Global E Online Ltd provides e-commerce solutions. The company offers a platform to enable and accelerate direct-to-consumer cross-border e-commerce. The platform was purpose-built for international shoppers to buy seamlessly online and for merchants to sell from, and to, anywhere in the world. The company localizes the shopper experience to make international transactions as seamless as domestic ones. The platform increases the conversion of international traffic into sales by removing much of the complexity associated with international e-commerce. The company derives maximum revenue from the United States.
The chart shows the growth of an initial investment of $10,000 in Global-E Online Ltd. Ordinary Shares, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Global-E Online Ltd. Ordinary Shares (GLBE) has returned -21.60% so far this year and 11.36% over the past 12 months. Looking at the last ten years, GLBE has achieved an annualized return of 2.55%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of Global-E Online Ltd. Ordinary Shares (GLBE) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -8.10% | -4.32% | -9.10% | -0.06% | ||||||||
| 2025 | 9.03% | -26.71% | -17.15% | 1.99% | -12.01% | 7.12% | -0.75% | 3.30% | 8.99% | 2.45% | 10.74% | -1.72% |
| 2024 | -3.48% | -11.57% | 7.26% | -7.81% | -7.17% | 15.95% | -6.43% | 1.32% | 13.19% | -0.83% | 36.00% | 4.46% |
| 2023 | 41.23% | -5.51% | 14.17% | -12.71% | 29.97% | 15.85% | 9.88% | -10.38% | -1.51% | -11.34% | -2.64% | 15.44% |
| 2022 | -43.97% | 5.73% | -13.83% | -33.71% | -13.47% | 4.29% | 13.18% | 40.34% | -13.97% | -5.56% | -18.11% | -4.97% |
| 2021 | 35.51% | 73.71% | 22.34% | 12.32% | -10.60% | -20.01% | 14.85% | -4.58% |
The charts below present risk-adjusted performance metrics for Global-E Online Ltd. Ordinary Shares (GLBE) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of GLBE compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current Global-E Online Ltd. Ordinary Shares volatility is 2.84%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Abdiel Capital Advisors sold 1,075,738 shares of Appian (worth $38.32 million) in Q4 2025, reducing its stake to 12.4% of assets. Appian shares have fallen 28.1% over the past year and underperformed the S&P 500 by 39.1 percentage points. Despite the reduction, Abdiel maintains a double-digit allocation, suggesting risk management rather than abandonment of the investment thesis.
Arohi Asset Management completely exited its position in DoubleVerify by selling 1.7 million shares worth $20.6 million in Q4 2025. The exit comes as DoubleVerify's stock has collapsed 58.5% over the past year, with the company facing margin contraction despite 16% revenue growth, as net income fell 35% year-over-year in the first nine months of 2025.
Keenan Capital initiated a significant new position in Clearwater Analytics Holdings, purchasing 3.66 million shares worth $88.3 million in Q4, representing 16.08% of the fund's reportable U.S. equity AUM. The investment comes as Clearwater demonstrated strong growth with 77% YoY revenue increase and 108% net revenue retention, though the company is subject to an $8.4 billion acquisition agreement announced in December.
The article compares AXT, a semiconductor materials company with 40% market share in indium phosphide for AI infrastructure, to Global-E Online (GLBE), an e-commerce platform. AXT is favored due to its 250% sequential revenue growth in indium phosphide, clear market leadership in a critical AI bottleneck, and higher growth potential, while GLBE faces intense competition from Amazon and Walmart despite recent profitability.
Opendoor Technologies surged 264% in 2025 on meme stock momentum but faces significant risks in the capital-intensive iBuying business amid a challenging housing market. While new CEO Kaz Nejatian's turnaround strategy shows promise, analyst Jennifer Saibil recommends Global-E Online as a better investment opportunity due to its profitable growth trajectory, strong client base, and long runway in cross-border e-commerce.
An analysis of 10 top stocks that have beaten the market by 8 percentage points in 2025, with a focus on long-term investment potential despite short-term market fluctuations and AI trends.
Global-e Online reported strong third-quarter results with 25% revenue growth, becoming profitable earlier than expected. The cross-border e-commerce solutions company continues to add high-profile brands and expand existing partnerships, demonstrating resilience in a complex industry.
Global-e Online reported strong Q3 2025 financial performance with 33% GMV growth, 25% revenue growth, and a net profit of $13.2 million, exceeding top-end guidance ranges and expanding partnerships with global brands across multiple regions.
Abdiel Capital fully exited its position in Floor & Decor Holdings, selling 1,482,936 shares worth $112.64 million, reducing its assets under management and potentially signaling concerns about the company's performance and housing market conditions.
The article highlights three growth stocks with significant long-term potential: SoFi Technologies, Dutch Bros, and Global-e Online. Each company demonstrates strong customer growth, innovative services, and expansion opportunities in their respective markets.
