Globant Performance degli utili passati
Criteri Il passato verificati 1/6
Globant ha registrato una crescita degli utili a un tasso medio annuo di 6.5%, mentre il settore IT ha registrato utili in crescita a un tasso medio annuo di 10.3%. I ricavi sono stati in crescita a un tasso medio annuo di 17.1%. Il ritorno sul capitale proprio di Globant è 5.1% e ha margini netti di 4.5%.
Informazioni chiave
6.50%
Tasso di crescita degli utili
4.91%
Tasso di crescita dell'EPS
| IT Crescita del settore | 22.43% |
| Tasso di crescita dei ricavi | 17.11% |
| Rendimento del capitale proprio | 5.12% |
| Margine netto | 4.46% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • 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.Seeking Alpha • May 15
Globant: Too Early To Buy, AI Disruption Not Over (Downgrade)
Summary Globant S.A. and IT services peers have been sharply de-rated amid AI-driven existential risks and slowing growth. 1Q26 results showed stabilization: GLOB beat guidance, maintained resilient margins, generated strong free cash flow, and initiated a $75m buyback. AI is driving cost deflation and contract pricing pressure, but higher project volume and complexity could offset margin compression if demand recovers. I downgrade GLOB to Hold; despite recent positives, existential risk and lackluster growth keep the valuation discounted and the upside unconvincing. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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.Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Globant guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 2,451 | 109 | 612 | 0 |
| 31 Dec 25 | 2,455 | 103 | 616 | 0 |
| 30 Sep 25 | 2,485 | 100 | 611 | 0 |
| 30 Jun 25 | 2,482 | 110 | 607 | 0 |
| 31 Mar 25 | 2,456 | 151 | 607 | 0 |
| 31 Dec 24 | 2,416 | 166 | 611 | 0 |
| 30 Sep 24 | 2,354 | 169 | 588 | 0 |
| 30 Jun 24 | 2,285 | 169 | 573 | 0 |
| 31 Mar 24 | 2,195 | 167 | 548 | 0 |
| 31 Dec 23 | 2,096 | 159 | 535 | 0 |
| 30 Sep 23 | 2,006 | 156 | 487 | 0 |
| 30 Jun 23 | 1,920 | 149 | 466 | 0 |
| 31 Mar 23 | 1,851 | 149 | 451 | 0 |
| 31 Dec 22 | 1,780 | 149 | 435 | 0 |
| 30 Sep 22 | 1,669 | 139 | 404 | 0 |
| 30 Jun 22 | 1,552 | 128 | 375 | 0 |
| 31 Mar 22 | 1,428 | 111 | 345 | 0 |
| 31 Dec 21 | 1,297 | 96 | 322 | 0 |
| 30 Sep 21 | 1,150 | 86 | 279 | 0 |
| 30 Jun 21 | 1,015 | 73 | 245 | 0 |
| 31 Mar 21 | 893 | 63 | 210 | 0 |
| 31 Dec 20 | 814 | 54 | 194 | 0 |
| 30 Sep 20 | 766 | 49 | 183 | 0 |
| 30 Jun 20 | 730 | 52 | 171 | 0 |
| 31 Mar 20 | 705 | 55 | 159 | 0 |
| 31 Dec 19 | 659 | 54 | 147 | 0 |
| 30 Sep 19 | 615 | 52 | 149 | 0 |
| 30 Jun 19 | 578 | 53 | 144 | 0 |
| 31 Mar 19 | 549 | 54 | 126 | 0 |
| 31 Dec 18 | 522 | 52 | 129 | 0 |
| 30 Sep 18 | 498 | 52 | 120 | 0 |
| 30 Jun 18 | 473 | 44 | 114 | 0 |
| 31 Mar 18 | 444 | 32 | 111 | 0 |
| 31 Dec 17 | 413 | 31 | 104 | 0 |
| 30 Sep 17 | 385 | 28 | 93 | 0 |
| 30 Jun 17 | 358 | 30 | 89 | 0 |
| 31 Mar 17 | 338 | 37 | 80 | 0 |
| 31 Dec 16 | 323 | 36 | 77 | 0 |
| 30 Sep 16 | 307 | 35 | 68 | 0 |
| 30 Jun 16 | 292 | 33 | 61 | 0 |
| 31 Mar 16 | 273 | 32 | 64 | 0 |
| 31 Dec 15 | 254 | 32 | 67 | 0 |
| 30 Sep 15 | 237 | 31 | 60 | 0 |
| 30 Jun 15 | 222 | 31 | 56 | 0 |
Guadagni di qualità: GLOB ha un grande una tantum perdita di $70.9M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st March, 2026.
Margine di profitto in crescita: Gli attuali margini di profitto netti di GLOB (4.5%) sono inferiori rispetto allo scorso anno (6.2%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di GLOB sono cresciuti del 6.5% all'anno negli ultimi 5 anni.
Accelerare la crescita: GLOB ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: GLOB ha avuto una crescita negativa degli utili ( -27.8% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore IT ( 25.7% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 5.1% ) di GLOB è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/26 20:44 |
| Prezzo dell'azione a fine giornata | 2026/05/22 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 guide su come utilizzare i nostri report e 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 34 analisti. 24 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 |