Global-e Online Target of Unusually High Options Trading (NASDAQ:GLBE)

Global-e Online Ltd. (NASDAQ:GLBE) was the target of unusually large options trading activity on Thursday. Stock investors purchased 6,881 call options on the company. This represents an increase of 302% compared to the average volume of 1,711 call options.

Trending Headlines about Global-e Online

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

• Positive Sentiment: Q4 beat and profitability swing — GLBE reported Q4 revenue of $336.7M and GAAP EPS of $0.49 (vs. consensus ~ $0.30), with adjusted EBITDA and non‑GAAP net profit substantially higher year‑over‑year; management called Q4 its strongest quarter. Global-e Reports Record Fourth Quarter and Full Year Results for 2025
• Positive Sentiment: Upgraded forward guidance — GLBE provided Q1 revenue guidance of $247–$254M and FY‑2026 revenue guidance of $1,211–$1,271M (above consensus), and forecasted ~30% revenue growth with margin expansion — a clear growth beat and a driver for upward re‑rating. Global-e Reports Record Fourth Quarter and Full Year Results for 2025
• Positive Sentiment: Strong operational metrics and cash flow — Q4 GMV was $2.36B (+37.8% YoY), FY GMV $6.57B (+35%); adjusted EBITDA grew 41% for FY‑2025 and free cash flow jumped materially — supports sustainable margin improvement and buybacks. Global-e Online Ltd. Reports Record Q4 and FY 2025 Financial Results
• Positive Sentiment: Capital return — the company completed ~$72M of share repurchases in Q4, reducing float and signaling management confidence in the business. Global-e Reports Record Fourth Quarter and Full Year Results for 2025
• Neutral Sentiment: Analyst note: KeyCorp trimmed its price target from $45 to $40 but maintained an “overweight” rating — a modest headwind to upside expectations but still a vote of confidence. Benzinga
• Negative Sentiment: Legacy balance-sheet deficits — the company still reports an accumulated deficit (~$536M), which some investors may view as a longer‑term financial risk despite current profitability improvements. Global-e Online Ltd. Reports Record Q4 and FY 2025 Financial Results
• Negative Sentiment: Analyst divergence and lingering caution — some firms still carry cautious or sell opinions and price targets vary, creating mixed sell‑side signals that can cap rapid rerating. Quiver / analyst summary

Global-e Online Stock Up 1.8%

Shares of Global-e Online stock traded up $0.61 on Thursday, hitting $35.42. The company’s stock had a trading volume of 977,470 shares, compared to its average volume of 1,802,445. The company has a market capitalization of $6.01 billion, a P/E ratio of 1,177.56 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 firm has a fifty day moving average price of $37.35 and a 200-day moving average price of $36.18.

Global-e Online (NASDAQ:GLBE) last released its quarterly 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. The business had revenue of $220.78 million for the quarter, compared to analyst estimates of $217.95 million. Global-e Online had a net margin of 0.82% and a return on equity of 0.81%. The company’s quarterly revenue was up 25.5% on a year-over-year basis. During the same period in the prior year, the business earned ($0.13) earnings per share. As a group, analysts expect that Global-e Online will post 0.25 earnings per share for the current year.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. KeyCorp lowered their price objective on Global-e Online from $45.00 to $40.00 and set an “overweight” rating on the stock in a report on Thursday. Morgan Stanley reaffirmed an “overweight” rating on shares of Global-e Online in a report on Thursday. Needham & Company LLC increased their price objective on Global-e Online from $40.00 to $47.00 and gave the stock a “buy” rating in a research report on Thursday, December 4th. Truist Financial set a $43.00 target price on shares of Global-e Online in a research report on Tuesday, January 20th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Global-e Online in a report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Global-e Online has an average rating of “Moderate Buy” and a consensus price target of $48.91.

Institutional Trading of Global-e Online

A number of hedge funds have recently bought and sold shares of GLBE. IFP Advisors Inc lifted its stake in shares of Global-e Online by 73.3% during the 3rd quarter. IFP Advisors Inc now owns 1,059 shares of the company’s stock worth $38,000 after purchasing an additional 448 shares during the period. Caitong International Asset Management Co. Ltd acquired a new position in shares of Global-e Online during the 4th quarter valued at $39,000. Virtus Advisers LLC acquired a new position in shares of Global-e Online during the 2nd quarter valued at $47,000. Geneos Wealth Management Inc. boosted its position in 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 period. Finally, Tower Research Capital LLC TRC increased its holdings in Global-e Online by 780.7% in the 2nd quarter. Tower Research Capital LLC TRC now owns 1,823 shares of the company’s stock valued at $61,000 after purchasing an additional 1,616 shares in the last quarter. Institutional investors and hedge funds own 94.60% of the company’s stock.

About Global-e Online

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.