Globant (GLOB) Aperçu de l'action
Globant S.A., avec ses filiales, fournit des services technologiques aux États-Unis, dans le reste de l'Amérique du Nord, en Amérique latine, en Europe et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 2/6 |
| Performances passées | 1/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
GLOB Community Fair Values
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Analyst Price Targets
Globant S.A. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$38.55 |
| Plus haut sur 52 semaines | US$79.67 |
| Plus bas sur 52 semaines | US$27.56 |
| Bêta | 0.97 |
| Variation sur 1 mois | 28.67% |
| Variation sur 3 mois | 7.95% |
| Variation sur 1 an | -48.30% |
| Variation sur 3 ans | -78.06% |
| Variation sur 5 ans | -86.02% |
| Évolution depuis l'introduction en bourse | 242.67% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Aug 05
GLOB: AI Execution And Buybacks Will Support Long Term Upside
Globant's updated analyst price target has moved lower, with the fair value estimate shifting from $104.89 to $93.34 as analysts factor in softer revenue growth assumptions, a lower future P/E multiple, and sector wide headwinds in IT services and AI driven project timing. Analyst Commentary Recent Street research on Globant shows a clear reset in expectations, but it also highlights areas where analysts still see execution strengths and potential support for the stock's valuation.
Mise à jour du récit • Jul 22
GLOB: AI Execution And Lawsuit Resolution Will Shape Confidence In 2026 Outlook
Analysts have trimmed their price expectations for Globant, with the updated fair value estimate moving from $38.00 to $31.00 as they factor in a slightly higher discount rate, modestly different assumptions for revenue growth and profit margins, and a lower future P/E in light of more cautious sector views and softer IT services demand described in recent research. Analyst Commentary Recent Street research on Globant points to a cooler tone, with a series of price target cuts and rating changes that frame a more cautious backdrop for the stock.Seeking Alpha • Jul 19
Globant: A Strong Way To Play The 'Software Isn't Dead' Case
Summary Globant (GLOB) faces existential risk from generative AI, but current valuation at ~5x earnings may overstate the threat. GLOB's business is not collapsing: revenue rose 1.6% last year, and the company remains scalable with a solid balance sheet and ongoing buybacks. The pace of AI disruption is critical; a slower transition allows GLOB to adapt, find profitable niches, and mitigate downside risk. While risks remain high, the market may be overpricing immediate obsolescence, creating a contrarian opportunity if AI adoption proves slower or messier. Read the full article on Seeking AlphaRecent updates
Mise à jour du récit • Aug 05
GLOB: AI Execution And Buybacks Will Support Long Term Upside
Globant's updated analyst price target has moved lower, with the fair value estimate shifting from $104.89 to $93.34 as analysts factor in softer revenue growth assumptions, a lower future P/E multiple, and sector wide headwinds in IT services and AI driven project timing. Analyst Commentary Recent Street research on Globant shows a clear reset in expectations, but it also highlights areas where analysts still see execution strengths and potential support for the stock's valuation.Mise à jour du récit • Jul 22
GLOB: AI Execution And Lawsuit Resolution Will Shape Confidence In 2026 Outlook
Analysts have trimmed their price expectations for Globant, with the updated fair value estimate moving from $38.00 to $31.00 as they factor in a slightly higher discount rate, modestly different assumptions for revenue growth and profit margins, and a lower future P/E in light of more cautious sector views and softer IT services demand described in recent research. Analyst Commentary Recent Street research on Globant points to a cooler tone, with a series of price target cuts and rating changes that frame a more cautious backdrop for the stock.Seeking Alpha • Jul 19
Globant: A Strong Way To Play The 'Software Isn't Dead' Case
Summary Globant (GLOB) faces existential risk from generative AI, but current valuation at ~5x earnings may overstate the threat. GLOB's business is not collapsing: revenue rose 1.6% last year, and the company remains scalable with a solid balance sheet and ongoing buybacks. The pace of AI disruption is critical; a slower transition allows GLOB to adapt, find profitable niches, and mitigate downside risk. While risks remain high, the market may be overpricing immediate obsolescence, creating a contrarian opportunity if AI adoption proves slower or messier. Read the full article on Seeking AlphaMise à jour du récit • Jul 08
GLOB: AI Execution Will Drive Confidence Despite Cautious 2026 Demand Outlook
Analysts have reduced their fair value estimate for Globant to $38 from $50, reflecting a wave of lower price targets and fresh Market Perform ratings that highlight softer discretionary spending, macro uncertainty, and execution risk around the company's pivot to an AI first model, despite ongoing interest in its AI Pods initiatives. Analyst Commentary Recent research on Globant points to a more cautious tone, with several bearish analysts cutting price targets and shifting ratings toward the middle of the range.
Mise à jour du récit • Jun 24
GLOB: AI Services And Buybacks Will Support Returns Despite Legal Overhang
Analysts have trimmed the Globant price target by $0.16 to $61.23 as recent research updates factor in Q1 outperformance, alongside cautious client spending and mixed views on how AI-related work offsets legacy projects. Analyst Commentary Street research on Globant points to a mixed setup, with analysts weighing solid Q1 execution and AI-driven demand against macro caution and pressure on legacy work.Mise à jour du récit • Jun 05
GLOB: AI Execution And Capital Returns Will Offset Macro And Legal Headwinds
Analysts have trimmed the Globant fair value estimate by about $1 to $61.39 as they lower price targets across the sector, citing a tougher macro backdrop, cautious client spending on large projects, and mixed but generally solid Q1 results supported by AI related offerings and capital returns. Analyst Commentary Street research around Globant reflects a mix of appreciation for solid execution in Q1 and caution around the macro setup and client spending patterns.Mise à jour du récit • May 21
GLOB: AI Execution And Bookings Momentum Are Expected To Unlock Upside
Analysts have trimmed the Globant fair value estimate from about $73.36 to $62.48 as sector-wide price targets reset, with models reflecting updated discount rates, slightly different growth and margin assumptions, and more conservative future P/E multiples following recent research commentary. Analyst Commentary Street research on Globant has shifted toward lower price targets, but the tone of the commentary remains mixed, with both optimism and caution around AI execution, macro sensitivity, and valuation multiples.Mise à jour du récit • Apr 29
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.Mise à jour du récit • Apr 14
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.Mise à jour du récit • Mar 31
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.Mise à jour du récit • Mar 17
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.Mise à jour du récit • Mar 03
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.Mise à jour du récit • Feb 17
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.Mise à jour du récit • Feb 03
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.Mise à jour du récit • Jan 20
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.Mise à jour du récit • Jan 06
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.Article d’analyse • Dec 27
Globant's (NYSE:GLOB) Returns On Capital Not Reflecting Well On The Business
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Mise à jour du récit • Dec 18
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.Mise à jour du récit • Dec 04
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.Mise à jour du récit • Nov 20
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.Mise à jour du récit • Nov 05
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.Mise à jour du récit • Oct 22
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.Mise à jour du récit • Oct 08
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.Mise à jour du récit • Sep 23
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.Article d’analyse • Sep 13
Globant S.A.'s (NYSE:GLOB) Share Price Is Still Matching Investor Opinion Despite 30% Slump
To the annoyance of some shareholders, Globant S.A. ( NYSE:GLOB ) shares are down a considerable 30% in the last month...Mise à jour du récit • Aug 30
Enterprise 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.Mise à jour du récit • Aug 16
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.Article d’analyse • Jul 25
At US$88.82, Is Globant S.A. (NYSE:GLOB) Worth Looking At Closely?
Globant S.A. ( NYSE:GLOB ), might not be a large cap stock, but it saw significant share price movement during recent...Article d’analyse • Jul 10
Some Investors May Be Worried About Globant's (NYSE:GLOB) Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Article d’analyse • Jun 18
Globant S.A.'s (NYSE:GLOB) Intrinsic Value Is Potentially 68% Above Its Share Price
Key Insights The projected fair value for Globant is US$156 based on 2 Stage Free Cash Flow to Equity Globant's...Article d’analyse • Jun 02
Is Globant (NYSE:GLOB) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Article d’analyse • May 18
Earnings Miss: Globant S.A. Missed EPS By 30% And Analysts Are Revising Their Forecasts
There's been a major selloff in Globant S.A. ( NYSE:GLOB ) shares in the week since it released its first-quarter...Article d’analyse • Apr 21
Is It Too Late To Consider Buying Globant S.A. (NYSE:GLOB)?
Globant S.A. ( NYSE:GLOB ), might not be a large cap stock, but it saw significant share price movement during recent...Article d’analyse • Apr 04
Globant S.A. (NYSE:GLOB) Shares Slammed 28% But Getting In Cheap Might Be Difficult Regardless
Unfortunately for some shareholders, the Globant S.A. ( NYSE:GLOB ) share price has dived 28% in the last thirty days...Rendement pour les actionnaires
| GLOB | US IT | US Marché | |
|---|---|---|---|
| 7D | 3.8% | 10.8% | 2.2% |
| 1Y | -48.3% | 9.6% | 20.9% |
Rendement vs Industrie: GLOB a sous-performé le secteur US IT qui a rapporté 9.6 % au cours de l'année écoulée.
Rendement vs marché: GLOB a sous-performé le marché US qui a rapporté 20.9 % au cours de l'année écoulée.
Volatilité des prix
| GLOB volatility | |
|---|---|
| GLOB Average Weekly Movement | 10.4% |
| IT Industry Average Movement | 11.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: GLOB n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de GLOB ( 10% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2003 | 28,510 | Martin Migoya | www.globant.com |
Globant S.A., avec ses filiales, fournit des services technologiques aux États-Unis, dans le reste de l'Amérique du Nord, en Amérique latine, en Europe et à l'international. L'entreprise propose Digital Studio, qui intègre l'intelligence artificielle dans le développement de logiciels ; GUT Studio, qui permet aux clients de mieux connecter les marques ; et Enterprise Studio, qui tire parti de la technologie pour rationaliser les opérations et la productivité. Elle propose également des AI Industry Studios pour les services financiers, les médias, le divertissement, les sports et les loisirs, les soins de santé et les sciences de la vie, les produits de grande consommation, la vente au détail et l'automobile, les jeux et les technologies de l'information, les compagnies aériennes, l'énergie, le pétrole et le gaz, et les secteurs de la haute technologie et des services professionnels.
Globant S.A. Résumé des fondamentaux
| GLOB statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$1.61b |
| Bénéfices(TTM) | US$109.26m |
| Recettes(TTM) | US$2.45b |
15.2x
Ratio P/E0.7x
Ratio P/SLe site GLOB est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| GLOB compte de résultat (TTM) | |
|---|---|
| Recettes | US$2.45b |
| Coût des recettes | US$1.60b |
| Marge brute | US$855.54m |
| Autres dépenses | US$746.28m |
| Les revenus | US$109.26m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Aug 13, 2026
| Résultat par action (EPS) | 2.53 |
| Marge brute | 34.91% |
| Marge bénéficiaire nette | 4.46% |
| Ratio dettes/capitaux propres | 16.5% |
Quelles ont été les performances à long terme de GLOB?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/10 11:07 |
| Cours de l'action en fin de journée | 2026/08/10 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Globant S.A. est couverte par 32 analystes. 23 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jason Kupferberg | BofA Global Research |
| Tyler DuPont | BofA Global Research |
| Daniel Federle | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |