New York, Feb 19, 2026, 08:55 EST — Premarket
- Shares of Global-e Online dropped about 2% before the open, easing back after jumping 17% on Wednesday.
- The company sees 2026 revenue landing between $1.21 billion and $1.27 billion. Adjusted EBITDA? They’re forecasting anywhere from $259 million up to $284 million.
- BofA lifted its price target to $52 but kept the Buy rating unchanged.
Global-e Online Ltd shares pulled back 2.3% to $34.00 in premarket trading Thursday, retracing after a sharp 17.2% rally to $34.81 at the previous session’s close, according to StockAnalysis.com. Source: Stockanalysis
The change matters for Global-e. The company has to show it can post growth, but also cleaner profits—and generate tangible cash. Investors right now aren’t giving much slack to software names tied to consumer trends that don’t convert revenue into real earnings.
Global-e sits at the heart of cross-border e-commerce pipes. When brands ramp up overseas, transaction volume can spike. Still, with costs, shipping, and currency swings moving quickly, the shares track those shifts closely.
Global-e, headquartered in Israel, reported fourth-quarter GMV of $2.361 billion—a year-over-year surge of 37.8%. Revenue for the period reached $336.7 million, marking a 28% increase. Adjusted EBITDA totaled $87.2 million, up 53%, while net profit came in at $62.5 million. For 2026, the company is projecting revenue in the $1.211 billion to $1.271 billion range and expects adjusted EBITDA between $259 million and $284 million. CEO Amir Schlachet called 2025 “record-breaking,” adding that Global-e is “slightly ahead of our plan.” Source: SEC exhibit 99.1
GMV tallies up the full value of goods and associated fees flowing through the platform—not what the company itself sells. For traders, it’s a quick read on demand and merchant performance.
Global-e flagged its push with Shopify’s Managed Markets 2.0, touting new “AI-led” tools aimed at boosting efficiency and growth. The company also reported $72 million in share buybacks for the fourth quarter.
Following the results, BofA Securities’ Koji Ikeda expects Global-e to solidify its standing as a leading brand and tech partner for retailers. Ikeda raised the price target for the firm to $52, up from $50. Source: Investing
Investors now have their eyes on whether that forecasted revenue pickup shows up in early 2026. Margin stability is also in focus as the company leans further into services and expands its merchant initiatives.
Cross-border commerce comes with its share of headaches. Shipping costs spike, currencies move around, and when consumers hesitate, volumes drop. Sinking cash into new integrations and tools? Margins can get squeezed if demand stumbles.
Traders get their first read at 9:30 a.m. ET, gauging whether Wednesday’s rally actually sticks. Looking ahead, Global-e’s earnings are scheduled for May 19, 2026, according to Investing.com’s calendar. Source: Investing.com earnings calendar
