Global E Online (GLBE)

• Market cap: $6B
• 1 day: -7.11%
• 5 days: -8.79%
• 1 month: -42.75%
• 3 months: -36.38%
• 6 months: -1.99%
• Year to date: -33.17%
• 1 year: -0.08%
• 5 years: 40.86%
• 10 years: 40.86%
• Sector: Information Technology
• Industry: Prepackaged Software

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: 923

Fund manager confidence

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

684% more call options, than puts

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

305% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 20

36% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 74

34% more capital invested

Capital invested by funds: $4.42B [Q3] → $5.91B (+$1.5B) [Q4]

23% more funds holding

Funds holding: 232 [Q3] → 286 (+54) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 9 [Q3] → 9 (+0) [Q4]

3.82% less ownership

Funds ownership: 68.81% [Q3] → 64.98% (-3.82%) [Q4]

Research analyst outlook

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

• Low target: $54 50% upside
• Avg. target: $62 73% upside
• High target: $66 84% upside

9 analyst ratings

• positive: 8 89%
• neutral: 1 11%
• negative: 0 0%

Citizens Capital Markets Patrick Walravens 32% 1-year accuracy 37 / 117 met price target	78% upside $64	Market Outperform Reiterated	12 Mar 2025
Needham Scott Berg 23% 1-year accuracy 38 / 162 met price target	78% upside $64	Buy Reiterated	12 Mar 2025
Wells Fargo Andrew Bauch 39% 1-year accuracy 15 / 38 met price target	50% upside $54	Overweight Maintained	5 Mar 2025
UBS Kunal Madhukar 0% 1-year accuracy 0 / 2 met price target	78% upside $64	Buy Maintained	21 Feb 2025
Benchmark Mark Zgutowicz 34% 1-year accuracy 23 / 67 met price target	78% upside $64	Buy Maintained	20 Feb 2025