AI And Cloud-Native Solutions Will Transform Global Work Models

AN

AnalystHighTarget

AnalystHighTarget

Not Invested

Community Contributor

Published

21 Apr 25

Updated

03 Feb 26

Views

131

n/a

n/a

AnalystHighTarget's Fair Value

n/a

1Y

-62.2%

7D

13.5%

Loading

1Y

-62.2%

7D

13.5%

You can edit this narrative until Feb 4 11:20 AM. Then, changes will post as Updates.

Author's Valuation

US$121.6356.3% undervalued

AnalystHighTarget Fair Value

Shared on 03 Feb 26

Fair value Decreased 0.61%

GLOB: GenAI Shift And FIFA Partnership Will Support Long Term Upside

Our updated view trims Globant's fair value estimate slightly to about $121.63 from $122.37, reflecting analysts' recent price target adjustments and their focus on GenAI driven growth potential, profit margins, and a modestly lower assumed future P/E multiple. Analyst Commentary Street research on Globant over the past several months has been mixed, with some firms trimming price targets and others lifting them, while ratings cluster around Hold and Neutral.

22 views

Shared on 20 Jan 26

Fair value Decreased 1.44%

GLOB: AI Transition And FIFA Expansion Will Drive Long Term Upside

Analysts have nudged their price targets on Globant higher by a few dollars, balancing expectations for gradually improving revenue growth and AI driven project momentum with more cautious views on margins and a higher assumed future P/E multiple. Analyst Commentary Recent research on Globant shows a mixed but increasingly constructive tone, with several bullish analysts highlighting AI related growth potential, improving demand signals and a valuation they view as attractive for a turnaround in fundamentals over time.

47 views

Shared on 18 Dec 25

Fair value Decreased 31%

GLOB Will See AI And FIFA Wins Drive Long-Term Rebound

The analyst price target for Globant has been cut significantly to align with a lower fair value estimate of about $124 from roughly $180, as analysts factor in slower organic revenue growth, lingering demand and structural IT services headwinds, and a reset to more moderate future earnings multiples, despite slightly better margin expectations. Analyst Commentary Recent Street research reflects a cautious but not uniformly negative stance on Globant, with most firms converging around a more modest growth and valuation framework.

11 views

Shared on 07 May 25

Fair value Decreased 30%

3 views

Shared on 30 Apr 25

Fair value Decreased 1.54%

AnalystHighTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 23 Apr 25

Fair value Increased 28%

AnalystHighTarget made no meaningful changes to valuation assumptions.

0 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$121.63

56.3% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

4.08%

Historical revenue growth rate

19.28%

IT revenue growth rate

0.59%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.46%

Calculation

US$273.23m

Earnings '29

x

25.75x

PE Ratio '29

=

US$7.04b

Market Cap '29

US$7.04b

Market Cap '29

/

45.90m

No. shares '29

=

US$153.31

Share Price '29

US$153.31 Share Price '29

Discounted to 2026 @ 8.74% p.a.

=

US$119.24

Fair Value '26