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Global-E Online Ltd. (GLBE): A Bull Case Theory

We came across a bullish thesis on Global-E Online Ltd. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on GLBE. Global-E Online Ltd.'s share was trading at $31.06 as of August 13th. GLBE’s forward P/E was 84.03 according to Yahoo Finance.

[caption id="attachment_574824" align="aligncenter" width="750"] Milles Studio/Shutterstock.com[/caption]

Global-E (GLBE) delivered a strong Q2 2025 performance, with revenue of $214.9 million, up 27.9% YoY and 13.2% QoQ, surpassing estimates by 3.4%, and gross merchandise value (GMV)...