With the Nasdaq Composite (NASDAQINDEX: ^IXIC) down roughly 12% from its highs, many tech-related stocks have sold off heavily.
Making matters worse, some of these stocks just reported earnings that were less than perfect (according to the market), giving them a double whammy of negativity. Add in the uncertainty around tariffs at the moment, and the market has sold off numerous otherwise high-quality businesses out of fear.
One company squarely at the intersection of this trio of headwinds is global e-commerce enabler Global-e Online (NASDAQ: GLBE)
However, while the market has sent Global-e shares down 42% from their 2025 highs, I believe now is the time to buy the spectacular tech stock. Here are four reasons why it is a promising investment today.
Selling products globally is often such a complicated task that most small businesses (and even some enterprise-sized companies) either can’t do it effectively, or don’t believe it is worth the hassle to even try.
That’s where Global-e Online’s end-to-end, global e-commerce platform takes over. Helping merchants in 30 countries (and counting) sell to over 200 countries across the globe, the company offers an array of solutions, including:
-
Local pricing in 100-plus currencies
-
Over 150 payment options
-
Shipping options from more than 20 providers, along with local returns
-
Messaging in over 30 languages
-
Guaranteed calculations for local import duties and tariffs
-
Zero-risk payment fraud management and assistance
-
Know-how and data on each local market
Just how complex are these solutions?
Despite being one of the leaders in the e-commerce realm, Shopify chose to invest in and partner with Global-e rather than build out its own cross-border solutions. Powered by Global-e’s platform, the two combined to create Shopify Management Markets, which lets interested merchants in Shopify’s ecosystem sell in foreign markets. With 10,000 merchants using the service in just 18 months after its launch, it seems there is plenty of interest in doing so.
While businesses can try to go it alone when they sell internationally, they may be leaving money on the table. Merchants that switched to Global-e’s platform averaged a 40% uplift in international traffic conversion.
Global-e’s merchants are growing their gross merchandise volume by four to five times faster than the global e-commerce growth rate of 8% in 2024, demonstrating the company’s growth potential.
Increasing revenue by 32% in 2024 and guiding for 25% growth in 2025, Global-e should continue to rapidly gain share of a target addressable market that it believes is worth $3 trillion.
