Several months into the Trump administration's unfolding tariff program, investors are still unlikely to have much clarity surrounding the impact of current and potential future levies. However, as inflation creeps upward once again and analysts continue to forecast a decent likelihood of an impending recession, it would seem to be an increasingly challenging time for companies dependent upon c...
I reiterate my buy rating for GLBE, as recent results and SHOP partnership updates enhance scalability and long-term growth potential. GLBE delivered strong Q1'25 results, with GMV and revenue both growing over 30% year-over-year and profitability improving significantly. The Shopify partnership extension, despite short-term topline optics, increases platform integration and should drive higher...
Global-E Online (NASDAQ:GLBE ) Q1 2025 Earnings Conference Call May 14, 2025 4:30 PM ET Company Participants Alan Katz - Investor Relations Amir Schlachet - Chief Executive Officer Ofer Koren - Chief Financial Officer Nir Debbi - President Conference Call Participants William Nance - Goldman Sachs Brian Peterson - Raymond James James Faucette - Morgan Stanley Chris Zhang - UBS Samad Samana - Je...
PETAH-TIKVA, Israel, May 14, 2025 (GLOBE NEWSWIRE) -- Global-e Online Ltd. (Nasdaq: GLBE) the platform powering global direct-to-consumer e-commerce, today reported financial results for the first quarter of 2025.
PETAH-TIKVA, Israel, May 14, 2025 (GLOBE NEWSWIRE) -- Global-e Online Ltd. (Nasdaq: GLBE) the leader of global Direct-To-Consumer eCommerce enablement, and Shopify, a leading commerce technology company, today announced a new 3-year strategic partnership agreement. The new agreement renews the companies' long-standing strategic partnership for both their 1P (i.e. Shopify Managed Markets) and 3P...
PETAH-TIKVA, Israel, April 30, 2025 (GLOBE NEWSWIRE) -- Global-e Online Ltd. (Nasdaq: GLBE), the platform powering global direct-to-consumer e-commerce, today announced it will report financial results for the first quarter ended March 31, 2025, before market open on Wednesday, May 14, 2025.
I reiterate my buy rating on Global-E Online Ltd. due to favorable demand, product innovation, and efficient scaling through a partner-led GTM strategy. Recent tariff shocks have reinforced GLBE's value proposition, turning uncertainty into a strong growth catalyst, especially for businesses needing reliable international trade solutions. GLBE's product innovation, exemplified by Multi-Local an...
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