Ankündigung • Jun 17
Globant Announces the Launch of Its Synthetic Operator Globant announced the launch of its Synthetic Operator, an AI Pods-powered solution for live-stream monitoring operations that automates real-time detection of streaming anomalies for the media and broadcasting industry. Broadcasters are under mounting pressure to deliver flawless viewer experiences across a growing number of channels and platforms, where even seconds of a black screen or audio dropout can erode viewer trust and breach service-level agreement (SLA) commitments. Yet monitoring still depends heavily on manual processes. Maintaining error-free performance across 24/7 coverage cycles is a significant challenge for human teams, while the large talent pools required for these operations can be costly to sustain and difficult to expand during peak seasons. To solve these challenges, Globant's Synthetic Operator AI Pod provides continuous, automated surveillance of live video and audio streams, running alongside human operators and performing checks at configurable intervals. It catches what tired eyes could miss and frees teams from repetitive vigilance so they can focus on higher-value decision-making and incident response. Key capabilities include: Real-time detection of black screens, logo errors, audio and language issues, freezing and other critical streaming anomalies Intelligent incident management with step-by-step resolution recommendations and automated escalation Supervised learning that refines detection models based on operational feedback, so the agent adapts and improves over time Flexible scaling to supervise multiple events simultaneously and Actionable analytics and trend reporting for continuous improvement. By embedding automated expertise directly into monitoring workflows, the Synthetic Operator lowers the risk of missed errors and provides broadcasters with a scalable, cost-efficient foundation for the future, supporting Globant's broader vision of applying agentic AI to transform operational workflows across the media industry. Ankündigung • May 16
Globant S.A. Provides Earnings Guidance for Second Quarter and Full Year 2026 Globant S.A. provided earnings guidance for second quarter and full year 2026. Second quarter 2026 Revenues are estimated to be in the range of $610 million to $616 million, representing a 0.7% year-over-year decline to 0.3% year-over-year increase.
Fiscal year 2026 Revenues are estimated to be in the range of $2,462 million to $2,508 million, implying 0.3% to 2.2% year-over-year revenue growth. Ankündigung • May 15
Globant S.A. (NYSE:GLOB) announces an Equity Buyback for $125 million worth of its shares. Globant S.A. (NYSE:GLOB) announces a share repurchase program. Under the program, the company will repurchase up to $125 million worth of its common shares. The company will repurchase $50 million worth of its shares per quarter. The repurchases will run through the fourth quarter of 2027. Reported Earnings • May 15
First quarter 2026 earnings released: EPS: US$0.86 (vs US$0.69 in 1Q 2025) First quarter 2026 results: EPS: US$0.86 (up from US$0.69 in 1Q 2025). Revenue: US$607.1m (flat on 1Q 2025). Net income: US$37.0m (up 21% from 1Q 2025). Profit margin: 6.1% (up from 5.0% in 1Q 2025). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 42% per year, which means it is performing significantly worse than earnings. Valuation Update With 7 Day Price Move • May 13
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to US$32.85, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 13x in the IT industry in the United Kingdom. Total loss to shareholders of 78% over the past three years. Ankündigung • May 01
Globant S.A. to Report Q1, 2026 Results on May 14, 2026 Globant S.A. announced that they will report Q1, 2026 results After-Market on May 14, 2026 Ankündigung • Apr 26
Scott+Scott Attorneys At Law LLP Files Securities Class Action Against Globant S.A Scott+Scott Attorneys at Law LLP, an international shareholder and consumer rights litigation firm, has filed a securities class action lawsuit in the United States District Court for the Southern District of New York against Globant S.A., and certain of the Company’s directors and officers, alleging violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934. If you purchased Globant common stock between February 15, 2024 and August 14, 2025, you are encouraged to contact Scott+Scott attorney Mandeep S. Minhas for more information. Globant is a Luxembourg-incorporated international technology services company that provides digital consulting, software development, and IT outsourcing services to multinational corporations across a variety of sectors. According to the complaint filed in the U.S. District Court for the Southern District of New York and captioned Ohio Carpenters’ Pension Fund v. Globant S.A., Case No. 26-cv-3405 (S.D.N.Y.), from February 15, 2024 and August 14, 2025 (the “Class Period”), Globant and certain of the Company’s directors and officers made materially false and misleading statements about Globant’s Latin American operations, including concealing the true state of the Company’s Latin American business. When the market learned the truth over the course of 2025, Globant’s stock suffered a steep decline. If you purchased or otherwise acquired Globant common during the Class Period, and were damaged thereby, you are a member of the “Class” and may be able to seek appointment as lead plaintiff. If you wish to apply to be lead plaintiff, a motion on your behalf must be filed with the U.S. District Court for the Southern District of New York no later than June 23, 2026. The lead plaintiff is a court-appointed representative for absent class members of the Class. You do not need to seek appointment as lead plaintiff to share in any Class recovery in the Class Action. If you are a Class member and there is a recovery for the Class, you can share in that recovery as an absent Class member. Valuation Update With 7 Day Price Move • Apr 25
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to US$42.12, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the IT industry in the United Kingdom. Total loss to shareholders of 73% over the past three years. Ankündigung • Mar 30
Globant S.A., Annual General Meeting, Apr 28, 2026 Globant S.A., Annual General Meeting, Apr 28, 2026. Location: at 37a, avenue j.f. kennedy, l-1 855, luxembourg, United States Ankündigung • Feb 27
Globant S.A. Provides Earnings Guidance for the First Quarter and Full Year 2026 Globant S.A. provided earnings guidance for the first quarter and full year 2026. For the quarter, the company expects revenues to be in the range of $598 million to $604 million, representing a 2.1% to 1.2% year-over-year decline. This outlook includes a positive FX impact of 150 basis points.
For the fiscal year, the company expects revenues to be in the range of $2,460 million to $2,510 million, implying 0.2% to 2.2% year-over-year revenue growth. This expected growth includes a positive FX impact of 100 basis points. Reported Earnings • Feb 27
Full year 2025 earnings released: EPS: US$2.33 (vs US$3.82 in FY 2024) Full year 2025 results: EPS: US$2.33 (down from US$3.82 in FY 2024). Revenue: US$2.45b (up 1.6% from FY 2024). Net income: US$102.9m (down 38% from FY 2024). Profit margin: 4.2% (down from 6.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 35% per year, which means it is performing significantly worse than earnings. Valuation Update With 7 Day Price Move • Feb 23
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to US$42.40, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the IT industry in the United Kingdom. Total loss to shareholders of 74% over the past three years. Ankündigung • Feb 13
Globant S.A. to Report Q4, 2025 Results on Feb 26, 2026 Globant S.A. announced that they will report Q4, 2025 results After-Market on Feb 26, 2026 Valuation Update With 7 Day Price Move • Feb 03
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to US$56.73, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 20x in the IT industry in the United Kingdom. Total loss to shareholders of 66% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$95.71 per share. Reported Earnings • Nov 14
Third quarter 2025 earnings released: EPS: US$0.74 (vs US$1.00 in 3Q 2024) Third quarter 2025 results: EPS: US$0.74 (down from US$1.00 in 3Q 2024). Revenue: US$617.1m (flat on 3Q 2024). Net income: US$33.1m (down 24% from 3Q 2024). Profit margin: 5.4% (down from 7.1% in 3Q 2024). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings. Ankündigung • Nov 14
Globant S.A. Provides Earnings Guidance for the Fourth Quarter and the Full Year of 2025 Globant S.A. provided earnings guidance for the fourth quarter and the full year of 2025. Fourth Quarter 2025 Revenues are estimated to be at least $605.0 million, or negative 5.8% year-over-year growth. This expected growth includes a positive FX impact of 150 basis points.
Fiscal year 2025 Revenues are estimated to be at least $2,447.4 million, implying at least 1.3% year-over-year revenue growth. This expected growth includes a positive FX impact of 30 basis points. Ankündigung • Oct 31
Globant S.A. to Report Q3, 2025 Results on Nov 13, 2025 Globant S.A. announced that they will report Q3, 2025 results After-Market on Nov 13, 2025 Ankündigung • Oct 29
YPF and Globant Advance A Major Project to Transform and Optimize the Supply Chain with AI Solutions YPF and Globant announced their launch of Digital Suppl.AI, an agentic AI-based transformation platform designed to modernize the supply chain of Argentina's leading energy company. The platform features eight agentic solutions aimed at optimizing strategic and highly manual processes. In this first phase, developments will focus on procurement and inventory management, two key areas for business competitiveness. The project is being executed under Globant's new engineering subscription model, AI Pods. These AI Pods combine artificial intelligence agents supervised by Globant experts, who will develop 46 specialized agents focused on specific activities. The AI Pods will increase productivity and speed in platform development while enabling the integration and orchestration of purchasing, inventory, contract, and supplier management processes. Through a design rooted in automation, vast data utilization, and natural language interaction, the platform provides personalized user experiences, simplifying operations and improving decision-making. Digital Suppl.AI goes beyond simple automation -- it can learn and evolve with every interaction, ensuring operations are executed faster, more efficiently, and in alignment with company policies. What once required manual processes can now be completed through fluid chat interactions with agents; scattered operational tasks are managed via contextual and assisted automation; fragmented data becomes end-to-end traceability in purchasing and contracting; and reactive decisions are replaced by real-time strategic recommendations. These agentic solutions will shorten process cycles, optimize costs, and boost productivity, allowing people to focus on higher-value initiatives. Through its Energy AI Studio, Globant has been deeply involved in the design and development of the Digital Suppl.AI platform and in the challenge of integrating data across YPF's entire structure and value chain. The project also includes comprehensive consulting services for developing a value management strategy focused on Supply Chain and cultural change management, ensuring that technological innovation translates into sustainable results and genuine organizational transformation. This partnership with Globant as a technology ally strengthens YPF's 4x4 Plan, aimed at improving efficiency across all operations to position the company as a globally competitive energy player and support Argentina's goal of surpassing USD 30 billion in exports by 2031. Ankündigung • Oct 02
Globant S.A. (NYSE:GLOB) announces an Equity Buyback for $125 million worth of its shares. Globant S.A. (NYSE:GLOB) announces a share repurchase program. Under the program, the company will repurchase up to $125 million worth of its common shares. The company will repurchase $50 million worth of its shares per quarter. The purpose of the program is to deliver enhanced value to shareholder. The repurchases will run through the fourth quarter of 2026. Reported Earnings • Aug 15
Second quarter 2025 earnings released: US$0.054 loss per share (vs US$0.89 profit in 2Q 2024) Second quarter 2025 results: US$0.054 loss per share (down from US$0.89 profit in 2Q 2024). Revenue: US$614.2m (up 4.5% from 2Q 2024). Net loss: US$2.38m (down 106% from profit in 2Q 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings. Ankündigung • Aug 15
Globant S.A. Provides Earnings Guidance for the Third Quarter and the Full Year of 2025 Globant S.A. provided earnings guidance for the third quarter and the full year of 2025. For the quarter, Revenues are estimated to be at least $615.0 million, or 0.1% year-over-year growth. This expected growth includes a positive FX impact of 50 basis points.
For the year, Revenues are estimated to be at least $2,445.0 million, implying at least 1.2% year-over-year revenue growth. This expected growth includes a positive FX impact of 25 basis points. Ankündigung • Jun 05
Globant Reimagines Traditional IT Services with AI Pods, the First Subscription Model for AI-Powered Engineering Globant unveils a new model to radically disrupt traditional IT services with AI. The company is introducing AI Pods, the first subscription model for AI-powered services like engineering, product definition, design, and testing at scale. AI Pods offer access to agentic AI orchestrated and supervised by Globant experts to ensure strategic alignment, quality, and traceability. They deliver smarter, scalable solutions, with faster time to market and lower costs. Clients can subscribe monthly to an AI Pod, and each subscription includes a token-based metered capacity, similar to how some LLMs structure usage. AI Pods are powered by Globant Enterprise AI (GEAI), Globant's advanced AI accelerator platform. GEAI is AI-model agnostic and offers a full spectrum of agents for designing, building, deploying, and orchestrating besoke agentic AI. These intelligent, agentic workflows drive end-to-end business transformation at scale. Today's agent lineup includes Globant CODA, which accelerates the entire software development lifecycle with automated code generation, testing, and deployment. New Risk • May 17
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. Buy Or Sell Opportunity • May 17
Now 26% undervalued after recent price drop Over the last 90 days, the stock has fallen 56% to US$98.68. The fair value is estimated to be US$133, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 8.0%. For the next 3 years, revenue is forecast to grow by 9.9% per annum. Earnings are also forecast to grow by 20% per annum over the same time period. Ankündigung • May 16
Globant S.A. Provides Earnings Guidance for the Second Quarter and Full Year of 2025 Globant S.A. provided earnings guidance for the second quarter and full year of 2025. For the second quarter, the company Revenues are estimated to be at least $612.0 million, or 4.2% year-over-year growth. This expected growth includes a neutral FX impact.
For the year, the company Revenues are estimated to be at least $2,464.0 million, implying at least 2.0% year-over-year revenue growth. This expected growth includes a neutral FX impact. Reported Earnings • May 16
First quarter 2025 earnings released: EPS: US$0.69 (vs US$1.05 in 1Q 2024) First quarter 2025 results: EPS: US$0.69 (down from US$1.05 in 1Q 2024). Revenue: US$611.1m (up 7.0% from 1Q 2024). Net income: US$30.6m (down 32% from 1Q 2024). Profit margin: 5.0% (down from 7.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • May 13
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to US$138, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 23x in the IT industry in the United Kingdom. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$98.25 per share. Ankündigung • May 02
Globant S.A. to Report Q1, 2025 Results on May 15, 2025 Globant S.A. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 15, 2025 Buy Or Sell Opportunity • Apr 25
Now 21% overvalued Over the last 90 days, the stock has fallen 42% to US$119. The fair value is estimated to be US$98.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 18% per annum over the same time period. Valuation Update With 7 Day Price Move • Apr 03
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to US$107, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the IT industry in the United Kingdom. Total loss to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$90.46 per share. Ankündigung • Mar 31
Globant S.A., Annual General Meeting, Apr 30, 2025 Globant S.A., Annual General Meeting, Apr 30, 2025. Location: 37a, avenue j.f. kennedy, l-1 855, luxembourg, United States Valuation Update With 7 Day Price Move • Feb 27
Investor sentiment deteriorates as stock falls 28% After last week's 28% share price decline to US$159, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 22x in the IT industry in the United Kingdom. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$111 per share. New Risk • Feb 21
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Reported Earnings • Feb 21
Full year 2024 earnings released: EPS: US$3.82 (vs US$3.72 in FY 2023) Full year 2024 results: EPS: US$3.82 (up from US$3.72 in FY 2023). Revenue: US$2.42b (up 15% from FY 2023). Net income: US$165.7m (up 4.5% from FY 2023). Profit margin: 6.9% (down from 7.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Ankündigung • Feb 21
Globant S.A. Provides Earnings Guidance for the First Quarter and Full Year 2025 Globant S.A. provided earnings guidance for the first quarter and full year 2025. First quarter 2025 Revenues are estimated to be in the range of $618.0 million to $628.0 million, or 8.2% to 10.0% year-over-year growth. This expected growth includes a negative FX impact of 2.0% points.
Fiscal year 2025 Revenues are estimated to be in the range of $2,635.0 million to $2,705.0 million, implying 9.1% to 12.0% year-over-year revenue growth. This expected growth includes a negative FX impact of 1.5 percentage points. Ankündigung • Feb 14
Globant S.A. to Report Q4, 2024 Results on Feb 20, 2025 Globant S.A. announced that they will report Q4, 2024 results After-Market on Feb 20, 2025 Valuation Update With 7 Day Price Move • Nov 25
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to US$233, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 25x in the IT industry in the United Kingdom. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$162 per share. Reported Earnings • Nov 15
Third quarter 2024 earnings released: EPS: US$1.00 (vs US$1.01 in 3Q 2023) Third quarter 2024 results: EPS: US$1.00. Revenue: US$614.7m (up 13% from 3Q 2023). Net income: US$43.6m (up 1.4% from 3Q 2023). Profit margin: 7.1% (down from 7.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the IT industry in the United Kingdom. Ankündigung • Nov 15
Globant S.A. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2024 Globant S.A. provided earnings guidance for the fourth quarter and full year of 2024. Fourth quarter 2024 revenues are estimated to be in the range of $642.0 million to $648.0 million, or 10.6% to 11.6% year-over-year growth.
Fiscal year 2024 revenues are estimated to be in the range of $2,415.0 million to $2,421.0 million, implying a 15.2% to 15.5% year-over-year revenue growth. Ankündigung • Nov 08
Globant S.A. to Report Q3, 2024 Results on Nov 14, 2024 Globant S.A. announced that they will report Q3, 2024 results After-Market on Nov 14, 2024 Ankündigung • Oct 04
Globant S.A. (NYSE:GLOB) acquired Exusia, Inc. Globant S.A. (NYSE:GLOB) acquired Exusia, Inc. on September 26, 2024. Trevor Silver, Founder of Exusia, his management team, and all of Exusia's team members will remain with Globant.
Globant S.A. (NYSE:GLOB) completed the acquisition of Exusia, Inc. on September 26, 2024. Buy Or Sell Opportunity • Oct 02
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 13% to US$199. The fair value is estimated to be US$165, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 40% in the next 2 years. Reported Earnings • Aug 16
Second quarter 2024 earnings released: EPS: US$0.89 (vs US$0.87 in 2Q 2023) Second quarter 2024 results: EPS: US$0.89 (up from US$0.87 in 2Q 2023). Revenue: US$587.5m (up 18% from 2Q 2023). Net income: US$38.7m (up 4.5% from 2Q 2023). Profit margin: 6.6% (down from 7.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Ankündigung • Aug 16
Globant S.A. Provides Earnings Guidance for the Third Quarter and Full Year of 2024 Globant S.A. provided earnings guidance for the third quarter and full year of 2024. Third quarter 2024 Revenues are estimated to be in the range of $611.0 million to $617.0 million, or 12.1% to 13.2% year-over-year growth.
Fiscal year 2024 Revenues are estimated to be in the range of $2,407.0 million to $2,421.0 million, implying a 14.8% to 15.5% year-over-year revenue growth. Ankündigung • Aug 09
Globant S.A. to Report Q2, 2024 Results on Aug 15, 2024 Globant S.A. announced that they will report Q2, 2024 results After-Market on Aug 15, 2024 Ankündigung • Jun 28
Globant Augments Software Development Life Cycle with its New AI Agents Globant announced the integration of its proprietary AI Agents to the software development life cycle (SDLC) to enhance its core development capabilities. Supervised by humans, these AI Agents are designed to enhance Globant's solutions and keep supporting various industries in accelerating their AI adoption. Combined with Globant X's already existing AI products such as Augoor, MagnifAI, Navigate, GeneXus Next, and GeneXus Enterprise AI, the new AI Agents co-create more efficient development cycles by autonomously performing tasks. Globant's teams will leverage new AI Agents throughout the full cycle with the following initial set of Agents: Product Definition AI Agent: Takes multiple inputs to break down the user stories that the development team needs to build a product. Backend Prototyping AI Agent: Enables users, regardless of their technical knowledge, to create the backend of a business application in record time. Application Design AI Agent: Brings your vision to life from a simple text input, accelerating the design process and simplifying teamwork. Code Tester AI Agent: Helps companies deliver high-quality software, faster, by developing comprehensive test plans and executing those tests. Code Fixer AI Agent: Fixes issues based on contextual understanding of the existing codebase and the reported bug. Ankündigung • Jun 13
Globant S.A. Appoints Alejandro Nicolás Aguzin as Member of the Audit Committee and the Compensation Committee Globant S.A. announced the appointment of Mr. Alejandro Nicolás Aguzin to serve as member of the Audit Committee and the Compensation Committee. As a result of the foregoing board resolution, the compositions of the Company’s board committees are as follows: Audit Committee: Mrs. Maria Pinelli, Mrs. Linda Rottenberg and Mr. Alejandro Nicolás Aguzin. Compensation Committee: Mr. Francisco Alvarez Demalde, Mr. Andrew McLaughlin and Mr. Alejandro Nicolás Aguzin. Corporate Governance and Nominating Committee: Ms. Andrea Mayumi Petroni Merhy, Mr. Francisco Alvarez Demalde and Mr. Andrew McLaughlin. Reported Earnings • May 17
First quarter 2024 earnings released: EPS: US$1.05 (vs US$0.86 in 1Q 2023) First quarter 2024 results: EPS: US$1.05 (up from US$0.86 in 1Q 2023). Revenue: US$571.1m (up 21% from 1Q 2023). Net income: US$45.1m (up 24% from 1Q 2023). Profit margin: 7.9% (up from 7.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Ankündigung • May 17
Globant S.A. Provides Earnings Guidance for the Second Quarter and Fiscal Year 2024 Globant S.A. provided earnings guidance for the second quarter and fiscal year 2024. For the second quarter, the company projects $585 million to $589 million in revenue, implying an 18% year-over-year increase at the midpoint of the range. For the fiscal year, the company estimates revenue to be between $2.405 billion and $2.440 billion, implying a 15.6% year-over-year increase at the midpoint of the range. Ankündigung • May 16
Globant Launches Robotics Studio to Offer the Best Solutions for Autonomous Machine Systems Globant S.A. announced the launch of its Robotics Studio. The solutions offered by the new Robotics Studio include: RobOps: Empowering solutions for the command of a fleet of robots to anticipate and mitigate potential issues that could result in costly downtime or delays, and specialized teams supporting the integration and optimization of isolated robotic systems as part of an organization. Robotics Prototyping: Teams of specialists with expertise in various industries, such as logistics, hospitality, and healthcare, working on the development of transformative experiences for autonomous robots and systems. Autonomous Machines: Infusing insights from various industries into autonomous robotic systems powered by advanced computer vision and telemetry. Globant's teams enhance operations with extensive expertise in software and firmware development, creating a comprehensive, end-to-end experience. Ankündigung • May 12
Globant S.A. to Report Q1, 2024 Results on May 16, 2024 Globant S.A. announced that they will report Q1, 2024 results After-Market on May 16, 2024 Buy Or Sell Opportunity • Apr 26
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 25% to US$180. The fair value is estimated to be US$225, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 22% per annum over the same time period. Buy Or Sell Opportunity • Apr 18
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 21% to US$182. The fair value is estimated to be US$229, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 22% per annum over the same time period. Ankündigung • Apr 10
Globant S.A., Annual General Meeting, May 10, 2024 Globant S.A., Annual General Meeting, May 10, 2024, at 16:00 Central European Standard Time. Location: Globant S.A., 37A, Avenue J.F. Kennedy, L-1855 Luxembourg Agenda: To consider presentation of the reports of the independent auditor and of the reports of the Board of Directors of the Company on the consolidated accounts for the financial year ended on December 31, 2023 and on the annual accounts of the Company for the financial year ended on December 31, 2023; to consider approval of the consolidated accounts of the Company prepared under EU IFRS and IFRS as of and for the financial year ended December 31, 2023; to consider approval of the Company’s annual accounts under LUX GAAP as of and for the financial year ended December 31, 2023; to consider allocation of results for the financial year ended December 31, 2023; and to consider other matters. New Risk • Apr 10
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company. Ankündigung • Mar 23
Globant S.A. Presents "Taste ID": the New Ad by GUT Pokes Fun At Legacy Tech Industry Globant S.A. launched its new commercial 'Taste ID.' The film is the latest installment in Globant's "Stuck in Consultancy" saga, created by the global agency GUT, which was recently incorporated into the Globant family. In the new commercial, Globant tackles a common notion head-on: The perception that IT organizations often get about real users and businesses when thinking about developments for their customers. With an apparent and rigorous twist, the film depicts a tech company presenting its latest innovation: 'Taste ID,' a technology that makes the dubious claim of being able to identify what a person wants to eat based on them licking their cell phone screen. As the presenters demo this unappetizing tech offering to a group of incredibleulous executives, the film declares, "Enough with nonsense tech," while delivering a strong brand statement about the need to apply technology to real business transformations. Globant, with over 20 years of expertise, is a pioneer in crafting bold digital solutions that seamlessly blend technology with delightful user experiences. While many brands may have worked with numerous IT partners over the years, what sets Globant apart from its competitors is its unwavering commitment to placing the final consumers of its clients at the forefront. Their digital solutions are tailored to meet clients' needs and help them reinvent their businesses in ways that resonate with their target audience. Ankündigung • Feb 16
Globant S.A. Provides Earnings Guidance for the First Quarter and Fiscal Year 2024 Globant S.A. provided earnings guidance for the first quarter and fiscal year 2024. For the first quarter, the company expects revenue to be at least $570.0 million, or 20.7% year-over-year growth.For the fiscal year, the company expects revenue to be at least $2,435.0 million, implying at least 16.2% year-over-year revenue growth. Reported Earnings • Feb 16
Full year 2023 earnings released: EPS: US$3.72 (vs US$3.55 in FY 2022) Full year 2023 results: EPS: US$3.72 (up from US$3.55 in FY 2022). Revenue: US$2.10b (up 18% from FY 2022). Net income: US$158.5m (up 6.5% from FY 2022). Profit margin: 7.6% (down from 8.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Ankündigung • Feb 09
Globant S.A. to Report Q4, 2023 Results on Feb 15, 2024 Globant S.A. announced that they will report Q4, 2023 results After-Market on Feb 15, 2024 Buy Or Sell Opportunity • Jan 31
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 44% to US$242. The fair value is estimated to be US$202, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 23% per annum over the same time period. Reported Earnings • Nov 18
Third quarter 2023 earnings released: EPS: US$1.01 (vs US$0.86 in 3Q 2022) Third quarter 2023 results: EPS: US$1.01 (up from US$0.86 in 3Q 2022). Revenue: US$545.3m (up 19% from 3Q 2022). Net income: US$43.0m (up 20% from 3Q 2022). Profit margin: 7.9% (up from 7.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the IT industry in the United Kingdom. Ankündigung • Nov 17
Globant S.A. Provides Earnings Guidance for the Fourth Quarter and Full Fiscal Year 2023 Globant S.A. provided earnings guidance for the fourth quarter and full fiscal year 2023. For the quarter, the company expects revenues to be at least $579.0 million, or 18.0% year-over-year growth.For the full fiscal year, the company expects revenues to be at least $2,094.0 million, implying at least 17.6% year-over-year revenue growth. Ankündigung • Nov 10
Globant S.A. to Report Q3, 2023 Results on Nov 16, 2023 Globant S.A. announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Nov 16, 2023 Ankündigung • Sep 08
Globant S.A. Announces Executive Changes, Effective as of September 30, 2023 On September 6, 2023, Mr. Richard Haythornthwaite, notified Globant S.A. of his decision to resign as a director of the Company, effective as of September 30, 2023. Haythornthwaite’s resignation was not the result of any disagreement with the Company on any matter relating to its operations, policies or practices. The Company plans to appoint Ms. Linda Rottenberg to serve as a member of the Audit Committee in order to fill the vacancy on the Audit Committee that will result from Mr. Haythornthwaite’s resignation. Valuation Update With 7 Day Price Move • Aug 24
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to US$192, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 25x in the IT industry in the United Kingdom. Total loss to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$189 per share. Ankündigung • Aug 18
Globant S.A. Provides Earnings Guidance for the Third Quarter and Fiscal Year of 2023 Globant S.A. provided earnings guidance for the third quarter and fiscal year of 2023. For the third quarter of 2023, revenues are estimated to be at least $545.0 million, or 18.8% year-over-year growth.For the fiscal year 2023, revenues are estimated to be at least $2,094.0 million, implying at least 17.6% year-over-year revenue growth. Reported Earnings • Aug 18
Second quarter 2023 earnings released: EPS: US$0.87 (vs US$0.89 in 2Q 2022) Second quarter 2023 results: EPS: US$0.87 (down from US$0.89 in 2Q 2022). Revenue: US$497.5m (up 16% from 2Q 2022). Net income: US$37.0m (flat on 2Q 2022). Profit margin: 7.4% (down from 8.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the IT industry in the United Kingdom. Ankündigung • Aug 12
Globant Launches Microsoft Studio for Businesses to Embrace the Cloud and AI Revolution Globant announced the launch of a dedicated Microsoft Studio. This initiative aims to enhance the value of Globant's client investments through its extensive knowledge and experience in the Microsoft ecosystem. Globant continues to drive innovation and offer services that have the latest technologies, such as AI and cloud computing, at its core. The new Studio will consolidate Globant's expertise and insights with Microsoft's capabilities and solutions, resulting in an unparalleled offering combining technology and innovation proficiency. The full Microsoft Studio suite of capabilities includes: Cloud Strategy and Economics - Enables the development and implementation of cloud adoption and transformation strategy, optimizing cloud costs with a focus on business objectives; Azure Data and AI - Advantage data-driven insights and make data-driven business decisions to develop better business strategies delivering immediate and long-term impact; Migration And Modernization - Leverage the latest methodologies & tools to transition the existing IT infrastructure, applications & database to a more advanced technology environment; Enterprise Services - Power a suite of intelligent business applications, such as Dynamics 365 and Power Platform, to streamline all aspects of business operations, achieving greater efficiency and delivering exceptional customer experiences; Managed Services - Outsource your operations & responsibilities to Azure-certified subject matter experts who can monitor, manage, and maintain your IT infrastructure and systems. Ankündigung • Aug 11
Globant S.A. to Report Q2, 2023 Results on Aug 17, 2023 Globant S.A. announced that they will report Q2, 2023 results After-Market on Aug 17, 2023 Valuation Update With 7 Day Price Move • May 25
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to US$178, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 26x in the IT industry in the United Kingdom. Total returns to shareholders of 72% over the past three years. Reported Earnings • May 19
First quarter 2023 earnings released: EPS: US$0.86 (vs US$0.88 in 1Q 2022) First quarter 2023 results: EPS: US$0.86 (down from US$0.88 in 1Q 2022). Revenue: US$472.4m (up 18% from 1Q 2022). Net income: US$36.4m (flat on 1Q 2022). Profit margin: 7.7% (down from 9.1% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Ankündigung • May 19
Globant S.A. Provides Earnings Guidance for the Second Quarter and Full Year 2023 Globant S.A. provided earnings guidance for the second quarter and full year 2023. For the quarter, the company's revenues are estimated to be at least $496.0 million, or 15.5% year-over-year growth.For the year, the company's revenues are estimated to be at least $2,074.0 million, implying at least 16.5% year-over-year revenue growth. This expected growth includes a neutral FX outlook. Ankündigung • Feb 18
Globant S.A. Provides Earnings Guidance for the First Quarter and Year 2023 Globant S.A. provided earnings guidance for the first quarter and year 2023. For the first quarter 2023, revenues are estimated to be at least $470.0 million, or 17.1% year-over-year growth.For the fiscal year 2023, revenues are estimated to be at least $2,065 million, implying at least 16.0% year-over-year revenue growth. This expected growth includes a neutral FX outlook. Reported Earnings • Feb 18
Full year 2022 earnings released: EPS: US$3.55 (vs US$2.35 in FY 2021) Full year 2022 results: EPS: US$3.55 (up from US$2.35 in FY 2021). Revenue: US$1.78b (up 37% from FY 2021). Net income: US$148.9m (up 55% from FY 2021). Profit margin: 8.4% (up from 7.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Ankündigung • Jan 31
Globant Announces the Launch of Its Sports Reinvention Studio Globant announced the launch of its Sports Reinvention Studio, which will apply cutting-edge, emerging technologies to create a fan experience for clients that reaches previously unseen levels of engagement and immersivity. This new Studio will provide six different and unique services according to each client's needs: Fantasy and E-Sports: Helps leagues turn spectators into participants using cutting-edge participatory technology. Fan Engagement: Utilizes technology to generate new conversations between fans and organizations and maximize loyalty with new and existing fans by leveraging zero-party data to generate hyper-personal interactions. Sponsorship acceleration: Utilizing cutting-edge digital tools, Globant empowers costumers partners to maximize the return on investment of sponsorship deals and ensure repeat business. Media/OTT: Empower content through AI and stream it to fans wherever they are. Next-Gen Venues: Utilize augmented reality, interactive seating, sustainability, image recognition, edge computing, and more to ensure smart stadiums will not only extend the physical experience of sports but reinvent it. Augmented Strategies: Uses the latest technologies to improve training and athlete performance. The Sports Reinvention Studio will be part of Globant'sIndustry Reinvention Studios portfolio, which leverages deep industry experience and expertise to disrupt categories, reinvent businesses, and unlock explosive growth across industries. Reinvention Studios in its portfolio include Gaming, Health Care & Life Sciences, Retail, and Media & Entertainment, among others. Ankündigung • Jan 11
Globant S.A. (NYSE:GLOB) acquired Vertic A/S. Globant S.A. (NYSE:GLOB) acquired Vertic A/S on January 10, 2023. Vertic's CEO and teams will remain at Globant to continue executing their strategic plans while ensuring an excellent service to their existing clients. Globant S.A. (NYSE:GLOB) completed the acquisition of Vertic A/S on January 10, 2023. Reported Earnings • Nov 19
Third quarter 2022 earnings released: EPS: US$0.86 (vs US$0.61 in 3Q 2021) Third quarter 2022 results: EPS: US$0.86 (up from US$0.61 in 3Q 2021). Revenue: US$458.9m (up 34% from 3Q 2021). Net income: US$36.0m (up 41% from 3Q 2021). Profit margin: 7.8% (up from 7.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in the United Kingdom. Board Change • Nov 16
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Member of the Advisory Board Jennifer Oleksiwis was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Oct 28
Investor sentiment improved over the past week After last week's 17% share price gain to US$186, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 22x in the IT industry in the United Kingdom. Total loss to shareholders of 42% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$193 per share. Valuation Update With 7 Day Price Move • Oct 13
Investor sentiment deteriorated over the past week After last week's 18% share price decline to US$160, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 22x in the IT industry in the United Kingdom. Total returns to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$187 per share. Reported Earnings • Aug 20
Second quarter 2022 earnings released: EPS: US$0.89 (vs US$0.49 in 2Q 2021) Second quarter 2022 results: EPS: US$0.89 (up from US$0.49 in 2Q 2021). Revenue: US$429.3m (up 41% from 2Q 2021). Net income: US$37.1m (up 86% from 2Q 2021). Profit margin: 8.6% (up from 6.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 29%, compared to a 17% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 28% per year. Valuation Update With 7 Day Price Move • Jul 22
Investor sentiment improved over the past week After last week's 15% share price gain to US$197, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 26x in the IT industry in the United Kingdom. Total returns to shareholders of 81% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$216 per share. Buying Opportunity • Jul 01
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 30%. The fair value is estimated to be US$225, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 66% in 2 years. Earnings is forecast to grow by 115% in the next 2 years. Reported Earnings • May 21
First quarter 2022 earnings released: EPS: US$0.88 (vs US$0.54 in 1Q 2021) First quarter 2022 results: EPS: US$0.88 (up from US$0.54 in 1Q 2021). Revenue: US$401.4m (up 49% from 1Q 2021). Net income: US$36.6m (up 69% from 1Q 2021). Profit margin: 9.1% (up from 8.0% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 32%, compared to a 16% growth forecast for the industry in the United Kingdom. Board Change • May 17
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Member of the Advisory Board Jennifer Oleksiwis was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Mar 29
High number of new directors Member of the Advisory Board Jennifer Oleksiwis was the last director to join the board, commencing their role in 2021. Reported Earnings • Feb 18
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: US$2.35 (up from US$1.41 in FY 2020). Revenue: US$1.30b (up 59% from FY 2020). Net income: US$96.1m (up 77% from FY 2020). Profit margin: 7.4% (up from 6.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 27%, compared to a 18% growth forecast for the industry in the United Kingdom. Board Change • Jan 02
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Member of the Advisory Board Jennifer Oleksiwis was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 19
Third quarter 2021 earnings released: EPS US$0.61 (vs US$0.31 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$341.8m (up 65% from 3Q 2020). Net income: US$25.5m (up 107% from 3Q 2020). Profit margin: 7.5% (up from 6.0% in 3Q 2020). The increase in margin was driven by higher revenue. Reported Earnings • Aug 13
Second quarter 2021 earnings released: EPS US$0.49 (vs US$0.27 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$305.3m (up 67% from 2Q 2020). Net income: US$19.9m (up 99% from 2Q 2020). Profit margin: 6.5% (up from 5.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • May 27
Globant S.A. has completed a Follow-on Equity Offering in the amount of $256.8 million. Globant S.A. has completed a Follow-on Equity Offering in the amount of $256.8 million.
Security Name: Common Shares
Security Type: Common Stock
Securities Offered: 1,200,000
Price\Range: $214
Discount Per Security: $6.206 Reported Earnings • May 15
First quarter 2021 earnings released: EPS US$0.54 (vs US$0.36 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$270.2m (up 41% from 1Q 2020). Net income: US$21.7m (up 65% from 1Q 2020). Profit margin: 8.0% (up from 6.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth. 
