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Globant Community
NYSE:GLOB Community
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Globant
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
AI Investment And Middle East Demand Will Unlock Opportunities
Key Takeaways Strong AI investment strategy may face challenges from rapid industry advancements and increased competition, impacting pricing power and margins. Uncertainty in new market growth and macroeconomic conditions could hinder revenue projections, affecting financial performance and anticipated revenue from innovations.
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US$87.00
FV
6.7% overvalued
intrinsic discount
4.37%
Revenue growth p.a.
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4 days ago
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Globant
AN
AnalystHighTarget
Consensus Narrative from 22 Analysts
Accelerating Digital Transformation And AI Adoption Will Unlock New Horizons
Key Takeaways Accelerated adoption of AI and automation initiatives is fueling substantial revenue growth, operational efficiency, and margin expansion across diverse industries and markets. Strategic investments in proprietary platforms, cloud modernization, and workforce upskilling position Globant for sustained contract wins and long-term recurring revenue growth.
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US$192.20
FV
51.7% undervalued
intrinsic discount
13.04%
Revenue growth p.a.
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4 days ago
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Globant
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Investing In AI And Global Expansion Will Strengthen Future Prospects
Key Takeaways Long-term investment in AI and integration across operations position Globant for future growth, with AI-related projects contributing significantly to revenue. Expansion in new markets boosts revenue potential, while the company's focus on creative storytelling and technology integration enhances brand differentiation.
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US$130.46
FV
28.8% undervalued
intrinsic discount
6.32%
Revenue growth p.a.
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4 days ago
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Your Valuation for
GLOB
GLOB
Globant
Your Fair Value
US$
Current Price
US$92.87
21.7% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
3b
2015
2018
2021
2024
2025
2027
2030
Revenue US$3.3b
Earnings US$204.1m
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