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Global-e Online ( (GLBE) ) has issued an update.
Global-e Online reported on February 18, 2026 that 2025 was a record year, with fourth-quarter GMV up 37.8% to $2.36 billion and revenue up 28% to $336.7 million, while adjusted EBITDA surged 53% to $87.2 million and free cash flow jumped 68% to $216.2 million. For the full year, GMV rose 35% to $6.57 billion, revenue climbed 28% to $962.2 million and adjusted EBITDA increased 41% to $198.5 million, as the company exceeded guidance and strengthened profitability.
Management said Global-e is running slightly ahead of the multi-year strategic plan launched in March 2025, underpinned by expanded AI-led tools, the rollout of Shopify’s Managed Markets 2.0 for U.S. merchants and the enablement of agentic commerce workflows. The company also broadened its merchant base and geographic reach with a roster of new brands across North America, Europe and APAC, deepened relationships with names such as Logitech and Zimmermann, executed $72 million of Q4 share buybacks, and issued 2026 guidance that implies revenue growth accelerating to nearly 30% with further margin and cash-flow expansion.
The most recent analyst rating on (GLBE) stock is a Buy with a $38.00 price target. To see the full list of analyst forecasts on Global-e Online stock, see the GLBE Stock Forecast page.
Spark’s Take on GLBE Stock
According to Spark, TipRanks’ AI Analyst, GLBE is a Neutral.
The score is supported primarily by strong cash generation and a low-leverage balance sheet, reinforced by a bullish earnings call with raised guidance and significant free cash flow. These positives are tempered by weak technicals (downtrend with bearish MACD) and a very unattractive valuation (extremely high P/E with no dividend support).
To see Spark’s full report on GLBE stock, click here.
More about Global-e Online
Global-e Online Ltd., based in Petah Tikva, Israel, operates a technology platform that powers global direct-to-consumer e-commerce for brands and retailers. The Nasdaq-listed company generates revenue primarily from service fees and fulfillment services, enabling cross-border online sales and offering value-added services such as duty recovery and integrations with major partners like Shopify and social commerce marketplaces.
Average Trading Volume: 1,444,437
Technical Sentiment Signal: Sell
Current Market Cap: $5.36B
For a thorough assessment of GLBE stock, go to TipRanks’ Stock Analysis page.