Global-e Online (NASDAQ:GLBE) Releases Quarterly Earnings Results, Beats Estimates By $0.09 EPS

15 May 2026, 15:16 by Teresa Graham · The Cerbat Gem

Global-e Online (NASDAQ:GLBE – Get Free Report) released its earnings results on Wednesday. The company reported $0.27 EPS for the quarter, topping analysts’ consensus estimates of $0.18 by $0.09, FiscalAI reports. Global-e Online had a return on equity of 12.59% and a net margin of 11.37%.The firm had revenue of $252.09 million during the quarter, compared to the consensus estimate of $250.78 million. During the same quarter in the previous year, the company posted ($0.11) earnings per share. The company’s revenue was up 32.8% compared to the same quarter last year.

Here are the key takeaways from Global-e Online’s conference call:

Global-E delivered a strong Q1, with GMV up 40% to $1.74 billion, revenue up 33% to $252 million, and adjusted EBITDA up 59% to $50.2 million, while also raising full-year guidance for GMV, revenue, and adjusted EBITDA.
The company said growth was driven by healthy same-store sales, successful recent merchant launches, and continued expansion with existing brands across regions, despite some disruption from the Middle East conflict.
Management highlighted progress on Shopify Managed Markets 2.0, saying adoption is tracking to plan and that a more meaningful ramp is still expected in the back half of 2026 as more markets and features roll out.
Global-E said its newer value-added offerings, including Borderfree.com and duty drawback services, are gaining traction, but monetization is still early and expected to contribute more meaningfully later in 2026 and into 2027.
Executives emphasized efficiency gains from an AI-first operating model, saying AI is improving product development velocity, support response times, and operational controls without sacrificing service quality.

Global-e Online Stock Performance

NASDAQ GLBE traded up $0.08 during mid-day trading on Friday, reaching $28.02. 656,552 shares of the stock were exchanged, compared to its average volume of 1,538,748. The company has a market capitalization of $4.76 billion, a P/E ratio of 43.13 and a beta of 1.18. The business’s 50 day moving average is $32.07 and its 200-day moving average is $35.39. Global-e Online has a 1 year low of $26.84 and a 1 year high of $41.94.

Analyst Ratings Changes

Several research firms have recently commented on GLBE. Bank of America began coverage on shares of Global-e Online in a report on Tuesday, March 31st. They issued a “buy” rating and a $43.00 price objective on the stock. KeyCorp cut their price target on Global-e Online from $45.00 to $40.00 and set an “overweight” rating on the stock in a research report on Thursday, February 19th. BMO Capital Markets initiated coverage on Global-e Online in a research note on Tuesday, April 21st. They set an “outperform” rating and a $42.00 price objective for the company. Wall Street Zen cut Global-e Online from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Finally, Piper Sandler reaffirmed an “overweight” rating on shares of Global-e Online in a report on Thursday, February 19th. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Global-e Online has a consensus rating of “Moderate Buy” and an average price target of $44.17.

Check Out Our Latest Analysis on GLBE

Insiders Place Their Bets

In other news, President Nir Debbi sold 8,332 shares of the stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $34.51, for a total transaction of $287,537.32. Following the sale, the president directly owned 3,897,506 shares of the company’s stock, valued at $134,502,932.06. This represents a 0.21% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, COO Shahar Tamari sold 25,949 shares of the firm’s stock in a transaction dated Friday, April 17th. The shares were sold at an average price of $34.79, for a total value of $902,765.71. Following the sale, the chief operating officer owned 3,790,225 shares in the company, valued at $131,861,927.75. This trade represents a 0.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 167,708 shares of company stock worth $5,586,117. Company insiders own 11.60% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Royal Bank of Canada increased its holdings in Global-e Online by 87.4% in the 1st quarter. Royal Bank of Canada now owns 75,286 shares of the company’s stock worth $2,684,000 after acquiring an additional 35,120 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in shares of Global-e Online by 17.8% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 54,654 shares of the company’s stock worth $1,948,000 after purchasing an additional 8,239 shares in the last quarter. Geneos Wealth Management Inc. raised its position in shares of Global-e Online by 67.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 1,314 shares of the company’s stock worth $47,000 after purchasing an additional 528 shares during the last quarter. Arrowstreet Capital Limited Partnership purchased a new position in Global-e Online in the 2nd quarter valued at about $5,428,000. Finally, Brown Advisory Inc. purchased a new position in Global-e Online in the 2nd quarter valued at about $726,000. Hedge funds and other institutional investors own 94.60% of the company’s stock.

About Global-e Online

(Get Free Report)

Global-e Online Ltd. (NASDAQ: GLBE) is a leading cross-border e-commerce platform that enables online merchants to expand sales internationally. The company’s cloud-based solution integrates with major e-commerce systems to offer localized checkout experiences, dynamic currency conversion, import duties and taxes calculation, fraud prevention, and compliance with local trade regulations. By managing the end-to-end complexities of global transactions, Global-e helps retailers streamline their international operations and deliver a seamless shopping experience to customers worldwide.