GSA Capital Partners LLP Buys Shares of 31,317 Global-e Online Ltd. $GLBE

GSA Capital Partners LLP bought a new position in Global-e Online Ltd. (NASDAQ:GLBE) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 31,317 shares of the company’s stock, valued at approximately $1,120,000.

A number of other large investors have also made changes to their positions in GLBE. Virtus Advisers LLC bought a new stake in shares of Global-e Online in the second quarter worth about $47,000. Geneos Wealth Management Inc. grew its position in shares of Global-e Online by 67.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 1,314 shares of the company’s stock valued at $47,000 after purchasing an additional 528 shares during the period. Tower Research Capital LLC TRC increased its stake in Global-e Online by 780.7% during the 2nd quarter. Tower Research Capital LLC TRC now owns 1,823 shares of the company’s stock worth $61,000 after purchasing an additional 1,616 shares in the last quarter. Jones Financial Companies Lllp raised its holdings in Global-e Online by 237.7% during the 3rd quarter. Jones Financial Companies Lllp now owns 1,955 shares of the company’s stock worth $72,000 after buying an additional 1,376 shares during the period. Finally, PNC Financial Services Group Inc. lifted its stake in Global-e Online by 28.2% in the third quarter. PNC Financial Services Group Inc. now owns 2,954 shares of the company’s stock valued at $106,000 after buying an additional 649 shares in the last quarter. Institutional investors own 94.60% of the company’s stock.

Key Stories Impacting Global-e Online

Here are the key news stories impacting Global-e Online this week:

• Positive Sentiment: Q4 & FY results materially beat expectations: Q4 revenue $336.7M (+28% YoY) and EPS $0.49 (vs. $0.30 consensus); FY adjusted EBITDA rose 41% to $198.5M. Management said Q4 was the strongest quarter and that 2026 should see revenue growth accelerating toward ~30% with margin expansion. Global-e press release
• Positive Sentiment: Strong cash generation and capital return: Q4 free cash flow jumped and the company completed $72M of share repurchases in Q4 2025 — supportive for near‑term EPS and shareholder returns. (See press release above.)
• Positive Sentiment: Unusual bullish options activity: traders bought ~6,881 call contracts (a ~302% increase vs. typical call volume), signaling speculative or hedged bullish positioning from options market participants.
• Neutral Sentiment: Company issued first-time quarterly and full‑year 2026 guidance (Q1 revenue $247–$254M; FY revenue $1,211–$1,271M) — ranges beat consensus on revenue but include forward-looking uncertainty. Earnings highlights
• Neutral Sentiment: Multiple earnings call transcripts and analyst writeups are available (MSN, Seeking Alpha, Zacks) — useful for digging into margin drivers (Managed Markets 2.0, AI tools) but not new market-moving facts by themselves. MSN coverage
• Neutral Sentiment: Institutional activity and price-target dispersion: Quiver/holding summaries show large shifts among some funds and a median analyst target near $45 — mixed positioning among large investors. Quiver summary
• Neutral Sentiment: Short-interest report in the feed appears malformed (shows “large increase” but lists zero shares); data is inconclusive and shouldn’t be relied on until clarified by a proper filing.
• Negative Sentiment: KeyCorp trimmed its price target from $45 to $40 (still “overweight”) — a reduction in analyst upside that could limit near‑term upward momentum for the stock. StreetInsider note

Analysts Set New Price Targets

GLBE has been the subject of several research reports. Truist Financial set a $43.00 price objective on shares of Global-e Online in a research report on Tuesday, January 20th. KeyCorp reduced their target price on shares of Global-e Online from $45.00 to $40.00 and set an “overweight” rating for the company in a research note on Thursday. Weiss Ratings reissued a “sell (d-)” rating on shares of Global-e Online in a research note on Monday, December 29th. Morgan Stanley reaffirmed an “overweight” rating on shares of Global-e Online in a research report on Thursday. Finally, Piper Sandler reiterated an “overweight” rating on shares of Global-e Online in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $49.36.

Global-e Online Stock Performance

NASDAQ:GLBE opened at $36.24 on Friday. Global-e Online Ltd. has a 52-week low of $26.64 and a 52-week high of $50.39. The company has a market cap of $6.15 billion, a P/E ratio of 97.95 and a beta of 1.24. The stock’s 50-day simple moving average is $37.28 and its 200 day simple moving average is $36.18.

Global-e Online (NASDAQ:GLBE) last issued its quarterly earnings results on Wednesday, November 19th. The company reported $0.07 EPS for the quarter, beating the consensus estimate of $0.06 by $0.01. The firm had revenue of $220.78 million during the quarter, compared to analysts’ expectations of $217.95 million. Global-e Online had a return on equity of 7.51% and a net margin of 7.10%.The business’s quarterly revenue was up 25.5% compared to the same quarter last year. During the same period in the prior year, the firm posted ($0.13) earnings per share. As a group, equities analysts predict that Global-e Online Ltd. will post 0.25 earnings per share for the current fiscal year.

About Global-e Online

Global-e Online Ltd. (NASDAQ: GLBE) is a leading cross-border e-commerce platform that enables online merchants to expand sales internationally. The company’s cloud-based solution integrates with major e-commerce systems to offer localized checkout experiences, dynamic currency conversion, import duties and taxes calculation, fraud prevention, and compliance with local trade regulations. By managing the end-to-end complexities of global transactions, Global-e helps retailers streamline their international operations and deliver a seamless shopping experience to customers worldwide.

Central to Global-e’s offering is a comprehensive suite of services that includes customizable checkout in the buyer’s local language, real-time display of prices in over 140 currencies, support for region-specific payment methods, and transparent calculation of duties and taxes at point of sale.