Global-e Online’s (GLBE) “Overweight” Rating Reiterated at Piper Sandler

Posted by Geri Gentry on Aug 14th, 2026

Piper Sandler reaffirmed their overweight rating on shares of Global-e Online (NASDAQ:GLBE – Free Report) in a research note published on Tuesday,Benzinga reports. Piper Sandler currently has a $48.00 target price on the stock.

GLBE has been the subject of several other reports. Jefferies Financial Group reaffirmed a “buy” rating and issued a $40.00 target price on shares of Global-e Online in a research note on Wednesday, May 13th. Benchmark reissued a “buy” rating on shares of Global-e Online in a research note on Wednesday, May 27th. Zacks Research cut Global-e Online from a “strong-buy” rating to a “hold” rating in a report on Wednesday, June 3rd. BMO Capital Markets lifted their price objective on Global-e Online from $42.00 to $46.00 and gave the company an “outperform” rating in a research report on Tuesday, August 4th. Finally, Truist Financial upped their target price on Global-e Online from $39.00 to $41.00 and gave the company a “buy” rating in a research note on Friday, July 24th. Thirteen analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $47.23.

View Our Latest Stock Report on Global-e Online

Global-e Online Trading Up 4.0%

Shares of GLBE stock opened at $42.19 on Tuesday. The company has a market capitalization of $7.16 billion, a price-to-earnings ratio of 49.06 and a beta of 1.03. The firm has a 50-day moving average price of $36.62 and a 200 day moving average price of $33.97. Global-e Online has a twelve month low of $26.84 and a twelve month high of $43.99.

Global-e Online (NASDAQ:GLBE – Get Free Report) last released its quarterly earnings results on Tuesday, June 30th. The company reported $0.37 earnings per share (EPS) for the quarter. The company had revenue of $299.00 million for the quarter. Global-e Online had a net margin of 13.87% and a return on equity of 16.60%. As a group, research analysts predict that Global-e Online will post 1.12 earnings per share for the current year.

Insider Transactions at Global-e Online

In other news, CEO Amir Schlachet sold 16,814 shares of the firm’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $42.41, for a total value of $713,081.74. Following the transaction, the chief executive officer owned 3,948,286 shares of the company’s stock, valued at approximately $167,446,809.26. This trade represents a 0.42% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, President Nir Debbi sold 14,582 shares of Global-e Online stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $40.11, for a total transaction of $584,884.02. Following the transaction, the president owned 4,430,285 shares in the company, valued at $177,698,731.35. The trade was a 0.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 473,773 shares of company stock valued at $17,707,863 over the last 90 days. Corporate insiders own 11.60% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of GLBE. Summit Creek Advisors LLC purchased a new stake in shares of Global-e Online in the second quarter worth about $5,974,000. Annex Advisory Services LLC raised its holdings in shares of Global-e Online by 37.8% during the 2nd quarter. Annex Advisory Services LLC now owns 88,076 shares of the company’s stock valued at $3,059,000 after buying an additional 24,179 shares during the period. Wasatch Advisors LP lifted its position in Global-e Online by 28.1% during the 2nd quarter. Wasatch Advisors LP now owns 8,275,194 shares of the company’s stock worth $287,397,000 after acquiring an additional 1,816,606 shares in the last quarter. Handelsbanken Fonder AB lifted its position in Global-e Online by 38.0% during the 2nd quarter. Handelsbanken Fonder AB now owns 174,989 shares of the company’s stock worth $6,077,000 after acquiring an additional 48,145 shares in the last quarter. Finally, Hennion & Walsh Asset Management Inc. boosted its holdings in Global-e Online by 8.3% in the 2nd quarter. Hennion & Walsh Asset Management Inc. now owns 8,224 shares of the company’s stock worth $286,000 after acquiring an additional 631 shares during the period. Institutional investors and hedge funds own 94.60% of the company’s stock.

Global-e Online News Summary

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.

About Global-e Online

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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.