Globant S.A.

NYSE:GLOB Rapport sur les actions

Capitalisation boursière : US$1.7b

Globant Dividendes et rachats

Dividende contrôle des critères 0/6

Globant n'a pas d'antécédents de versement de dividendes.

Informations clés

n/a

Rendement du dividende

2.6%

Rendement des rachats

Rendement total pour l'actionnaire2.6%
Rendement futur des dividendes2.0%
Croissance des dividendesn/a
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distributionn/a

Mises à jour récentes sur les dividendes et les rachats

Recent updates

Mise à jour de l'analyse 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.
Seeking Alpha Apr 15

Globant SA: Rating Downgrade On Potential Revenue Growth Deceleration

Summary Globant SA is downgraded to Hold as near-term revenue growth acceleration remains elusive despite record bookings and a robust pipeline. GLOB’s shift to AI-pods and outcome-based pricing enhances margins and scalability but may initially depress headline revenue growth due to lower pricing and mix effects. Conversion of larger deals is slow, making execution critical; revenue acceleration depends on ramping signed projects into reported results. Management guides for low-single-digit growth in FY2026, justifying a discounted multiple versus peers and limiting near-term re-rating potential. Read the full article on Seeking Alpha
Mise à jour de l'analyse 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 de l'analyse 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 de l'analyse 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 de l'analyse 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 de l'analyse 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 de l'analyse 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 de l'analyse 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 de l'analyse 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 de l'analyse 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 de l'analyse 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 de l'analyse 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 de l'analyse 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 de l'analyse 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 de l'analyse 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 de l'analyse 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 de l'analyse 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 de l'analyse 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...
Article d'analyse Mar 11

Globant S.A.'s (NYSE:GLOB) Intrinsic Value Is Potentially 25% Below Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Globant fair value estimate is US$98.45 Globant's US$132 share...
Seeking Alpha Feb 27

Globant: Slower But Not Less Promising

Summary Globant has plunged over 30% on mixed quarter and soft guidance. Top-line growth is decelerating, and it is no longer an aberration. Despite the recent plunge, the stock still commands premium pricing. Read the full article on Seeking Alpha
Article d'analyse Feb 22

Globant S.A. Just Missed Earnings - But Analysts Have Updated Their Models

There's been a major selloff in Globant S.A. ( NYSE:GLOB ) shares in the week since it released its annual report, with...
Article d'analyse Feb 21

Here's What's Concerning 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 Jan 29

Globant S.A. (NYSE:GLOB) Not Lagging Market On Growth Or Pricing

With a price-to-earnings (or "P/E") ratio of 53.1x Globant S.A. ( NYSE:GLOB ) may be sending very bearish signals at...
Seeking Alpha Nov 27

Globant: Growth Should Accelerate In The Coming Years

Summary Growth for Globant S.A. is expected to accelerate over the next two years due to improving demand and a favorable macro environment. GLOB's recent earnings showed strong revenue growth and margin expansion, with net income up 12% y/y and EPS of $1.63. Valuation is attractive, with potential for GLOB to trade at a 22x forward EBITDA multiple as growth accelerates, offering significant upside. Read the full article on Seeking Alpha
Article d'analyse Nov 05

The Returns On Capital At Globant (NYSE:GLOB) Don't Inspire Confidence

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Article d'analyse Oct 22

Investors Interested In Globant S.A.'s (NYSE:GLOB) Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Seeking Alpha Oct 22

Globant Is A Great Business, But There's Not Enough Value To Buy

Summary I expect Globant's stock to remain stable over the next year due to its high valuation and strong operational positioning in AI and digital transformation. The company's focus on AI positions it well, but the market is saturated and competitive. Although the company has strong EBITDA margins and growth, valuation multiples are likely to decline due to financial growth rate contractions, even with strong market sentiment. I assign a Hold rating, as GLOB's current valuation does not offer high returns, and the company does not pay a dividend. Read the full article on Seeking Alpha
Article d'analyse Oct 07

Is Globant S.A. (NYSE:GLOB) Potentially Undervalued?

Globant S.A. ( NYSE:GLOB ), is not the largest company out there, but it saw significant share price movement during...
Article d'analyse Sep 22

A Look At The Intrinsic Value Of Globant S.A. (NYSE:GLOB)

Key Insights The projected fair value for Globant is US$161 based on 2 Stage Free Cash Flow to Equity Globant's US$189...
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Nouvelle analyse Aug 25

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.
Article d'analyse Aug 12

Does Globant (NYSE:GLOB) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Aug 03

Globant: A Second Stage AI Player

Summary Globant has maintained a solid revenue growth rate (16%) as customers transition to AI implementation. The company could be a second-stage AI facilitator and surprise the market with higher growth. The consensus forecast of over 18% EPS (cash) growth in 2025 has not been priced in with valuation at 1x PEG. Read the full article on Seeking Alpha

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Données insuffisantes pour déterminer si les dividendes par action de GLOB ont été stables dans le passé.

Dividende croissant: Données insuffisantes pour déterminer si les paiements de dividendes de GLOB ont augmenté.


Rendement des dividendes par rapport au marché

Globant Rendement des dividendes par rapport au marché
Comment le rendement du dividende de GLOB se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (GLOB)n/a
25% du marché (US)1.4%
25% du marché (US)4.2%
Moyenne du secteur (IT)3.1%
Analyste prévisionnel (GLOB) (jusqu'à 3 ans)2.0%

Dividende notable: Impossible d'évaluer le rendement des dividendes de GLOB par rapport aux 25 % les moins bien payés par les actionnaires, car la société n'a signalé aucun versement récent.

Dividende élevé: Impossible d'évaluer le rendement des dividendes de GLOB par rapport aux 25 % des principaux payeurs de dividendes, car la société n'a signalé aucun versement récent.


Bénéfice distribué aux actionnaires

Couverture des revenus: Données insuffisantes pour calculer le ratio de distribution de GLOB afin de déterminer si les dividendes versés sont couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Impossible de calculer la durabilité des dividendes car GLOB n'a signalé aucun versement.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/11 17:57
Cours de l'action en fin de journée2026/05/08 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 expliquant comment 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 34 analystes. 24 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.

AnalysteInstitution
Jason KupferbergBofA Global Research
Tyler DuPontBofA Global Research
Daniel FederleBradesco S.A. Corretora de Títulos e Valores Mobiliários