Globant (GLOB) Panoramica del titolo
Globant S.A., insieme alle sue controllate, fornisce servizi tecnologici negli Stati Uniti, nel resto del Nord America, in America Latina, in Europa e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 1/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
GLOB Community Fair Values
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Analyst Price Targets
Concorrenti di Globant S.A.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$38.38 |
| Massimo di 52 settimane | US$82.71 |
| Minimo di 52 settimane | US$27.56 |
| Beta | 0.97 |
| Variazione di 1 mese | 24.01% |
| Variazione a 3 mesi | -6.32% |
| Variazione di 1 anno | -51.25% |
| Variazione a 3 anni | -76.93% |
| Variazione a 5 anni | -85.05% |
| Variazione dall'IPO | 241.16% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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 AlphaAggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Rendimenti per gli azionisti
| GLOB | US IT | US Mercato | |
|---|---|---|---|
| 7D | 0.6% | 9.1% | 5.5% |
| 1Y | -51.3% | 1.6% | 20.8% |
Ritorno vs Industria: GLOB ha avuto una performance inferiore rispetto al US IT che ha registrato un rendimento 1.6 % nell'ultimo anno.
Rendimento vs Mercato: GLOB ha avuto una performance inferiore al mercato US che ha registrato un rendimento 20.8 % nell'ultimo anno.
Volatilità dei prezzi
| 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 | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: GLOB non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 10% ) di GLOB è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2003 | 28,510 | Martin Migoya | www.globant.com |
Globant S.A., insieme alle sue controllate, fornisce servizi tecnologici negli Stati Uniti, nel resto del Nord America, in America Latina, in Europa e a livello internazionale. L'azienda offre Digital Studio, che integra l'intelligenza artificiale nello sviluppo del software; GUT Studio, che consente ai clienti di collegare meglio i marchi; ed Enterprise Studio, che sfrutta la tecnologia per ottimizzare le operazioni e la produttività. L'azienda fornisce anche AI Industry Studios per i settori dei servizi finanziari, dei media, dell'intrattenimento, dello sport e del tempo libero, della sanità e delle scienze della vita, dei prodotti di largo consumo, della vendita al dettaglio e dell'industria automobilistica, dei giochi e dell'EdTech, delle compagnie aeree, dell'energia, del petrolio e del gas, nonché dell'alta tecnologia e dei servizi professionali.
Globant S.A. Riepilogo dei fondamenti
| GLOB statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$1.65b |
| Utili (TTM) | US$109.26m |
| Ricavi(TTM) | US$2.45b |
15.2x
Rapporto P/E0.7x
Rapporto P/SGLOB è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| GLOB Conto economico (TTM) | |
|---|---|
| Ricavi | US$2.45b |
| Costo del fatturato | US$1.60b |
| Profitto lordo | US$855.54m |
| Altre spese | US$746.28m |
| Utili | US$109.26m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Aug 13, 2026
| Utile per azione (EPS) | 2.53 |
| Margine lordo | 34.91% |
| Margine di profitto netto | 4.46% |
| Rapporto debito/patrimonio netto | 16.5% |
Come si è comportato GLOB nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/05 18:57 |
| Prezzo dell'azione a fine giornata | 2026/08/05 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Globant S.A. è coperta da 32 analisti. 23 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Jason Kupferberg | BofA Global Research |
| Tyler DuPont | BofA Global Research |
| Daniel Federle | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |