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

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

Several other analysts have also recently commented on GLBE. Bank of America reiterated a “buy” rating on shares of Global-e Online in a report on Wednesday. Weiss Ratings reissued a “sell (d-)” rating on shares of Global-e Online in a research note on Monday, December 29th. Zacks Research upgraded Global-e Online from a “hold” rating to a “strong-buy” rating in a report on Friday, December 19th. Truist Financial set a $43.00 price objective on Global-e Online in a research report on Tuesday, January 20th. Finally, Morgan Stanley reaffirmed an “overweight” rating on shares of Global-e Online in a research note on Thursday. 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 MarketBeat, Global-e Online currently has a consensus rating of “Moderate Buy” and an average price target of $47.90.

Global-e Online Stock Down 0.4%

Shares of Global-e Online stock opened at $36.08 on Friday. The stock has a market cap of $6.12 billion, a price-to-earnings ratio of 97.51 and a beta of 1.24. Global-e Online has a twelve month low of $26.64 and a twelve month high of $47.19. The company’s fifty day moving average is $37.20 and its 200 day moving average is $36.20.

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

Hedge Funds Weigh In On Global-e Online

A number of institutional investors have recently modified their holdings of GLBE. Arohi Asset Management PTE Ltd. increased its stake in Global-e Online by 0.6% in the 4th quarter. Arohi Asset Management PTE Ltd. now owns 3,780,304 shares of the company’s stock valued at $148,604,000 after buying an additional 23,213 shares during the last quarter. Vident Advisory LLC grew its holdings in shares of Global-e Online by 10.5% in the fourth quarter. Vident Advisory LLC now owns 14,866 shares of the company’s stock valued at $584,000 after acquiring an additional 1,413 shares in the last quarter. XTX Topco Ltd purchased a new stake in shares of Global-e Online during the fourth quarter valued at approximately $689,000. Twinbeech Capital LP bought a new stake in Global-e Online during the fourth quarter worth $208,000. Finally, SRS Investment Management LLC boosted its position in Global-e Online by 203.4% in the fourth quarter. SRS Investment Management LLC now owns 896,717 shares of the company’s stock worth $35,250,000 after purchasing an additional 601,168 shares during the last quarter. 94.60% of the stock is 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.