10 Best E-commerce Stocks to Buy as Global Sales Hit Records

In this article, we look at the 10 Best E-commerce Stocks to Buy as Global Sales Hit Records.

E-commerce spending is still climbing, even as consumers have become more selective about where they open their wallets. Salesforce reported that online sales during the 2025 holiday season reached a record $1.29 trillion globally, up 7% year over year, while U.S. online sales reached $294 billion, up 4%. Adobe’s U.S. data told a similar story, with online holiday spending hitting a record $257.8 billion, up 6.8% year over year, helped by discounts, buy-now-pay-later usage, mobile shopping, and AI-assisted product discovery. The peak shopping days also remained powerful: Adobe said Cyber Monday 2025 generated a record $14.25 billion in U.S. online sales, while the full Cyber Week period reached $44.2 billion.

That backdrop keeps e-commerce stocks relevant, but the investment case is no longer just about pandemic-era digital adoption. Investors are now weighing scale, fulfillment efficiency, marketplace depth, advertising revenue, AI-driven shopping tools, and cross-border reach. In this article, we look at the best e-commerce stocks to buy as global sales hit records, using the short percentage of float as the ranking metric. A lower short float can signal relatively limited bearish positioning, which is useful in a sector where growth stories often attract sharp disagreement.

Methodology

To compile our list of the 10 best e-commerce stocks to buy as global sales hit records, we screened companies with meaningful exposure to online retail, digital marketplaces, omnichannel commerce, delivery, and e-commerce infrastructure. We then ranked the stocks in descending order of short percentage of float, using the latest available short-interest data.

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10. DoorDash, Inc. (NASDAQ:DASH)

Short Percentage of Float: 4.69

DoorDash, Inc. (NASDAQ:DASH) is one of the best e-commerce stocks to buy as global sales hit records. The company is increasingly positioning itself as a local commerce platform rather than just a restaurant delivery app. On June 4, DoorDash said DoorDash Ads was becoming a global commerce media platform, with new ad formats, offsite reach, campaign automation, and measurement tools. The company said its Spotlight homepage ad format delivers twice the click-through rate of banners, while media dollars through Symbiosys, a DoorDash company, have nearly doubled since the 2025 acquisition.

The operating data also supports the broader e-commerce story. In the first quarter of 2026, DoorDash’s total orders rose 27% year-over-year to 933 million, marketplace gross order value (GOV) increased 37% to $31.6 billion, revenue climbed 33% to $4.0 billion, and adjusted EBITDA rose 28% to $754 million. DoorDash also said its U.S. grocery and retail categories continued to post strong year-over-year marketplace GOV growth, helped by broader selection in areas such as apparel and auto parts. That expansion showed up commercially as well: on May 13, Urban Outfitters launched a nationwide DoorDash partnership, letting customers shop fashion, accessories, beauty, gifting, and lifestyle products directly through the app.

DoorDash, Inc. (NASDAQ:DASH) operates an on-demand delivery platform that connects customers with local restaurants, grocery stores, and retailers.

9. eBay Inc. (NASDAQ:EBAY)

Short Percentage of Float: 3.58

eBay Inc. (NASDAQ:EBAY) is one of the best e-commerce stocks to buy as global sales hit records. The company remains one of the world’s largest online marketplaces, but its recent moves show it is trying to make core categories more trusted, easier to shop, and more interactive. On June 8, eBay UK launched Easy and Free Returns for eligible vehicle parts and accessories, applying to eligible new purchases over £10 and allowing buyers to return items within 30 days at no additional cost. The program works alongside tools such as eBay Assured Fit and My Garage, which are designed to help shoppers buy the right parts with more confidence.

eBay has also been expanding newer commerce formats. On May 28, the company announced the 2026 Up & Running Grants program with a focus on eBay Live, committing $100,000 to help 10 U.S. sellers build live-selling businesses. The company said eBay Live supports categories including sports trading cards, collectible toys, comics, beauty, tools, watches, handbags, and jewelry. On May 29, eBay named Trosort the global winner of its 2026 Circular Fashion Fund, giving the AI-powered textile sorting company the opportunity to receive a $300,000 investment from eBay Ventures.

eBay Inc. (NASDAQ:EBAY) operates a global online marketplace that connects buyers and sellers across more than 190 markets.

8. Sea Limited (NYSE:SE)

Short Percentage of Float: 3.55

Sea Limited (NYSE:SE) is one of the best e-commerce stocks to buy as global sales hit records. The Singapore-based company’s core e-commerce asset, Shopee, remains its biggest growth engine, and its latest quarterly numbers show why the stock fits this list. On May 12, Sea Limited reported that Shopee generated 4.0 billion gross orders in the first quarter of 2026, up 29.3% year-over-year, while gross merchandise value increased 30.2% to $37.3 billion. Shopee’s GAAP revenue also rose 45.1% year-over-year to $5.1 billion, including $4.5 billion of marketplace revenue.

The quality of that growth is also important for investors. Core marketplace revenue, which mainly includes transaction-based fees and advertising revenue, climbed 61.0% year-over-year to $3.8 billion. Sea said Shopee delivered record highs in GMV, gross order volume, and revenue during the quarter, while remaining on track to grow annual GMV by around 25% in 2026. The company is also embedding AI into its operations to improve user outcomes and platform efficiency, adding another layer to its long-term e-commerce story.

Sea Limited (NYSE:SE) operates digital businesses including Shopee for e-commerce, Garena for online games, and Monee for digital financial services.

7. Target Corporation (NYSE:TGT)

Short Percentage of Float: 3.45

Target Corporation (NYSE:TGT) is one of the best e-commerce stocks to buy as global sales hit records. The retailer’s e-commerce story is tied to its store-based fulfillment network, which lets Target combine online ordering with same-day, next-day, pickup, and Drive Up options. On June 1, Target said it was expanding next-day delivery to more than 50 top U.S. metro areas this spring, giving 60% of the U.S. population access to next-day delivery of online orders. The company said most items eligible for shipping qualify for the service, including hundreds of thousands of products and 85% of what it sells in Target stores.

The digital momentum also showed up in Target’s latest quarterly results. On May 20, the company reported that first-quarter net sales increased 6.7% year-over-year to $25.4 billion, while comparable sales rose 5.6%. Digital comparable sales grew 8.9%, led by more than 27% growth in same-day delivery powered by Target Circle 360. Non-merchandise sales also grew nearly 25%, reflecting strength in Roundel advertising revenue, Target Circle 360 membership revenue, and the Target+ marketplace.

Target Corporation (NYSE:TGT) is a general merchandise retailer that sells owned and national brands through stores, online channels, and home delivery.

6. Global-e Online Ltd. (NASDAQ:GLBE)

Short Percentage of Float: 4.69

Global-e Online Ltd. (NASDAQ:GLBE) is one of the best e-commerce stocks to buy as global sales hit records. The company powers cross-border direct-to-consumer e-commerce for brands and retailers, making it a direct play on merchants selling to international shoppers. On May 26, Global-e announced a definitive agreement to acquire Passport Global Inc., a U.S.-based cross-border e-commerce logistics and solutions company. The deal is expected to deepen Global-e’s standard logistics capabilities through asset-light carrier services, direct injection, consolidated returns, customs brokerage, and domestic and last-mile delivery support.

The transaction also expands Global-e’s addressable merchant base because Passport will continue offering a non-Merchant of Record solution. Global-e agreed to pay $350 million upfront, funded roughly equally through cash and ordinary shares, with up to $75 million in additional contingent consideration tied to Passport’s 2026 financial results. Passport is expected to generate about $100 million in revenue in calendar 2026.

Global-e’s latest quarterly results support the growth case. On May 13, the company reported first-quarter GMV of $1.74 billion, up 40% year-over-year, while revenue rose 33% to $252.1 million. Adjusted EBITDA increased 59% to $50.2 million, and Global-e raised its full-year 2026 outlook across GMV, revenue, and adjusted EBITDA.

Global-e Online Ltd. (NASDAQ:GLBE) enables brands and retailers to sell internationally by offering localized checkout, logistics, and cross-border e-commerce services.

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