GLBEConsumer Cyclical · Internet RetailThe 13 Wall Street analysts covering Global-e Online Ltd. hold a median 12-month price target of $49 — +18.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 83 of 100 as at 31 Oct 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 (91): Analysts have, on balance, been raising their forecasts.
Value (30): The shares cost a lot relative to the profits and assets behind them.
Size (19): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ 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.
Data provided by Twelve Data
The green dot is the last close — the median target sits +18.4% from it.
Of the 20 most recent actions, 8 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 Oct 2026 | Truist Securities | Maintains | Buy | $47 → $48 |
| 19 Oct 2026 | Morgan Stanley | Upgrade | Overweight | $46 → $50 |
| 1 Sept 2026 | Needham | Reiterates | Buy | $47 |
| 1 Sept 2026 | Needham | Reiterates | Buy | — |
| 25 Aug 2026 | Truist Securities | Maintains | Buy | — |
| 25 Aug 2026 | Truist Securities | Maintains | Buy | $41 → $47 |
| 13 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | $44 → $46 |
| 13 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 13 Aug 2026 | UBS | Maintains | Buy | $50 → $54 |
| 13 Aug 2026 | UBS | Maintains | Buy | — |
| 12 Aug 2026 | Piper Sandler | Maintains | Overweight | $48 → $52 |
| 12 Aug 2026 | Piper Sandler | Maintains | Overweight | — |
| 11 Aug 2026 | Piper Sandler | Reiterates | Overweight | $48 |
| 11 Aug 2026 | Piper Sandler | Reiterates | Overweight | — |
| 10 Aug 2026 | Morgan Stanley | Downgrade | Equal-Weight | $37 → $44 |
| 10 Aug 2026 | Morgan Stanley | Downgrade | Equal-Weight | — |
| 4 Aug 2026 | BMO Capital | Maintains | Outperform | $42 → $46 |
| 4 Aug 2026 | BMO Capital | Maintains | Outperform | — |
| 29 July 2026 | Piper Sandler | Reiterates | Overweight | $48 |
| 29 July 2026 | Piper Sandler | Reiterates | 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.
GLBE appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Global-e Online Ltd. returned +14.9% against +12.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
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 15% of US stocks
Cheaper than 19% of US stocks
Cheaper than 12% of US stocks
Cheaper than 7% of US stocks
Higher than 82% of US stocks
Higher than 94% of US stocks
Higher than 55% 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
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Global-e Online Ltd. has a market value of $7.0B and an enterprise value of $6.4B.
Revenue in the twelve months to 30 June 2026: $1.1B. The latest quarter grew 39.1% year on year.
Net income over the same four quarters: $153.7M, a 13.9% net margin.
Diluted earnings per share, trailing twelve months: $0.86.
Free cash flow in the twelve months to 30 June 2026: $290.0M.
Trailing P/E: 47.0×; forward P/E: 20.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Global-e Online Ltd. employs 1,219 people — $909K of revenue per employee.
Data provided by Twelve Data
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’s acquisition of Passport expands its cross-border logistics reach and merchant opportunities, while Passport’s lower margins may weigh on near-term profitability.
Why it matters — GLBE watchers may weigh the potential for broader logistics and merchant reach against possible near-term margin pressure.
The article highlights Global-e’s accelerating revenue growth, rising EBITDA and merchant expansion, while noting its premium valuation and potential margin risks.
Why it matters — GLBE watchers may weigh the company’s growth and expansion against valuation and margin concerns.
Global-e announced the appointment of Tomer Gold as Chief Revenue Officer, effective October 1, 2026. Gold, currently EVP of the SMB & Channel division, will lead the company's revenue organization.
Why it matters — The appointment signals a leadership change at the executive level, which GLBE watchers will monitor for potential effects on the company's revenue strategy and commercial direction.
UBS analysts said the artificial-intelligence spending cycle is still early, presenting compelling opportunities across technology, media and telecommunications sectors. They listed stock picks including Amazon, Palantir and 12 other top tech names.
Why it matters — A GLBE watcher would care because the broader technology-sector outlook and AI spending trends can influence demand for e-commerce and digital commerce services that Global-e supports.
On September 4, 2026, Global-e Online Ltd. (GLBE) was named to Zacks Investment Research's Rank #1 (Strong Buy) momentum stocks list, alongside CBRL and TXO. The designation highlights GLBE among top momentum picks for that date.
Why it matters — For GLBE watchers, being placed on Zacks' Strong Buy momentum list signals favorable investor recognition for the stock's momentum characteristics.
The 13 Wall Street analysts covering Global-e Online Ltd. have a median 12-month price target of $49, with estimates ranging from $45 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., 13 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Global-e Online Ltd. 83 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, Global-e Online Ltd. ranks 83 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 (91 of 100).
No one can know that. What the data says: the median 12-month target from 13 analysts implies +18.4% from the last close, and Ticker Nerd's factor model ranks Global-e Online Ltd. 83 out of 100 as at 31 Oct 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: $45 to $64 over the next 12 months.
Global-e Online Ltd. returned +14.9% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Global-E Online Ltd. is a technology company that provides cross-border e-commerce solutions for brands and retailers.
The most recent item we track (Zacks Investment Research, 28 Oct 2026): "How Global-e's Passport Deal Could Expand Growth but Pressure Margins". Global-e’s acquisition of Passport expands its cross-border logistics reach and merchant opportunities, while Passport’s lower margins may weigh on near-term profitability.
Global-E Online Ltd. is a technology company that provides cross-border e-commerce solutions for brands and retailers. Its platform helps merchants sell directly to consumers across international markets by localizing the online shopping experience, supporting checkout, payments, logistics coordination, and other operational needs that simplify global online sales. Global-E Online Ltd. serves businesses in consumer goods, fashion, beauty, and other retail categories that want to reach shoppers in multiple regions through a single digital commerce workflow. The company’s services are designed to improve international conversion by making overseas purchases feel more familiar and seamless for consumers. Headquartered in Petah Tikva, Israel, Global-E Online Ltd. focuses on enabling direct-to-consumer trade across North America, Europe, Asia, and other global markets.
CEO Mr. Amir Schlachet · 1,219 employees · Israel · https://www.global-e.com
