GLBE
INSIDER SELLGlobal-E Online Ltd.
Research: Finviz ↗·Perplexity ↗
No convergence signal this quarter — shown because tracked funds have filed 13D/G on this stock.
News Summary
NeutralGlobal-E delivered strong Q2 2026 results with 44% GMV growth and 39% revenue growth, raising full-year guidance for the second consecutive quarter and maintaining Rule of 50 momentum. However, this execution is substantially offset by a significant wave of insider selling across the C-suite (CEO, CFO, COO, President) in August-September 2026, combined with a Morgan Stanley downgrade on valuation concerns, signaling potential overvaluation despite solid fundamentals.
Red flags
- •Coordinated insider selling by multiple executives (CEO, CFO, COO, President) totaling millions in August-September 2026, suggesting insiders may view current valuations as stretched
- •Morgan Stanley downgrade on valuation concerns (August 2026) despite strong earnings beat
- •Chief Revenue Officer transition with prior revenue leader departing after 5+ years, creating organizational change risk
- •Analyst fair value estimates adjusted downward to $61.84 from $64.00 despite stronger revenue projections, indicating valuation concerns outweighing growth optimism
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| Schlachet Amir | CEO | SELL | 23K | $39.09 | $0.90M | 2026-10-02 | ↗ |
| Schlachet Amir | CEO | SELL | 2K | $39.66 | $0.08M | 2026-10-02 | ↗ |
| Debbi Nir | President | SELL | 15K | $40.18 | $0.59M | 2026-10-01 | ↗ |
| Koren Ofer | CFO | SELL | 25K | $40.42 | $1.01M | 2026-09-22 | ↗ |
| Koren Ofer | CFO | SELL | 25K | $42.04 | $1.05M | 2026-09-22 | ↗ |
| Debbi Nir | President | SELL | 12K | $39.56 | $0.49M | 2026-09-21 | ↗ |
| Tamari Shahar | COO | SELL | 25K | $38.03 | $0.95M | 2026-09-18 | ↗ |
| Schlachet Amir | CEO | SELL | 12K | $38.28 | $0.46M | 2026-09-17 | ↗ |
| Schlachet Amir | CEO | SELL | 13K | $37.38 | $0.48M | 2026-09-17 | ↗ |
| Koren Ofer | CFO | SELL | 12K | $38.07 | $0.46M | 2026-09-17 | ↗ |
| Debbi Nir | President | SELL | 8K | $36.89 | $0.31M | 2026-09-16 | ↗ |
| Koren Ofer | CFO | SELL | 300 | $38.00 | $0.01M | 2026-09-14 | ↗ |
| Koren Ofer | CFO | SELL | 12K | $36.67 | $0.46M | 2026-09-08 | ↗ |
| Koren Ofer | CFO | SELL | 21 | $37.40 | $0.00M | 2026-09-08 | ↗ |
| Debbi Nir | President | SELL | 228 | $39.21 | $0.01M | 2026-09-04 | ↗ |
| Debbi Nir | President | SELL | 228 | $39.21 | $0.01M | 2026-09-03 | ↗ |
| Tamari Shahar | COO | SELL | 25K | $38.41 | $0.96M | 2026-09-03 | ↗ |
| Schlachet Amir | CEO | SELL | 25K | $38.24 | $0.96M | 2026-09-02 | ↗ |
| Debbi Nir | President | SELL | 8K | $37.23 | $0.31M | 2026-09-01 | ↗ |
| Tamari Shahar | COO | SELL | 25K | $41.63 | $1.04M | 2026-08-19 | ↗ |
| Schlachet Amir | CEO | SELL | 25K | $41.37 | $1.03M | 2026-08-18 | ↗ |
| Debbi Nir | President | SELL | 15K | $41.18 | $0.60M | 2026-08-17 | ↗ |
| Schlachet Amir | CEO | SELL | 82K | $42.30 | $3.45M | 2026-08-14 | ↗ |
| Schlachet Amir | CEO | SELL | 100K | $42.10 | $4.21M | 2026-08-13 | ↗ |
| Schlachet Amir | CEO | SELL | 17K | $42.41 | $0.71M | 2026-08-12 | ↗ |
| Schlachet Amir | CEO | SELL | 322 | $42.07 | $0.01M | 2026-08-10 | ↗ |
| Schlachet Amir | CEO | SELL | 100K | $42.20 | $4.22M | 2026-08-07 | ↗ |
| Tamari Shahar | COO | SELL | 25K | $41.59 | $1.04M | 2026-08-05 | ↗ |
| Schlachet Amir | CEO | SELL | 1K | $42.09 | $0.06M | 2026-08-05 | ↗ |
| Schlachet Amir | CEO | SELL | 25K | $41.23 | $1.03M | 2026-08-04 | ↗ |
| Debbi Nir | President | SELL | 15K | $40.11 | $0.58M | 2026-08-03 | ↗ |
| Tamari Shahar | COO | SELL | 25K | $37.98 | $0.95M | 2026-07-17 | ↗ |
| Schlachet Amir | CEO | SELL | 25K | $38.44 | $0.96M | 2026-07-16 | ↗ |
| Debbi Nir | President | SELL | 600 | $38.45 | $0.02M | 2026-07-16 | ↗ |
| Debbi Nir | President | SELL | 82K | $39.27 | $3.23M | 2026-07-15 | ↗ |
| Debbi Nir | President | SELL | 7K | $39.06 | $0.26M | 2026-07-14 | ↗ |
| Debbi Nir | President | SELL | 150 | $39.02 | $0.01M | 2026-07-10 | ↗ |
| Tamari Shahar | COO | SELL | 25K | $36.81 | $0.92M | 2026-07-06 | ↗ |
| Schlachet Amir | CEO | SELL | 25K | $37.09 | $0.93M | 2026-07-02 | ↗ |
| Debbi Nir | President | SELL | 8K | $35.82 | $0.30M | 2026-07-01 | ↗ |
| Schlachet Amir | CEO | SELL | 58K | $36.21 | $2.11M | 2026-06-26 | ↗ |
Fund 13D/13G Filings (1)
Tracked funds' beneficial-ownership filings on this stock — disclosed within days of a position change, fresher than the quarterly 13F. Since Filing compares the stock to SPY from the filing date (shown for filings within the last 90 days).