Latest news with #GLBE
Yahoo
a day ago
- Business
- Yahoo
Seeking Clues to Globale Online (GLBE) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics
The upcoming report from Global-e Online Ltd. (GLBE) is expected to reveal quarterly earnings of $0.02 per share, indicating an increase of 115.4% compared to the year-ago period. Analysts forecast revenues of $207.47 million, representing an increase of 23.5% year over year. The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period. Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association between trends in earnings estimates and the short-term price movements of a stock. While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding. With that in mind, let's delve into the average projections of some Globale Online metrics that are commonly tracked and projected by analysts on Wall Street. The combined assessment of analysts suggests that 'Revenue by Category- Fulfillment services' will likely reach $112.79 million. The estimate suggests a change of +31.5% year over year. Based on the collective assessment of analysts, 'Revenue by Category- Service fees' should arrive at $94.68 million. The estimate indicates a year-over-year change of +15.1%. Analysts forecast 'Gross Merchandise Value' to reach 1.40 billion. Compared to the current estimate, the company reported 1.08 billion in the same quarter of the previous year. View all Key Company Metrics for Globale Online here>>> Globale Online shares have witnessed a change of +5.2% in the past month, in contrast to the Zacks S&P 500 composite's +1.9% move. With a Zacks Rank #3 (Hold), GLBE is expected closely follow the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> . Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Global-e Online Ltd. (GLBE) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
a day ago
- Business
- Yahoo
Global-e to Announce Financial Results for the Second Quarter 2025 on August 13, 2025
PETAH-TIKVA, Israel, July 29, 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 second quarter ended June 30, 2025, before market open on Wednesday, August 13, 2025. Global-e management will host a conference call to review its financial results and outlook. Date: Wednesday, August 13, 2025 Time: 8:00 AM ET United States/Canada Toll Free: +1-800-717-1738 International Toll: +1-646-307-1865 Please join the call 5-10 minutes prior to the scheduled start time, to avoid a delay in connecting. A live webcast will be available in the Investor Relations section of Global-e's website at A replay of the webcast will be available in the Investor Relations section of Global-e's website at approximately two hours after the conclusion of the call. About Global-e Online Ltd. Global-e (Nasdaq: GLBE) is the world's leading platform enabling and accelerating global, Direct-To-Consumer e-commerce. The chosen partner of over 1,400 brands and retailers across North America, EMEA and APAC, Global-e makes selling internationally as simple as selling domestically. The company enables merchants to increase the conversion of international traffic into sales by offering online shoppers in over 200 destinations worldwide a seamless, localized shopping experience. Global-e's end-to-end e-commerce solutions combine best-in-class localization capabilities, big-data best-practice business intelligence models, streamlined international logistics and vast global e-commerce experience, enabling international shoppers to buy seamlessly online and retailers to sell to, and from, anywhere in the world. For more information, please visit: Investor Contacts:Alan KatzInvestor Press Contact:Sarah SchlossHeadline +1 914-506-5104Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
a day ago
- Business
- Yahoo
Why Shares of Global-e Online Are Sinking Today
Key Points Global-e Online's platform solves the complexities of selling products globally. It continues to grow its sales and improve its profitability, despite the challenging operating environment. Ultimately, the short-term problems plaguing Global-e's stock now could be its long-term opportunity. 10 stocks we like better than Global-E Online › Leading cross-border e-commerce enabler Global-e Online (NASDAQ: GLBE) has seen its stock drop 7% as of noon ET Wednesday, according to data provided by S&P Global Market Intelligence. Global-e Online beat analysts' expectations after growing revenue by 28% and recording profitability for the second time in three quarters. The company also raised its full-year guidance to 31% sales growth. Despite these results, Global-e's stock remains down 7% due to worries over how the company's operations will be affected by the new tariffs and the U.S. de minimis customs exemption ending. Impressive results in tariff-y times For the third time in as many quarters, Global-e's stock has dropped following earnings. With revenue growing 42%, 30%, and 28% over these quarters, it is tough to argue that these sell-offs stem from poor operational results, though. Instead, Global-e's 42% drop in 2025 seems to stem from factors outside its control. Since the company's solutions enable its customers to sell products across borders, the ongoing tariff and de minimis changes in the U.S. have soured the market's outlook on Global-e's stock as they complicate cross-border trade. However, this may be a short-sighted outlook. Last quarter, Global-e rolled out a new 3B2C (business-to-business-to-consumer) solution that "enables global brands to leverage their international footprint in order to partially offset costs due to tariffs." This complex solution perfectly exemplifies how Global-e thrives amid uncertainty as it helps its customers "go global." Yes, new tariffs and the de minimis exemption ending may weigh on cross-border trade over the short term. However, that could prove to be a long-term benefit for Global-e as it creates solutions to solve these challenges. Now trading at 35 times free cash flow, Global-e looks like an outstanding business trading at a reasonable valuation. Should you invest $1,000 in Global-E Online right now? Before you buy stock in Global-E Online, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Global-E Online wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $653,427!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,119,863!* Now, it's worth noting Stock Advisor's total average return is 1,060% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 13, 2025 Josh Kohn-Lindquist has positions in Global-E Online. The Motley Fool has positions in and recommends Global-E Online. The Motley Fool has a disclosure policy. Why Shares of Global-e Online Are Sinking Today was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
6 days ago
- Business
- Yahoo
1 Spectacular Growth Stock Down 50% to Buy Hand Over Fist
Key Points Global-e Online helps make selling products internationally as simple as selling domestically. Thanks to the complexity its platform solves, the company may have a widening moat. Following short-term turbulence around tariffs, Global-e is now trading at an all-time low valuation. 10 stocks we like better than Global-E Online › The stock market continues to float near all-time highs. With this rise, many growth stocks have reached new peaks of their own, and a decent portion of these are now sporting lofty valuations. However, one of my favorite growth stocks has gone in the opposite direction. Despite its promising growth potential and rising margins, international sales helper Global-e Online (NASDAQ: GLBE) is down 50% from its highs as it battles short-term tariff headwinds. The company is currently trading near its lowest-ever valuation. Here's why it's time to buy this promising, founder-led growth stock. Growth options abound Global-e Online aims to help merchants sell internationally as easily as they sell domestically. Typically, selling goods online in a foreign country is a highly complex task that's often not worth the battle for merchants to do in-house. That's where Global-e's end-to-end platform comes in. Taking this complex sales process off of its merchants' hands, Global-e offers a full suite of global e-commerce enablement solutions, such as: Region-specific pricing in more than 100 currencies. More than 150 payment options, adjustable by location. Local messaging for customers and website layouts in more than 30 languages. Shipping options from more than 20 providers, with returns. Duty and tariff calculations in more than 170 markets. Zero-risk payment fraud. Local-market knowledge that lets merchants act locally. Solving these issues in just one country is challenging, but doing this across 20, 50, or 100 countries can be a nightmare. Add in the fact that merchants who have switched to the company's offerings see a 40% conversion uptick, and the value proposition of Global-e Online's platform is clear. Thanks to the value it provides to its merchants, the company has grown revenue sevenfold since 2020. Despite that incredible growth, Global-e still has less than a 1% market share of the $1.1 trillion cross-border e-commerce industry. This small market share leaves a lengthy growth runway ahead for the company. Here are the four most crucial growth areas to watch. 1. Add new merchants In 2020, Global-e added new merchants that did $287 million in gross merchandise volume (GMV). By 2024, this number had quadrupled. Now more than 1,400 merchants strong, the company regularly inks new deals with major retailers and brands such as Manchester United, FC Barcelona, Adidas, Victoria's Secret, and LVMH. Management has stated that its payback period on new merchants is less than nine months across multiple geographies, meaning that customer growth doesn't take long to become profitable. 2. Grow alongside customers Perhaps the most potent growth lever for Global-e is its ability to grow alongside its merchant customers. Since 2019, the company has grown its annual GMV per active merchant cohort by four times. This growth highlights the booming sales that new customers see as they expand into international markets with Global-e. An example of this notion comes from Adidas, which expanded its partnership with the company from eight markets in 2021 to 27 today. In total, Globel-e's merchants have grown their GMV four to five times faster than the overall e-commerce industry, making the growth stock a compelling investment idea. 3. Geographic and business-to-business expansion Aside from adding more merchants and growing alongside existing ones, Global-e can also expand its economic footprint to grow. For instance, it's in the process of adding the Czech Republic, Hungary, and Indonesia to its supported countries. Furthermore, the company has global sales expertise in the business-to-business (B2B) industry, which may be worth two or three times as much as traditional business-to-consumer (B2C). With the global B2B e-commerce market worth roughly $20 trillion in 2024 -- compared to $6.3 trillion for total online retail sales -- there's lots of potential for Global-e. 4. Managed markets with Shopify Perhaps the best endorsement of Global-e's operations (and why I believe it has a wide moat) is its partnership with e-commerce juggernaut Shopify. The fact that an e-commerce darling as powerful as Shopify would rather partner with Global-e than try to sell internationally on its own speaks volumes. Since combining to form Shopify Managed Markets, the companies have processed transactions for more than 10,000 merchants, filling orders in over 175 countries. Not only does this help grow Global-e's sales, but it acts as an incubator of sorts for potential customers for the company, as these smaller merchants grow their fledgling companies and brands. Global-e's lowest-ever valuation Despite all of these promising growth options and Global-e's widening moat, its stock is down 50% from its highs as the market seems to be worried about how tariffs will impact its business. However, co-founder and President Nir Debbi believes that while these tariffs create short-term uncertainty, they may create long-term opportunities for the company. Added tariffs make international sales more complex, whether it's B2B or B2C, and that's when Global-e can step in to help. Regardless, due to these headwinds, the stock now trades near its lowest-ever valuation. Considering that Global-e expects to grow sales by 24% when it reports second-quarter earnings on Aug. 13, this valuation is reasonable. Furthermore, management believes the company's 22% free-cash-flow (FCF) margin could grow to 26% to 28% over the long haul, which would make its valuation even cheaper. Though the road to success may be bumpy since Global-e Online's operations are tied to tariff volatility, the company's growth potential, wide moat, and rising margins make it a spectacular opportunity at today's valuation. Should you buy stock in Global-E Online right now? Before you buy stock in Global-E Online, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Global-E Online wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,563!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,108,033!* Now, it's worth noting Stock Advisor's total average return is 1,047% — a market-crushing outperformance compared to 181% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 Josh Kohn-Lindquist has positions in Adidas Ag, Global-E Online, and Shopify. The Motley Fool has positions in and recommends Global-E Online and Shopify. The Motley Fool has a disclosure policy. 1 Spectacular Growth Stock Down 50% to Buy Hand Over Fist was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
01-07-2025
- Business
- Yahoo
Global-E Online Ltd. (NASDAQ:GLBE) Shares Could Be 26% Below Their Intrinsic Value Estimate
Using the 2 Stage Free Cash Flow to Equity, Global-E Online fair value estimate is US$45.08 Global-E Online's US$33.54 share price signals that it might be 26% undervalued Analyst price target for GLBE is US$46.74, which is 3.7% above our fair value estimate In this article we are going to estimate the intrinsic value of Global-E Online Ltd. (NASDAQ:GLBE) by projecting its future cash flows and then discounting them to today's value. The Discounted Cash Flow (DCF) model is the tool we will apply to do this. Believe it or not, it's not too difficult to follow, as you'll see from our example! We would caution that there are many ways of valuing a company and, like the DCF, each technique has advantages and disadvantages in certain scenarios. If you still have some burning questions about this type of valuation, take a look at the Simply Wall St analysis model. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. We use what is known as a 2-stage model, which simply means we have two different periods of growth rates for the company's cash flows. Generally the first stage is higher growth, and the second stage is a lower growth phase. To begin with, we have to get estimates of the next ten years of cash flows. Where possible we use analyst estimates, but when these aren't available we extrapolate the previous free cash flow (FCF) from the last estimate or reported value. We assume companies with shrinking free cash flow will slow their rate of shrinkage, and that companies with growing free cash flow will see their growth rate slow, over this period. We do this to reflect that growth tends to slow more in the early years than it does in later years. A DCF is all about the idea that a dollar in the future is less valuable than a dollar today, so we discount the value of these future cash flows to their estimated value in today's dollars: 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 Levered FCF ($, Millions) US$188.4m US$256.4m US$381.3m US$476.4m US$563.8m US$641.1m US$708.4m US$766.7m US$817.6m US$862.8m Growth Rate Estimate Source Analyst x3 Analyst x4 Analyst x2 Est @ 24.95% Est @ 18.35% Est @ 13.72% Est @ 10.49% Est @ 8.22% Est @ 6.64% Est @ 5.53% Present Value ($, Millions) Discounted @ 10% US$171 US$211 US$285 US$322 US$346 US$357 US$358 US$351 US$340 US$325 ("Est" = FCF growth rate estimated by Simply Wall St)Present Value of 10-year Cash Flow (PVCF) = US$3.1b The second stage is also known as Terminal Value, this is the business's cash flow after the first stage. For a number of reasons a very conservative growth rate is used that cannot exceed that of a country's GDP growth. In this case we have used the 5-year average of the 10-year government bond yield (2.9%) to estimate future growth. In the same way as with the 10-year 'growth' period, we discount future cash flows to today's value, using a cost of equity of 10%. Terminal Value (TV)= FCF2034 × (1 + g) ÷ (r – g) = US$863m× (1 + 2.9%) ÷ (10%– 2.9%) = US$12b Present Value of Terminal Value (PVTV)= TV / (1 + r)10= US$12b÷ ( 1 + 10%)10= US$4.6b The total value, or equity value, is then the sum of the present value of the future cash flows, which in this case is US$7.7b. In the final step we divide the equity value by the number of shares outstanding. Compared to the current share price of US$33.5, the company appears a touch undervalued at a 26% discount to where the stock price trades currently. Valuations are imprecise instruments though, rather like a telescope - move a few degrees and end up in a different galaxy. Do keep this in mind. We would point out that the most important inputs to a discounted cash flow are the discount rate and of course the actual cash flows. If you don't agree with these result, have a go at the calculation yourself and play with the assumptions. The DCF also does not consider the possible cyclicality of an industry, or a company's future capital requirements, so it does not give a full picture of a company's potential performance. Given that we are looking at Global-E Online as potential shareholders, the cost of equity is used as the discount rate, rather than the cost of capital (or weighted average cost of capital, WACC) which accounts for debt. In this calculation we've used 10%, which is based on a levered beta of 1.131. Beta is a measure of a stock's volatility, compared to the market as a whole. We get our beta from the industry average beta of globally comparable companies, with an imposed limit between 0.8 and 2.0, which is a reasonable range for a stable business. See our latest analysis for Global-E Online Valuation is only one side of the coin in terms of building your investment thesis, and it ideally won't be the sole piece of analysis you scrutinize for a company. It's not possible to obtain a foolproof valuation with a DCF model. Preferably you'd apply different cases and assumptions and see how they would impact the company's valuation. If a company grows at a different rate, or if its cost of equity or risk free rate changes sharply, the output can look very different. Can we work out why the company is trading at a discount to intrinsic value? For Global-E Online, there are three further aspects you should further research: Financial Health: Does GLBE have a healthy balance sheet? Take a look at our free balance sheet analysis with six simple checks on key factors like leverage and risk. Future Earnings: How does GLBE's growth rate compare to its peers and the wider market? Dig deeper into the analyst consensus number for the upcoming years by interacting with our free analyst growth expectation chart. Other Solid Businesses: Low debt, high returns on equity and good past performance are fundamental to a strong business. Why not explore our interactive list of stocks with solid business fundamentals to see if there are other companies you may not have considered! PS. Simply Wall St updates its DCF calculation for every American stock every day, so if you want to find the intrinsic value of any other stock just search here. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
