Added to YB: 2025-05-19
Pitch date: 2025-05-16
GLBE [neutral]
Global-E Online Ltd.
+24.69%
current return
Author Info
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Company Info
Global-E Online Ltd., together with its subsidiaries, provides direct-to-consumer cross-border e-commerce platform in Israel, the United Kingdom, the United States, and internationally.
Market Cap
$6.1B
Pitch Price
$32.20
Price Target
45.00 (+12%)
Dividend
N/A
EV/EBITDA
41.02
P/E
921.41
EV/Sales
6.26
Sector
Broadline Retail
Category
growth
Global-E Q1 2025 Earnings: Growth Steady, Margins in Focus
GLBE (earnings update): Q1 revenue +30% to $189.9M on $1.24B GMV (+34%). 45.4% gross margin, $31.6M adj EBITDA. Renewed 3-year Shopify partnership, launched '3B2C' offering to combat tariffs. 2025 guidance: $917M-$967M revenue (+30%), $179M-$199M adj EBITDA. Risks: trade barriers, FX, take rate decline to 14.9%. Bullish at mid-$30s vs $45 target.
Read full article (6 min)