UBS analyst Christopher Zhang initiates coverage on $Global-E Online (GLBE.US)$ with a buy rating, and sets the target price at $48.
According to TipRanks data, the analyst has a success rate of 100.0% and a total average return of 38.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Global-E Online (GLBE.US)$'s main analysts recently are as follows:
Global-e Online is perceived to be in the initial phase of tapping into a market opportunity surpassing $800B in volume, with the potential to achieve over a 30% compound annual growth rate in gross merchandise value and gross profit in the forthcoming three years. The anticipation of the third quarter as a pivotal moment, coupled with the prospect of heightened transparency regarding merchant launches, the progressive advancement of Managed Markets, and an unprecedentedly robust customer pipeline, are seen as harbingers of substantial growth extending into 2025 and subsequent years. This growth trajectory is expected to pave the way for an expansion in valuation multiples and revisions in estimates.
The firm believes that the anticipation of robust net new merchant gross merchandise volume in the second half of 2024 is now more adequately reflected in the company's current valuation. This perspective, along with the recent increase in the company's multiple and the possibility of further volatility in same-store sales, has informed the firm's revised stance.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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瑞士銀行分析師Christopher Zhang首次給予$Global-E Online (GLBE.US)$買入評級，目標價48美元。
根據TipRanks數據顯示，該分析師近一年總勝率為100.0%，總平均回報率為38.5%。
此外，綜合報道，$Global-E Online (GLBE.US)$近期主要分析師觀點如下：
Global-e Online被認爲正處於利用交易量超過8000億美元的市場機會的初始階段，有可能在未來三年內實現超過30％的商品總值和毛利的複合年增長率。預計第三季度是關鍵時刻，加上商戶上市透明度提高的前景、管理市場的逐步發展以及前所未有的強勁客戶渠道，都被視爲延續到2025年及隨後幾年的大幅增長的預兆。預計這種增長軌跡將爲估值倍數的擴大和估計值的修訂鋪平道路。
該公司認爲，該公司目前的估值更充分地反映了對2024年下半年新商戶淨商品總量的強勁預期。這一觀點，加上公司近期倍數的增加以及同店銷售可能進一步波動，爲該公司修訂後的立場提供了依據。
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