KeyCorp Cuts Global-e Online (NASDAQ:GLBE) Price Target to $40.00

Global-e Online (NASDAQ:GLBE) had its price target decreased by investment analysts at KeyCorp from $45.00 to $40.00 in a research note issued to investors on Thursday,Benzinga reports. The firm currently has an “overweight” rating on the stock. KeyCorp’s price target would suggest a potential upside of 12.76% from the stock’s previous close.

Other analysts have also recently issued research reports about the company. Benchmark reissued a “buy” rating on shares of Global-e Online in a research report on Thursday. Needham & Company LLC raised their price objective on shares of Global-e Online from $40.00 to $47.00 and gave the company a “buy” rating in a research report on Thursday, December 4th. Truist Financial set a $43.00 price target on shares of Global-e Online in a research note on Tuesday, January 20th. Piper Sandler lowered shares of Global-e Online from an “overweight” rating to a “mixed” rating in a research note on Monday, February 2nd. Finally, Morgan Stanley reissued an “overweight” rating on shares of Global-e Online in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and two have issued a Sell rating to the company. According to MarketBeat.com, Global-e Online presently has an average rating of “Moderate Buy” and a consensus price target of $48.91.

Global-e Online Price Performance

NASDAQ:GLBE opened at $35.47 on Thursday. The stock has a market cap of $6.02 billion, a PE ratio of 1,185.40 and a beta of 1.24. Global-e Online has a fifty-two week low of $26.64 and a fifty-two week high of $50.39. The stock’s 50-day moving average is $37.35 and its two-hundred day moving average is $36.18.

Global-e Online (NASDAQ:GLBE) last posted its quarterly earnings results on Wednesday, November 19th. The company reported $0.07 EPS for the quarter, topping the consensus estimate of $0.06 by $0.01. The business had revenue of $220.78 million during the quarter, compared to analysts’ expectations of $217.95 million. Global-e Online had a net margin of 0.82% and a return on equity of 0.81%. The firm’s quarterly revenue was up 25.5% compared to the same quarter last year. During the same period last year, the company posted ($0.13) earnings per share. On average, equities research analysts anticipate that Global-e Online will post 0.25 earnings per share for the current year.

Institutional Investors Weigh In On Global-e Online

Hedge funds have recently modified their holdings of the business. North Peak Capital Management LLC acquired a new stake in Global-e Online in the 2nd quarter worth $88,481,000. Wasatch Advisors LP increased its stake in Global-e Online by 231.8% during the second quarter. Wasatch Advisors LP now owns 3,424,182 shares of the company’s stock valued at $114,847,000 after acquiring an additional 2,392,124 shares during the period. Price T Rowe Associates Inc. MD lifted its position in shares of Global-e Online by 68.5% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 5,872,341 shares of the company’s stock worth $230,842,000 after acquiring an additional 2,387,242 shares during the period. Marshall Wace LLP grew its holdings in shares of Global-e Online by 182.0% during the 2nd quarter. Marshall Wace LLP now owns 3,656,115 shares of the company’s stock worth $122,626,000 after purchasing an additional 2,359,435 shares in the last quarter. Finally, Janus Henderson Group PLC increased its position in shares of Global-e Online by 1,539.4% during the fourth quarter. Janus Henderson Group PLC now owns 2,269,482 shares of the company’s stock valued at $89,213,000 after purchasing an additional 2,131,047 shares during the period. 94.60% of the stock is owned by institutional investors.

Global-e Online News Roundup

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

• Positive Sentiment: Record Q4 and FY‑2025 results — GMV of $2.36B (+37.8% YoY) and revenue of $336.7M (+28% YoY); FY adjusted EBITDA rose 41% to $198.5M and free cash flow was strong. These beats underpin the rally. Global-e Reports Record Fourth-Quarter and Full-Year Results for 2025
• Positive Sentiment: Earnings beat and strong quarter metrics — Q4 EPS $0.49 beat consensus ~$0.30; revenue and adjusted EBITDA topped guidance ranges, signaling improved profitability and margin expansion prospects. Global E Online Ltd (GLBE) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Company raised/issued 2026 guidance above Street: Q1 revenue $247–254M (vs. ~$230M consensus) and FY revenue $1.211–1.271B, implying revenue growth accelerating toward ~30% with meaningful EBITDA expansion — a key driver of the move. Global-e delivers record 2025 performance, signals faster growth in 2026
• Neutral Sentiment: Strategic initiatives highlighted on the call — Managed Markets 2.0, AI‑led tools and new merchant wins (Logitech, Stella McCartney, etc.) present upside but require execution to translate into sustained higher GMV/margins. Global-E Online Ltd. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst and metric readouts — Zacks and other outlets walk through key ratios and bridge to estimates; useful for investors modeling margin expansion but not new catalysts by themselves. Here’s What Key Metrics Tell Us About Globale Online (GLBE) Q4 Earnings
• Negative Sentiment: Balance‑sheet/structural cautions — accumulated deficit remains large (~$536M) and the company included extensive forward‑looking risk language; high valuation (very elevated P/E) may limit upside if execution slips. Global-e Online Ltd. Reports Record Q4 and FY 2025 Financial Results

Global-e Online Company Profile

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.