KeyCorp Has Lowered Expectations for Global-e Online (NASDAQ:GLBE) Stock Price

Global-e Online (NASDAQ:GLBE) had its target price decreased by equities researchers at KeyCorp from $45.00 to $40.00 in a research report issued to clients and investors on Thursday, MarketBeat Ratings reports. The brokerage presently has an “overweight” rating on the stock. KeyCorp’s price objective would indicate a potential upside of 10.86% from the stock’s previous close.

Other analysts also recently issued research reports about the company. Bank of America reissued a “buy” rating on shares of Global-e Online in a research note on Wednesday. Weiss Ratings reiterated a “sell (d-)” rating on shares of Global-e Online in a research note on Monday, December 29th. Needham & Company LLC lifted their target price on Global-e Online from $40.00 to $47.00 and gave the stock a “buy” rating in a research note on Thursday, December 4th. Truist Financial set a $43.00 target price on shares of Global-e Online in a report on Tuesday, January 20th. Finally, Morgan Stanley reaffirmed an “overweight” rating on shares of Global-e Online in a report on Thursday. One 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. According to MarketBeat.com, Global-e Online has a consensus rating of “Moderate Buy” and a consensus target price of $47.90.

Global-e Online Stock Down 0.4%

Global-e Online stock opened at $36.08 on Thursday. The stock has a 50-day simple moving average of $37.20 and a 200 day simple moving average of $36.20. Global-e Online has a 12-month low of $26.64 and a 12-month high of $47.19. 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 posted its quarterly 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. Global-e Online had a net margin of 7.10% and a return on equity of 7.46%. The business had revenue of $220.78 million during the quarter, compared to the consensus estimate of $217.95 million. During the same period in the previous year, the firm posted ($0.13) earnings per share. Global-e Online’s revenue for the quarter was up 25.5% compared to the same quarter last year. As a group, sell-side analysts anticipate that Global-e Online will post 0.25 EPS for the current year.

Hedge Funds Weigh In On Global-e Online

Several institutional investors and hedge funds have recently added to or reduced their stakes in GLBE. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Global-e Online during the fourth quarter worth $39,000. IFP Advisors Inc increased its holdings in shares of Global-e Online by 73.3% during the third quarter. IFP Advisors Inc now owns 1,059 shares of the company’s stock valued at $38,000 after acquiring an additional 448 shares in the last quarter. Geneos Wealth Management Inc. increased its stake 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 purchasing an additional 528 shares in the last quarter. Virtus Advisers LLC bought a new stake in shares of Global-e Online during the second quarter worth about $47,000. Finally, Tower Research Capital LLC TRC raised its stake in shares of Global-e Online by 780.7% in the second quarter. Tower Research Capital LLC TRC now owns 1,823 shares of the company’s stock worth $61,000 after purchasing an additional 1,616 shares during the last quarter. 94.60% of the stock is currently owned by institutional investors and hedge funds.

Global-e Online News Summary

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.