Global-E Online Ltd. · Software

GLBE

Low riskNext report: Not enough history

View price ↗

The short version

A profitable company with growing sales.

Going well

Profitable
Sales up 28% last year
Brings in more cash than it spends

Money moves

Insiders sold $5.1M in the last 30 days, all through pre-planned sales
Institutions added 0.2% to their holdings in the quarter ending June 2026 (134 bought, 109 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$41.81+1.3% that day

Company value: $7.1B; Share price times all shares
Price vs profit (P/E): 103.5x; You pay about $104 for each $1 of yearly profit
Price vs sales: 7.3x; Company value is 7.3 times a year of sales
Cash vs value: 3%; Cash as a share of company value

From GLBE's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

What the price assumes

Your guesses, our math

Move the sliders to your own view of GLBE. Starting points are the company's recent numbers.

Sales growth+30% a yearRecently: +48% a yearProfit margin7%Last 12 months: 7.1%P/E at the end40xToday: 103.5x. Many steady companies trade at 12x to 25xShare count change+4% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$3.6B

Profit in 5 years$250M

Price these guesses point to$48.64+16% vs $41.81 todayAbout +3.1% a year, before dividends

What today's price needs: with a 7% margin and a 40x P/E, sales would have to grow about 26% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/7Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.7.5%
PassDebt under half of equityNot relying on borrowed money.No debt reported
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.7.1%
MissProfitable every yearSteady profits, not one good year.2 of 7 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$280.7M
MissShare count not growingNot diluting owners. Falling means buybacks.+11.6% in 3 years
PassGross margin 40%+Pricing power: sells for well above what it costs to make.45.3%

Revenue: $962.2M; +27.8% vs prior year
5-year growth: +47.8%/yr; revenue, per year
Total debt: None; 0.00x equity
Current ratio: 1.93x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.

Insider rating

Last 90 days

43Mixed

Pre-planned sales of $5.1M (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

21/ 100

This week: 1
Normal week: 3.3
vs normal: 0.3x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady+0.2%

Institutions added 0.2% to their holdings. 134 bought, 109 sold.

Shares held by institutions111.2M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+1.6%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

No debt reported

Shares outstandingLatest reported

169M

Earnings reports

Last 0

Next reportNot enough history

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

New 5%+ holder (passive)Oct 9 · View filing ↗Big holder 5%+ holder update (passive)Aug 14 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$5.1M3 insiders, 6 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Shahar TamariCOO	Sell	25K	$39.54	$988K	4M	Oct 19Filing ↗
-0.7% of their holdings Pre-planned sale (10b5-1) Also Director Filed 2 days after
Amir SchlachetCEO	Sell	25K	$39.04	$976K	4M	Oct 16Filing ↗
-0.7% of their holdings $38.90 to $40.55 across 3 trades Pre-planned sale (10b5-1) Also Director Filed 4 days after
Nir DebbiPresident	Sell	15K	$39.81	$581K	4M	Oct 15Filing ↗
-0.3% of their holdings $38.48 to $40.18 across 3 trades Pre-planned sale (10b5-1) Also Director Filed 4 days after
Shahar TamariCOO	Sell	25K	$39.87	$997K	4M	Oct 5Filing ↗
-0.7% of their holdings $39.86 to $40.41 across 2 trades Pre-planned sale (10b5-1) Also Director Filed 2 days after
Amir SchlachetCEO	Sell	25K	$39.14	$978K	4M	Oct 2Filing ↗
-0.7% of their holdings $39.09 to $39.66 across 2 trades Pre-planned sale (10b5-1) Also Director Filed 3 days after
Nir DebbiPresident	Sell	15K	$40.18	$586K	4M	Oct 1Filing ↗
-0.3% of their holdings Pre-planned sale (10b5-1) Also Director Filed 4 days after