Key Points
- CEO insider selling: Amir Schlachet sold 16,814 Global-e Online shares for approximately $713,000, reducing his ownership by 0.42%. The sale follows several other transactions totaling substantial share disposals in recent months.
- Strong financial performance: Second-quarter revenue rose 39% year over year to $299 million, while EPS of $0.37 exceeded analyst expectations. Adjusted EBITDA increased 62% to $62.4 million.
- Raised outlook and analyst support: Global-e increased its fiscal 2026 revenue and adjusted EBITDA guidance, and analysts maintain a generally positive view with a consensus “Moderate Buy” rating and $47.23 price target. Risks include declining gross margins, tariffs, shipping costs and currency fluctuations.
Global-e Online Ltd. (NASDAQ:GLBE - Get Free Report) CEO Amir Schlachet sold 16,814 shares of the stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $42.41, for a total transaction of $713,081.74. Following the completion of the transaction, the chief executive officer owned 3,948,286 shares in the company, valued at $167,446,809.26. This represents a 0.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.
Amir Schlachet also recently made the following trade(s):
- On Monday, August 10th, Amir Schlachet sold 322 shares of Global-e Online stock. The stock was sold at an average price of $42.07, for a total transaction of $13,546.54.
- On Friday, August 7th, Amir Schlachet sold 100,000 shares of Global-e Online stock. The stock was sold at an average price of $42.20, for a total transaction of $4,220,000.00.
- On Wednesday, August 5th, Amir Schlachet sold 1,308 shares of Global-e Online stock. The shares were sold at an average price of $42.09, for a total transaction of $55,053.72.
- On Tuesday, August 4th, Amir Schlachet sold 24,999 shares of Global-e Online stock. The shares were sold at an average price of $41.23, for a total transaction of $1,030,708.77.
- On Friday, June 26th, Amir Schlachet sold 58,331 shares of Global-e Online stock. The shares were sold at an average price of $36.21, for a total transaction of $2,112,165.51.
- On Thursday, July 2nd, Amir Schlachet sold 24,999 shares of Global-e Online stock. The shares were sold at an average price of $37.09, for a total transaction of $927,212.91.
- On Tuesday, June 16th, Amir Schlachet sold 16,666 shares of Global-e Online stock. The stock was sold at an average price of $32.18, for a total transaction of $536,311.88.
- On Monday, June 1st, Amir Schlachet sold 8,333 shares of Global-e Online stock. The shares were sold at an average price of $33.58, for a total transaction of $279,822.14.
- On Tuesday, June 2nd, Amir Schlachet sold 16,666 shares of Global-e Online stock. The shares were sold at an average price of $33.34, for a total transaction of $555,644.44.
- On Tuesday, May 19th, Amir Schlachet sold 8,333 shares of Global-e Online stock. The shares were sold at an average price of $29.00, for a total transaction of $241,657.00.
Global-e Online Stock Performance
Shares of GLBE stock opened at $42.19 on Friday. The stock's 50-day moving average is $36.62 and its two-hundred day moving average is $33.97. The firm has a market cap of $7.16 billion, a price-to-earnings ratio of 49.06 and a beta of 1.03. Global-e Online Ltd. has a 1 year low of $26.84 and a 1 year high of $43.99.
Global-e Online (NASDAQ:GLBE - Get Free Report) last posted its earnings results on Tuesday, June 30th. The company reported $0.37 EPS for the quarter. Global-e Online had a return on equity of 16.60% and a net margin of 13.87%.The business had revenue of $299.00 million for the quarter. As a group, research analysts predict that Global-e Online Ltd. will post 1.12 EPS for the current year.
Institutional Trading of Global-e Online
A number of hedge funds have recently added to or reduced their stakes in the stock. Summit Creek Advisors LLC purchased a new position in shares of Global-e Online in the 2nd quarter valued at approximately $5,974,000. Annex Advisory Services LLC raised its stake in shares of Global-e Online by 37.8% during the second quarter. Annex Advisory Services LLC now owns 88,076 shares of the company's stock worth $3,059,000 after purchasing an additional 24,179 shares during the last quarter. Wasatch Advisors LP raised its stake in shares of Global-e Online by 28.1% during the second quarter. Wasatch Advisors LP now owns 8,275,194 shares of the company's stock worth $287,397,000 after purchasing an additional 1,816,606 shares during the last quarter. Handelsbanken Fonder AB lifted its holdings in shares of Global-e Online by 38.0% during the second quarter. Handelsbanken Fonder AB now owns 174,989 shares of the company's stock worth $6,077,000 after purchasing an additional 48,145 shares during the period. Finally, Hennion & Walsh Asset Management Inc. lifted its holdings in shares of Global-e Online by 8.3% during the second quarter. Hennion & Walsh Asset Management Inc. now owns 8,224 shares of the company's stock worth $286,000 after purchasing an additional 631 shares during the period. 94.60% of the stock is owned by institutional investors and hedge funds.
Trending Headlines about Global-e Online
Here are the key news stories impacting Global-e Online this week:
- Positive Sentiment: Strong Q2 earnings beat: Revenue rose 39% year over year to $299 million, exceeding the $283.1 million consensus estimate, while EPS of $0.37 topped expectations of $0.22. Gross merchandise value increased 44% to $2.09 billion. Global-e Online Q2 2026 earnings report
- Positive Sentiment: Profitability and cash flow improved: Adjusted EBITDA climbed 62% to $62.4 million, expanding the adjusted EBITDA margin by 300 basis points to 20.9%. Free cash flow increased to $73.2 million from $63.5 million a year earlier.
- Positive Sentiment: Higher financial outlook: Global-e raised its FY 2026 revenue guidance to $1.305 billion-$1.355 billion from $1.220 billion-$1.280 billion and increased adjusted EBITDA guidance to $278 million-$300 million. Third-quarter revenue guidance of $308.5 million-$315.5 million is also well above the $293.1 million analyst consensus. Global-e raises 2026 outlook
- Positive Sentiment: Analyst support: Piper Sandler reiterated an “overweight” rating with a $48 price target, while Morgan Stanley raised its target to $46, although it maintained an “equal weight” rating.
- Neutral Sentiment: Global-e is expanding Shopify Managed Markets into Canada and the United Kingdom and continues adding enterprise merchants across North America, Europe and Asia-Pacific, supporting its longer-term growth strategy.
- Negative Sentiment: Continued CEO selling: CEO Amir Schlachet sold 16,814 shares worth approximately $713,000 on August 12, following other recent sales. The latest transaction reduced his ownership by only 0.42%, but the absence of reported insider purchases may weigh on sentiment.
- Negative Sentiment: Margin and execution risks: Non-GAAP gross margin declined to 45.3% from 46.5% a year earlier. Investors also remain exposed to shipping costs, tariffs, currency movements, third-party service dependencies and the company’s history of accumulated losses.
Wall Street Analyst Weigh In
A number of equities research analysts have weighed in on GLBE shares. Raymond James Financial reiterated an "outperform" rating and issued a $48.00 price objective on shares of Global-e Online in a research note on Thursday. Citigroup restated a "market outperform" rating on shares of Global-e Online in a research report on Thursday. Zacks Research cut shares of Global-e Online from a "strong-buy" rating to a "hold" rating in a report on Wednesday, June 3rd. Weiss Ratings reiterated a "sell (d+)" rating on shares of Global-e Online in a research report on Wednesday, August 5th. Finally, Jefferies Financial Group reiterated a "buy" rating and set a $48.00 price target on shares of Global-e Online in a research note on Wednesday. Thirteen equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $47.23.
Read Our Latest Stock Analysis on Global-e Online
Global-e Online Company Profile
(
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.
Central to Global-e's offering is a comprehensive suite of services that includes customizable checkout in the buyer's local language, real-time display of prices in over 140 currencies, support for region-specific payment methods, and transparent calculation of duties and taxes at point of sale.
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