BofA Securities has nudged up its price target for Global-E Online Ltd. (NASDAQ: GLBE) to $52 from $50 and reiterated a Buy rating on the cross-border eCommerce transaction enabler. The revised target equates to about a 49% upside versus the stock s prevailing price of $34.81, with InvestingPro analysis indicating the shares are slightly undervalued relative to Fair Value estimates.
The move follows Global-E s fourth-quarter 2025 results, which surpassed both BofA s internal projections and consensus Street estimates. Alongside those quarterly numbers, the company issued a 2026 outlook that also exceeded expectations, underpinning a 31.57% increase in revenue over the trailing twelve months.
BofA Securities analyst Koji Ikeda said the results point to Global-E establishing itself as the premier brand and technology partner for brands and retailers globally. The firm noted that the business is running ahead of the targets it laid out at its investor day on March 11, 2025.
In its note, BofA highlighted that Global-E is operating in an increasingly complex eCommerce environment, shaped by influences such as AI and evolving regulatory requirements. The broker raised its internal forecasts to reflect updated views on both growth and expense trajectories, and pointed to greater confidence in execution as the principal rationale for the modest increase in the price target.
Additional reporting on the company s quarterly release reiterated the key themes: fourth-quarter results topped analyst expectations, revenue expanded strongly, and profitability showed marked improvement. Those outcomes, disclosed on a Wednesday, drew attention from market participants and contributed to perceptions of improved financial health for the period in question.
While the financial report itself generated interest, the coverage did not include specific analyst upgrades or downgrades tied directly to the release. The company s performance, however, has been framed by observers as evidence of robust operating fundamentals during the quarter.
Taken together, BofA s updated target, the company s better-than-expected quarterly performance, and the favorable 2026 outlook form the basis for the broker s maintained Buy stance and the revised valuation target.