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Global-E Online Ltd (GLBE) PT Lowered to $42 at Truist Securities

Thu, 26 Feb 2026 07:18:16 -0500

Truist Securities analyst Matthew Coad lowered the price target on Global-E Online Ltd (NASDAQ: GLBE) to $42.00 (from $43.00) while maintaining a Hold rating.

Global-E Online Ltd (GLBE) PT Raised to $60 at Benchmark Following Q4 GMV, Revenue Beat

Thu, 19 Feb 2026 10:23:55 -0500

(Updated - February 19, 2026 10:23 AM EST)

Benchmark analyst Mark Zgutowicz raised the price target on Global-E Online Ltd (NASDAQ: GLBE) to $60.00 (from $52.00) while maintaining a Buy rating.

The analyst commented, "GLBE’s 4Q GMV and revenue beats were driven by large enterprise launches and solid SSS growth supported by an FX tailwind from USD strength. The FX tailwind is embedded in a likewise strong 1Q outlook, however, does not carry into management’s full-year outlook. Importantly, management emphasized that underlying demand trends remained healthy across geographies and verticals, with no material deterioration in consumer behavior, and that annual guidance embeds

Global-E Online Ltd (GLBE) PT Raised to $60 at Benchmark Following Q4 GMV, Revenue Beat

Thu, 19 Feb 2026 10:23:55 -0500

(Updated - February 19, 2026 10:23 AM EST)

Benchmark analyst Mark Zgutowicz raised the price target on Global-E Online Ltd (NASDAQ: GLBE) to $60.00 (from $52.00) while maintaining a Buy rating.

Piper Sandler on Global-E Online Ltd (GLBE): 'Strong Beat and Initial FY26 Guide Drive Shares Higher'

Thu, 19 Feb 2026 08:27:12 -0500

Piper Sandler analyst Billy Fitzsimmons reiterated an Overweight rating and $48.00 price target on Global-E Online Ltd (NASDAQ: GLBE).

The analyst commented: "Strong Beat and Initial FY26 Guide Drive Shares Higher; GLBE delivered an 2.6% revenue beat and the FY26 guidance midpoint of 29% implies a growth acceleration, with the guide topping consensus by ~5 points. 4Q results benefited from better than expected merchant conversions, solid same store sales growth, and FX tailwinds. The firm continues to show solid leverage, as 4Q adj. EBITDA grew 53% y/y (26% mgns). The FY26 guide implies 29.0% y/y growth (vs 27.8% in FY25), with

Global-E Online Ltd (GLBE) PT Lowered to $40 at KeyBanc

Thu, 19 Feb 2026 08:22:24 -0500

(Updated - February 19, 2026 8:22 AM EST)

KeyBanc analyst Justin Patterson lowered the price target on Global-E Online Ltd (NASDAQ: GLBE) to $40.00 (from $45.00) while maintaining an Overweight rating.

The analyst commented: "Another Year of High-20s Top-Line Growth Ahead, Remain OW on Long Runway; GLBE reported strong 4Q results (GMV +38% y/y) and better than expected FY26 guidance. Call highlights include momentum within its Duty Drawback, SSS momentum, new go lives, and FX tailwinds. Our 2026 estimates move higher on better than expected SSS trends while our PT moves lower to $40 to better reflect current market conditions."

Global-E Online Ltd (GLBE) PT Lowered to $40 at KeyBanc

Thu, 19 Feb 2026 08:22:24 -0500

(Updated - February 19, 2026 8:22 AM EST)

KeyBanc analyst Justin Patterson lowered the price target on Global-E Online Ltd (NASDAQ: GLBE) to $40.00 (from $45.00) while maintaining an Overweight rating.

Needham Reiterates Buy Rating on Global-E Online Ltd (GLBE)

Thu, 19 Feb 2026 06:21:55 -0500

Needham analyst Scott Berg reiterated a Buy rating and $47.00 price target on Global-E Online Ltd (NASDAQ: GLBE).

The analyst commented: "GLBE reported a strong quarter with GMV growth accelerating 440bps Q/Q driven by a mixture of strong new logo adds and SSS growth, suggesting its unique cross border value proposition is well placed to meet a more complex consumer end market. 4Q was impressive on a stand alone basis, but guidance was even more impressive with GMV growth accelerating in 1Q and a real possibility FY26 GMV growth is in line or maybe above FY25 levels. While the FY26 GMV

Global-E Online (GLBE) Reiterated at Market Outperform by Citizens: Has Defensive Moats

Thu, 19 Feb 2026 04:21:18 -0500

Citizens analyst Patrick Walravens reiterated a Market Outperform rating and $64.00 price target on Global-E Online Ltd (NASDAQ: GLBE).

The analyst commented, "We continue to view Global-E as an attractive opportunity for long-term capital appreciation and note there are four defensive moats that protect Global-E from AI disruption, including: 1) its global scale and partnerships across fulfillment, payments, and trade compliance allow it to access Tier-1 pricing and service advantages; 2) it has specialized expertise and proprietary transaction data covering 200 markets worldwide, supporting the optimization of trading; 3) its heavy-lifting, merchant-of-record model is supported by dozens of legal entities in

Global-E Online Ltd (GLBE) PT Lowered to $45 at Raymond James

Wed, 18 Feb 2026 17:11:54 -0500

Raymond James analyst Brian Peterson lowered the price target on Global-E Online Ltd (NASDAQ: GLBE) to $45.00 (from $50.00) while maintaining a Outperform rating.

The analyst commented, "We maintain our Outperform rating on GLBE following 4Q25 results that delivered a better beat and raise than typically expected, even when excluding FX benefits. We believe the up market momentum with customers and strong same-store sales to start the year gives investors higher than normal visibility into the 2026 outlook, while AI has also created more optionality for new logos with new customer demos ramping meaningfully in recent months. Layering on opportunities with

Global-E Online Ltd (GLBE) PT Lowered to $45 at Raymond James

Wed, 18 Feb 2026 17:11:54 -0500

Raymond James analyst Brian Peterson lowered the price target on Global-E Online Ltd (NASDAQ: GLBE) to $45.00 (from $50.00) while maintaining a Outperform rating.

Global-E Online Ltd (GLBE) PT Raised to $52 at BofA Securities

Wed, 18 Feb 2026 15:53:34 -0500

BofA Securities analyst Koji Ikeda raised the price target on Global-E Online Ltd (NASDAQ: GLBE) to $52.00 (from $50.00) while maintaining a Buy rating.

The analyst commented, "Cross border eCommerce transaction enabler Global-e (GLBE) reported strong 4Q25 results above our/Street forecasts, and established a 2026 outlook that is above too. We think the results are proof yet again that Global-e is establishing itself as the premier brand and technology partner for brands and retailers around the world to get product into the hands of customers anywhere. The business is tracking ahead of the plan presented at its investor day held a

Global-E Online Ltd (GLBE) PT Raised to $52 at BofA Securities

Wed, 18 Feb 2026 15:53:34 -0500

BofA Securities analyst Koji Ikeda raised the price target on Global-E Online Ltd (NASDAQ: GLBE) to $52.00 (from $50.00) while maintaining a Buy rating.

Argentine maritime workers' labor reform strike halts grain shipments

Wed, 18 Feb 2026 08:09:52 -0500

By Nicolás Misculin and Maximilian ‌Heath

Feb 18 (Reuters) - Argentine maritime workers from the country's maritime workers federation FESIMAF launched a 48-hour strike on Wednesday over a planned labor reform, which the country's grain exporters' chamber ‌said was paralyzing shipments in the nation's ports.

Argentina is a top global ⁠supplier of grains, and the world's largest exporter of soybean

Argentine maritime workers' labor reform strike halts grain shipments

Wed, 18 Feb 2026 08:09:52 -0500

By Nicolás Misculin and Maximilian ‌Heath

Argentina is a top global ⁠supplier of grains, and the world's largest exporter of soybean

Form 6-K Global-E Online Ltd. For: Feb 18

Wed, 18 Feb 2026 07:00:00 -0500

si-local-file:///var/storage/secattach/20260218/26017646.html

Form 6-K Global-E Online Ltd. For: Feb 18

Wed, 18 Feb 2026 07:00:00 -0500

si-local-file:///var/storage/secattach/20260218/26017646.html

Form 6-K Global-E Online Ltd. For: Feb 18

Wed, 18 Feb 2026 07:00:00 -0500

si-local-file:///var/storage/secattach/20260218/26017646.html

Global-e Online (GLBE) Tops Q4 EPS by 18c; offers guidance

Wed, 18 Feb 2026 06:34:50 -0500

Global-e Online (NASDAQ: GLBE) reported Q4 EPS of $0.49, $0.18 better than the analyst estimate of $0.31. Revenue for the quarter came in at $336.7 million versus the consensus estimate of $327.1 million.

GUIDANCE:

Global-e Online sees Q1 2026 revenue of $247-254 million, versus the consensus of $231.9 million.

Global-e Online sees FY2026 revenue of $1.211-1.271 billion, versus the consensus of $1.185 billion.

For earnings history and earnings-related data on Global-e Online (GLBE) click here.

Global-e Online (GLBE) Tops Q4 EPS by 18c; offers guidance

Wed, 18 Feb 2026 06:34:50 -0500

GUIDANCE:

Global-e Online sees Q1 2026 revenue of $247-254 million, versus the consensus of $231.9 million.

Global-e Online sees FY2026 revenue of $1.211-1.271 billion, versus the consensus of $1.185 billion.

For earnings history and earnings-related data on Global-e Online (GLBE) click here.

Global-E reports record Q4 2025 results with 53% EBITDA growth

Wed, 18 Feb 2026 06:13:12 -0500

Global-e Online Ltd. (NASDAQ: GLBE) reported record financial results for the fourth quarter and full year 2025, according to the company's earnings statement released February 18, 2026.

The e-commerce platform company posted fourth-quarter gross merchandise value of $2.36 billion, representing a 37.8% increase from the prior year. Revenue reached $336.7 million, up 28% year-over-year, comprising $160.9 million in service fees and $175.7 million in fulfillment services.

Adjusted EBITDA for the quarter totaled $87.2 million, marking a 53% increase from the same period in 2024. The company generated $216.2 million in free cash flow during the fourth quarter, a 68% increase year-over-year.

For the

Global-e Reports Record Fourth Quarter and Full Year Results for 2025

Wed, 18 Feb 2026 06:02:00 -0500

Quarterly GMV, Revenue, and Adjusted EBITDA results at or above top end of guidance ranges

FY 2025 Adjusted EBITDA increases 41% year-over-year to $198.5 million

PETAH-TIKVA, Israel, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Global-e Online Ltd. (Nasdaq: GLBE) the platform powering global direct-to-consumer e-commerce, today reported financial results for the fourth quarter and full year of 2025.

“2025 was another record-breaking year for Global-e, with Q4 being our strongest quarter ever. We surpassed our fourth quarter and annual guidance across all parameters, from top line revenue down to adjusted EBITDA for

Global-e Reports Record Fourth Quarter and Full Year Results for 2025

Wed, 18 Feb 2026 06:02:00 -0500

Quarterly GMV, Revenue, and Adjusted EBITDA results at or above top end of guidance ranges

FY 2025 Adjusted EBITDA increases 41% year-over-year to $198.5 million

Global-e Reports Record Fourth Quarter and Full Year Results for 2025

Wed, 18 Feb 2026 06:02:00 -0500

Quarterly GMV, Revenue, and Adjusted EBITDA results at or above top end of guidance ranges

FY 2025 Adjusted EBITDA increases 41% year-over-year to $198.5 million

Global-e Reports Record Fourth Quarter and Full Year Results for 2025

Wed, 18 Feb 2026 06:02:00 -0500

Quarterly GMV, Revenue, and Adjusted EBITDA results at or above top end of guidance ranges

FY 2025 Adjusted EBITDA increases 41% year-over-year to $198.5 million

Global-E Online Ltd (GLBE) PT Lowered to $38 at Morgan Stanley

Tue, 17 Feb 2026 08:36:39 -0500

Morgan Stanley analyst James Faucette lowered the price target on Global-E Online Ltd (NASDAQ: GLBE) to $38.00 (from $46.00) while maintaining a Overweight rating.