Global-E Online Ltd.

GLBE · Services-Prepackaged Software · EDGAR filings ↗

Reference price $34.02 — last insider sale, 2026-06-24 (estimated from the dated SEC Form 4 price — not a live quote)

Grade

B76

Cross-border e-commerce enablement SaaS — profitable with strong free cash flow and growth.

Strengths

Profitable with strong FCF — operating margin 7% (74th), ROA 5% (73rd), FCF $281M (73rd), FCF margin 29%
Strong growth — revenue +28% (81st)

Risks

Net-income volatility (warrant/charges) — net income growth -190%
Merchant-concentration (Shopify) risk — per 10-K
Competition — per 10-K

Notable findings

Strong balance sheetStrong balance sheet — $320M cash & investments
Insider sellingInsider selling — 40 open-market sale(s) by 3 insider(s) (cluster of 3 insiders, ~$10M, last 6mo) Form 4 ↗

Key metrics

Gross margin

45.3%

Operating margin

7.4%

Net margin

7.1%

Return on equity

7.3%

Return on assets

4.7%

Revenue growth (QoQ)

27.8%

Current ratio

1.9×

Free cash flow

$281M

EBITDA

$74M

Tangible book value

$505M

Cash & investments

$320M

Stock comp / revenue

4.1%

Insider transactions · last 18 months

Date	Insider	Type	Shares	Price
2026-06-24	Debbi Nir	Sell	6.9K	$34.02
2026-06-18	Tamari Shahar	Sell	2.1K	$32.51
2026-06-17	Tamari Shahar	Sell	15K	$32.23
2026-06-16	Schlachet Amir	Sell	17K	$32.18
2026-06-15	Debbi Nir	Sell	4.2K	$32.47
2026-06-04	Tamari Shahar	Sell	7.9K	$33.09
2026-06-03	Tamari Shahar	Sell	8.8K	$31.55
2026-06-02	Debbi Nir	Sell	449	$33.33
2026-06-02	Schlachet Amir	Sell	17K	$33.34
2026-06-01	Schlachet Amir	Sell	8.3K	$33.58
2026-06-01	Tamari Shahar	Sell	8.3K	$33.59
2026-06-01	Debbi Nir	Sell	9.2K	$33.70
2026-05-21	Debbi Nir	Sell	1.9K	$30.25
2026-05-21	Tamari Shahar	Sell	3.4K	$30.26
2026-05-20	Tamari Shahar	Sell	4.9K	$30.02
2026-05-20	Debbi Nir	Sell	2.3K	$30.01
2026-05-19	Schlachet Amir	Sell	8.3K	$29.00
2026-05-13	Broida Tzvia	Grant	6.3K	$31.90
2026-05-13	Tsuchikawa Gen	Grant	6.3K	$31.90
2026-05-13	Schlachet Amir	Grant	282K	$31.90
2026-05-13	Tamari Shahar	Grant	282K	$31.90
2026-05-13	Debbi Nir	Grant	282K	$31.90
2026-05-13	Koren Ofer	Grant	63K	$31.90
2026-05-13	Epple-Righi Iris	Grant	6.3K	$31.90
2026-05-13	Bakst Anna	Grant	6.3K	$31.90
2026-05-07	Tamari Shahar	Sell	8.3K	$32.45
2026-05-07	Schlachet Amir	Sell	6.2K	$32.45
2026-05-06	Tamari Shahar	Sell	8.3K	$31.27
2026-05-06	Schlachet Amir	Sell	1.0K	$31.27
2026-05-05	Schlachet Amir	Sell	9.4K	$31.68
2026-05-04	Debbi Nir	Sell	4.2K	$32.57
2026-04-20	Tamari Shahar	Sell	5.2K	$33.06
2026-04-20	Debbi Nir	Sell	8	$34.16
2026-04-17	Tamari Shahar	Sell	26K	$34.79
2026-04-17	Debbi Nir	Sell	7.2K	$34.67
2026-04-16	Debbi Nir	Sell	211	$34.09
2026-04-16	Schlachet Amir	Sell	17K	$33.65
2026-04-15	Debbi Nir	Sell	4.2K	$33.06
2026-04-15	Schlachet Amir	Sell	4.3K	$33.09
2026-04-15	Tamari Shahar	Sell	4.3K	$33.09
2026-04-08	Schlachet Amir	Sell	4.0K	$32.26
2026-04-08	Tamari Shahar	Sell	4.0K	$32.26
2026-04-06	Tamari Shahar	Sell	8.3K	$31.20
2026-04-02	Schlachet Amir	Sell	8.3K	$30.94
2026-04-01	Debbi Nir	Sell	4.2K	$31.26
2026-03-18	Tamari Shahar	Sell	17K	$33.81
2026-03-17	Schlachet Amir	Sell	17K	$34.45
2026-03-16	Debbi Nir	Sell	8.3K	$34.51

All non-derivative Form 4 activity (SEC), newest first.

Recent filings

Form	Filed	Period	Accession
20-F	2026-03-26	2025-12-31	0001178913-26-001772 ↗
20-F	2025-03-27	2024-12-31	0001178913-25-001086 ↗
20-F	2024-03-28	2023-12-31	0001178913-24-001148 ↗
20-F	2023-03-31	2022-12-31	0001178913-23-001273 ↗
20-F	2022-03-28	2021-12-31	0001178913-22-001269 ↗