Global-E: A Schmear of Good News

Alright, settle in, folks! We’ve got a situation here. Shares of Global-e Online (GLBE +13.77%) – yes, with the ‘e’ on the end, very modern – are doing a little dance today. A happy dance. Up a good 11.9% as of noon ET. You know, it’s not every day you see a company actually beat expectations. It’s like finding a clean pair of socks in a laundromat. A miracle, I tell ya!

Global-E’s Revenue and Earnings: Not Bad, Not Bad At All!

So, Global-e reported their fourth-quarter numbers this morning, and let me tell you, they weren’t sending carrier pigeons with bad news. Both adjusted earnings per share and revenue… they handily beat Wall Street’s estimates. Handily! It’s like they were practicing. Revenue came in at $336.7 million – up 28% year over year. That’s a lot of shekels, let me tell you. Adjusted earnings per share? A nifty 49 cents, up from 30 cents last year. And the Gross Merchandise Value (GMV) – that’s the fancy term for how much stuff people are buying – hit $2.36 billion, up a robust 37.8%. They’re launching luxury and consumer brands left and right. It’s a veritable parade of purchasing power!

But the real kicker? The 2026 guidance. That’s what had investors doing the hora. Trust me, folks, a good outlook is like a well-timed punchline. It just lands.

Loading widget...

Strong Guidance: They’re Predicting Good Times, and I Like It!

Global-e sees demand continuing, and frankly, who doesn’t want demand? It’s the lifeblood of capitalism! They’re projecting first-quarter revenue between $247 million and $254 million and full-year sales between $1.21 billion and $1.27 billion. Both ranges are higher than the analysts expected. They’re saying the pipeline is full. A full pipeline! It’s like a plumbing dream!

CEO Amir Schlachet said, and I quote, “We are excited about the opportunities and the pipeline that we see ahead of us, as is evident from our 2026 outlook.” You know, sometimes CEOs say things that sound like they were written by a committee. But this… this had a ring of sincerity. Or maybe I just like the stock. Don’t judge me!

Read More

2026-02-18 20:16