Overview
Israel e-commerce platform's Q4 revenue grew 28% yr/yr, beating analyst expectations
Adjusted EBITDA for FY 2025 increased 41% yr/yr
Company completed $72 mln share repurchases in Q4 2025
Outlook
Global-e forecasts FY 2026 revenue between $1.211 bln and $1.271 bln
Company expects FY 2026 adjusted EBITDA between $259 mln and $284 mln
Global-e anticipates FY 2026 GMV between $8.450 bln and $8.800 bln
Result Drivers
GMV GROWTH - Q4 GMV increased 37.8% yr/yr to $2,361 mln, driven by expansion in value-added services and AI technologies
AI TECHNOLOGIES - Co highlighted AI-led tools as a driver for efficient growth and market expansion
MANAGED MARKETS 2.0 - Launch of Managed Markets 2.0 for US merchants contributed to Q4 performance
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $336.70 mln | $327.94 mln (11 Analysts) |
Q4 Net Income | $62.50 mln | ||
Q4 Adjusted EBITDA | $87.20 mln | ||
Q4 Adjusted Gross Margin | 46.80% | ||
Q4 GMV | $2.36 bln | ||
Q4 Gross Profit | $154.80 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the online services peer group is "buy"
Wall Street's median 12-month price target for Global-E Online Ltd is $49.00, about 65% above its February 17 closing price of $29.70
The stock recently traded at 30 times the next 12-month earnings vs. a P/E of 44 three months ago
Press Release: ID:nGNXNxh3p
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)