Global E Online (GLBE)

• Market cap: $5.89B
• 1 day: 0.31%
• 5 days: 3.46%
• 1 month: 0.73%
• 3 months: -40.78%
• 6 months: -7.90%
• Year to date: -33.19%
• 1 year: 7.10%
• 5 years: 40.82%
• 10 years: 40.82%
• Sector: Consumer Discretionary
• Industry: Internet Retail

About: Global E Online Ltd provides e-commerce solutions. The company offers a platform to enable and accelerate direct-to-consumer cross-border e-commerce. The platform was purpose-built for international shoppers to buy seamlessly online and for merchants to sell from and anywhere in the world. The company localizes the shopper experience to make international transactions as seamless as domestic ones. The platform increases the conversion of international traffic into sales by removing much of the complexity associated with international e-commerce. The company derives maximum revenue from the United States.

Employees: 1,084

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

684% more call options, than puts

Call options by funds: $274M | Put options by funds: $34.9M

315% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 20

41% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 73

37% more capital invested

Capital invested by funds: $4.34B [Q3] → $5.95B (+$1.6B) [Q4]

25% more funds holding

Funds holding: 232 [Q3] → 289 (+57) [Q4]

11% more funds holding in top 10

Funds holding in top 10: 9 [Q3] → 10 (+1) [Q4]

2.39% less ownership

Funds ownership: 67.7% [Q3] → 65.31% (-2.39%) [Q4]

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $40 11% upside
• Avg. target: $53 48% upside
• High target: $65 81% upside

10 analyst ratings

• positive: 10 100%
• neutral: 0 0%
• negative: 0 0%

Piper Sandler Brent Bracelin 41% 1-year accuracy 51 / 125 met price target	17% upside $42	Overweight Maintained	23 Apr 2025
Keybanc Philip Gibbs 43% 1-year accuracy 10 / 23 met price target	25% upside $45	Overweight Maintained	23 Apr 2025
Needham Scott Berg 24% 1-year accuracy 38 / 160 met price target	11% upside $40	Buy Maintained	22 Apr 2025
Goldman Sachs Will Nance 44% 1-year accuracy 20 / 45 met price target	31% upside $47	Buy Maintained	2 Apr 2025
Morgan Stanley James Faucette 54% 1-year accuracy 13 / 24 met price target	28% upside $46	Overweight Upgraded	26 Mar 2025