Global-E Online Ltd. Stock Price, News & Analysis

Global-e (NASDAQ: GLBE) reported a 36% year-over-year increase in sales during the Black Friday–Cyber Monday (BFCM) weekend, announced Dec 2, 2025. The company said e-commerce sales across the promotional season beginning in early November rose 37% vs. last year, and Global-e crossed the milestone of $1 billion in GMV in a single month for the first time.

Top-performing markets named were Japan, the United States, Hong Kong, the Netherlands, Spain, France and Germany. Black Friday (Nov 28) made up 31% of weekend sales and Cyber Monday (Dec 1) 22% of weekend activity. The company highlighted earlier promotional starts and extended campaigns as drivers of the uplift.

Global-e (Nasdaq: GLBE) announced participation in two investor conferences in December 2025: UBS’s Global Technology and AI Conference on December 2–3, 2025 and Raymond James’s 2025 TMT and Consumer Conference on December 8, 2025.

Attending from the company are Amir Schlachet (Co‑Founder & CEO), Ofer Koren (CFO), and Alan Katz (VP, Investor Relations). A fireside chat is scheduled for December 3, 2025 at 9:35 AM ET. A webcast and replay will be available in the company’s News & Events section at the investor relations website.

Global-e (Nasdaq: GLBE) reported third quarter 2025 results with GMV of $1,512M (+33% YoY), revenue of $220.8M (+25% YoY) and Adjusted EBITDA of $41.3M (+33% YoY).

Q3 free cash flow rose 246% YoY to $73.6M and net profit was $13.2M versus a loss in Q3 2024. The board authorized a $200M share repurchase program. Management raised full‑year 2025 guidance: FY GMV $6,404–$6,524M, revenue $944.1–$960.1M, and Adjusted EBITDA $185.6–$200.0M. Q4 2025 guidance and a conference call were announced for Nov 19, 2025 at 8:00 a.m. ET.

Global-e (Nasdaq: GLBE) will report third-quarter 2025 financial results for the period ended September 30, 2025, before market open on Wednesday, November 19, 2025.

Management will host a conference call at 8:00 AM ET on that date; a live webcast and a replay (available ~two hours after the call) will be posted in the Investor Relations section at https://investors.global-e.com/news-events/events-presentations.

Global-e (NASDAQ: GLBE) announced on October 15, 2025 that Shop Pay one-click checkout is now available to Global-e merchants using Shopify.

Under a multi-year strategic partnership between Global-e and Shopify signed in May 2025, Global-e can enable Shopify-based merchants to offer Shop Pay's pre-filled, one-click checkout across the international markets Global-e operates, covering merchants selling to over 200 destinations. Company executives say the integration aims to simplify international selling and improve buyer conversion and loyalty for brands using Global-e.

Global-e Online (Nasdaq: GLBE), a leading platform for global direct-to-consumer e-commerce, has announced its first-ever stock repurchase program of up to $200 million. The company's board of directors has authorized this initiative, demonstrating confidence in Global-e's strong cash flow generation and commitment to shareholder value.

The repurchase program will commence after a 30-day period for creditor objections in accordance with Israeli regulations. The company plans to fund the buyback through existing cash reserves and future operational cash flow. The program allows for various repurchase methods, including open market purchases and privately negotiated transactions, all compliant with U.S. securities laws and regulations.

Global-e currently serves over 1,400 brands and retailers across North America, EMEA, and APAC, providing e-commerce solutions that enable international sales in over 200 destinations worldwide.

Global-e (NASDAQ:GLBE), a platform specializing in global direct-to-consumer e-commerce solutions, has announced its participation in the upcoming Piper Sandler Growth Frontiers Conference. The event will feature Co-Founder and CEO Amir Schlachet and VP of Investor Relations Alan Katz in a fireside chat scheduled for September 10, 2025, at 11:30 AM CDT/12:30 PM ET.

The company representatives will also participate in one-on-one meetings during the conference. Investors can access both the live fireside chat and its replay through the "News & Events" section on Global-e's investor relations website.

Global-e (NASDAQ: GLBE) announced the renewal of its partnership with True Classic, following significant international e-commerce success. Since partnering with Global-e, True Classic has expanded from serving only the U.S. and Canada to reaching over 200 international markets, with international sales now accounting for over 25% of total e-commerce revenue.

Founded in 2019, True Classic has grown to serve over 5 million customers globally. The partnership provides True Classic with localized shopping experiences, including local currencies, preferred payment methods, and duty-inclusive pricing. The company operates through four international fulfillment hubs plus its U.S. facility, optimizing inventory management and delivery times.

True Classic is experiencing accelerated growth following a strategic investment from 1686 Partners, expanding its U.S. retail presence and securing wholesale partnerships with major retailers including Sam's Club, Target, Nordstrom, and Costco.

Global-e (NASDAQ:GLBE) reported strong Q2 2025 financial results, achieving sustainable GAAP profitability for the first time. The company's GMV reached $1,454 million, up 34% year-over-year, while revenue grew 28% to $214.9 million.

Key financial highlights include non-GAAP gross profit of $99.9 million (up 24% YoY), Adjusted EBITDA of $38.5 million, and a net profit of $10.5 million, compared to a net loss of $22.4 million in Q2 2024. The company expanded its merchant base, adding notable brands like SteelSeries, GANNI, and Bally, while also acquiring ReturnGo, an AI-enabled returns solution provider.

Global-e raised its FY 2025 guidance, now expecting GMV between $6,220-$6,520 million and revenue of $921.5-$971.5 million.