Global-e Online Q4 Earnings Beat Expectations, Shares Rise 16%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy GLBE?
Source: stocktwits
- Earnings Surprise: Global-e Online reported an adjusted EPS of $0.49 for Q4 on revenues of $337 million, exceeding Wall Street's expectations of $0.40 and $328 million, indicating robust profitability and strong market demand.
- Optimistic FY26 Outlook: The company forecasts FY26 revenues between $1.21 billion and $1.27 billion, surpassing the $1.18 billion consensus from Wall Street analysts, reflecting Global-e's confidence in future growth and market potential.
- Q1 Revenue Forecast: Global-e anticipates Q1 revenues in the range of $247 million to $254 million, significantly above Wall Street's expectation of $232 million, showcasing the company's competitive edge and strong customer demand.
- Positive Market Sentiment: Retail sentiment on Stocktwits for Global-e hovered in the 'bullish' territory with high message volumes, indicating investor optimism regarding the company's future performance.
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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: 34.810
Low
41.00
Averages
47.75
High
52.00
Current: 34.810
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.
- Strong Performance: Global-e Online reported fourth-quarter revenue of $336.7 million, a 28% year-over-year increase that surpassed Wall Street expectations, with adjusted earnings per share rising to 49 cents from 30 cents, indicating robust profitability and market demand.
- Key Operating Metric Growth: The company's gross merchandise value (GMV) reached $2.36 billion, up 37.8% year-over-year, reflecting successful launches in the luxury and consumer goods sectors, which further solidified its market position.
- Strong Future Guidance: Global-e Online's 2026 outlook excited investors, with first-quarter revenue expected between $247 million and $254 million and full-year sales projected between $1.21 billion and $1.27 billion, both exceeding analyst expectations and indicating sustained market demand.
- Significant Stock Surge: Following the earnings release, Global-e Online's shares surged approximately 11.9% by midday Wednesday, reflecting market optimism about the company's growth potential, which has driven its market capitalization to $5 billion.
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- Strong Economic Data: US December capital goods new orders rose 0.6% month-over-month, exceeding expectations of 0.3%, indicating a rebound in capital spending that boosts market confidence and drives stock prices higher.
- Housing Market Recovery: December housing starts increased by 6.2% month-over-month to 1.404 million, significantly surpassing the expected 1.304 million, suggesting a recovery in the housing market that could stimulate investment and consumption in related sectors.
- Manufacturing Production Growth: January manufacturing production rose by 0.6% month-over-month, stronger than the expected 0.4%, marking the largest increase in 11 months, indicating a recovery in manufacturing that supports overall economic growth expectations.
- Optimistic Stock Market Performance: Over 75% of S&P 500 companies reported earnings that beat expectations, with Q4 earnings growth projected at 8.4%, providing strong support for the stock market despite lingering doubts about future interest rate policies.
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- Strong Economic Data: US December capital goods new orders rose 0.6% month-over-month, surpassing expectations of 0.3%, indicating a rebound in capital spending and boosting market confidence in economic recovery.
- Housing Market Recovery: December housing starts increased by 6.2% month-over-month to 1.404 million, significantly exceeding expectations of 1.304 million, suggesting a revival in the real estate market that could drive growth in related sectors.
- Manufacturing Production Growth: January manufacturing production rose 0.6% month-over-month, beating expectations of 0.4%, marking the largest increase in 11 months, which indicates a recovery momentum in manufacturing that may further propel economic growth.
- Optimistic Corporate Earnings: Over 75% of S&P 500 companies reported earnings that exceeded expectations, with Q4 earnings growth projected at 8.4%, which will further boost market sentiment and attract investor interest.
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- Strong Economic Data: US December capital goods new orders rose 0.6% month-over-month, exceeding expectations of 0.3%, indicating a rebound in capital spending that could further boost stock markets.
- Housing Market Recovery: December housing starts increased by 6.2% month-over-month to 1.404 million, significantly surpassing the expected 1.304 million, suggesting a recovery in the real estate market that may enhance investment confidence in related sectors.
- Manufacturing Production Growth: January manufacturing production rose 0.6% month-over-month, beating expectations of 0.4%, marking the largest increase in 11 months, which could strengthen market confidence in economic recovery.
- Optimistic Corporate Earnings: Over 75% of S&P 500 companies reported earnings that exceeded expectations, with Q4 earnings growth projected at 8.4%, reflecting ongoing improvements in corporate profitability that may further drive stock market gains.
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Market Opening: U.S. stock markets are set to open in two hours.
Global-E Online Ltd. Performance: Global-E Online Ltd. (GLBE) saw an increase of 18.3% in pre-market trading.
Garmin Ltd. Performance: Garmin Ltd. (GRMN) experienced a rise of 11.8% in pre-market trading.
Overall Market Sentiment: The significant gains in these companies indicate positive market sentiment ahead of the market opening.
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- Earnings Surprise: Global-e Online reported an adjusted EPS of $0.49 for Q4 on revenues of $337 million, exceeding Wall Street's expectations of $0.40 and $328 million, indicating robust profitability and strong market demand.
- Optimistic FY26 Outlook: The company forecasts FY26 revenues between $1.21 billion and $1.27 billion, surpassing the $1.18 billion consensus from Wall Street analysts, reflecting Global-e's confidence in future growth and market potential.
- Q1 Revenue Forecast: Global-e anticipates Q1 revenues in the range of $247 million to $254 million, significantly above Wall Street's expectation of $232 million, showcasing the company's competitive edge and strong customer demand.
- Positive Market Sentiment: Retail sentiment on Stocktwits for Global-e hovered in the 'bullish' territory with high message volumes, indicating investor optimism regarding the company's future performance.
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