GLBEConsumer Cyclical · Internet RetailThe 13 Wall Street analysts covering Global-e Online Ltd. hold a median 12-month price target of $48 — +13.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 82 of 100 as at 15 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Global-e Online Ltd. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (90): Analysts have, on balance, been raising their forecasts.
Value (40): The shares cost a lot relative to the profits and assets behind them.
Size (20): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on GLBE, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +13.3% from it.
Of the 20 most recent actions, 7 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 13 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | $44 → $46 |
| 13 Aug 2026 | UBS | Maintains | Buy | $50 → $54 |
| 12 Aug 2026 | Piper Sandler | Maintains | Overweight | $48 → $52 |
| 11 Aug 2026 | Piper Sandler | Reiterates | Overweight | $48 |
| 10 Aug 2026 | Morgan Stanley | Downgrade | Equal-Weight | $37 → $44 |
| 4 Aug 2026 | BMO Capital | Maintains | Outperform | $42 → $46 |
| 29 July 2026 | Piper Sandler | Reiterates | Overweight | $48 |
| 29 July 2026 | Piper Sandler | Reiterates | Overweight | — |
| 24 July 2026 | Truist Securities | Maintains | Buy | $39 → $41 |
| 24 July 2026 | Truist Securities | Maintains | Buy | — |
| 10 June 2026 | Truist Securities | Upgrade | Buy | $34 → $39 |
| 10 June 2026 | Truist Securities | Upgrade | Buy | — |
| 27 May 2026 | Truist Securities | Maintains | Hold | — |
| 14 May 2026 | Morgan Stanley | Maintains | Overweight | — |
| 24 Apr 2026 | Truist Securities | Maintains | Hold | — |
| 31 Mar 2026 | B of A Securities | Reinstates | Buy | $43 |
| 31 Mar 2026 | UBS | Maintains | Buy | — |
| 26 Feb 2026 | Truist Securities | Maintains | Hold | — |
| 19 Feb 2026 | Benchmark | Maintains | Buy | — |
| 19 Feb 2026 | Keybanc | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. GLBE appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 16% of US stocks
Cheaper than 21% of US stocks
Cheaper than 14% of US stocks
Cheaper than 8% of US stocks
Higher than 83% of US stocks
Higher than 94% of US stocks
Higher than 57% of US stocks
Higher than 72% of US stocks
Higher than 76% of US stocks
Higher than 77% of US stocks
Higher than 87% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Global-e Online Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Global-E Online Ltd. held its Q2 2026 earnings call and the transcript of that call was published by Seeking Alpha.
Why it matters — Earnings call transcripts provide investors and analysts with management's discussion of quarterly financial results and business outlook.
Global-e Online (GLBE) reported its Q2 2026 results, with headline figures providing insight into the company's performance for the quarter ended June 2026. The analysis compares some of its key metrics to Wall Street estimates and year-ago actuals.
Why it matters — A GLBE watcher would care because comparing the company's key metrics against Wall Street estimates and prior-year results offers a more detailed view of how its quarterly performance aligned with expectations.
Global-e Online reported second-quarter 2026 results that exceeded its prior guidance ranges, citing strong same-store sales, merchant launches and promotional activity. The company raised its full-year outlook for gross merchandise value, revenue and adjusted EBITDA, and included expected contributions from its recently completed acquisition of logistics provider Passport.
Why it matters — A GLBE watcher would care because the company exceeded guidance and raised its full-year outlook across key metrics, with the Passport acquisition now factored into expectations.
Global-e Online Ltd. reported its second-quarter 2026 financial results, showing a 44% year-over-year increase in GMV and a 39% year-over-year increase in revenue, with adjusted EBITDA margin expanding 300 basis points to 20.9%. The company also raised its full-year 2026 outlook across all guidance metrics.
Why it matters — GLBE watchers would care because the results show broad growth and improved profitability, with the company raising its full-year guidance across every metric.
Zacks Investment Research published a preview of Global-e Online's (GLBE) Q2 2026 earnings, encouraging investors to look beyond standard top-and-bottom-line estimates and examine key operational metrics for better insight into the company's expected performance for the quarter ended June 2026.
Why it matters — A GLBE watcher would care because this piece highlights which underlying metrics to focus on when assessing the upcoming earnings report.
The 13 Wall Street analysts covering Global-e Online Ltd. have a median 12-month price target of $48, with estimates ranging from $41 to $64. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 13 analysts covering Global-e Online Ltd., 12 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Global-e Online Ltd. 82 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, Global-e Online Ltd. ranks 82 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (90 of 100).
No one can know that. What the data says: the median 12-month target from 13 analysts implies +13.3% from the last close, and Ticker Nerd's factor model ranks Global-e Online Ltd. 82 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Global-e Online Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for GLBE are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $41 to $64 over the next 12 months.
Global-e Online Ltd. returned +38.4% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Global-E Online Ltd. is an Israel-based e-commerce software company that provides cross-border direct-to-consumer solutions for retailers and brands.
The most recent item we track (Seeking Alpha, 12 Aug 2026): "Global-E Online Ltd. (GLBE) Q2 2026 Earnings Call Transcript". Global-E Online Ltd. held its Q2 2026 earnings call and the transcript of that call was published by Seeking Alpha.
Global-E Online Ltd. is an Israel-based e-commerce software company that provides cross-border direct-to-consumer solutions for retailers and brands. Its platform is designed to help merchants sell internationally by localizing the shopping experience, supporting checkout in local currencies and languages, and handling key operational steps such as duties, taxes, logistics, and compliance. Global-E Online Ltd. serves businesses across consumer goods, fashion, beauty, and other retail categories that need a streamlined way to reach shoppers in multiple markets. The company’s services are built to reduce friction in international online transactions and improve the conversion of global traffic into sales. Headquartered in Petah Tikva, Israel, Global-E Online Ltd. plays a central role in enabling global digital commerce for merchants expanding beyond domestic markets.
CEO Mr. Amir Schlachet · 1,219 employees · Israel · https://www.global-e.com