Yelin Lapidot Holdings Management Ltd. Has $33.75 Million Holdings in Global-e Online Ltd. $GLBE

Yelin Lapidot Holdings Management Ltd. grew its position in Global-e Online Ltd. (NASDAQ:GLBE) by 2.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 858,583 shares of the company’s stock after purchasing an additional 21,400 shares during the period. Global-e Online makes up approximately 6.8% of Yelin Lapidot Holdings Management Ltd.’s holdings, making the stock its 3rd biggest position. Yelin Lapidot Holdings Management Ltd.’s holdings in Global-e Online were worth $33,751,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Pier Capital LLC bought a new position in Global-e Online in the 4th quarter worth about $1,582,000. Harel Insurance Investments & Financial Services Ltd. grew its position in Global-e Online by 31.7% in the 4th quarter. Harel Insurance Investments & Financial Services Ltd. now owns 2,041,555 shares of the company’s stock worth $80,254,000 after purchasing an additional 490,888 shares during the last quarter. Truist Financial Corp grew its position in Global-e Online by 11.4% in the 4th quarter. Truist Financial Corp now owns 27,060 shares of the company’s stock worth $1,064,000 after purchasing an additional 2,775 shares during the last quarter. Oppenheimer Asset Management Inc. grew its position in Global-e Online by 35.9% in the 4th quarter. Oppenheimer Asset Management Inc. now owns 93,151 shares of the company’s stock worth $3,662,000 after purchasing an additional 24,605 shares during the last quarter. Finally, State of New Jersey Common Pension Fund D bought a new position in Global-e Online in the 4th quarter worth about $508,000. Institutional investors own 94.60% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have commented on GLBE shares. KeyCorp decreased 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 report on Thursday, February 19th. Weiss Ratings lowered shares of Global-e Online from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, May 8th. Truist Financial reduced their price target on shares of Global-e Online from $42.00 to $37.00 and set a “hold” rating for the company in a research note on Friday, April 24th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $40.00 price target on shares of Global-e Online in a research note on Wednesday. Finally, BMO Capital Markets assumed coverage on shares of Global-e Online in a research note on Tuesday, April 21st. They issued an “outperform” rating and a $42.00 price target for the company. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Global-e Online has an average rating of “Moderate Buy” and an average price target of $44.17.

Global-e Online Price Performance

GLBE stock opened at $27.94 on Friday. Global-e Online Ltd. has a 12 month low of $26.84 and a 12 month high of $41.94. The firm has a market cap of $4.74 billion, a PE ratio of 42.99 and a beta of 1.18. The firm has a 50 day simple moving average of $32.07 and a 200 day simple moving average of $35.39.

Global-e Online (NASDAQ:GLBE) last released its earnings results on Wednesday, May 13th. The company reported $0.27 EPS for the quarter, beating the consensus estimate of $0.18 by $0.09. Global-e Online had a net margin of 11.37% and a return on equity of 12.59%. The business had revenue of $252.09 million during the quarter, compared to analyst estimates of $250.78 million. During the same period in the prior year, the business earned ($0.11) earnings per share. The business’s quarterly revenue was up 32.8% on a year-over-year basis. As a group, sell-side analysts expect that Global-e Online Ltd. will post 1.1 earnings per share for the current year.

More Global-e Online News

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

• Positive Sentiment: Global-e reported strong Q1 results, with GMV up 40% year over year, revenue up 33%, and adjusted EBITDA up 59%, showing continued momentum in its international e-commerce platform. Article Title
• Positive Sentiment: The company raised its full-year 2026 outlook for GMV, revenue, and adjusted EBITDA, which signals management confidence in sustained growth. Article Title
• Positive Sentiment: Profitability improved meaningfully, with the company moving to GAAP net income and reporting better margins, reinforcing the case that growth is becoming more efficient. Article Title
• Neutral Sentiment: Morgan Stanley cut its price target on GLBE to $37 from $43, but kept an overweight rating, suggesting the broker still sees upside despite trimming expectations. Article Title
• Neutral Sentiment: Deepwater reportedly halved its position and sold about $9 million in stock, which may add to near-term investor caution, but does not necessarily change the company’s operating outlook. Article Title
• Negative Sentiment: The stock’s weakness may also reflect concerns around ongoing cash usage and the fact that free cash flow remained negative in the quarter despite stronger earnings, which can temper enthusiasm for the results. Article Title

Insider Activity

In other news, COO Shahar Tamari sold 8,333 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $32.45, for a total transaction of $270,405.85. Following the sale, the chief operating officer owned 3,768,369 shares in the company, valued at $122,283,574.05. The trade was a 0.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, President Nir Debbi sold 4,166 shares of the business’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $32.57, for a total transaction of $135,686.62. Following the sale, the president owned 4,290,693 shares in the company, valued at $139,747,871.01. This represents a 0.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 167,708 shares of company stock worth $5,586,117 over the last 90 days. 11.60% of the stock is owned by company insiders.

Global-e Online Profile

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.