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Global-e Online Ltd. (GLBE) stock

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NASDAQ: GLBE Nasdaq Internet Services & Infrastructure Next results ~November 18, 2026

B Fundamentals grade

Global-e Online Ltd. is a US-listed company in the internet services & infrastructure industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$51

Cash-flow model

Base case. Range ~$39–$65 across our lower- and higher-growth cases (15%–25% a year).

Price vs value

Modestly undervalued

The price is inside our value range, 15% below our base value.

Price used: $42.98, November 2, 2026

Global-e Online Ltd. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 4 selling0 purchases and 93 sales by directors and officers, last 12 monthsInsider trades
  • Funds132 adding, 109 cuttingOf 51 active managers that changed their stake, 25 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Global-e Online files

Where Global-e Online stands after its latest Filing

Revenue for the twelve months was $962m, up 27.8% on a year earlier, slower than the 32.1% growth a quarter earlier. That growth ranks 6 of 34 among the internet services & infrastructure companies we cover. Free-cash-flow margin rose to 29.2% from 6.2% a year earlier. Operating margin widened to 7.4% from -26.8%. The diluted share count is up 5.2% on a year earlier, which dilutes existing holders. Against its peers on growth, profitability, cash generation and balance sheet, it grades B. It passes 2 of our 2 financial-health checks. Our cash-flow model value is $50.52 a share, against a share price of $41.40.

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 18, 2026 (estimated)

Global-e Online Ltd.'s trailing-twelve-month revenue grew 27.8% year on year, with a free-cash-flow margin of 29.2%. Where it stands out: operating margin of 7.4% ranks 5 of 33 internet services & infrastructure companies we cover. Where it lags: gross margin of 45.3% ranks 14 of 16 internet services & infrastructure companies we cover.

Our discounted-cash-flow model values the business at ~$51 per share in the base case (~$39–$65 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Revenue growth decelerating: TTM revenue growth slowed to 27.8% (-4.3pp vs the prior quarter), the 5th consecutive quarterly slowdown.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 27.8% over the last 12 months, against a median of 10.1% for internet services & infrastructure companies we cover.
  • Margins widening. Operating margin is up 16.5 points on a year ago.
  • Strong cash generation. 29.2% of revenue turned into free cash flow, against a median of 16.2% for internet services & infrastructure companies we cover.
  • Net cash. Cash exceeds long-term debt by $0.2bn.

Things to watch

  • Share dilution. Diluted shares rose 5.2% in a year.
  • Volatile shares. Over the past year the shares showed annualised volatility of 47% and a beta of 1.0 against the S&P 500.
  • Insiders selling. 4 insiders sold $52M of stock over the past 365 days and none bought (100% under pre-set trading plans).
  • Growth easing. The growth rate is 4.3 points lower than a quarter earlier.
  • Below peers: gross margin. Gross margin of 45.3% ranks 14 of 16 internet services & infrastructure companies we cover (median 61.5%).

Latest results

Earnings per share
$0.37 against an average estimate of $0.31: beat by 20.6%
Next report
November 18, 2026; average EPS estimate $0.32

Global-e Online's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+3.8%
  • 1 week+2.7%
  • 1 month+9.3%
  • This year+9.3%
  • 1 year+18.0%
  • 5 years-26.8%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$962M
Operating margin
7.4%
Net margin
7.1%
EPS (TTM, diluted)
$0.39

Growth

Revenue growth
+27.8%
Change in growth rate
−4.3 pts
Share count change
+5.2%

Cash

Free cash flow (TTM)
$281M
FCF margin
29.2%
Stock pay % of revenue
4.1%

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Insider trade

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Global-e Online Ltd. valuation models and calculator

What the price is pricing in

The share price implies about 15.9% a year of cash-flow growth for five years.That is slower than the 47.8% a year revenue growth Global-e Online has delivered.

Read with care: free cash flow has swung sharply in the past year (often a one-off tax, legal or working-capital item), so the cash-flow base behind this reading may be unusually low or high.

  • Priced in15.9%
  • Last 12 months27.8%
  • 3 years a year33.0%
  • 5 years a year47.8%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($40.81, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Hold12-month view
12-month price target
~$51
Price used
$40.81close November 3, 2026
Implied change
▲ +24%
Uncertainty
Medium

How we got here: a discounted-cash-flow model of Global-e Online Ltd.'s free cash flow after stock-based pay with after-tax interest added back ($181M, FY2025 Q4 TTM), growing 20% a year for five years and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$39–~$65 ; that spread sets a 25% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of Global-e Online Ltd.'s free cash flow after stock-based pay ( $181M, FY2025 Q4 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value Global-e Online Ltd. as an operating company, with every model that fits that kind of business. Cost of equity 10.6%: the 10-year Treasury yield (4.9%) plus a beta of 1.25 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$51 ~$39–$65 Primary model, counts double
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$11 ~$7.6–$15 Included
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$30 ~$24–$58 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$36 ~$11–$51 3 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Global-e Online Ltd. with Internet Services & Infrastructure in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

What moves the value

  • Revenue growth 5 points lower ▼ −23%
  • Revenue growth 5 points higher ▲ +30%
  • Free-cash-flow margin 1 point lower ▼ −3%
  • Last year's free-cash-flow margin change, if it persists ▲ +30%
  • Discount rate 1 point higher ▼ −16%
Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $17$23$30$40$53$69
8.5% $14$18$23$30$39$51
10% $12$15$19$24$31$40

Valuation multiples over time Market data may be delayed

At fiscal year end 20212022202320242025
Share price$63.39$20.64$39.63$54.53$39.31
Market value$6.4bn$3.3bn$6.5bn$9.1bn$6.9bn
+ Net debt (− = net cash)−$449m−$165m−$200m−$255m−$246m
Enterprise value$6.0bn$3.1bn$6.3bn$8.9bn$6.7bn
Multiples
Price / sales 26.3x8.0x11.4x12.1x7.2x
Price / earnings ————101.3x
Price / free cash flow n/m40.2x61.2x54.6x24.6x
EV / EBITDA ————90.2x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 18, 2026, before the open. Analysts expect revenue of $313m and EPS of $0.32 (range $0.29 to $0.34) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $1.57 +47% $1.3bn +39%
Next $1.99 +26% $1.7bn +29%

Next year's EPS estimate has moved +3.3% in 90 days, across 6 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +4.8% on 90 days ago. In the last 30 days, 4 analysts raised Global-e Online Ltd.'s forecast and 0 cut it.

Consensus EPS forecast Global-e Online Ltd., last 90 days
$1.40 $1.60 $1.80 $2.00 $2.20 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $1.50 Current fiscal year, 60 days ago: $1.59 Current fiscal year, 30 days ago: $1.59 Current fiscal year, 7 days ago: $1.57 Current fiscal year, Now: $1.57 $1.57 Next fiscal year, 90 days ago: $1.92 Next fiscal year, 60 days ago: $2.00 Next fiscal year, 30 days ago: $2.00 Next fiscal year, 7 days ago: $1.99 Next fiscal year, Now: $1.99 $1.99

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $1.50$1.92
60 days ago $1.59$2.00
30 days ago $1.59$2.00
7 days ago $1.57$1.99
Now $1.57$1.99

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.31 $0.37 +20.6%
Mar 2026 $0.26 $0.27 +5.9%
Dec 2025 $0.40 $0.49 +23.2%
Sept 2025 $0.21 $0.20 −6.4%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

13 analysts, Oct 2026
Buy13100%
Hold00%
Sell00%

Monthly trend

  1. Oct 20265813
  2. Sep 202648113
  3. Aug 202648113
  4. Jul 20265813

Counts of recommendations published by analysts covering Global-e Online Ltd., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
3.6%
of tradable shares
Days to cover
2.78
at average volume
Short interest, 1 month
+1%
to October 15, 2026
Held by institutions
72%
of shares
Held by insiders
30.2%
of shares
Employees
1,219
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Return and risk by year

Calendar year 20222023202420252026 to date
Return
GLBE−67%+92%+38%−28%+9%
Industry peers (median)−81%+44%−17%−10%−30%
S&P 500−18%+26%+25%+18%+11%
Months that ended higher
GLBE33%58%50%58%55%
S&P 50042%67%75%75%46%
Largest fall from a high during the year
GLBE−73%−36%−33%−54%−34%
S&P 500−25%−10%−8%−19%−9%

Worst fall since May 12, 2021: 79% from September 1, 2021 to June 16, 2022. Getting back needed a 379% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$27.54 – $43.04
From 52-week high
−0.1%
vs 50-day average
+8.8%
vs 200-day average
+20.5%
Volatility (1 year)
47%
Beta vs S&P 500
1.04

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Options strategies

All options ideas

How Global-e Online Ltd.’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.

Cash-secured put

Not offered: fundamentals grade B (needs B+ or better).

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

Covered call

Not offered: no liquid call at or above our price target — the model says the upside is worth more than any listed strike.

For holders: sell a call at a strike at or above our fair value, so the shares are only sold at a price the model calls full value.

Collar

Not offered: the shares trade below our fair value: a collar caps upside the model expects.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

Global-e Online Ltd. in five measures

Fundamentals grade B
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Global-e Online Ltd.
$0 $500M $1B FY19 Q4 FY21 Q4 FY23 Q4 FY25 Q4 Revenue (TTM), FY19 Q4: $65.9M Revenue (TTM), FY20 Q4: $136.4M Revenue (TTM), FY21 Q4: $245.3M Revenue (TTM), FY22 Q4: $409M Revenue (TTM), FY23 Q4: $569.9M Revenue (TTM), FY24 Q4: $752.8M Revenue (TTM), FY25 Q4: $962.2M $962.2M

Source: SEC EDGAR filings. Retrieved Invalid Date.

View chart data
Period Revenue (TTM)
FY19 Q4 $65.9M
FY20 Q4 $136.4M
FY21 Q4 $245.3M
FY22 Q4 $409M
FY23 Q4 $569.9M
FY24 Q4 $752.8M
FY25 Q4 $962.2M
Revenue growth, TTM YoY Global-e Online Ltd.
0% 50% 100% 150% FY20 Q4 FY21 Q4 FY22 Q4 FY23 Q4 FY24 Q4 FY25 Q4 Revenue growth, TTM YoY, FY20 Q4: 107.1% Revenue growth, TTM YoY, FY21 Q4: 79.9% Revenue growth, TTM YoY, FY22 Q4: 66.8% Revenue growth, TTM YoY, FY23 Q4: 39.3% Revenue growth, TTM YoY, FY24 Q4: 32.1% Revenue growth, TTM YoY, FY25 Q4: 27.8% 27.8%

Source: SEC EDGAR filings. Retrieved Invalid Date.

View chart data
Period Revenue growth, TTM YoY
FY20 Q4 107.1%
FY21 Q4 79.9%
FY22 Q4 66.8%
FY23 Q4 39.3%
FY24 Q4 32.1%
FY25 Q4 27.8%
Operating margin (TTM) Global-e Online Ltd.
-60% -40% -20% 0% 20% FY19 Q4 FY21 Q4 FY23 Q4 FY25 Q4 Operating margin (TTM), FY19 Q4: -7.5% Operating margin (TTM), FY20 Q4: 6.2% Operating margin (TTM), FY21 Q4: -26.8% Operating margin (TTM), FY22 Q4: -46.3% Operating margin (TTM), FY23 Q4: -24.0% Operating margin (TTM), FY24 Q4: -9.0% Operating margin (TTM), FY25 Q4: 7.4% 7.4%

Source: SEC EDGAR filings. Retrieved Invalid Date.

View chart data
Period Operating margin (TTM)
FY19 Q4 -7.5%
FY20 Q4 6.2%
FY21 Q4 -26.8%
FY22 Q4 -46.3%
FY23 Q4 -24.0%
FY24 Q4 -9.0%
FY25 Q4 7.4%
FCF margin (TTM) Global-e Online Ltd.
0% 10% 20% 30% FY19 Q4 FY21 Q4 FY23 Q4 FY25 Q4 FCF margin (TTM), FY19 Q4: 10.3% FCF margin (TTM), FY20 Q4: 21.2% FCF margin (TTM), FY21 Q4: 6.2% FCF margin (TTM), FY22 Q4: 19.8% FCF margin (TTM), FY23 Q4: 18.7% FCF margin (TTM), FY24 Q4: 22.2% FCF margin (TTM), FY25 Q4: 29.2% 29.2%

Source: SEC EDGAR filings. Retrieved Invalid Date.

View chart data
Period FCF margin (TTM)
FY19 Q4 10.3%
FY20 Q4 21.2%
FY21 Q4 6.2%
FY22 Q4 19.8%
FY23 Q4 18.7%
FY24 Q4 22.2%
FY25 Q4 29.2%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 20-F. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2025, from the 10-K

Each dollar Global-e Online took in during FY2025, followed through to profit: what it cost to make, what went on research and running the business, and what was left after tax.

  1. Revenue $962M
  2. Cost of revenue $526M · 54.7%
  3. Gross profit $436M · 45.3%
  4. Research and development $123M · 12.8%
  5. Selling, general and admin $242M · 25.1%
  6. Operating income $71.7M · 7.4%
  7. Net income $68.3M · 7.1%

Shares of revenue. Source: Global-e Online's 10-K for FY2025, as filed with the SEC.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025
Income
Revenue 66 136 245 409 570 753 962
Gross profit 19 43 91 158 234 339 436
EBITDA −5 9 −65 −188 −135 −66 74
Operating income −5 8 −66 −189 −137 −68 72
Net income −8 4 −75 −195 −134 −76 68
Diluted EPS −$0.38 $0.03 −$0.74 −$1.24 −$0.81 −$0.45 $0.39
Growth (year on year)
Revenue — +107.1% +79.9% +66.8% +39.3% +32.1% +27.8%
EBITDA — — −855.4% — — — —
Operating income — — −880.4% — — — —
Net income — — <−999% — — — —
Diluted EPS — — <−999% — — — —
Margins
Gross margin 28.3% 31.9% 37.3% 38.7% 41.0% 45.1% 45.3%
EBITDA margin −7.3% 6.3% −26.6% −45.9% −23.7% −8.7% 7.7%
Operating margin −7.5% 6.2% −26.8% −46.3% −24.0% −9.0% 7.4%
Net margin −11.5% 2.9% −30.6% −47.8% −23.5% −10.0% 7.1%
Free-cash-flow margin 10.3% 21.2% 6.2% 19.8% 18.7% 22.2% 29.2%
Cash flow
Cash from operations 7 29 18 89 108 169 284
Capital spending 0 0 3 8 2 2 3
Free cash flow 7 29 15 81 106 167 281
Stock-based pay 0 4 12 39 45 39 39
Free cash flow after stock pay 7 25 3 42 62 128 241
Balance sheet
Cash 5 69 449 165 200 255 246
Total debt 0 0 0 0 0 0 0
Net debt (negative = net cash) −5 −69 −449 −165 −200 −255 −246
Diluted shares 20m 29m 102m 158m 164m 167m 176m
Returned to shareholders
Buybacks — — — — 0 0 72
Total returned — — — — 0 0 72

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 2 checks passed · December 31, 2025
What it owns · $1.5bn
Short-term assets $987mLonger-term assets $476m
What it owes, and who funded it · $1.5bn
Short-term liabilities $510mLonger-term liabilities $20mShareholders' equity $933m
  • Short-term assets cover short-term liabilities $987m of assets due within a year against $510m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $987m short-term assets against $20m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Global-e Online Ltd.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2025 Q4 TTM
Buybacks (TTM)
$72.2M
Returned to shareholders
26%
of free cash flow
Buybacks, last 3 fiscal years
$72.2M
Diluted share count
+5.2%
year over year
Total shareholder yield
1.0%
dividends 0.0% + buybacks 1.0% of market value
R&D spending
12.8%
of revenue
Days sales outstanding
21 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in internet services & infrastructure
Last 12 months unless stated GLBE DOCN MARA LZ FSLY RIOT Median
Revenue, last 12 months $962m $1.0bn $804m $792m $687m $675m $242m
Revenue growth, last 12 months 27.8% 21.4% 0.7% 12.3% 20.4% 24.5% 8.3%
Revenue growth, 3-year average — 15.9% 66.6% 7.6% 13.6% 38.0% 7.6%
Revenue growth, latest quarter — 28.6% −26.7% 6.6% 23.3% 13.9% 5.5%
Gross margin 45.3% 57.2% −24.3% 66.7% 61.5% 62.4% 49.5%
Operating margin 7.4% 14.8% −366.3% 4.1% −12.0% −199.2% −56.0%
Operating margin, 3-year average — 13.8% −95.0% 4.2% −24.9% −58.8% −25.3%
Net margin 7.1% 23.3% −429.7% 2.1% −11.8% −196.3% −55.8%
Cash from operations / revenue 29.5% 30.7% −111.3% 22.1% 17.4% −73.0% −10.4%
Free-cash-flow margin 29.2% 17.3% −154.0% 18.9% 7.4% −115.1% −25.9%
Free-cash-flow margin, 3-year average — 15.0% −126.9% 16.2% 3.4% −114.1% −17.4%
Stock pay / revenue 4.1% 9.4% 18.1% 12.4% 19.7% 20.9% 11.9%
Change in share count 5.2% 14.2% 52.5% 1.8% 7.1% 44.8% 5.2%

Median of all 34 companies we cover in internet services & infrastructure. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

34 internet services & infrastructure companies
Measure Company Peer median Rank
Revenue growth Growth 27.8% 10.1% 6 of 34
Change in growth rate Growth -4.3pp -0.6pp 21 of 34
Gross margin Profitability 45.3% 61.5% 14 of 16
Operating margin Profitability 7.4% -49.3% 5 of 33
Net margin Profitability 7.1% -47.1% 7 of 34
Free-cash-flow margin Cash generation 29.2% 16.2% 3 of 17
Stock pay as % of revenue Cash generation 4.1% 12.4% 8 of 32
Change in share count Balance sheet 5.2% 5.2% 14 of 26
Days sales outstanding Balance sheet 21 days 48 days 4 of 14

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Who owns it

Funds buying and selling
Reported value
$3.9B
Institutions reporting
231
Shares held vs prior quarter
▲ 0.3%
Positions opened / closed
35 / 41

Top buyers and sellers, Q2 2026: 132 institutions bought and 109 sold ; the biggest buyer was Phoenix Financial Ltd (+5.1M shares) and the biggest seller Dragoneer Investment Group, LLC (−10.1M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Wasatch Advisors LP $287M 8.3M 7.5% ▲ 28.1%
Capital World Investors $255M 7.3M 6.6% ▲ 5.5%
Price T Rowe Associates Inc $248M 7.1M 6.4% ▲ 29.3%
Darlington Partners Capital Management, LP $242M 7.0M 6.3% 0.0%
Phoenix Financial Ltd. $187M 5.4M 4.8% ▲ 2212.8%
Blackrock, Inc. $143M 4.1M 3.7% ▲ 16.9%
Marshall Wace, LLP $124M 3.6M 3.2% ▲ 14.5%
Arohi Asset Management Pte Ltd. $108M 3.1M 2.8% ▼ 14.9%
Contour Asset Management LLC $105M 3.0M 2.7% ▼ 18.7%
Citadel Advisors LLC $103M 3.0M 2.7% ▼ 14.4%
Clearbridge Investments, LLC $93.8M 2.7M 2.4% ▲ 6.8%
Harel Insurance Investments & Financial Services Ltd. $91.8M 2.6M 2.4% ▲ 29.4%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Global-e Online Ltd.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $52.3M 93 trades by 4 insiders · 100% under pre-set plans
Net ▼ $52.3M net selling
Insider Date Trade Shares Price Value
Tamari Shahar COO October 19, 2026 Sell pre-set plan 24,999 $39.54 $988,423
Schlachet Amir CEO October 16, 2026 Sell pre-set plan 234 $40.55 $9,490
Schlachet Amir CEO October 16, 2026 Sell pre-set plan 3,514 $39.78 $139,799
Schlachet Amir CEO October 16, 2026 Sell pre-set plan 21,251 $38.90 $826,643
Debbi Nir President October 15, 2026 Sell pre-set plan 5,999 $40.18 $241,025
Debbi Nir President October 15, 2026 Sell pre-set plan 7,081 $39.78 $281,688
Debbi Nir President October 15, 2026 Sell pre-set plan 1,502 $38.48 $57,797
Tamari Shahar COO October 5, 2026 Sell pre-set plan 203 $40.41 $8,203
Tamari Shahar COO October 5, 2026 Sell pre-set plan 24,796 $39.86 $988,475
Schlachet Amir CEO October 2, 2026 Sell pre-set plan 2,058 $39.66 $81,612
Schlachet Amir CEO October 2, 2026 Sell pre-set plan 22,941 $39.09 $896,814
Debbi Nir President October 1, 2026 Sell pre-set plan 14,582 $40.18 $585,889

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Recent SEC filings

Data status

When each part of this page on Global-e Online Ltd. was last updated.

DataLast updatedSource
Share priceExchange closing prices
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Global-e Online Ltd. in brief

What does Global-e Online Ltd. do?
Global-e Online Ltd. is a US-listed company in the internet services & infrastructure industry. Its financial year ends in December.
What is Global-e Online Ltd.'s stock ticker?
Global-e Online Ltd. trades under the ticker GLBE on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Global-e Online Ltd.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Global-e Online Ltd. reported revenue of $962M, 27.8% higher than a year earlier, according to its SEC filings.
What is Global-e Online Ltd.'s free cash flow?
Global-e Online Ltd.'s free-cash-flow margin is 29.2% of revenue over the trailing twelve months, ranking 3 of the 17 internet services & infrastructure companies we cover.
What is Global-e Online Ltd.'s fair value (intrinsic value) per share?
Our discounted-cash-flow model of Global-e Online Ltd.'s free cash flow after stock-based pay gives ~$51 per share in the base case, and ~$39–$65 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are Global-e Online Ltd.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Wasatch Advisors LP, Capital World Investors and Price T Rowe Associates Inc. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Global-e Online Ltd. buying back stock, and does it pay a dividend?
Global-e Online Ltd. spent $72.2M on share repurchases over the trailing twelve months, and its diluted share count still rose 5.2% over the year.
What is Global-e Online Ltd.'s market cap?
On December 31, 2025, Global-e Online Ltd.'s market capitalisation was about $6.9B, with a price-to-earnings ratio of 101.3 and net debt of -$246M. Market figures come from third-party market data and may be delayed.
Who are Global-e Online Ltd.'s competitors?
In our Internet Services & Infrastructure peer group, the companies closest to Global-e Online Ltd. are Digitalocean Holdings, Inc., Mara Holdings, Inc., Legalzoom.com, Inc., Fastly, Inc. and Riot Platforms, Inc. The side-by-side comparison below sets their revenue, margins and growth against Global-e Online Ltd.'s.
Are insiders buying or selling Global-e Online Ltd. stock?
Over the last 12 months, Global-e Online Ltd.'s directors and officers reported 0 open-market purchases and 93 sales on Form 4. The insider trading page charts every trade.
When is Global-e Online Ltd.'s next earnings date?
Around November 18, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Global-e Online Ltd. announces its own schedule.