1 Spectacular Growth Stock Down 50% to Buy Hand Over Fist

Core Viewpoint - Global-e Online's stock has declined by 50% from its highs due to short-term tariff challenges, presenting a potential buying opportunity for long-term investors as the company is trading near its lowest-ever valuation [2][15][18] Company Overview - Global-e Online provides an end-to-end platform that simplifies international sales for merchants, addressing the complexities of cross-border e-commerce [4][5] - The company has grown its revenue sevenfold since 2020, yet holds less than 1% market share of the $1.1 trillion cross-border e-commerce industry, indicating significant growth potential [5][6] Growth Opportunities - Adding New Merchants: In 2020, Global-e added merchants generating $287 million in gross merchandise volume (GMV), which quadrupled by 2024, now exceeding 1,400 merchants [7][8] - Growing Alongside Customers: The annual GMV per active merchant cohort has increased four times since 2019, with merchants growing their GMV four to five times faster than the overall e-commerce industry [9][10] - Geographic and B2B Expansion: Global-e is expanding its operations to new countries and has expertise in the B2B sector, which is projected to be worth $20 trillion by 2024 [11][12] - Partnership with Shopify: The collaboration with Shopify has allowed Global-e to process transactions for over 10,000 merchants in more than 175 countries, enhancing its market presence [13][14] Financial Outlook - Despite current tariff-related uncertainties, Global-e expects to grow sales by 24% in its upcoming earnings report, with management projecting free cash flow margins to increase from 22% to between 26% and 28% in the long term [19][20]