Global-e Online Q2 Earnings: Analysts Predict 23.5% Revenue Growth

Global-e Online Ltd. (GLBE) is expected to report Q2 earnings of $0.02 per share, a 115.4% increase YoY, and revenues of $207.47 million, a 23.5% increase YoY. Analysts forecast revenue by category, including fulfillment services at $112.79 million (31.5% YoY change) and service fees at $94.68 million (15.1% YoY change). Gross merchandise value is projected to reach $1.40 billion.

Global-e Online Ltd. (GLBE), a leading provider of cross-border e-commerce solutions, is expected to report its Q2 earnings on July 2, 2025. Analysts anticipate the company to deliver a strong performance, with earnings per share (EPS) projected to reach $0.02, representing a 115.4% year-over-year (YoY) increase. Revenue is forecast to reach $207.47 million, marking a 23.5% YoY growth [1].

The revenue forecast by category includes fulfillment services at $112.79 million, representing a 31.5% YoY change, and service fees at $94.68 million, showing a 15.1% YoY increase. Gross merchandise value is projected to reach $1.40 billion, reflecting the company's robust growth in the e-commerce sector [1].

Wall Street analysts maintain a consensus rating of "Moderate Buy" for GLBE, with a target price averaging around $48.08. Despite some revisions of price targets by firms like KeyCorp and Raymond James Financial, the overall sentiment remains positive. The stock has seen increased institutional ownership, with 94.60% of shares currently owned by institutional investors and hedge funds [1].

Global-e Online's recent earnings report showed a 30.2% YoY revenue growth, with a quarterly revenue of $189.88 million and an EPS of (0.11), surpassing analyst expectations. The company's quarterly revenue was up 30.2% on a year-over-year basis, demonstrating its resilience and growth potential in the e-commerce market [1].

The acquisition of Pitney Bowes Inc.'s e-commerce global mailing and shipping business, Borderfree, for $100 million, further solidifies Global-e Online's position in the market. This strategic move is expected to enhance the company's capabilities and drive future growth [2].

As the e-commerce sector continues to grow, investors are closely watching Global-e Online's Q2 earnings to gauge the company's performance and future prospects. The strong revenue and EPS growth projections indicate that the company is well-positioned to capitalize on the ongoing e-commerce boom.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-global-e-online-ltd-nasdaqglbe-shares-purchased-by-yd-more-investments-ltd-2025-08-07/
[2] https://www.marketwatch.com/investing/stock/pbi