GLBE
Global-e OnlineCNasdaq / Consumer Discretionary Distribution & Retail
Last Price
At close
2026-07-21
Current thesis
The best supported bull point is simple: Q1 showed faster GMV and revenue growth, margin expansion to 19.9% adjusted EBITDA margin, and a full-year guide raise across all major metrics, while management also highlighted merchant launches, expansion of existing merchants and ongoing share repurchases [#6K-2026-05-13].
Posture
Mixed
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite, 7D delta +8.7.
What can break
Management's risk language still includes dependence on retaining existing merchants and attracting new ones, plus execution risk around platform functionality, integrations and scaling volumes.
Momentum
84
Value
47
Sentiment
37
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $31.00 · Bull $38.00 · Bear $23.00
Data freshness
Prices
As of 2026-07-21
Fundamentals
As of 2026-07-21 • Vendor: Data Vendor v1
Scores
As of 2026-07-21 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-16 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-21
Investment thesis
As of 2026-07-21
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $45.71
Why
Momentum84 · Δ7d +8.7
Value47 · Δ7d +0.5
Sentiment37 · Δ7d +2.7
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Momentum · See technicals
Momentum
84
26% active weight
Current posture
7d trendImproving
Δ7d
+8.7
Δ21d
+22.0
Value
47
39% active weight
Current posture
7d trendFlat
Δ7d
+0.5
Δ21d
+0.2
Sentiment
37
34% active weight
Current posture
7d trendImproving
Δ7d
+2.7
Δ21d
-5.3
Why this grade
Composite grade C. Momentum 83.7 / Value 46.6 / Sentiment 37.2
Fundamentals (TTM)As of 2026-07-21
Fundamentals (TTM)
As of 2026-07-21
Market Cap
$5.99B
Beta
1.24
Shares Out
167.57M
P/E (TTM)
1005.5
P/S (TTM)
7.34
P/FCF (TTM)
33.72
Rev YoY
+32.8%
EPS YoY
-265.6%
Gross Margin
+44.6%
Op Margin
+1.5%
Net Debt
-$599.33M
Current Ratio
2.25
As of 2026-07-21 • Updated nightlySource: Internal modelMethodology