Israel's Global-e Q4 revenue beats estimates

Global-E Online

18/02/2026 11:10

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

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$336.70 mln
$327.94 mln (11 Analysts)
Q4 Net Income
$62.50 mln
Q4 Adjusted EBITDA
$87.20 mln
Q4 Adjusted Gross Margin
46.80%
Q4 GMV
$2.36 bln
Q4 Gross Profit
$154.80 mln


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.)