Global E Online

GLBE

Market cap $5.81B

Global-E Online Ltd. (GLBE) Q4 2025 Earnings Call Transcript

Global-E Online's fourth-quarter results beat Wall Street's expectations on strong demand. The company's guidance for 2026 was very upbeat, reflecting management confidence in a strong sales pipeline.

The headline numbers for Globale Online (GLBE) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Quarterly GMV, Revenue, and Adjusted EBITDA results at or above top end of guidance ranges FY 2025 Adjusted EBITDA increases 41% year-over-year to $198.5 million PETAH-TIKVA, Israel, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Global-e Online Ltd. (Nasdaq: GLBE) the platform powering global direct-to-consumer e-commerce, today reported financial results for the fourth quarter and full year of 2025.

Keenan Capital acquired 95,988 shares of Global-E Online in the fourth quarter; the estimated trade size was $3.56 million (derived from average closing prices in the quarter). Meanwhile, the quarter-end position value increased by $10.05 million, reflecting share addition and price movement.

Besides Wall Street's top-and-bottom-line estimates for Globale Online (GLBE), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

PETAH-TIKVA, Israel, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Global-e Online Ltd. (Nasdaq: GLBE), the platform powering global direct-to-consumer e-commerce, today announced it will report financial results for the fourth quarter and full year ended December 31, 2025, before market open on Wednesday, February 18, 2026.

Global-E Online (NASDAQ: GLBE) and Shopify (NASDAQ: SHOP) reported Q3 2025 earnings that pushed their cross-border e-commerce strategies in different directions.

Opendoor stock skyrocketed last year as retail investors banded together to send it higher. It has a new CEO and a new direction, but there's plenty of ongoing risk.

The consensus price target hints at a 27.2% upside potential for Globale Online (GLBE). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.