StreetInsider.com News Articles

Needham on Global-E Online Ltd (GLBE): 'Customer Check Highlights Faster Deployments and Strong Shopify Fit'

Tue, 01 Sep 2026 06:09:30 -0400

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

The analyst comments "We reiterate our Buy rating after speaking to an experienced Global-e customer who currently uses Global-e through the SHOP Managed Markets 2.0 solution and has worked with GLBE across three consumer brands. Implementation times improved to <2 months with full QA and live testing in the expert's latest MM implementation versus ~5–6 months historically. Returns, which we have previously written on, remain the main MM pain point but are more operational today. The expert also spoke more positively about the

Global-E Online Ltd (GLBE) PT Raised to $47 at Truist Securities

Tue, 25 Aug 2026 07:54:09 -0400

(Updated - August 25, 2026 7:54 AM EDT)

Truist Securities analyst Matthew Coad raised the price target on Global-E Online Ltd (NASDAQ: GLBE) to $47.00 (from $41.00) while maintaining a Buy rating.

The analyst commented: "Following its 2Q26 earnings release, we are updating our Global-e model, increasing our estimates across KPIs in the LSD to MSD range partially due to the strong 1H outperformance from elevated same store sales growth and better-than-expected volume contribution from recent new merchant additions. Our forecasts are mostly above consensus, with the exception of diluted EPS near-term, as we don’t believe the Street is modeling in Passport’s

Global-E Online Ltd (GLBE) PT Raised to $47 at Truist Securities

Tue, 25 Aug 2026 07:54:09 -0400

(Updated - August 25, 2026 7:54 AM EDT)

Truist Securities analyst Matthew Coad raised the price target on Global-E Online Ltd (NASDAQ: GLBE) to $47.00 (from $41.00) while maintaining a Buy rating.

Form 4 Global-E Online Ltd. For: Aug 19 Filed by: Tamari Shahar

Mon, 24 Aug 2026 10:43:00 -0400

si-local-file:///var/storage/secattach/20260824/26965770.html

Form 4 Global-E Online Ltd. For: Aug 19 Filed by: Tamari Shahar

Mon, 24 Aug 2026 10:43:00 -0400

si-local-file:///var/storage/secattach/20260824/26965770.html

Form 4 Global-E Online Ltd. For: Aug 18 Filed by: Schlachet Amir

Wed, 19 Aug 2026 15:59:00 -0400

si-local-file:///var/storage/secattach/20260819/26949900.html

Form 4 Global-E Online Ltd. For: Aug 18 Filed by: Schlachet Amir

Wed, 19 Aug 2026 15:59:00 -0400

si-local-file:///var/storage/secattach/20260819/26949900.html

Form 4 Global-E Online Ltd. For: Aug 17 Filed by: Debbi Nir

Tue, 18 Aug 2026 15:59:00 -0400

si-local-file:///var/storage/secattach/20260818/26944000.html

Form 4 Global-E Online Ltd. For: Aug 17 Filed by: Debbi Nir

Tue, 18 Aug 2026 15:59:00 -0400

si-local-file:///var/storage/secattach/20260818/26944000.html

Form 4 Global-E Online Ltd. For: Aug 14 Filed by: Schlachet Amir

Mon, 17 Aug 2026 12:15:00 -0400

si-local-file:///var/storage/secattach/20260817/26936886.html

Form 4 Global-E Online Ltd. For: Aug 14 Filed by: Schlachet Amir

Mon, 17 Aug 2026 12:15:00 -0400

si-local-file:///var/storage/secattach/20260817/26936886.html

Form 4 Global-E Online Ltd. For: Aug 13 Filed by: Schlachet Amir

Mon, 17 Aug 2026 12:06:00 -0400

si-local-file:///var/storage/secattach/20260817/26936840.html

Form 4 Global-E Online Ltd. For: Aug 13 Filed by: Schlachet Amir

Mon, 17 Aug 2026 12:06:00 -0400

si-local-file:///var/storage/secattach/20260817/26936840.html

Form 144 Global-E Online Ltd. Filed by: Schlachet Amir

Fri, 14 Aug 2026 17:26:00 -0400

si-local-file:///var/storage/secattach/20260814/26932905.html

Form 144 Global-E Online Ltd. Filed by: Schlachet Amir

Fri, 14 Aug 2026 17:26:00 -0400

si-local-file:///var/storage/secattach/20260814/26932905.html

Form SCHEDULE 13G/A Global-E Online Ltd. Filed by: Dragoneer Investment Group, LLC

Fri, 14 Aug 2026 16:36:00 -0400

si-local-file:///var/storage/secattach/20260814/26931645.html

Form SCHEDULE 13G/A Global-E Online Ltd. Filed by: Dragoneer Investment Group, LLC

Fri, 14 Aug 2026 16:36:00 -0400

si-local-file:///var/storage/secattach/20260814/26931645.html

Form 4 Global-E Online Ltd. For: Aug 12 Filed by: Schlachet Amir

Thu, 13 Aug 2026 14:39:00 -0400

si-local-file:///var/storage/secattach/20260813/26919965.html

Form 4 Global-E Online Ltd. For: Aug 12 Filed by: Schlachet Amir

Thu, 13 Aug 2026 14:39:00 -0400

si-local-file:///var/storage/secattach/20260813/26919965.html

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

Thu, 13 Aug 2026 10:45:55 -0400

Benchmark analyst Mark Zgutowicz reiterated a Buy rating and $60.00 price target on Global-E Online Ltd (NASDAQ: GLBE).

The analyst commented, "2Q reinforces the quality of GLBE’s 1H momentum: GMV/revenue/adj. EBITDA of $2.09B/$299M/$62.4M grew 44%/39%/62% y/y and beat consensus by 6%/6%/10%, resp., while FY26 midpoint guidance of $8.96B/$1.33B/$289M came in 2%/4%/3% above the Street. While 2Q gross profit dollars beat by 3%, gross margin of 45.3% was light of 46.5% consensus, primarily reflecting a temporary lag in passing through carrier fuel surcharges. More importantly, removing Passport’s expected ~$60M of 2H MoR GMV, $55–59M of revenue and $3–4M of adj. EBITDA, leaves

Global-E Online Ltd (GLBE) PT Raised to $54 at UBS

Thu, 13 Aug 2026 09:14:53 -0400

UBS analyst Chris Zhang raised the price target on Global-E Online Ltd (NASDAQ: GLBE) to $54.00 (from $50.00) while maintaining a Buy rating.

Global-E Online Ltd (GLBE) PT Raised to $48 at BMO Capital

Thu, 13 Aug 2026 07:43:38 -0400

BMO Capital analyst Andrew Bauch raised the price target on Global-E Online Ltd (NASDAQ: GLBE) to $48.00 (from $46.00) while maintaining a Outperform rating.

Global-E Online Ltd (GLBE) PT Raised to $46 at Morgan Stanley

Thu, 13 Aug 2026 05:40:34 -0400

Morgan Stanley analyst James Faucette raised the price target on Global-E Online Ltd (NASDAQ: GLBE) to $46.00 (from $44.00) while maintaining a Equalweight rating.

The analyst comments "Raising estimates to account for robust top-line growth and better-than-expected opex leverage; raising PT to $46. We take up revenue, gross profit, adjusted EBITDA and GAAP EPS across '26-'28, while trimming GMV (even as we're taking our Managed Markets assumptions up) on the back of Passport GMV disclosure. For further detail on our estimate changes, please refer to Exhibit 1 . As a result, we are raising our price target to $46 as we

Global-E Online Ltd (GLBE) PT Raised to $46 at Morgan Stanley

Thu, 13 Aug 2026 05:40:34 -0400

Morgan Stanley analyst James Faucette raised the price target on Global-E Online Ltd (NASDAQ: GLBE) to $46.00 (from $44.00) while maintaining a Equalweight rating.

Global-E Online (GLBE) Reiterated at Market Outperform by Citizens Amid GMV Acceleration

Thu, 13 Aug 2026 04:18:33 -0400

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 maintain our Market Outperform rating and $64 price target on Global-E Online (GLBE), after the company reported better-than-expected 2Q26 results with GMV of $2.09B (consensus $1.98B), up 44% y/y an acceleration from 40% last quarter, a take rate of 14.3%, down from 14.5% last quarter, revenue of $299M (consensus $283M), up 39% y/y and up from 33% last quarter, adjusted EBITDA of $62M (consensus $57M) and adjusted EBITDA margin of 21% (consensus 20%), and lastly free cash flow