Added to YB: 2025-11-25
Pitch date: 2025-11-23
GLBE [neutral]
Global-E Online Ltd.
+11.53%
current return
Author Info
No bio for this author
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
$36.00
Price Target
48.62 (+21%)
Dividend
N/A
EV/EBITDA
41.02
P/E
921.41
EV/Sales
6.26
Sector
Broadline Retail
Category
growth
Global-e Online ($GLBE) – Q3 2025 Review
GLBE (earnings): Record Q3 w/ $221M sales (+25.5% YoY), $1.512M GMV (+33%). Swung to $13M profit vs -$22.5M loss YoY. Strong operating leverage, $552M cash, $200M buyback (3.2% mcap). Raised 2025 outlook. Analyst price target $48.62 (+35% upside). High 40x EBITDA valuation concern. 7.5/10 rating.
Read full article (3 min)