Enterprise AI And Cloud Migration Will Shape Future Markets

Published
25 Aug 24
Updated
20 Aug 25
AnalystConsensusTarget's Fair Value
US$114.85
41.2% undervalued intrinsic discount
20 Aug
US$67.56
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1Y
-67.4%
7D
-15.2%

Author's Valuation

US$114.9

41.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on16 Aug 25
Fair value Decreased 9.46%

Globant's analyst target price has been cut from $126.85 to $112.70, reflecting concerns over weaker 2025 revenue guidance, macro uncertainty, and sector rotation toward more predictable growth and profitability, despite longer-term optimism around its AI-driven prospects. Analyst Commentary Bearish analysts are lowering price targets due to Globant's reduced fiscal 2025 revenue guidance and uncertainty over the company’s ability to return to positive growth in 2026.

Shared on07 May 25
Fair value Decreased 33%

Shared on30 Apr 25
Fair value Decreased 3.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 45%

AnalystConsensusTarget has increased revenue growth from 7.0% to 12.4%, increased future PE multiple from 28.5x to 37.6x and increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on09 Apr 25
Fair value Increased 1.47%

AnalystConsensusTarget has decreased revenue growth from 13.7% to 7.0%, decreased future PE multiple from 39.9x to 28.5x and decreased shares outstanding growth rate from 0.0% to 0.0%.

Shared on02 Apr 25
Fair value Decreased 37%

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 6.24%

AnalystConsensusTarget has decreased revenue growth from 15.4% to 13.7%.