1 Spectacular Tech Stock Down 42% to Buy Hand Over Fist During the Nasdaq Sell-Off

Core Viewpoint - The current market conditions have led to a significant sell-off in tech stocks, including Global-e Online, which has seen its shares drop 42% from their 2025 highs, presenting a potential buying opportunity for investors [2][7]. Group 1: Market Position and Growth Potential - Global-e Online is a leading player in the global e-commerce market, providing an end-to-end platform that enables merchants in 30 countries to sell to over 200 countries [3][4]. - Merchants using Global-e's platform have experienced an average uplift of 40% in international traffic conversion, with gross merchandise volume growth outpacing the global e-commerce growth rate of 8% in 2024 [5]. - The company is projected to increase revenue by 32% in 2024 and is guiding for 25% growth in 2025, targeting a market worth $3 trillion [6]. Group 2: Impact of Tariffs - Concerns regarding potential tariffs in the U.S. have negatively impacted Global-e's stock, despite the company's guidance for future growth [7]. - The co-founder and president of Global-e downplayed the potential negative effects of tariffs, suggesting they could lead to long-term demand for the company's services, similar to the impact of Brexit [8][9]. Group 3: Financial Performance and Valuation - Global-e achieved break-even profitability for the first time in Q4 and expects to maintain profitability moving forward, indicating improving margins and a strong competitive position [10]. - The company's net dollar retention rate has consistently been above 123% over the last four years, indicating strong customer satisfaction and increasing sales from existing clients [11]. - Despite its leadership position and improving financial metrics, Global-e is currently trading at an all-time low valuation of 37 times free cash flow, which is attractive compared to the S&P 500 average of 32 [12].