Globant Management
Management Kriterienprüfungen 2/4
Globant CEO ist Martin Migoya , ernannt in Jan 2003, hat eine Amtszeit von 23.33 Jahren. besitzt direkt 0.83% der Aktien des Unternehmens, im Wert von $14.34M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 8.4 Jahre bzw. 4.8 Jahre.
Wichtige Informationen
Martin Migoya
Geschäftsführender
n/a
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | n/a |
| Amtszeit als Geschäftsführer | 23.3yrs |
| Eigentum des Geschäftsführers | 0.8% |
| Durchschnittliche Amtszeit des Managements | 8.4yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 4.8yrs |
Jüngste Management Updates
Recent updates
GLOB: AI Pods And Bookings Momentum Will Support Long Term Upside
Narrative Update on Globant The analyst price target framework for Globant has shifted to a fair value estimate of $104.89 from $121.63 as analysts factor in lower assumed profit margins and a reduced future P/E multiple, even as they reflect higher modeled revenue growth, which is consistent with the mix of recent target cuts and ongoing positive commentary on bookings and AI initiatives. Analyst Commentary Recent Street research on Globant has centered on a reset of price targets alongside ongoing interest in its growth initiatives, especially around AI and bookings.Globant SA: Rating Downgrade On Potential Revenue Growth Deceleration
Apr 15
GLOB: AI Execution And Bookings Progress Will Shape A Cautious 2026 Outlook
Analyst price targets on Globant have recently shifted lower by single digits in dollar terms, with cuts ranging from $2 to $26 as analysts factor in sector-wide multiple compression, cautious near term growth expectations, and mixed views on the scaling of the company’s AI-focused initiatives. Analyst Commentary Recent Street research on Globant reflects a mixed backdrop, with several firms trimming price targets while maintaining a range of ratings from Buy to Neutral and Hold.GLOB: AI Pod Execution And Bookings Strength Will Define A Cautious 2026 Reset
Analysts have trimmed Globant's average price target in recent weeks. Several firms have reduced their targets by $5 to $20 as they factor in slower revenue growth assumptions, a slightly higher discount rate, and mixed near term bookings and AI execution risks, despite generally solid recent results and guidance.
GLOB: AI Pod Model And Bookings Strength Are Expected To Unlock Upside
Analysts cut the Globant fair value estimate to $73.36 from $84.64 after a wave of reduced price targets in the $50 to $78 range. They cited pressured near-term growth, slightly higher perceived risk, and lingering questions about the net impact of its fast-scaling AI pod model, despite solid Q4 results and strong bookings.GLOB: Reset Expectations And AI Transition Shape A More Balanced 2026 Outlook
Our analyst fair value estimate for Globant has been cut from $74 to $50 as analysts reset price targets lower across the Street, citing sector wide multiple compression, pressured near term growth, and lingering questions around the net impact of its rapidly scaling AI pod model despite solid Q4 results and stronger bookings. Analyst Commentary Street research around Globant has turned more cautious, with a series of lower price targets pointing to ongoing debate about how quickly the business can re-accelerate growth and how the market should value its transition toward AI driven offerings.GLOB: GenAI Shift And FIFA Deal Are Expected To Unlock Future Upside
Analysts have nudged their average price target for Globant modestly higher, reflecting slightly stronger assumptions for revenue growth and margins as the company refocuses on GenAI driven work, while still keeping valuation expectations such as future P/E relatively contained. Analyst Commentary Recent research on Globant highlights a mix of optimism around its GenAI repositioning and caution regarding the pace of its revenue recovery and the time needed for a new business model to settle in.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.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.GLOB: AI Projects And New Model Are Expected To Unlock Future Upside
Analysts have trimmed their price targets on Globant to a narrower range of US$61 to US$80, citing slower organic growth versus peers, exposure to weaker regions and verticals, and the time needed for a new business model and AI related projects to translate into steadier revenue trends. Analyst Commentary Recent Street research around Globant points to a more cautious but still mixed view on the stock, with price targets now clustering between US$61 and US$80 and ratings spreading across Buy, Neutral and Hold.Globant's (NYSE:GLOB) Returns On Capital Not Reflecting Well On The Business
Dec 27
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.GLOB: Share Buybacks Will Support AI Expansion And Future Upside
Analysts have modestly reduced their price target on Globant to about $84 from roughly $86, reflecting slightly slower expected revenue growth and a lower future earnings multiple as they factor in muted industry trends and the company’s lagging organic growth versus peers. Analyst Commentary Recent Street research reflects a cautious but not uniformly negative stance on Globant, with most firms trimming price targets and highlighting execution risks as the company navigates a softer demand environment and a transition in its business model.GLOB: Share Buybacks And Expanding AI Adoption Will Support Future Upside
Analysts have lowered their average price target for Globant from approximately $95.62 to $86.48. They cite a cautious growth outlook and ongoing sector challenges, despite optimism for gradual improvement as AI adoption picks up.GLOB: Share Buybacks And AI Initiatives Will Drive Stock Recovery Ahead
Analysts have reduced their fair value estimate for Globant slightly from $97.05 to $95.62. This change reflects tempered growth expectations in light of sector-wide concerns about revenue trends and structural challenges facing IT services providers.Analysts Cut Globant Valuation Amid IT Services Challenges and Mixed Growth Outlook
Analysts have lowered their fair value estimate for Globant from $100.79 to $97.05. They cite ongoing structural challenges in IT Services, along with reduced revenue growth and profit margin expectations.Enterprise AI And Cloud Migration Will Shape Future Markets
Analysts have modestly reduced their price target for Globant, lowering the fair value estimate from $104.05 to $100.79 due to ongoing revenue growth headwinds, margin pressure, and continued macroeconomic uncertainty impacting the IT services sector. Analyst Commentary Recent street research reflects a shift in analyst sentiment toward a more cautious outlook for Globant, driven by industry headwinds and company-specific challenges.Enterprise AI And Cloud Migration Will Shape Future Markets
Analysts have lowered Globant's price target due to delayed revenue growth, increased macro uncertainty, and diminished confidence in its ability to outperform peers, resulting in a reduced fair value from $106.20 to $104.05. Analyst Commentary Bearish analysts have significantly lowered revenue guidance for fiscal 2025 and now see positive growth delayed to fiscal 2026.Globant S.A.'s (NYSE:GLOB) Share Price Is Still Matching Investor Opinion Despite 30% Slump
Sep 13Enterprise AI And Cloud Migration Will Shape Future Markets
Globant’s consensus price target was trimmed from $109.45 to $106.45 as analysts cite macroeconomic uncertainty, slower client decision-making, reduced fiscal 2025 guidance, and ongoing sector headwinds, partially offset by continued margin strength and long-term AI opportunities. Analyst Commentary Macroeconomic uncertainty and delayed client decision-making are negatively impacting near-term revenue expectations and growth visibility.Investing In AI And Global Expansion Will Strengthen Future Prospects
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.At US$88.82, Is Globant S.A. (NYSE:GLOB) Worth Looking At Closely?
Jul 25Some Investors May Be Worried About Globant's (NYSE:GLOB) Returns On Capital
Jul 10Globant S.A.'s (NYSE:GLOB) Intrinsic Value Is Potentially 68% Above Its Share Price
Jun 18Is Globant (NYSE:GLOB) Using Too Much Debt?
Jun 02Earnings Miss: Globant S.A. Missed EPS By 30% And Analysts Are Revising Their Forecasts
May 18Is It Too Late To Consider Buying Globant S.A. (NYSE:GLOB)?
Apr 21Globant S.A. (NYSE:GLOB) Shares Slammed 28% But Getting In Cheap Might Be Difficult Regardless
Apr 04Globant S.A.'s (NYSE:GLOB) Intrinsic Value Is Potentially 25% Below Its Share Price
Mar 11Globant: Slower But Not Less Promising
Feb 27Globant S.A. Just Missed Earnings - But Analysts Have Updated Their Models
Feb 22Here's What's Concerning About Globant's (NYSE:GLOB) Returns On Capital
Feb 21Globant S.A. (NYSE:GLOB) Not Lagging Market On Growth Or Pricing
Jan 29Globant: Growth Should Accelerate In The Coming Years
Nov 27The Returns On Capital At Globant (NYSE:GLOB) Don't Inspire Confidence
Nov 05Investors Interested In Globant S.A.'s (NYSE:GLOB) Earnings
Oct 22Globant Is A Great Business, But There's Not Enough Value To Buy
Oct 22Is Globant S.A. (NYSE:GLOB) Potentially Undervalued?
Oct 07A Look At The Intrinsic Value Of Globant S.A. (NYSE:GLOB)
Sep 22
Leveraging Gen AI And Sustainable Tech Solutions For Market-Leading Growth And Diversification
Generative AI and expansion into marketing technology signal strong potential for revenue growth and operational efficiency improvements.Does Globant (NYSE:GLOB) Have A Healthy Balance Sheet?
Aug 12Globant: A Second Stage AI Player
Aug 03Geschäftsführer
Martin Migoya (57 yo)
23.3yrs
Amtszeit
Mr. Martin Migoya has been the Chairman and Chief Executive Officer of Globant S.A. since 2005 and serves as its President. He is a Co-founder of Globant S.A. in 2003. Mr. Migoya co-founded Sistemas Global...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Co-Founder | 23.3yrs | keine Daten | 0.83% $ 14.3m | |
| Co-Founder | 23.3yrs | keine Daten | 1.22% $ 21.2m | |
| Co-Founder | 23.3yrs | keine Daten | 0.73% $ 12.7m | |
| Co-Founder & Chief Corporate Affairs Officer | 23.3yrs | keine Daten | keine Daten | |
| CFO & Investor Relations Officer | 7.6yrs | keine Daten | 0.062% $ 1.1m | |
| Chief Accounting Officer | 9.3yrs | keine Daten | 0.0013% $ 22.2k | |
| Chief Technology Officer | 5yrs | keine Daten | 0.038% $ 665.2k | |
| Chief Information Officer | 3.9yrs | keine Daten | keine Daten | |
| General Counsel | 4.6yrs | keine Daten | 0.049% $ 856.5k | |
| Chief Marketing Officer | 1.3yrs | keine Daten | 0.031% $ 540.1k | |
| Chief People & Education Officer | 2.3yrs | keine Daten | keine Daten | |
| Chief Operating Officer of North America | 9.3yrs | keine Daten | keine Daten |
8.4yrs
Durchschnittliche Betriebszugehörigkeit
57yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von GLOB ist erfahren und erfahren (durchschnittliche Amtszeit von 8.4 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Co-Founder | 21.3yrs | keine Daten | 0.83% $ 14.3m | |
| Co-Founder | 13.4yrs | keine Daten | 1.22% $ 21.2m | |
| Co-Founder | 23.3yrs | keine Daten | 0.73% $ 12.7m | |
| Non-Executive Independent Director | 19.3yrs | US$249.89k | 0.046% $ 793.0k | |
| Lead Independent Director | 9yrs | US$399.77k | 0.012% $ 206.3k | |
| Member of the Advisory Board & Independent Director | 5.1yrs | US$249.89k | 0.0052% $ 89.4k | |
| Independent Director | 2.2yrs | US$249.89k | 0.0073% $ 126.8k | |
| Independent Director | 4.1yrs | US$249.89k | 0.0043% $ 74.1k | |
| Member of the Advisory Board | 4.4yrs | keine Daten | keine Daten | |
| Member of the Advisory Board | 4.4yrs | keine Daten | keine Daten | |
| Member of the Advisory Board | 4.4yrs | keine Daten | keine Daten | |
| Member of the Advisory Board | 4.4yrs | keine Daten | keine Daten |
4.8yrs
Durchschnittliche Betriebszugehörigkeit
57yo
Durchschnittliches Alter
Erfahrener Vorstand: GLOBDie Vorstandsmitglieder gelten als erfahren (4.8 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/05 04:34 |
| Aktienkurs zum Tagesende | 2026/05/05 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Globant S.A. wird von 34 Analysten beobachtet. 24 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Jason Kupferberg | BofA Global Research |
| Tyler DuPont | BofA Global Research |
| Daniel Federle | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |