In its upcoming report, Global-e Online Ltd. (GLBE) is predicted by Wall Street analysts to post quarterly earnings of $0.30 per share, reflecting an increase of 2900% compared to the same period last year. Revenues are forecasted to be $327.82 million, representing a year-over-year increase of 24.7%.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Prio ...

Global-e Online Ltd. (NASDAQ:GLBE)  is one of the best e-commerce stocks to buy now. On February 2, Piper Sandler reaffirmed an Overweight rating on Global-e Online Ltd. (NASDAQ:GLBE) and set a $48 price target after a transfer of coverage. The firm told investors that “seat-compression and vibe coding narratives could set a ceiling on multiples”, and downgraded three names while cutting price targets across the platforms and apps group. It stated that it did not make a call on the Q4 reports, and instea ...

Core Insights - The article discusses the current state of the e-commerce market and highlights the 11 best e-commerce stocks to buy now, emphasizing the importance of hedge fund sentiment in stock selection [1][10]. Market Trends - The S&P 500 decreased by 0.4%, the Nasdaq Composite fell by approximately 2%, and software stocks experienced a decline of nearly 9% over the past week, indicating a shift from growth stocks to cyclicals and value stocks [2]. - Market volatility has increased, catching investors off guard, as the trend of rotating out of growth stocks has accelerated [2]. - Gregory Davis from Vanguard noted that market repricing is not surprising given the robust movements over the past year, advocating for diversification across various asset classes [3]. E-commerce Stock Highlights - **Revolve Group, Inc. (NYSE:RVLV)**: - Rated as a buy with a price target of $35.00 by KeyBanc [11]. - Opened a new store in Los Angeles to enhance customer engagement [12]. - Morgan Stanley adjusted its price target to $27, maintaining an Equal Weight rating, indicating a focus on companies with positive returns on invested capital from GenAI or GPU technologies [13][14]. - **Global-e Online Ltd. (NASDAQ:GLBE)**: - Received an Overweight rating from Piper Sandler with a price target of $48 [15]. - Truist revised its price target to $43 from $41, maintaining a Hold rating, while expressing optimism for the group throughout 2026 [17][18].

We recently published an article titled 12 High Growth E-commerce Stocks To Buy.  On February 3, Piper Sandler analyst Billy Fitzsimmons maintained an Overweight rating on Global-E Online Ltd. (NASDAQ:GLBE) with a $48 price target following a transfer of coverage. As part of a broader reset across the platforms and apps group, the firm downgraded several names and reduced price targets, citing concerns that seat compression and “vibe coding” narratives could limit valuation multiples. Piper is not taking ...

Core Viewpoint - Global-e Online Ltd. will report its financial results for Q4 and the full year ended December 31, 2025, on February 18, 2026, before market open [1]. Group 1: Financial Results Announcement - The financial results will be announced before market open on February 18, 2026 [1]. - A conference call will be hosted by Global-e management to review the financial results and outlook [1]. Group 2: Conference Call Details - The conference call is scheduled for 8:00 AM ET on February 18, 2026 [2]. - Participants are encouraged to join the call 5-10 minutes prior to the start time to avoid connection delays [3]. - A live webcast will be available on Global-e's Investor Relations website, with a replay accessible approximately two hours after the call [3]. Group 3: Company Overview - Global-e is a leading platform for global direct-to-consumer e-commerce, partnering with over 1,400 brands and retailers across North America, EMEA, and APAC [4]. - The company facilitates international sales by providing a seamless, localized shopping experience for online shoppers in over 200 destinations [4]. - Global-e's solutions include localization capabilities, business intelligence models, international logistics, and extensive e-commerce experience [4].

Company Overview - Global-E Online Ltd. (NASDAQ:GLBE) operates a direct-to-consumer cross-border e-commerce platform in Israel, the UK, the US, and internationally [4] Analyst Insights - Truist analyst Matthew Coad raised the price target for Global-E Online to $43 from $41 while maintaining a Hold rating, indicating a positive outlook for the stock [1] - The firm anticipates solid quarterly results for Global-E but warns that challenging year-over-year comparisons may limit significant increases in transaction volume [2] - Earlier, on December 11, Coad upgraded Global-E Online from Sell to Hold with a price target increase from $36 to $41, reflecting a more favorable outlook for transaction volume growth in 2026 [3] Market Context - Truist remains generally optimistic about the FinTech sector for 2026, although management teams may provide conservative initial guidance to reset market expectations [2] - The payments and fintech sectors are noted to have attractive valuations when adjusted for growth potential, following a period of poor stock performance [3]

Core Insights - Global-E Online and Shopify reported Q3 2025 earnings that indicate divergent strategies in cross-border e-commerce [1] Company Summaries Global-E Online - Global-E Online's Q3 2025 earnings reflect a strong focus on expanding its cross-border e-commerce capabilities [1] - The company is likely to leverage its technology to enhance international sales for its clients [1] Shopify - Shopify's Q3 2025 earnings suggest a different approach, possibly emphasizing domestic markets while still engaging in cross-border e-commerce [1] - The company may be prioritizing its platform enhancements to support merchants in navigating international sales [1]

Core Insights - Opendoor Technologies has experienced significant stock volatility, ending 2025 up 264% but has faced declines recently due to changing market conditions and investor sentiment [1][2] - The company has undergone leadership changes with a new CEO, Kaz Nejatian, who has outlined a strategy aimed at growth despite a challenging real estate market [2][6] - Opendoor's business model involves digital iBuying, which is capital-intensive and currently hindered by low housing inventory as homeowners hold onto lower mortgage rates [4][5] Company Strategy - The new CEO plans to shift focus from acquiring lower-quality homes to purchasing better properties with a lower spread, aiming to enhance volume and efficiency [6] - The use of artificial intelligence is emphasized to improve pricing strategies and operational efficiency, which could potentially lead to a turnaround for the company [4][6] Market Context - The current housing market presents challenges for Opendoor, as fewer homeowners are selling, leading to a constrained inventory that affects business cycles [5] - Despite the risks, there is potential for growth if the new strategies are successfully implemented, which could make Opendoor an attractive investment in the future [7]

Group 1 - The stock of Global-e Online Ltd. (GLBE) closed at $38.4, reflecting a 0.5% gain over the past four weeks, with a mean price target of $48.85 indicating a potential upside of 27.2% [1] - Analysts have set 13 short-term price targets for GLBE, ranging from a low of $41.00 to a high of $64.00, with a standard deviation of $5.58, suggesting a variability in estimates [2] - There is strong agreement among analysts regarding GLBE's ability to report better earnings than previously predicted, which supports the view of potential upside [4][11] Group 2 - The Zacks Consensus Estimate for GLBE has increased by 2.2% due to one upward revision in earnings estimates over the last 30 days, with no negative revisions [12] - GLBE holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimates, indicating strong potential for near-term upside [13] - While the consensus price target may not be a reliable indicator of the extent of potential gains, it does provide a directional guide for price movement [14]

Core Insights - In 2025, businesses experienced rapid advancements in artificial intelligence (AI), impacting their growth trajectories, while concerns about an AI bubble and macroeconomic challenges dampened stock performances. However, beaten-down stocks are expected to benefit from the January Effect, presenting opportunities for investors to acquire fundamentally strong stocks with promising earnings growth prospects [1][10]. AI Industry Trends - The integration and adoption of AI across various sectors are anticipated to be significant growth catalysts, enhancing operational efficiency, optimizing supply chains, and improving decision-making processes. Companies investing in AI-driven analytics and automated customer engagement are likely to see improved margins and accelerated growth [3][10]. - The global AI infrastructure market is projected to reach $758 billion by 2029, driven by strong demand for compute and storage hardware. Global AI spending is expected to exceed $2 trillion in 2026, up from an estimated $1.5 trillion in 2025, indicating robust investment momentum [4]. Company-Specific Insights - **nCino**: This company is expected to drive demand in 2026 with its AI-powered solutions. The Zacks Consensus Estimate for nCino's fiscal 2026 earnings is 89 cents per share, reflecting a 36.92% year-over-year increase, despite a 21.7% decline in stock value over the past year [5][7]. - **Global-e Online**: Benefiting from AI integration, the company is enhancing efficiency and customer experience. The Zacks Consensus Estimate for its fiscal 2026 earnings is 94 cents per share, indicating a 177.06% year-over-year increase, although shares have dropped 27.4% in the last year [8][11]. - **GitLab**: This company is experiencing strong demand for its AI-native DevSecOps platform. The Zacks Consensus Estimate for GitLab's fiscal 2026 earnings is 88 cents per share, showing an 18.92% year-over-year increase, despite a 33% decline in stock value over the past year [12][13]. - **Samsara**: The company has introduced advanced AI capabilities, with a Zacks Consensus Estimate for fiscal 2026 earnings at 50 cents per share, reflecting a 92.31% year-over-year increase, despite a 16.9% decline in stock value over the past year [14][15].