Global-e Online (NASDAQ:GLBE) Given New $40.00 Price Target at KeyCorp

Global-e Online (NASDAQ:GLBE) had its target price reduced by KeyCorp from $45.00 to $40.00 in a report issued on Thursday morning, Marketbeat.com reports. KeyCorp currently has an overweight rating on the stock.

A number of other analysts also recently issued reports on the stock. Truist Financial set a $43.00 price objective on shares of Global-e Online in a report on Tuesday, January 20th. Benchmark raised their target price on shares of Global-e Online from $52.00 to $60.00 and gave the company a “buy” rating in a research report on Thursday. Needham & Company LLC lifted their price target on shares of Global-e Online from $40.00 to $47.00 and gave the company a “buy” rating in a research note on Thursday, December 4th. Piper Sandler downgraded shares of Global-e Online from an “overweight” rating to a “mixed” rating in a research note on Monday, February 2nd. Finally, Morgan Stanley restated an “overweight” rating on shares of Global-e Online in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Global-e Online presently has an average rating of “Moderate Buy” and a consensus target price of $49.36.

Global-e Online Stock Performance

NASDAQ:GLBE opened at $36.24 on Thursday. The company has a market cap of $6.15 billion, a PE ratio of 97.95 and a beta of 1.24. Global-e Online has a 52-week low of $26.64 and a 52-week high of $50.39. The stock has a 50-day simple moving average of $37.28 and a 200 day simple moving average of $36.18.

Global-e Online (NASDAQ:GLBE) last released its earnings results on Wednesday, November 19th. The company reported $0.07 EPS for the quarter, beating the consensus estimate of $0.06 by $0.01. Global-e Online had a return on equity of 7.51% and a net margin of 7.10%.The firm had revenue of $220.78 million for the quarter, compared to analysts’ expectations of $217.95 million. During the same quarter in the previous year, the business posted ($0.13) EPS. The business’s quarterly revenue was up 25.5% compared to the same quarter last year. On average, research analysts predict that Global-e Online will post 0.25 earnings per share for the current fiscal year.

Institutional Trading of Global-e Online

Several institutional investors and hedge funds have recently bought and sold shares of GLBE. Royal Bank of Canada lifted its position in shares of Global-e Online by 87.4% in the first quarter. Royal Bank of Canada now owns 75,286 shares of the company’s stock valued at $2,684,000 after buying an additional 35,120 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of Global-e Online by 17.8% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 54,654 shares of the company’s stock worth $1,948,000 after acquiring an additional 8,239 shares during the last quarter. Geneos Wealth Management Inc. raised its stake in Global-e Online by 67.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,314 shares of the company’s stock valued at $47,000 after acquiring an additional 528 shares during the period. Stephens Investment Management Group LLC lifted its holdings in Global-e Online by 38.5% during the 2nd quarter. Stephens Investment Management Group LLC now owns 235,420 shares of the company’s stock valued at $7,896,000 after purchasing an additional 65,461 shares during the last quarter. Finally, Asset Management One Co. Ltd. lifted its holdings in Global-e Online by 43.8% during the 2nd quarter. Asset Management One Co. Ltd. now owns 57,285 shares of the company’s stock valued at $1,921,000 after purchasing an additional 17,455 shares during the last quarter. Institutional investors own 94.60% of the company’s stock.

Key Stories Impacting Global-e Online

Here are the key news stories impacting Global-e Online this week:

• Positive Sentiment: Q4 & FY results materially beat expectations: Q4 revenue $336.7M (+28% YoY) and EPS $0.49 (vs. $0.30 consensus); FY adjusted EBITDA rose 41% to $198.5M. Management said Q4 was the strongest quarter and that 2026 should see revenue growth accelerating toward ~30% with margin expansion. Global-e press release
• Positive Sentiment: Strong cash generation and capital return: Q4 free cash flow jumped and the company completed $72M of share repurchases in Q4 2025 — supportive for near‑term EPS and shareholder returns. (See press release above.)
• Positive Sentiment: Unusual bullish options activity: traders bought ~6,881 call contracts (a ~302% increase vs. typical call volume), signaling speculative or hedged bullish positioning from options market participants.
• Neutral Sentiment: Company issued first-time quarterly and full‑year 2026 guidance (Q1 revenue $247–$254M; FY revenue $1,211–$1,271M) — ranges beat consensus on revenue but include forward-looking uncertainty. Earnings highlights
• Neutral Sentiment: Multiple earnings call transcripts and analyst writeups are available (MSN, Seeking Alpha, Zacks) — useful for digging into margin drivers (Managed Markets 2.0, AI tools) but not new market-moving facts by themselves. MSN coverage
• Neutral Sentiment: Institutional activity and price-target dispersion: Quiver/holding summaries show large shifts among some funds and a median analyst target near $45 — mixed positioning among large investors. Quiver summary
• Neutral Sentiment: Short-interest report in the feed appears malformed (shows “large increase” but lists zero shares); data is inconclusive and shouldn’t be relied on until clarified by a proper filing.
• Negative Sentiment: KeyCorp trimmed its price target from $45 to $40 (still “overweight”) — a reduction in analyst upside that could limit near‑term upward momentum for the stock. StreetInsider note

Global-e Online Company Profile

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.