Global-E Online Ltd. (GLBE) fair value analysis
Nasdaq · Updated 2026-10-19
GLBE price how computed
Forward Fair Value verdict
UndervaluedGLBE is trading at more than a 25% discount to estimated fair value.
Based on TickrTrends' weekly Forward Fair Value model.
- Last price
- $38.82
- Sector
- Consumer Cyclical
- 12-month range
- $27.54–$42.36
- Market cap
- $6.52B
- From 52-week high
- -8.4%
- Shares outstanding
- 168M
- Rank in Consumer Cyclical by discount to fair value
- #3 of 85
Last price is our stored weekly price from 2026-10-16, older than the 2026-10-19 run that built this page; the chart runs through 2026-10-16.
Global-E Online Ltd. is a Nasdaq-listed company that provides software solutions and payment processing services for cross-border e-commerce, enabling merchants to sell their products to international customers. The company operates globally, serving merchants and shoppers across multiple continents through its platform that facilitates international online transactions.
GLBE currently ranks #3 of 85 Consumer Cyclical stocks by discount to fair value. It has screened as Undervalued for 14 consecutive weekly runs.
Fundamentals (4 quarters) how computed
- Market cap
- $6.52B
- P/E (trailing)
- 36x
- Revenue (TTM)
- $1.11B
- Net margin
- 13.9%
- EPS (TTM)
- $1.09
- Gross margin
- 44.1%
- Debt / equity
- 0.03
- Revenue growth (3-yr avg)
- 41.3%
- Shares outstanding
- 168M
Derived indicators how computed
- Quality grade
- A
- Margin trend
- Stable
- 52-week position
- The top quarter of its range
- DCF cross-check
- Overvalued
Technicals how computed
- RSI (14-day)
- 50 · neutral
- 50-day average
- $39.43
- 200-day average
- $35.54
- Moving-average state
- 50-day above 200-day (golden cross state); price between the averages
Earnings how computed
- Next earnings report
- 2026-11-18
- Last 8 quarters vs consensus
- 4 beat, 1 missed
- Quarter by quarter
- 2026-06 ▲ beat (+22.7%)
2026-03 ▲ beat (+3.8%)
2025-12 ▲ beat (+16.7%)
2025-09 ▼ miss (-9.1%)
2025-06 ▬ met (0.0%)
2025-03 ▲ beat (+137.5%)
2024-12 ▬ met (0.0%)
2024-09 ▬ met (0.0%)
Analyst consensus how computed
This is not TickrTrends' verdict.
- Analyst ratings
- 12 buy · 1 hold · 0 sell (13 analysts)
- Consensus lean
- Buy-leaning
- Consensus price target
- $50.8
- Target vs last price
- +30.9%
What our data shows for GLBE
- Our model validated 12 trailing price-to-earnings windows for GLBE, built from quarterly earnings records.
- Shares are trading in the upper third of their 12-month price range of $27.54–$42.36.
- The 14-day relative strength index sits at a neutral 50.
The exact numbers are one step away
- The precise Forward Fair Value dollar figure for GLBE
- Exact discount / premium to today's price
- The normalized historical P/E behind the estimate, and how many quarters support it
- Forward EPS input and fiscal-year basis
- Screeners and rankings across the full S&P 500 and Nasdaq universes
Forward Fair Value applies a conservatively normalized historical price-to-earnings multiple to the consensus earnings estimate for the next full fiscal year; how TickrTrends computes it.
Recent GLBE news
TickrTrends' derived news-sentiment signal for GLBE is currently leaning positive, computed from recent coverage.
- Global E Online Ltd (GLBE) Shares Surge 5.2% -- What GF Score of 76 Tells Investors (gurufocus.com, 2026-10-20)
TickrTrends take: Global E Online Ltd operates in the Consumer Cyclical sector, which is sensitive to economic cycles and consumer spending patterns. The company's GF Score of 76 indicates a moderately strong fundamental quality assessment, which provides some support for its current undervalued classification according to TickrTrends. Investors focused on valuation should monitor whether the company's fundamentals can sustain or improve this quality score, as this would help validate whether the undervalued designation reflects genuine opportunity or if market pricing may adjust as conditions evolve. - Morgan Stanley Upgrades Global-E Online (GLBE) to Overweight on Strong Sales Growth (gurufocus.com, 2026-10-19)
TickrTrends take: Morgan Stanley's upgrade to Overweight reflects confidence in Global-E Online's sales momentum, which aligns with TickrTrends' current Undervalued assessment of the stock. A valuation-focused reader should monitor whether this analyst endorsement catalyzes investor interest that could narrow the gap between the stock's current valuation and its growth trajectory in the Consumer Cyclical sector. The upgrade suggests the market may not yet be fully pricing in GLBE's revenue expansion, making it worth tracking how the stock responds to upcoming earnings reports and guidance revisions. - GLBE Upgraded by Morgan Stanley -- Price Target Raised to $50 (gurufocus.com, 2026-10-19)
TickrTrends take: Morgan Stanley's upgrade and price target increase to 50 dollars for GLBE comes at a time when TickrTrends' analysis suggests the stock trades below its intrinsic value in the Consumer Cyclical sector. The analyst action may validate the undervalued designation, though valuation-focused investors should monitor whether the market reprices the stock toward the new target and how that movement compares to fundamental metrics that currently support the undervalued assessment. Any gap between the current price and the 50 dollar target represents the potential revaluation that the market may recognize as new information distributes among investors.
More GLBE news
- A Look at Global E Online Ltd (GLBE) After 3.5% Decline -- GF Value $60.45 vs Price $38.82 (gurufocus.com, 2026-10-17)
- WASATCH ADVISORS LP Exits Smith Douglas Homes Corp (SDHC) -- Shares Look 56% Undervalued on GF Value (gurufocus.com, 2026-10-15)
- A Look at Global E Online Ltd (GLBE) After 3.4% Decline -- GF Value $60.21 vs Price $39.02 (gurufocus.com, 2026-10-12)
- Global E Online Ltd (GLBE) Shares Surge 4.3% -- What GF Score of 82 Tells Investors (gurufocus.com, 2026-09-22)
- Is It Too Late to Buy Global E Online Ltd (GLBE) After 3.9% Rally? GF Value Says Undervalued (gurufocus.com, 2026-09-17)
What people are saying
Follow the GLBE conversation: Stocktwits · Reddit · X
TickrTrends weekly updates
- 2026-10-19 — GLBE's trend indicators shifted this week as the 50/200-day moving average relationship moved from an uptrend state to a mixed state, suggesting less consistent directional momentum compared to the prior week. The stock remains classified as undervalued based on current valuation metrics. This transition to mixed trend conditions warrants attention from investors monitoring the company's near-term technical positioning within the Consumer Cyclical sector.
- 2026-10-12 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-11 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-10 — GLBE, a consumer cyclical stock with an undervalued valuation verdict, experienced a shift in its 50/200-day trend state this week, moving from mixed to uptrend. This change in TickrTrends' derived indicators suggests the stock's short-term and intermediate-term price momentum have aligned in an upward direction. The uptrend development may indicate strengthening technical positioning for the security.
- 2026-10-05 — GLBE's technical trend state shifted from uptrend to mixed this week based on the 50/200-day moving average analysis. The stock remains classified as undervalued according to current valuation metrics. This change in trend state suggests reduced momentum compared to the prior week's uptrend conditions.
- 2026-09-28 — GLBE's 50/200-day trend state shifted from mixed to uptrend this week, indicating improved intermediate-term momentum in the Consumer Cyclical sector stock. The current valuation verdict remains Undervalued, suggesting the stock's price relative to its fundamentals has not changed materially despite the positive trend development.
- 2026-09-21 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-17 — No material change this week: the verdict, bands and grades all held steady.
Frequently asked questions
Is GLBE stock undervalued?
Based on TickrTrends' Forward Fair Value model (updated 2026-10-19), GLBE is trading at more than a 25% discount to estimated fair value and screens as undervalued. The exact fair value and discount are available to subscribers.
What is GLBE's TickrTrends verdict?
GLBE's current verdict is Undervalued, refreshed with every weekly Forward Fair Value run.
How does GLBE compare to other Consumer Cyclical stocks?
GLBE ranks #3 of 85 Consumer Cyclical stocks in TickrTrends' coverage by discount to fair value.
Is GLBE overbought or oversold?
GLBE's 14-day RSI is in neutral territory - neither overbought nor oversold.
When does GLBE report earnings next?
GLBE's next earnings report is scheduled for 2026-11-18, per the published earnings calendar.
Does GLBE usually beat earnings estimates?
Over its last 8 reported quarters GLBE beat the consensus estimate 4 times and missed 1 times, by TickrTrends' comparison of reported and estimated EPS.
What do analysts say about GLBE?
Of 13 analysts covering GLBE, 12 rate it a buy, 1 a hold and 0 a sell - buy-leaning, with a consensus price target of $50.8 (+30.9% versus TickrTrends' last price). This is the analyst consensus, not TickrTrends' Forward Fair Value verdict.
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