% during the second quarter. Tower Research Capital LLC TRC now owns 1,823 shares of the company’s stock valued at $61,000 after purchasing an additional 1,616 shares during the last quarter. Institutional investors own 94.60% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have weighed in on GLBE shares. Piper Sandler reaffirmed an “overweight” rating on shares of Global-e Online in a report on Thursday. Zacks Research raised Global-e Online from a “hold” rating to a “strong-buy” rating in a research note on Friday, December 19th. Needham & Company LLC lifted their target price on Global-e Online from $40.00 to $47.00 and gave the company a “buy” rating in a research report on Thursday, December 4th. Weiss Ratings reissued a “sell (d-)” rating on shares of Global-e Online in a research note on Monday, December 29th. Finally, Benchmark increased 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. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $49.36.

Global-e Online News Roundup

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

• Positive Sentiment: Q4 & FY results materially beat expectations: Q4 revenue $336.7M (+28% YoY) and EPS $0.49 (vs. $0.30 consensus); FY adjusted EBITDA rose 41% to $198.5M. Management said Q4 was the strongest quarter and that 2026 should see revenue growth accelerating toward ~30% with margin expansion. Global-e press release
• Positive Sentiment: Strong cash generation and capital return: Q4 free cash flow jumped and the company completed $72M of share repurchases in Q4 2025 — supportive for near‑term EPS and shareholder returns. (See press release above.)
• Positive Sentiment: Unusual bullish options activity: traders bought ~6,881 call contracts (a ~302% increase vs. typical call volume), signaling speculative or hedged bullish positioning from options market participants.
• Neutral Sentiment: Company issued first-time quarterly and full‑year 2026 guidance (Q1 revenue $247–$254M; FY revenue $1,211–$1,271M) — ranges beat consensus on revenue but include forward-looking uncertainty. Earnings highlights
• Neutral Sentiment: Multiple earnings call transcripts and analyst writeups are available (MSN, Seeking Alpha, Zacks) — useful for digging into margin drivers (Managed Markets 2.0, AI tools) but not new market-moving facts by themselves. MSN coverage
• Neutral Sentiment: Institutional activity and price-target dispersion: Quiver/holding summaries show large shifts among some funds and a median analyst target near $45 — mixed positioning among large investors. Quiver summary
• Neutral Sentiment: Short-interest report in the feed appears malformed (shows “large increase” but lists zero shares); data is inconclusive and shouldn’t be relied on until clarified by a proper filing.
• Negative Sentiment: KeyCorp trimmed its price target from $45 to $40 (still “overweight”) — a reduction in analyst upside that could limit near‑term upward momentum for the stock. StreetInsider note

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.