Global-e Online is demonstrating a powerful inflection in profitability, with operating income swinging from a $29.3M loss in 2024Q1 to a $44.7M profit in 2026Q2, driven by sustained revenue growth accelerating to 39.1% and significant SG&A leverage.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has accelerated from 24.0% in 2024Q1 to 39.1% in 2026Q2, while operating margin has expanded dramatically from -20.1% to 14.9% over the same period, demonstrating powerful operating leverage.
GLBE's scalable cross-border e-commerce infrastructure supports strong growth and global expansion.
The company's partnership with Shopify enhances its market position and growth potential.
GLBE demonstrated robust growth in Q1 2025, reinforcing its bullish thesis.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 12, 2026 | $0.27+24.1% vs $0.22 | $299M+5.6% vs $283M |
Q2 2026 May 13, 2026 | $0.17-1.2% vs $0.17 | $252M+0.5% vs $251M |
Q1 2026 Feb 18, 2026 | $0.35+16.7% vs $0.30 | $337M+2.6% vs $328M |
Q4 2025 Nov 19, 2025 | $0.07-2.6% vs $0.07 | $221M+1.1% vs $218M |
Global-e Online Ltd. (NASDAQ: GLBE - Get Free Report) CEO Amir Schlachet sold 24,999 shares of the company's stock in a transaction dated Friday, October 2nd. The shares were sold at an average price of $39.14, for a total transaction of $978,460.86. Following the completion of the sale, the chief executive officer directly owned 3,666,734 shares
Global-e Online Ltd. (NASDAQ: GLBE - Get Free Report) President Nir Debbi sold 14,582 shares of the stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $40.18, for a total transaction of $585,904.76. Following the completion of the sale, the president owned 4,371,957 shares of the company's stock,
Gold, currently EVP of the SMB & Channel division, will lead the company's revenue organization starting October 1, 2026 Gold, currently EVP of the SMB & Channel division, will lead the company's revenue organization starting October 1, 2026
Global-e Online Ltd. (NASDAQ: GLBE - Get Free Report) CFO Ofer Koren sold 50,000 shares of the firm's stock in a transaction dated Tuesday, September 22nd. The shares were sold at an average price of $41.23, for a total transaction of $2,061,500.00. Following the transaction, the chief financial officer directly owned 153,189 shares in the company,
Benchmark GLBE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Global-e Online Ltd. (GLBE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $42.97 | $7.22B | 48.96 | 27.82% | 13.87% | 16.7% | — | |
| $43.96 | $3.04B | 34.38 | 25.5% | 2.03% | 5.67% | 0.77% | |
| $75.33 | $11.37B | -329.67 | 14.83% | -2.31% | -2.85% | — | |
| $21.57 | $2.62B | 35.44 | 26.59% | 10.34% | 9.25% | — | |
| $45.79 | $5.16B | -45.06 | 24.4% | -13.55% | -18.75% | — | |
| $148.91 | $193.23B | 90.41 | 30.14% | 15.01% | 16.53% | — |
Global-e Online Ltd. (GLBE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Global-e Online Ltd. (GLBE) stock FAQ — growth, dividends, profitability & financials explained
Global-e Online Ltd. (GLBE) reported $1.11B in revenue over the trailing twelve months. Revenue was $962.2M in fiscal year 2025. That is 2390% more than the $38.6M of fiscal year 2018.
Global-e Online Ltd. (GLBE) grew revenue by 31.4% over the trailing twelve months, compared with the twelve months before.
Yes. Global-e Online Ltd. (GLBE) earned $153.7M in net income over the trailing twelve months (a 13.9% net margin).
Global-e Online Ltd. (GLBE) had a return on equity (ROE) of 16.7% over the trailing twelve months. That is above the market's typical 10-15%.
Global-e Online Ltd. (GLBE) generated $290.0M in free cash flow over the trailing twelve months.
