Strong Q2 Performance: Global-E Online Ltd. reported a robust Q2 2025 with revenue of $214.9 million, marking a 27.9% year-over-year increase and achieving GAAP profitability for the first time, alongside significant growth in gross merchandise value (GMV) and operational efficiency.
Future Outlook and Investment Potential: Despite some regional challenges, management projects continued growth for Q3 and has raised full-year guidance, while the company's diversified model and strategic partnerships position it favorably for sustained profitability, although some analysts suggest other AI stocks may offer better investment opportunities.
GLBE
$38.94+Infinity%1D
Analyst Views on GLBE
Wall Street analysts forecast GLBE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GLBE is 48.40 USD with a low forecast of 36.00 USD and a high forecast of 64.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
Wall Street analysts forecast GLBE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GLBE is 48.40 USD with a low forecast of 36.00 USD and a high forecast of 64.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Buy
0 Hold
1 Sell
Strong Buy
Current: 38.500
Low
36.00
Averages
48.40
High
64.00
Current: 38.500
Low
36.00
Averages
48.40
High
64.00
Truist
Matthew Coad
Sell -> Hold
upgrade
$36 -> $41
2025-12-11
Reason
Truist
Matthew Coad
Price Target
$36 -> $41
2025-12-11
upgrade
Sell -> Hold
Reason
Truist analyst Matthew Coad upgraded Global-e Online to Hold from Sell with a price target of $41, up from $36. For 2026, the firm believes growth-adjusted valuations in payments and fintech look attractive after the recent underperformance and it expects organic growth to stabilize, says the analyst while upgrading two cross border specialists as the firm sees increased volume growth expectations for both companies.
Needham
Nir Debbi
Buy
maintain
$40 -> $47
2025-12-04
Reason
Needham
Nir Debbi
Price Target
$40 -> $47
2025-12-04
maintain
Buy
Reason
Needham raised the firm's price target on Global-e Online to $47 from $40 and keeps a Buy rating on the shares. After meeting with the company's President Nir Debbi, the firm has come away with a positive view after getting several updates, the analyst tells investors in a research note. Consumer behavior is changing the shape of November's sales with the Black Friday-Cyber Monday peak a touch below expectations, but a much stronger early November period is driving overall holiday sales ahead of expectations, Needham added.
Truist
Sell
maintain
$32 -> $36
2025-11-25
Reason
Truist
Price Target
$32 -> $36
2025-11-25
maintain
Sell
Reason
Truist raised the firm's price target on Global-e Online to $36 from $32 and keeps a Sell rating on the shares. The firm's gross profit forecasts increase is in the low-single-digit range, due to an expectation for faster Gross Merchandise Volume growth, though this was partially offset by an increased level of take rate compression, the analyst tells investors in a research note.
Piper Sandler
Brent Bracelin
Overweight
maintain
$42 -> $48
2025-11-20
Reason
Piper Sandler
Brent Bracelin
Price Target
$42 -> $48
2025-11-20
maintain
Overweight
Reason
Piper Sandler analyst Brent Bracelin raised the firm's price target on Global-e Online to $48 from $42 and keeps an Overweight rating on the shares. The firm says that the 4%-9% intraday selloff - on top of a 32% selloff year-to-date before the print - appears overdone for a cross-border platform of choice benefiting from an increasingly complex trade backdrop. Q3 revenue growth came in healthy at 25% year-over-year, global trading volumes have remained robust in both Q3 and Q4-to-date, and the company continues to serve customers with opportune services in this dynamic environment, it adds.
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.
