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 a strong Q2 2026 beat (EPS $0.37 vs. $0.21 consensus, revenue $299M vs. $282.78M forecast) with 44% GMV growth and raised full-year guidance to $1.31–$1.36B revenue and $278–$300M adjusted EBITDA. However, significant insider selling by CEO and President, a Morgan Stanley downgrade to Equalweight citing integration and margin risks, and analyst concerns about Passport integration complexity and higher compliance costs present meaningful headwinds despite current operational strength.
Red flags
- •Substantial insider selling by CEO (83,330 shares totaling ~$3.0M) and President (12,498 shares totaling ~$433K) in June–July 2026, signaling potential confidence concerns at senior levels
- •Morgan Stanley downgrade to Equalweight in early August despite raised guidance, with analyst concerns about Passport integration, margin pressure from compliance/security costs, and model complexity
- •Bears explicitly flagged risks of Passport integration execution, higher operational costs, and margin preservation as the platform becomes more complex — risks not yet reflected in Q2 results but material forward concerns
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| 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).