GLBE Earnings

GLBE reported its FY2025Q3 earnings on 2025-11-19, showcasing a revenue of 221.00M against an estimate of 218.00M, resulting in a 1.34% surprise. The EPS was 0, surpassing the expected 0.06 by 0% . The stock experienced a -4.38% price change on the earnings day and a 4.03% change over the next five days, reflecting market reactions to the results.

Following GLBE's FY2025Q3 earnings announcement on 2025-11-19, the stock price moved by -4.38% on the day of the release. Over the subsequent five days, it saw a 4.03% change. Historically, GLBE's stock price tends to shift by an average of +4.66% in the 10 days leading up to earnings and +2.69% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate GLBE’s annual revenue to reach 327.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.8% and EPS estimates Revise Upward by 1.65% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between GLBE's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 0.8%, while EPS estimates moved Revise Upward by 1.65% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, GLBE's stock price typically moves by +4.66% in the 10 days before its earnings and +2.69% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 327.00M.

The earnings call summary indicates a generally positive outlook with strong financial performance and optimistic guidance. The company anticipates GAAP profitability for the full year 2025, and the ReturnGo acquisition is expected to positively impact revenue. The Q&A section highlights stable same-store sales growth and a confident new merchant pipeline. While there are slight weaknesses in specific regions, the overall sentiment is optimistic. The $200 million repurchase plan and the absence of significant negative factors further support a positive sentiment rating. However, the lack of specific guidance for 2026 and some regional weaknesses temper the outlook slightly.