FY26 Adjusted EBITDA Outlook Raised to $264.5M-$289.5M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 13 2026
0mins
FY26 consensus $1.24B. Raises FY26 adjusted EBITDA view to $264.5M-$289.5M from $259M-$284M. Raises FY26 GMV to $8.53B-$8.88B from $8.45B-$8.8B.
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Analyst Views on GLBE
Wall Street analysts forecast GLBE stock price to rise
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 31.510
Low
41.00
Averages
47.75
High
52.00
Current: 31.510
Low
41.00
Averages
47.75
High
52.00
About GLBE
Global-E Online Ltd is an Israel-based company engaged primarily in the software development. The Company develops e-commerce platform known as Global-e, which enable direct-to-consumer cross-border e-commerce. Through its end-to-end solutions that combine localization capabilities, big-data business intelligence models, international logistics and cross-border experience, the Company's platform enables retailers and brands to improve international traffic conversion and sales as well as to achieve global online growth. The Company cooperates with software engineers as well as other specialists. The Company operates from seven offices worldwide and is the chosen partner of retailers and brands across the United States, Europe and Asia.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Executive Lineup: The event will feature CEO Amir Schlachet, CFO Ofer Koren, and Investor Relations head Alan Katz, showcasing the professionalism of the leadership team and their commitment to investor engagement, thereby bolstering investor confidence.
- Online Replay: The fireside chat and event replay will be available on the company's IR website under the
See More
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- Buyback Program Initiation: Global-e Online's board has authorized a share repurchase program of up to $500 million, which will be funded through cash on hand and future operational cash flow, thereby enhancing shareholder value and boosting market confidence.
- Regulatory Compliance: The buyback program qualifies as a 'distribution' under Israeli Companies Law and is set to commence after completing necessary domestic regulatory procedures, ensuring the company's capital operations are within legal frameworks.
- Previous Buyback Success: This incremental $500 million authorization follows the company's 2025 buyback plan, of which approximately 80% has already been completed, demonstrating ongoing commitment and execution in capital management.
- Market Reaction Expectations: By implementing this buyback program, Global-e Online anticipates further enhancing its stock liquidity and market performance, particularly against the backdrop of the company's continued growth efforts in European and Asian markets.
See More
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- Repurchase Program Scale: Global-e's Board has approved a share repurchase program of up to $500 million, aimed at boosting shareholder confidence and reflecting the company's strong cash flow generation ability, which is expected to enhance market recognition of the company.
- Completion of Previous Buyback: The company has completed approximately 80% of its $200 million repurchase plan, demonstrating effective execution of its capital allocation strategy and strengthening investor confidence in future growth.
- Flexible Repurchase Methods: The program allows for stock repurchases through various methods, including open market purchases and privately negotiated transactions, ensuring the company can respond flexibly to market changes and optimize the timing of repurchases.
- Clear Funding Sources: Global-e expects to fund the repurchase with cash on hand and future cash generated from operations, further solidifying its financial stability and creating value for shareholders.
See More
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- Logistics Capability Enhancement: The acquisition is expected to significantly strengthen Global-e's logistics capabilities by integrating Passport's advanced cross-border logistics infrastructure and multi-carrier network, thereby improving standard shipping reliability and enhancing the post-purchase experience, supporting scalable and cost-effective logistics solutions.
- Market Expansion Potential: Passport is projected to generate approximately $100M in revenues in 2026, with a growth rate slightly exceeding that of Global-e, thus providing Global-e with a broader merchant service offering and further solidifying its leading position in global e-commerce.
- Management Integration: Following the expected closing in July, Passport's founder and CEO Alex Yancher will join Global-e's executive team to lead the integrated business, marking a significant advancement in the company's logistics and trade compliance capabilities.
See More
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- Acquisition Scale: Global-e has agreed to acquire Passport for $350 million, funded equally through cash and ordinary shares, which is expected to enhance its logistics capabilities and improve the post-purchase experience for merchants.
- Logistics Capability Enhancement: This acquisition will provide Global-e with an efficient, asset-light multi-carrier network that supports standard logistics solutions for cross-border, domestic, and last-mile deliveries, thereby increasing its competitiveness in the global e-commerce market.
- Market Expansion Potential: By integrating Passport's advanced logistics infrastructure, Global-e will be able to offer a Non-Merchant of Record solution to a broader merchant segment, with Passport projected to generate approximately $100 million in revenue in 2026, growing slightly faster than Global-e.
- Strategic Integration Plan: Following the acquisition, Passport's founder and CEO is expected to join Global-e's management team, which is anticipated to drive the development of the integrated business, further enhancing customer experience and logistics efficiency.
See More
