Pulling SEC filings + quote and writing the call…

Global-E Online Ltd.
Next earnings Aug 11, 2026 (before open) · consensus $0.22 EPS, $289M rev
Cross-border e-commerce platform hit its profitability inflection with 28% growth and surging cash flow, but 84x earnings prices in a lot.
Middling fundamentals and a rich price (~57% above fair value) leave little margin of safety — a wait-and-see.
Sources: SEC EDGAR (CIK 0001835963, latest 4 filed 2026-06-25) · EODHD · analysis by claude-code · as of 6/21/2026, 9:00:13 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
Global-E Online is a leading cross-border e-commerce enablement platform that helps merchants sell internationally (localized checkout, duties/taxes, shipping, payments), with a deep strategic partnership with Shopify. FY2025 was a milestone year: revenue grew 27.8% to $962M and the company crossed into GAAP profitability for the first time, posting net income of $68.3M (up 190.4% from a prior-year loss) and operating income of $71.7M, with diluted EPS of $0.39. This caps a clear multi-year inflection — net losses narrowed from -$195M (FY2022) to -$75.5M (FY2024) before turning positive — as the platform scaled across a growing base of global brands.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
Unlock with Pro€15/mo · cancel anytime
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $245M | $409M | $570M | $753M | $962M |
| Gross profit | $91.4M | $158M | $234M | $339M | $436M |
| Operating income | -$65.7M | -$189M | -$137M | -$67.9M | $71.7M |
| Net income | -$74.9M | -$195M | -$134M | -$75.5M | $68.3M |
| Diluted EPS | -$0.74 | -$1.24 | -$0.81 | -$0.45 | $0.39 |
| Net margin | -30.6% | -47.8% | -23.5% | -10.0% | 7.1% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1074 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 8 sales
| 2026-06-24 | Debbi Nir President | Sell | 6.89K @ $34.02 | $234K |
| 2026-06-18 | Tamari Shahar COO | Sell | 2.11K @ $32.51 | $68.6K |
| 2026-06-17 | Tamari Shahar COO | Sell | 14.6K @ $32.23 | $469K |
| 2026-06-16 | Schlachet Amir CEO | Sell | 16.7K @ $32.18 | $536K |
| 2026-06-15 | Debbi Nir President | Sell | 4.17K @ $32.47 | $135K |
| 2026-06-04 | Tamari Shahar COO | Sell | 7.87K @ $33.09 | $261K |
| 2026-06-03 | Tamari Shahar COO | Sell | 8.79K @ $31.55 | $277K |
| 2026-06-01 | Tamari Shahar COO | Sell | 8.33K @ $33.59 | $280K |