Global-E Online's stock rose 16.8% following the company's Q4 2025 earnings announcement. The company reported record gross merchandise volume, accelerated revenue growth, expanding margins, and robust cash generation. Global-E achieved full-year GAAP profitability and provided guidance expecting to surpass $1 billion in annual sales for 2026. Multiple analysts responded positively to the results. Benchmark raised its price target to $60 from $52, maintaining a Buy rating. Bank of America raised its price target on strong results. Citizens reiterated a Market Outperform rating with a $64 price target. Needham reiterated Buy with a $47 target. KeyBanc lowered its target to $40 from $45 while maintaining an Overweight rating, citing valuation concerns despite acknowledging strong results.
Read full analysisGlobal-E Online's stock rose 16.8% following the company's Q4 2025 earnings announcement. The company reported record gross merchandise volume, accelerated revenue growth, expanding margins, and robust cash generation. Global-E achieved full-year GAAP profitability and provided guidance expecting to surpass $1 billion in annual sales for 2026. Multiple analysts responded positively to the results. Benchmark raised its price target to $60 from $52, maintaining a Buy rating. Bank of America raised its price target on strong results. Citizens reiterated a Market Outperform rating with a $64 price target. Needham reiterated Buy with a $47 target. KeyBanc lowered its target to $40 from $45 while maintaining an Overweight rating, citing valuation concerns despite acknowledging strong results.
Global-E Online provides cross-border e-commerce technology, enabling international shoppers to buy from merchants in their local language, currency, and payment methods across 200+ markets. The stock had fallen roughly 25% since mid-January amid tariff concerns threatening its core cross-border business, but record Q4 results — with adjusted EPS of $0.49 nearly doubling year-over-year and FY2026 revenue guidance above $1.2 billion topping consensus — triggered a sharp reversal and wave of analyst upgrades that continue to drive the stock higher.