Global E Online (GLBE)

• Market cap: $5.5B
• 1 day: 1.37%
• 5 days: -5.15%
• 1 month: -12.49%
• 3 months: -42.17%
• 6 months: -13.84%
• Year to date: -39.65%
• 1 year: -2.96%
• 5 years: 27.22%
• 10 years: 27.22%
• Sector: Consumer Discretionary
• Industry: Internet Retail

About: Global E Online Ltd provides e-commerce solutions. The company offers a platform to enable and accelerate direct-to-consumer cross-border e-commerce. The platform was purpose-built for international shoppers to buy seamlessly online and for merchants to sell from and anywhere in the world. The company localizes the shopper experience to make international transactions as seamless as domestic ones. The platform increases the conversion of international traffic into sales by removing much of the complexity associated with international e-commerce. The company derives maximum revenue from the United States.

Employees: 1,084

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

684% more call options, than puts

Call options by funds: $274M | Put options by funds: $34.9M

315% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 20

41% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 73

37% more capital invested

Capital invested by funds: $4.34B [Q3] → $5.95B (+$1.6B) [Q4]

25% more funds holding

Funds holding: 232 [Q3] → 289 (+57) [Q4]

11% more funds holding in top 10

Funds holding in top 10: 9 [Q3] → 10 (+1) [Q4]

2.39% less ownership

Funds ownership: 67.7% [Q3] → 65.31% (-2.39%) [Q4]

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $46 42% upside
• Avg. target: $59 80% upside
• High target: $65 100% upside

8 analyst ratings

• positive: 8 100%
• neutral: 0 0%
• negative: 0 0%

Goldman Sachs Will Nance 33% 1-year accuracy 15 / 45 met price target	45% upside $47	Buy Maintained	2 Apr 2025
Morgan Stanley James Faucette 46% 1-year accuracy 11 / 24 met price target	42% upside $46	Overweight Upgraded	26 Mar 2025
Citizens Capital Markets Patrick Walravens 25% 1-year accuracy 29 / 114 met price target	97% upside $64	Market Outperform Reiterated	12 Mar 2025
Needham Scott Berg 16% 1-year accuracy 27 / 164 met price target	97% upside $64	Buy Reiterated	12 Mar 2025
Wells Fargo Andrew Bauch 32% 1-year accuracy 12 / 37 met price target	66% upside $54	Overweight Maintained	5 Mar 2025