Morgan Stanley analyst James Faucette downgrades $Global-E Online (GLBE.US)$ to a hold rating, and maintains the target price at $40.
According to TipRanks data, the analyst has a success rate of 64.0% and a total average return of 5.8% 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 positioned in the initial phase of tapping into a market opportunity exceeding $800 billion by volume. The company is expected to achieve a compound annual growth rate of over 30% in both gross merchandise value and gross profit over the forthcoming three years. The third quarter is seen as a potential pivotal moment, with elevated prospects for merchant launches, an ongoing escalation of Managed Markets, and a historic high in the customer pipeline, which together forecast robust growth into 2025 and subsequent years. This trajectory could pave the way for an increase in valuation multiples and adjustments in estimates.
The anticipation that Global-e Online will demonstrate strength in net new merchant gross merchandise volume in the second half of 2024 is now considered to be more accurately reflected in the company's current valuation. This adjustment comes in light of the company's recent multiple expansion and the possibility for heightened volatility in same-store sales.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析師James Faucette下調$Global-E Online (GLBE.US)$至持有評級，維持目標價40美元。
根據TipRanks數據顯示，該分析師近一年總勝率為64.0%，總平均回報率為5.8%。
此外，綜合報道，$Global-E Online (GLBE.US)$近期主要分析師觀點如下：
Global-e Online正處於利用交易量超過8000億美元的市場機會的初始階段。預計在未來三年中，該公司的商品總值和毛利將實現超過30％的複合年增長率。第三季度被視爲潛在的關鍵時刻，商戶上市前景光明，管理市場持續升級，客戶渠道創歷史新高，共同預測到2025年及隨後幾年的強勁增長。這種軌跡可能爲估值倍數的增加和估計值的調整鋪平道路。
對Global-e Online將在2024年下半年表現出強勁的新商戶商品總量的預期現在被認爲更準確地反映在該公司目前的估值中。此次調整是在該公司最近的多次擴張以及同店銷售波動性可能加劇的情況下進行的。
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