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

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

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(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.)