View Financial HealthGlobant 配当と自社株買い配当金 基準チェック /06Globant配当金を支払った記録がありません。主要情報n/a配当利回り2.5%バイバック利回り総株主利回り2.5%将来の配当利回り1.9%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新お知らせ • Oct 02Globant S.A. (NYSE:GLOB) announces an Equity Buyback for $125 million worth of its shares.Globant S.A. (NYSE:GLOB) announces a share repurchase program. Under the program, the company will repurchase up to $125 million worth of its common shares. The company will repurchase $50 million worth of its shares per quarter. The purpose of the program is to deliver enhanced value to shareholder. The repurchases will run through the fourth quarter of 2026.すべての更新を表示Recent updatesお知らせ • May 01Globant S.A. to Report Q1, 2026 Results on May 14, 2026Globant S.A. announced that they will report Q1, 2026 results After-Market on May 14, 2026お知らせ • Apr 26Scott+Scott Attorneys At Law LLP Files Securities Class Action Against Globant S.AScott+Scott Attorneys at Law LLP, an international shareholder and consumer rights litigation firm, has filed a securities class action lawsuit in the United States District Court for the Southern District of New York against Globant S.A., and certain of the Company’s directors and officers, alleging violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934. If you purchased Globant common stock between February 15, 2024 and August 14, 2025, you are encouraged to contact Scott+Scott attorney Mandeep S. Minhas for more information. Globant is a Luxembourg-incorporated international technology services company that provides digital consulting, software development, and IT outsourcing services to multinational corporations across a variety of sectors. According to the complaint filed in the U.S. District Court for the Southern District of New York and captioned Ohio Carpenters’ Pension Fund v. Globant S.A., Case No. 26-cv-3405 (S.D.N.Y.), from February 15, 2024 and August 14, 2025 (the “Class Period”), Globant and certain of the Company’s directors and officers made materially false and misleading statements about Globant’s Latin American operations, including concealing the true state of the Company’s Latin American business. When the market learned the truth over the course of 2025, Globant’s stock suffered a steep decline. If you purchased or otherwise acquired Globant common during the Class Period, and were damaged thereby, you are a member of the “Class” and may be able to seek appointment as lead plaintiff. If you wish to apply to be lead plaintiff, a motion on your behalf must be filed with the U.S. District Court for the Southern District of New York no later than June 23, 2026. The lead plaintiff is a court-appointed representative for absent class members of the Class. You do not need to seek appointment as lead plaintiff to share in any Class recovery in the Class Action. If you are a Class member and there is a recovery for the Class, you can share in that recovery as an absent Class member.Valuation Update With 7 Day Price Move • Apr 25Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$42.12, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the IT industry in the United Kingdom. Total loss to shareholders of 73% over the past three years.お知らせ • Mar 30Globant S.A., Annual General Meeting, Apr 28, 2026Globant S.A., Annual General Meeting, Apr 28, 2026. Location: at 37a, avenue j.f. kennedy, l-1 855, luxembourg, United Statesお知らせ • Feb 27Globant S.A. Provides Earnings Guidance for the First Quarter and Full Year 2026Globant S.A. provided earnings guidance for the first quarter and full year 2026. For the quarter, the company expects revenues to be in the range of $598 million to $604 million, representing a 2.1% to 1.2% year-over-year decline. This outlook includes a positive FX impact of 150 basis points. For the fiscal year, the company expects revenues to be in the range of $2,460 million to $2,510 million, implying 0.2% to 2.2% year-over-year revenue growth. This expected growth includes a positive FX impact of 100 basis points.Reported Earnings • Feb 27Full year 2025 earnings released: EPS: US$2.33 (vs US$3.82 in FY 2024)Full year 2025 results: EPS: US$2.33 (down from US$3.82 in FY 2024). Revenue: US$2.45b (up 1.6% from FY 2024). Net income: US$102.9m (down 38% from FY 2024). Profit margin: 4.2% (down from 6.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 35% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$42.40, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the IT industry in the United Kingdom. Total loss to shareholders of 74% over the past three years.お知らせ • Feb 13Globant S.A. to Report Q4, 2025 Results on Feb 26, 2026Globant S.A. announced that they will report Q4, 2025 results After-Market on Feb 26, 2026Valuation Update With 7 Day Price Move • Feb 03Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$56.73, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 20x in the IT industry in the United Kingdom. Total loss to shareholders of 66% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$95.71 per share.Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: US$0.74 (vs US$1.00 in 3Q 2024)Third quarter 2025 results: EPS: US$0.74 (down from US$1.00 in 3Q 2024). Revenue: US$617.1m (flat on 3Q 2024). Net income: US$33.1m (down 24% from 3Q 2024). Profit margin: 5.4% (down from 7.1% in 3Q 2024). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 14Globant S.A. Provides Earnings Guidance for the Fourth Quarter and the Full Year of 2025Globant S.A. provided earnings guidance for the fourth quarter and the full year of 2025. Fourth Quarter 2025 Revenues are estimated to be at least $605.0 million, or negative 5.8% year-over-year growth. This expected growth includes a positive FX impact of 150 basis points. Fiscal year 2025 Revenues are estimated to be at least $2,447.4 million, implying at least 1.3% year-over-year revenue growth. This expected growth includes a positive FX impact of 30 basis points.お知らせ • Oct 31Globant S.A. to Report Q3, 2025 Results on Nov 13, 2025Globant S.A. announced that they will report Q3, 2025 results After-Market on Nov 13, 2025お知らせ • Oct 29YPF and Globant Advance A Major Project to Transform and Optimize the Supply Chain with AI SolutionsYPF and Globant announced their launch of Digital Suppl.AI, an agentic AI-based transformation platform designed to modernize the supply chain of Argentina's leading energy company. The platform features eight agentic solutions aimed at optimizing strategic and highly manual processes. In this first phase, developments will focus on procurement and inventory management, two key areas for business competitiveness. The project is being executed under Globant's new engineering subscription model, AI Pods. These AI Pods combine artificial intelligence agents supervised by Globant experts, who will develop 46 specialized agents focused on specific activities. The AI Pods will increase productivity and speed in platform development while enabling the integration and orchestration of purchasing, inventory, contract, and supplier management processes. Through a design rooted in automation, vast data utilization, and natural language interaction, the platform provides personalized user experiences, simplifying operations and improving decision-making. Digital Suppl.AI goes beyond simple automation -- it can learn and evolve with every interaction, ensuring operations are executed faster, more efficiently, and in alignment with company policies. What once required manual processes can now be completed through fluid chat interactions with agents; scattered operational tasks are managed via contextual and assisted automation; fragmented data becomes end-to-end traceability in purchasing and contracting; and reactive decisions are replaced by real-time strategic recommendations. These agentic solutions will shorten process cycles, optimize costs, and boost productivity, allowing people to focus on higher-value initiatives. Through its Energy AI Studio, Globant has been deeply involved in the design and development of the Digital Suppl.AI platform and in the challenge of integrating data across YPF's entire structure and value chain. The project also includes comprehensive consulting services for developing a value management strategy focused on Supply Chain and cultural change management, ensuring that technological innovation translates into sustainable results and genuine organizational transformation. This partnership with Globant as a technology ally strengthens YPF's 4x4 Plan, aimed at improving efficiency across all operations to position the company as a globally competitive energy player and support Argentina's goal of surpassing USD 30 billion in exports by 2031.お知らせ • Oct 02Globant S.A. (NYSE:GLOB) announces an Equity Buyback for $125 million worth of its shares.Globant S.A. (NYSE:GLOB) announces a share repurchase program. Under the program, the company will repurchase up to $125 million worth of its common shares. The company will repurchase $50 million worth of its shares per quarter. The purpose of the program is to deliver enhanced value to shareholder. The repurchases will run through the fourth quarter of 2026.Reported Earnings • Aug 15Second quarter 2025 earnings released: US$0.054 loss per share (vs US$0.89 profit in 2Q 2024)Second quarter 2025 results: US$0.054 loss per share (down from US$0.89 profit in 2Q 2024). Revenue: US$614.2m (up 4.5% from 2Q 2024). Net loss: US$2.38m (down 106% from profit in 2Q 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.お知らせ • Aug 15Globant S.A. Provides Earnings Guidance for the Third Quarter and the Full Year of 2025Globant S.A. provided earnings guidance for the third quarter and the full year of 2025. For the quarter, Revenues are estimated to be at least $615.0 million, or 0.1% year-over-year growth. This expected growth includes a positive FX impact of 50 basis points. For the year, Revenues are estimated to be at least $2,445.0 million, implying at least 1.2% year-over-year revenue growth. This expected growth includes a positive FX impact of 25 basis points.お知らせ • Aug 01+ 1 more updateGlobant Enterprise AI Powers Next Wave of Business AI , Incorporating Mcp and Enabling Interoperability Via A2AGlobant announced a major upgrade to its proprietary AI platform, Globant Enterprise AI (GEAI), which now supports both Model Context Protocol (MCP) and Agent2Agent (A2A) Protocol. This update increases the platform's interoperability, enabling the seamless integration of agents and tools defined in other frameworks and helping Globant continue to accelerate secure, scalable, and collaborative AI development for global organizations. This release marks a strategic evolution of GEAI into a fully interoperable ecosystem, bridging previously siloed frameworks and enabling enterprises to build, deploy, and manage AI agents across heterogeneous platforms. MCP allows GEAI agents to interact with the best available enterprise tools and applications globally, while A2A interoperability allows these agents to autonomously interact with Salesforce's Agentforce, Azure Foundry, Amazon Bedrock, Vertex AI from Google Cloud Platform, and many others. This major update not only expands Globant Enterprise AI's core capabilities, but also positions Globant at the forefront of next-generation enterprise AI infrastructure, offering new levels of automation and integration with real-time web search, intelligent data scraping, and access to cutting-edge AI models, including OpenAIo3-pro, Anthropic Claude 4, xAI Grok 4, Google Imagen 4, and all the Azure AI Foundry models. Globant Enterprise AI is already making a significant impact across various industries. Organizations using the platform have reported an impressive 80% reduction in legacy system modernization times, allowing them to rapidly adapt to evolving market demands. In software development, companies have achieved a remarkable 50% reduction in costs, enhancing their operational efficiency. These metrics demonstrate how GEAI is driving transformative results and fostering innovation in today's fast-paced business landscape.お知らせ • Jun 05Globant Reimagines Traditional IT Services with AI Pods, the First Subscription Model for AI-Powered EngineeringGlobant unveils a new model to radically disrupt traditional IT services with AI. The company is introducing AI Pods, the first subscription model for AI-powered services like engineering, product definition, design, and testing at scale. AI Pods offer access to agentic AI orchestrated and supervised by Globant experts to ensure strategic alignment, quality, and traceability. They deliver smarter, scalable solutions, with faster time to market and lower costs. Clients can subscribe monthly to an AI Pod, and each subscription includes a token-based metered capacity, similar to how some LLMs structure usage. AI Pods are powered by Globant Enterprise AI (GEAI), Globant's advanced AI accelerator platform. GEAI is AI-model agnostic and offers a full spectrum of agents for designing, building, deploying, and orchestrating besoke agentic AI. These intelligent, agentic workflows drive end-to-end business transformation at scale. Today's agent lineup includes Globant CODA, which accelerates the entire software development lifecycle with automated code generation, testing, and deployment.New Risk • May 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • May 17Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 56% to US$98.68. The fair value is estimated to be US$133, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 8.0%. For the next 3 years, revenue is forecast to grow by 9.9% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.お知らせ • May 16Globant S.A. Provides Earnings Guidance for the Second Quarter and Full Year of 2025Globant S.A. provided earnings guidance for the second quarter and full year of 2025. For the second quarter, the company Revenues are estimated to be at least $612.0 million, or 4.2% year-over-year growth. This expected growth includes a neutral FX impact. For the year, the company Revenues are estimated to be at least $2,464.0 million, implying at least 2.0% year-over-year revenue growth. This expected growth includes a neutral FX impact.Reported Earnings • May 16First quarter 2025 earnings released: EPS: US$0.69 (vs US$1.05 in 1Q 2024)First quarter 2025 results: EPS: US$0.69 (down from US$1.05 in 1Q 2024). Revenue: US$611.1m (up 7.0% from 1Q 2024). Net income: US$30.6m (down 32% from 1Q 2024). Profit margin: 5.0% (down from 7.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$138, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 23x in the IT industry in the United Kingdom. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$98.25 per share.お知らせ • May 02Globant S.A. to Report Q1, 2025 Results on May 15, 2025Globant S.A. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 15, 2025Buy Or Sell Opportunity • Apr 25Now 21% overvaluedOver the last 90 days, the stock has fallen 42% to US$119. The fair value is estimated to be US$98.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$107, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the IT industry in the United Kingdom. Total loss to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$90.46 per share.お知らせ • Mar 31Globant S.A., Annual General Meeting, Apr 30, 2025Globant S.A., Annual General Meeting, Apr 30, 2025. Location: 37a, avenue j.f. kennedy, l-1 855, luxembourg, United StatesValuation Update With 7 Day Price Move • Feb 27Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to US$159, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 22x in the IT industry in the United Kingdom. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$111 per share.New Risk • Feb 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 21Full year 2024 earnings released: EPS: US$3.82 (vs US$3.72 in FY 2023)Full year 2024 results: EPS: US$3.82 (up from US$3.72 in FY 2023). Revenue: US$2.42b (up 15% from FY 2023). Net income: US$165.7m (up 4.5% from FY 2023). Profit margin: 6.9% (down from 7.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Feb 21Globant S.A. Provides Earnings Guidance for the First Quarter and Full Year 2025Globant S.A. provided earnings guidance for the first quarter and full year 2025. First quarter 2025 Revenues are estimated to be in the range of $618.0 million to $628.0 million, or 8.2% to 10.0% year-over-year growth. This expected growth includes a negative FX impact of 2.0% points. Fiscal year 2025 Revenues are estimated to be in the range of $2,635.0 million to $2,705.0 million, implying 9.1% to 12.0% year-over-year revenue growth. This expected growth includes a negative FX impact of 1.5 percentage points.お知らせ • Feb 14Globant S.A. to Report Q4, 2024 Results on Feb 20, 2025Globant S.A. announced that they will report Q4, 2024 results After-Market on Feb 20, 2025Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$233, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 25x in the IT industry in the United Kingdom. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$162 per share.Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: US$1.00 (vs US$1.01 in 3Q 2023)Third quarter 2024 results: EPS: US$1.00. Revenue: US$614.7m (up 13% from 3Q 2023). Net income: US$43.6m (up 1.4% from 3Q 2023). Profit margin: 7.1% (down from 7.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the IT industry in the United Kingdom.お知らせ • Nov 15Globant S.A. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2024Globant S.A. provided earnings guidance for the fourth quarter and full year of 2024. Fourth quarter 2024 revenues are estimated to be in the range of $642.0 million to $648.0 million, or 10.6% to 11.6% year-over-year growth. Fiscal year 2024 revenues are estimated to be in the range of $2,415.0 million to $2,421.0 million, implying a 15.2% to 15.5% year-over-year revenue growth.お知らせ • Nov 08Globant S.A. to Report Q3, 2024 Results on Nov 14, 2024Globant S.A. announced that they will report Q3, 2024 results After-Market on Nov 14, 2024お知らせ • Oct 04Globant S.A. (NYSE:GLOB) acquired Exusia, Inc.Globant S.A. (NYSE:GLOB) acquired Exusia, Inc. on September 26, 2024. Trevor Silver, Founder of Exusia, his management team, and all of Exusia's team members will remain with Globant. Globant S.A. (NYSE:GLOB) completed the acquisition of Exusia, Inc. on September 26, 2024.Buy Or Sell Opportunity • Oct 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to US$199. The fair value is estimated to be US$165, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: US$0.89 (vs US$0.87 in 2Q 2023)Second quarter 2024 results: EPS: US$0.89 (up from US$0.87 in 2Q 2023). Revenue: US$587.5m (up 18% from 2Q 2023). Net income: US$38.7m (up 4.5% from 2Q 2023). Profit margin: 6.6% (down from 7.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Aug 16Globant S.A. Provides Earnings Guidance for the Third Quarter and Full Year of 2024Globant S.A. provided earnings guidance for the third quarter and full year of 2024. Third quarter 2024 Revenues are estimated to be in the range of $611.0 million to $617.0 million, or 12.1% to 13.2% year-over-year growth. Fiscal year 2024 Revenues are estimated to be in the range of $2,407.0 million to $2,421.0 million, implying a 14.8% to 15.5% year-over-year revenue growth.お知らせ • Aug 09Globant S.A. to Report Q2, 2024 Results on Aug 15, 2024Globant S.A. announced that they will report Q2, 2024 results After-Market on Aug 15, 2024お知らせ • Jun 28Globant Augments Software Development Life Cycle with its New AI AgentsGlobant announced the integration of its proprietary AI Agents to the software development life cycle (SDLC) to enhance its core development capabilities. Supervised by humans, these AI Agents are designed to enhance Globant's solutions and keep supporting various industries in accelerating their AI adoption. Combined with Globant X's already existing AI products such as Augoor, MagnifAI, Navigate, GeneXus Next, and GeneXus Enterprise AI, the new AI Agents co-create more efficient development cycles by autonomously performing tasks. Globant's teams will leverage new AI Agents throughout the full cycle with the following initial set of Agents: Product Definition AI Agent: Takes multiple inputs to break down the user stories that the development team needs to build a product. Backend Prototyping AI Agent: Enables users, regardless of their technical knowledge, to create the backend of a business application in record time. Application Design AI Agent: Brings your vision to life from a simple text input, accelerating the design process and simplifying teamwork. Code Tester AI Agent: Helps companies deliver high-quality software, faster, by developing comprehensive test plans and executing those tests. Code Fixer AI Agent: Fixes issues based on contextual understanding of the existing codebase and the reported bug.お知らせ • Jun 13Globant S.A. Appoints Alejandro Nicolás Aguzin as Member of the Audit Committee and the Compensation CommitteeGlobant S.A. announced the appointment of Mr. Alejandro Nicolás Aguzin to serve as member of the Audit Committee and the Compensation Committee. As a result of the foregoing board resolution, the compositions of the Company’s board committees are as follows: Audit Committee: Mrs. Maria Pinelli, Mrs. Linda Rottenberg and Mr. Alejandro Nicolás Aguzin. Compensation Committee: Mr. Francisco Alvarez Demalde, Mr. Andrew McLaughlin and Mr. Alejandro Nicolás Aguzin. Corporate Governance and Nominating Committee: Ms. Andrea Mayumi Petroni Merhy, Mr. Francisco Alvarez Demalde and Mr. Andrew McLaughlin.Reported Earnings • May 17First quarter 2024 earnings released: EPS: US$1.05 (vs US$0.86 in 1Q 2023)First quarter 2024 results: EPS: US$1.05 (up from US$0.86 in 1Q 2023). Revenue: US$571.1m (up 21% from 1Q 2023). Net income: US$45.1m (up 24% from 1Q 2023). Profit margin: 7.9% (up from 7.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • May 17Globant S.A. Provides Earnings Guidance for the Second Quarter and Fiscal Year 2024Globant S.A. provided earnings guidance for the second quarter and fiscal year 2024. For the second quarter, the company projects $585 million to $589 million in revenue, implying an 18% year-over-year increase at the midpoint of the range. For the fiscal year, the company estimates revenue to be between $2.405 billion and $2.440 billion, implying a 15.6% year-over-year increase at the midpoint of the range.お知らせ • May 16Globant Launches Robotics Studio to Offer the Best Solutions for Autonomous Machine SystemsGlobant S.A. announced the launch of its Robotics Studio. The solutions offered by the new Robotics Studio include: RobOps: Empowering solutions for the command of a fleet of robots to anticipate and mitigate potential issues that could result in costly downtime or delays, and specialized teams supporting the integration and optimization of isolated robotic systems as part of an organization. Robotics Prototyping: Teams of specialists with expertise in various industries, such as logistics, hospitality, and healthcare, working on the development of transformative experiences for autonomous robots and systems. Autonomous Machines: Infusing insights from various industries into autonomous robotic systems powered by advanced computer vision and telemetry. Globant's teams enhance operations with extensive expertise in software and firmware development, creating a comprehensive, end-to-end experience.お知らせ • May 12Globant S.A. to Report Q1, 2024 Results on May 16, 2024Globant S.A. announced that they will report Q1, 2024 results After-Market on May 16, 2024Buy Or Sell Opportunity • Apr 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to US$180. The fair value is estimated to be US$225, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.Buy Or Sell Opportunity • Apr 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to US$182. The fair value is estimated to be US$229, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.お知らせ • Apr 10Globant S.A., Annual General Meeting, May 10, 2024Globant S.A., Annual General Meeting, May 10, 2024, at 16:00 Central European Standard Time. Location: Globant S.A., 37A, Avenue J.F. Kennedy, L-1855 Luxembourg Agenda: To consider presentation of the reports of the independent auditor and of the reports of the Board of Directors of the Company on the consolidated accounts for the financial year ended on December 31, 2023 and on the annual accounts of the Company for the financial year ended on December 31, 2023; to consider approval of the consolidated accounts of the Company prepared under EU IFRS and IFRS as of and for the financial year ended December 31, 2023; to consider approval of the Company’s annual accounts under LUX GAAP as of and for the financial year ended December 31, 2023; to consider allocation of results for the financial year ended December 31, 2023; and to consider other matters.New Risk • Apr 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.お知らせ • Mar 23Globant S.A. Presents "Taste ID": the New Ad by GUT Pokes Fun At Legacy Tech IndustryGlobant S.A. launched its new commercial 'Taste ID.' The film is the latest installment in Globant's "Stuck in Consultancy" saga, created by the global agency GUT, which was recently incorporated into the Globant family. In the new commercial, Globant tackles a common notion head-on: The perception that IT organizations often get about real users and businesses when thinking about developments for their customers. With an apparent and rigorous twist, the film depicts a tech company presenting its latest innovation: 'Taste ID,' a technology that makes the dubious claim of being able to identify what a person wants to eat based on them licking their cell phone screen. As the presenters demo this unappetizing tech offering to a group of incredibleulous executives, the film declares, "Enough with nonsense tech," while delivering a strong brand statement about the need to apply technology to real business transformations. Globant, with over 20 years of expertise, is a pioneer in crafting bold digital solutions that seamlessly blend technology with delightful user experiences. While many brands may have worked with numerous IT partners over the years, what sets Globant apart from its competitors is its unwavering commitment to placing the final consumers of its clients at the forefront. Their digital solutions are tailored to meet clients' needs and help them reinvent their businesses in ways that resonate with their target audience.お知らせ • Feb 16Globant S.A. Provides Earnings Guidance for the First Quarter and Fiscal Year 2024Globant S.A. provided earnings guidance for the first quarter and fiscal year 2024. For the first quarter, the company expects revenue to be at least $570.0 million, or 20.7% year-over-year growth.For the fiscal year, the company expects revenue to be at least $2,435.0 million, implying at least 16.2% year-over-year revenue growth.Reported Earnings • Feb 16Full year 2023 earnings released: EPS: US$3.72 (vs US$3.55 in FY 2022)Full year 2023 results: EPS: US$3.72 (up from US$3.55 in FY 2022). Revenue: US$2.10b (up 18% from FY 2022). Net income: US$158.5m (up 6.5% from FY 2022). Profit margin: 7.6% (down from 8.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 09Globant S.A. to Report Q4, 2023 Results on Feb 15, 2024Globant S.A. announced that they will report Q4, 2023 results After-Market on Feb 15, 2024Buy Or Sell Opportunity • Jan 31Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 44% to US$242. The fair value is estimated to be US$202, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.Reported Earnings • Nov 18Third quarter 2023 earnings released: EPS: US$1.01 (vs US$0.86 in 3Q 2022)Third quarter 2023 results: EPS: US$1.01 (up from US$0.86 in 3Q 2022). Revenue: US$545.3m (up 19% from 3Q 2022). Net income: US$43.0m (up 20% from 3Q 2022). Profit margin: 7.9% (up from 7.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the IT industry in the United Kingdom.お知らせ • Nov 17Globant S.A. Provides Earnings Guidance for the Fourth Quarter and Full Fiscal Year 2023Globant S.A. provided earnings guidance for the fourth quarter and full fiscal year 2023. For the quarter, the company expects revenues to be at least $579.0 million, or 18.0% year-over-year growth.For the full fiscal year, the company expects revenues to be at least $2,094.0 million, implying at least 17.6% year-over-year revenue growth.お知らせ • Nov 10Globant S.A. to Report Q3, 2023 Results on Nov 16, 2023Globant S.A. announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Nov 16, 2023お知らせ • Sep 08Globant S.A. Announces Executive Changes, Effective as of September 30, 2023On September 6, 2023, Mr. Richard Haythornthwaite, notified Globant S.A. of his decision to resign as a director of the Company, effective as of September 30, 2023. Haythornthwaite’s resignation was not the result of any disagreement with the Company on any matter relating to its operations, policies or practices. The Company plans to appoint Ms. Linda Rottenberg to serve as a member of the Audit Committee in order to fill the vacancy on the Audit Committee that will result from Mr. Haythornthwaite’s resignation.Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$192, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 25x in the IT industry in the United Kingdom. Total loss to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$189 per share.お知らせ • Aug 18Globant S.A. Provides Earnings Guidance for the Third Quarter and Fiscal Year of 2023Globant S.A. provided earnings guidance for the third quarter and fiscal year of 2023. For the third quarter of 2023, revenues are estimated to be at least $545.0 million, or 18.8% year-over-year growth.For the fiscal year 2023, revenues are estimated to be at least $2,094.0 million, implying at least 17.6% year-over-year revenue growth.Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: US$0.87 (vs US$0.89 in 2Q 2022)Second quarter 2023 results: EPS: US$0.87 (down from US$0.89 in 2Q 2022). Revenue: US$497.5m (up 16% from 2Q 2022). Net income: US$37.0m (flat on 2Q 2022). Profit margin: 7.4% (down from 8.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the IT industry in the United Kingdom.お知らせ • Aug 12Globant Launches Microsoft Studio for Businesses to Embrace the Cloud and AI RevolutionGlobant announced the launch of a dedicated Microsoft Studio. This initiative aims to enhance the value of Globant's client investments through its extensive knowledge and experience in the Microsoft ecosystem. Globant continues to drive innovation and offer services that have the latest technologies, such as AI and cloud computing, at its core. The new Studio will consolidate Globant's expertise and insights with Microsoft's capabilities and solutions, resulting in an unparalleled offering combining technology and innovation proficiency. The full Microsoft Studio suite of capabilities includes: Cloud Strategy and Economics - Enables the development and implementation of cloud adoption and transformation strategy, optimizing cloud costs with a focus on business objectives; Azure Data and AI - Advantage data-driven insights and make data-driven business decisions to develop better business strategies delivering immediate and long-term impact; Migration And Modernization - Leverage the latest methodologies & tools to transition the existing IT infrastructure, applications & database to a more advanced technology environment; Enterprise Services - Power a suite of intelligent business applications, such as Dynamics 365 and Power Platform, to streamline all aspects of business operations, achieving greater efficiency and delivering exceptional customer experiences; Managed Services - Outsource your operations & responsibilities to Azure-certified subject matter experts who can monitor, manage, and maintain your IT infrastructure and systems.お知らせ • Aug 11Globant S.A. to Report Q2, 2023 Results on Aug 17, 2023Globant S.A. announced that they will report Q2, 2023 results After-Market on Aug 17, 2023Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$178, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 26x in the IT industry in the United Kingdom. Total returns to shareholders of 72% over the past three years.Reported Earnings • May 19First quarter 2023 earnings released: EPS: US$0.86 (vs US$0.88 in 1Q 2022)First quarter 2023 results: EPS: US$0.86 (down from US$0.88 in 1Q 2022). Revenue: US$472.4m (up 18% from 1Q 2022). Net income: US$36.4m (flat on 1Q 2022). Profit margin: 7.7% (down from 9.1% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • May 19Globant S.A. Provides Earnings Guidance for the Second Quarter and Full Year 2023Globant S.A. provided earnings guidance for the second quarter and full year 2023. For the quarter, the company's revenues are estimated to be at least $496.0 million, or 15.5% year-over-year growth.For the year, the company's revenues are estimated to be at least $2,074.0 million, implying at least 16.5% year-over-year revenue growth. This expected growth includes a neutral FX outlook.お知らせ • May 12+ 1 more updateGlobant S.A. to Report Q1, 2023 Results on May 18, 2023Globant S.A. announced that they will report Q1, 2023 results After-Market on May 18, 2023お知らせ • Feb 18Globant S.A. Provides Earnings Guidance for the First Quarter and Year 2023Globant S.A. provided earnings guidance for the first quarter and year 2023. For the first quarter 2023, revenues are estimated to be at least $470.0 million, or 17.1% year-over-year growth.For the fiscal year 2023, revenues are estimated to be at least $2,065 million, implying at least 16.0% year-over-year revenue growth. This expected growth includes a neutral FX outlook.Reported Earnings • Feb 18Full year 2022 earnings released: EPS: US$3.55 (vs US$2.35 in FY 2021)Full year 2022 results: EPS: US$3.55 (up from US$2.35 in FY 2021). Revenue: US$1.78b (up 37% from FY 2021). Net income: US$148.9m (up 55% from FY 2021). Profit margin: 8.4% (up from 7.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 10+ 1 more updateGlobant Unveils Cutting-Edge AI Assistant to Build Digital Products from Written NotesGlobant has announced a major update to its AI-powered Low Code platform, GeneXus. Through the combination of deterministic symbolic AI with LLM (Large Language Model) technology, GeneXus Next can now create and maintain unprecedented enterprise software solutions in record time. With the integration of LLM and AI, GeneXus is at the forefront of a rapidly evolving Low Code revolution, where sensory layers (text, video, audio, images), AI middleware, and performance layers come together to create frictionless experiences guided by users. The new AI Assistant feature represents a significant step forward in the field. HOW AI ASSISTANT, GENEXUS NEXT, WORKS The software creation process involves many different profiles of professionals, each using their own programming languages, and unique interactions: from designers, to developers, to testers. GeneXus steps into the process with its AI assistant by providing a common layer to bridge the understanding gap. GeneXus Next now allows the use of natural language, as common input for each of the profiles. In essence, user can use natural language requirements to create complex business workflows or for data modeling, use sketched images to generate fully interactive UIs or use audio instructions to evolve the system functionality.お知らせ • Jan 31Globant Announces the Launch of Its Sports Reinvention StudioGlobant announced the launch of its Sports Reinvention Studio, which will apply cutting-edge, emerging technologies to create a fan experience for clients that reaches previously unseen levels of engagement and immersivity. This new Studio will provide six different and unique services according to each client's needs: Fantasy and E-Sports: Helps leagues turn spectators into participants using cutting-edge participatory technology. Fan Engagement: Utilizes technology to generate new conversations between fans and organizations and maximize loyalty with new and existing fans by leveraging zero-party data to generate hyper-personal interactions. Sponsorship acceleration: Utilizing cutting-edge digital tools, Globant empowers costumers partners to maximize the return on investment of sponsorship deals and ensure repeat business. Media/OTT: Empower content through AI and stream it to fans wherever they are. Next-Gen Venues: Utilize augmented reality, interactive seating, sustainability, image recognition, edge computing, and more to ensure smart stadiums will not only extend the physical experience of sports but reinvent it. Augmented Strategies: Uses the latest technologies to improve training and athlete performance. The Sports Reinvention Studio will be part of Globant'sIndustry Reinvention Studios portfolio, which leverages deep industry experience and expertise to disrupt categories, reinvent businesses, and unlock explosive growth across industries. Reinvention Studios in its portfolio include Gaming, Health Care & Life Sciences, Retail, and Media & Entertainment, among others.お知らせ • Jan 11Globant S.A. (NYSE:GLOB) acquired Vertic A/S.Globant S.A. (NYSE:GLOB) acquired Vertic A/S on January 10, 2023. Vertic's CEO and teams will remain at Globant to continue executing their strategic plans while ensuring an excellent service to their existing clients. Globant S.A. (NYSE:GLOB) completed the acquisition of Vertic A/S on January 10, 2023.Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: US$0.86 (vs US$0.61 in 3Q 2021)Third quarter 2022 results: EPS: US$0.86 (up from US$0.61 in 3Q 2021). Revenue: US$458.9m (up 34% from 3Q 2021). Net income: US$36.0m (up 41% from 3Q 2021). Profit margin: 7.8% (up from 7.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in the United Kingdom.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of the Advisory Board Jennifer Oleksiwis was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$186, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 22x in the IT industry in the United Kingdom. Total loss to shareholders of 42% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$193 per share.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to US$160, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 22x in the IT industry in the United Kingdom. Total returns to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$187 per share.Reported Earnings • Aug 20Second quarter 2022 earnings released: EPS: US$0.89 (vs US$0.49 in 2Q 2021)Second quarter 2022 results: EPS: US$0.89 (up from US$0.49 in 2Q 2021). Revenue: US$429.3m (up 41% from 2Q 2021). Net income: US$37.1m (up 86% from 2Q 2021). Profit margin: 8.6% (up from 6.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 29%, compared to a 17% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 28% per year.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 15% share price gain to US$197, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 26x in the IT industry in the United Kingdom. Total returns to shareholders of 81% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$216 per share.Buying Opportunity • Jul 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be US$225, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 66% in 2 years. Earnings is forecast to grow by 115% in the next 2 years.Reported Earnings • May 21First quarter 2022 earnings released: EPS: US$0.88 (vs US$0.54 in 1Q 2021)First quarter 2022 results: EPS: US$0.88 (up from US$0.54 in 1Q 2021). Revenue: US$401.4m (up 49% from 1Q 2021). Net income: US$36.6m (up 69% from 1Q 2021). Profit margin: 9.1% (up from 8.0% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 32%, compared to a 16% growth forecast for the industry in the United Kingdom.Board Change • May 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of the Advisory Board Jennifer Oleksiwis was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Mar 29High number of new directorsMember of the Advisory Board Jennifer Oleksiwis was the last director to join the board, commencing their role in 2021.Reported Earnings • Feb 18Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$2.35 (up from US$1.41 in FY 2020). Revenue: US$1.30b (up 59% from FY 2020). Net income: US$96.1m (up 77% from FY 2020). Profit margin: 7.4% (up from 6.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 27%, compared to a 18% growth forecast for the industry in the United Kingdom.Board Change • Jan 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of the Advisory Board Jennifer Oleksiwis was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 19Third quarter 2021 earnings released: EPS US$0.61 (vs US$0.31 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$341.8m (up 65% from 3Q 2020). Net income: US$25.5m (up 107% from 3Q 2020). Profit margin: 7.5% (up from 6.0% in 3Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS US$0.49 (vs US$0.27 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$305.3m (up 67% from 2Q 2020). Net income: US$19.9m (up 99% from 2Q 2020). Profit margin: 6.5% (up from 5.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 27Globant S.A. has completed a Follow-on Equity Offering in the amount of $256.8 million.Globant S.A. has completed a Follow-on Equity Offering in the amount of $256.8 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 1,200,000 Price\Range: $214 Discount Per Security: $6.206Reported Earnings • May 15First quarter 2021 earnings released: EPS US$0.54 (vs US$0.36 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$270.2m (up 41% from 1Q 2020). Net income: US$21.7m (up 65% from 1Q 2020). Profit margin: 8.0% (up from 6.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.決済の安定と成長配当データの取得安定した配当: 0RIXの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: 0RIXの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Globant 配当利回り対市場0RIX 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (0RIX)n/a市場下位25% (GB)2.2%市場トップ25% (GB)5.7%業界平均 (IT)2.7%アナリスト予想 (0RIX) (最長3年)1.9%注目すべき配当: 0RIXは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: 0RIXは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: 0RIXの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: 0RIXが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YGB 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/06 20:17終値2026/05/06 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Globant S.A. 24 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34 アナリスト機関Jason KupferbergBofA Global ResearchTyler DuPontBofA Global ResearchDaniel FederleBradesco S.A. Corretora de Títulos e Valores Mobiliários31 その他のアナリストを表示
お知らせ • Oct 02Globant S.A. (NYSE:GLOB) announces an Equity Buyback for $125 million worth of its shares.Globant S.A. (NYSE:GLOB) announces a share repurchase program. Under the program, the company will repurchase up to $125 million worth of its common shares. The company will repurchase $50 million worth of its shares per quarter. The purpose of the program is to deliver enhanced value to shareholder. The repurchases will run through the fourth quarter of 2026.
お知らせ • May 01Globant S.A. to Report Q1, 2026 Results on May 14, 2026Globant S.A. announced that they will report Q1, 2026 results After-Market on May 14, 2026
お知らせ • Apr 26Scott+Scott Attorneys At Law LLP Files Securities Class Action Against Globant S.AScott+Scott Attorneys at Law LLP, an international shareholder and consumer rights litigation firm, has filed a securities class action lawsuit in the United States District Court for the Southern District of New York against Globant S.A., and certain of the Company’s directors and officers, alleging violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934. If you purchased Globant common stock between February 15, 2024 and August 14, 2025, you are encouraged to contact Scott+Scott attorney Mandeep S. Minhas for more information. Globant is a Luxembourg-incorporated international technology services company that provides digital consulting, software development, and IT outsourcing services to multinational corporations across a variety of sectors. According to the complaint filed in the U.S. District Court for the Southern District of New York and captioned Ohio Carpenters’ Pension Fund v. Globant S.A., Case No. 26-cv-3405 (S.D.N.Y.), from February 15, 2024 and August 14, 2025 (the “Class Period”), Globant and certain of the Company’s directors and officers made materially false and misleading statements about Globant’s Latin American operations, including concealing the true state of the Company’s Latin American business. When the market learned the truth over the course of 2025, Globant’s stock suffered a steep decline. If you purchased or otherwise acquired Globant common during the Class Period, and were damaged thereby, you are a member of the “Class” and may be able to seek appointment as lead plaintiff. If you wish to apply to be lead plaintiff, a motion on your behalf must be filed with the U.S. District Court for the Southern District of New York no later than June 23, 2026. The lead plaintiff is a court-appointed representative for absent class members of the Class. You do not need to seek appointment as lead plaintiff to share in any Class recovery in the Class Action. If you are a Class member and there is a recovery for the Class, you can share in that recovery as an absent Class member.
Valuation Update With 7 Day Price Move • Apr 25Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$42.12, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the IT industry in the United Kingdom. Total loss to shareholders of 73% over the past three years.
お知らせ • Mar 30Globant S.A., Annual General Meeting, Apr 28, 2026Globant S.A., Annual General Meeting, Apr 28, 2026. Location: at 37a, avenue j.f. kennedy, l-1 855, luxembourg, United States
お知らせ • Feb 27Globant S.A. Provides Earnings Guidance for the First Quarter and Full Year 2026Globant S.A. provided earnings guidance for the first quarter and full year 2026. For the quarter, the company expects revenues to be in the range of $598 million to $604 million, representing a 2.1% to 1.2% year-over-year decline. This outlook includes a positive FX impact of 150 basis points. For the fiscal year, the company expects revenues to be in the range of $2,460 million to $2,510 million, implying 0.2% to 2.2% year-over-year revenue growth. This expected growth includes a positive FX impact of 100 basis points.
Reported Earnings • Feb 27Full year 2025 earnings released: EPS: US$2.33 (vs US$3.82 in FY 2024)Full year 2025 results: EPS: US$2.33 (down from US$3.82 in FY 2024). Revenue: US$2.45b (up 1.6% from FY 2024). Net income: US$102.9m (down 38% from FY 2024). Profit margin: 4.2% (down from 6.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 35% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Feb 23Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$42.40, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the IT industry in the United Kingdom. Total loss to shareholders of 74% over the past three years.
お知らせ • Feb 13Globant S.A. to Report Q4, 2025 Results on Feb 26, 2026Globant S.A. announced that they will report Q4, 2025 results After-Market on Feb 26, 2026
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$56.73, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 20x in the IT industry in the United Kingdom. Total loss to shareholders of 66% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$95.71 per share.
Reported Earnings • Nov 14Third quarter 2025 earnings released: EPS: US$0.74 (vs US$1.00 in 3Q 2024)Third quarter 2025 results: EPS: US$0.74 (down from US$1.00 in 3Q 2024). Revenue: US$617.1m (flat on 3Q 2024). Net income: US$33.1m (down 24% from 3Q 2024). Profit margin: 5.4% (down from 7.1% in 3Q 2024). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 14Globant S.A. Provides Earnings Guidance for the Fourth Quarter and the Full Year of 2025Globant S.A. provided earnings guidance for the fourth quarter and the full year of 2025. Fourth Quarter 2025 Revenues are estimated to be at least $605.0 million, or negative 5.8% year-over-year growth. This expected growth includes a positive FX impact of 150 basis points. Fiscal year 2025 Revenues are estimated to be at least $2,447.4 million, implying at least 1.3% year-over-year revenue growth. This expected growth includes a positive FX impact of 30 basis points.
お知らせ • Oct 31Globant S.A. to Report Q3, 2025 Results on Nov 13, 2025Globant S.A. announced that they will report Q3, 2025 results After-Market on Nov 13, 2025
お知らせ • Oct 29YPF and Globant Advance A Major Project to Transform and Optimize the Supply Chain with AI SolutionsYPF and Globant announced their launch of Digital Suppl.AI, an agentic AI-based transformation platform designed to modernize the supply chain of Argentina's leading energy company. The platform features eight agentic solutions aimed at optimizing strategic and highly manual processes. In this first phase, developments will focus on procurement and inventory management, two key areas for business competitiveness. The project is being executed under Globant's new engineering subscription model, AI Pods. These AI Pods combine artificial intelligence agents supervised by Globant experts, who will develop 46 specialized agents focused on specific activities. The AI Pods will increase productivity and speed in platform development while enabling the integration and orchestration of purchasing, inventory, contract, and supplier management processes. Through a design rooted in automation, vast data utilization, and natural language interaction, the platform provides personalized user experiences, simplifying operations and improving decision-making. Digital Suppl.AI goes beyond simple automation -- it can learn and evolve with every interaction, ensuring operations are executed faster, more efficiently, and in alignment with company policies. What once required manual processes can now be completed through fluid chat interactions with agents; scattered operational tasks are managed via contextual and assisted automation; fragmented data becomes end-to-end traceability in purchasing and contracting; and reactive decisions are replaced by real-time strategic recommendations. These agentic solutions will shorten process cycles, optimize costs, and boost productivity, allowing people to focus on higher-value initiatives. Through its Energy AI Studio, Globant has been deeply involved in the design and development of the Digital Suppl.AI platform and in the challenge of integrating data across YPF's entire structure and value chain. The project also includes comprehensive consulting services for developing a value management strategy focused on Supply Chain and cultural change management, ensuring that technological innovation translates into sustainable results and genuine organizational transformation. This partnership with Globant as a technology ally strengthens YPF's 4x4 Plan, aimed at improving efficiency across all operations to position the company as a globally competitive energy player and support Argentina's goal of surpassing USD 30 billion in exports by 2031.
お知らせ • Oct 02Globant S.A. (NYSE:GLOB) announces an Equity Buyback for $125 million worth of its shares.Globant S.A. (NYSE:GLOB) announces a share repurchase program. Under the program, the company will repurchase up to $125 million worth of its common shares. The company will repurchase $50 million worth of its shares per quarter. The purpose of the program is to deliver enhanced value to shareholder. The repurchases will run through the fourth quarter of 2026.
Reported Earnings • Aug 15Second quarter 2025 earnings released: US$0.054 loss per share (vs US$0.89 profit in 2Q 2024)Second quarter 2025 results: US$0.054 loss per share (down from US$0.89 profit in 2Q 2024). Revenue: US$614.2m (up 4.5% from 2Q 2024). Net loss: US$2.38m (down 106% from profit in 2Q 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
お知らせ • Aug 15Globant S.A. Provides Earnings Guidance for the Third Quarter and the Full Year of 2025Globant S.A. provided earnings guidance for the third quarter and the full year of 2025. For the quarter, Revenues are estimated to be at least $615.0 million, or 0.1% year-over-year growth. This expected growth includes a positive FX impact of 50 basis points. For the year, Revenues are estimated to be at least $2,445.0 million, implying at least 1.2% year-over-year revenue growth. This expected growth includes a positive FX impact of 25 basis points.
お知らせ • Aug 01+ 1 more updateGlobant Enterprise AI Powers Next Wave of Business AI , Incorporating Mcp and Enabling Interoperability Via A2AGlobant announced a major upgrade to its proprietary AI platform, Globant Enterprise AI (GEAI), which now supports both Model Context Protocol (MCP) and Agent2Agent (A2A) Protocol. This update increases the platform's interoperability, enabling the seamless integration of agents and tools defined in other frameworks and helping Globant continue to accelerate secure, scalable, and collaborative AI development for global organizations. This release marks a strategic evolution of GEAI into a fully interoperable ecosystem, bridging previously siloed frameworks and enabling enterprises to build, deploy, and manage AI agents across heterogeneous platforms. MCP allows GEAI agents to interact with the best available enterprise tools and applications globally, while A2A interoperability allows these agents to autonomously interact with Salesforce's Agentforce, Azure Foundry, Amazon Bedrock, Vertex AI from Google Cloud Platform, and many others. This major update not only expands Globant Enterprise AI's core capabilities, but also positions Globant at the forefront of next-generation enterprise AI infrastructure, offering new levels of automation and integration with real-time web search, intelligent data scraping, and access to cutting-edge AI models, including OpenAIo3-pro, Anthropic Claude 4, xAI Grok 4, Google Imagen 4, and all the Azure AI Foundry models. Globant Enterprise AI is already making a significant impact across various industries. Organizations using the platform have reported an impressive 80% reduction in legacy system modernization times, allowing them to rapidly adapt to evolving market demands. In software development, companies have achieved a remarkable 50% reduction in costs, enhancing their operational efficiency. These metrics demonstrate how GEAI is driving transformative results and fostering innovation in today's fast-paced business landscape.
お知らせ • Jun 05Globant Reimagines Traditional IT Services with AI Pods, the First Subscription Model for AI-Powered EngineeringGlobant unveils a new model to radically disrupt traditional IT services with AI. The company is introducing AI Pods, the first subscription model for AI-powered services like engineering, product definition, design, and testing at scale. AI Pods offer access to agentic AI orchestrated and supervised by Globant experts to ensure strategic alignment, quality, and traceability. They deliver smarter, scalable solutions, with faster time to market and lower costs. Clients can subscribe monthly to an AI Pod, and each subscription includes a token-based metered capacity, similar to how some LLMs structure usage. AI Pods are powered by Globant Enterprise AI (GEAI), Globant's advanced AI accelerator platform. GEAI is AI-model agnostic and offers a full spectrum of agents for designing, building, deploying, and orchestrating besoke agentic AI. These intelligent, agentic workflows drive end-to-end business transformation at scale. Today's agent lineup includes Globant CODA, which accelerates the entire software development lifecycle with automated code generation, testing, and deployment.
New Risk • May 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • May 17Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 56% to US$98.68. The fair value is estimated to be US$133, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 8.0%. For the next 3 years, revenue is forecast to grow by 9.9% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
お知らせ • May 16Globant S.A. Provides Earnings Guidance for the Second Quarter and Full Year of 2025Globant S.A. provided earnings guidance for the second quarter and full year of 2025. For the second quarter, the company Revenues are estimated to be at least $612.0 million, or 4.2% year-over-year growth. This expected growth includes a neutral FX impact. For the year, the company Revenues are estimated to be at least $2,464.0 million, implying at least 2.0% year-over-year revenue growth. This expected growth includes a neutral FX impact.
Reported Earnings • May 16First quarter 2025 earnings released: EPS: US$0.69 (vs US$1.05 in 1Q 2024)First quarter 2025 results: EPS: US$0.69 (down from US$1.05 in 1Q 2024). Revenue: US$611.1m (up 7.0% from 1Q 2024). Net income: US$30.6m (down 32% from 1Q 2024). Profit margin: 5.0% (down from 7.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$138, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 23x in the IT industry in the United Kingdom. Total loss to shareholders of 25% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$98.25 per share.
お知らせ • May 02Globant S.A. to Report Q1, 2025 Results on May 15, 2025Globant S.A. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 15, 2025
Buy Or Sell Opportunity • Apr 25Now 21% overvaluedOver the last 90 days, the stock has fallen 42% to US$119. The fair value is estimated to be US$98.11, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$107, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 19x in the IT industry in the United Kingdom. Total loss to shareholders of 56% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$90.46 per share.
お知らせ • Mar 31Globant S.A., Annual General Meeting, Apr 30, 2025Globant S.A., Annual General Meeting, Apr 30, 2025. Location: 37a, avenue j.f. kennedy, l-1 855, luxembourg, United States
Valuation Update With 7 Day Price Move • Feb 27Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to US$159, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 22x in the IT industry in the United Kingdom. Total loss to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$111 per share.
New Risk • Feb 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 21Full year 2024 earnings released: EPS: US$3.82 (vs US$3.72 in FY 2023)Full year 2024 results: EPS: US$3.82 (up from US$3.72 in FY 2023). Revenue: US$2.42b (up 15% from FY 2023). Net income: US$165.7m (up 4.5% from FY 2023). Profit margin: 6.9% (down from 7.6% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Feb 21Globant S.A. Provides Earnings Guidance for the First Quarter and Full Year 2025Globant S.A. provided earnings guidance for the first quarter and full year 2025. First quarter 2025 Revenues are estimated to be in the range of $618.0 million to $628.0 million, or 8.2% to 10.0% year-over-year growth. This expected growth includes a negative FX impact of 2.0% points. Fiscal year 2025 Revenues are estimated to be in the range of $2,635.0 million to $2,705.0 million, implying 9.1% to 12.0% year-over-year revenue growth. This expected growth includes a negative FX impact of 1.5 percentage points.
お知らせ • Feb 14Globant S.A. to Report Q4, 2024 Results on Feb 20, 2025Globant S.A. announced that they will report Q4, 2024 results After-Market on Feb 20, 2025
Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$233, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 25x in the IT industry in the United Kingdom. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$162 per share.
Reported Earnings • Nov 15Third quarter 2024 earnings released: EPS: US$1.00 (vs US$1.01 in 3Q 2023)Third quarter 2024 results: EPS: US$1.00. Revenue: US$614.7m (up 13% from 3Q 2023). Net income: US$43.6m (up 1.4% from 3Q 2023). Profit margin: 7.1% (down from 7.9% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the IT industry in the United Kingdom.
お知らせ • Nov 15Globant S.A. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2024Globant S.A. provided earnings guidance for the fourth quarter and full year of 2024. Fourth quarter 2024 revenues are estimated to be in the range of $642.0 million to $648.0 million, or 10.6% to 11.6% year-over-year growth. Fiscal year 2024 revenues are estimated to be in the range of $2,415.0 million to $2,421.0 million, implying a 15.2% to 15.5% year-over-year revenue growth.
お知らせ • Nov 08Globant S.A. to Report Q3, 2024 Results on Nov 14, 2024Globant S.A. announced that they will report Q3, 2024 results After-Market on Nov 14, 2024
お知らせ • Oct 04Globant S.A. (NYSE:GLOB) acquired Exusia, Inc.Globant S.A. (NYSE:GLOB) acquired Exusia, Inc. on September 26, 2024. Trevor Silver, Founder of Exusia, his management team, and all of Exusia's team members will remain with Globant. Globant S.A. (NYSE:GLOB) completed the acquisition of Exusia, Inc. on September 26, 2024.
Buy Or Sell Opportunity • Oct 02Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 13% to US$199. The fair value is estimated to be US$165, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 22%. Revenue is forecast to grow by 33% in 2 years. Earnings are forecast to grow by 40% in the next 2 years.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: US$0.89 (vs US$0.87 in 2Q 2023)Second quarter 2024 results: EPS: US$0.89 (up from US$0.87 in 2Q 2023). Revenue: US$587.5m (up 18% from 2Q 2023). Net income: US$38.7m (up 4.5% from 2Q 2023). Profit margin: 6.6% (down from 7.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Aug 16Globant S.A. Provides Earnings Guidance for the Third Quarter and Full Year of 2024Globant S.A. provided earnings guidance for the third quarter and full year of 2024. Third quarter 2024 Revenues are estimated to be in the range of $611.0 million to $617.0 million, or 12.1% to 13.2% year-over-year growth. Fiscal year 2024 Revenues are estimated to be in the range of $2,407.0 million to $2,421.0 million, implying a 14.8% to 15.5% year-over-year revenue growth.
お知らせ • Aug 09Globant S.A. to Report Q2, 2024 Results on Aug 15, 2024Globant S.A. announced that they will report Q2, 2024 results After-Market on Aug 15, 2024
お知らせ • Jun 28Globant Augments Software Development Life Cycle with its New AI AgentsGlobant announced the integration of its proprietary AI Agents to the software development life cycle (SDLC) to enhance its core development capabilities. Supervised by humans, these AI Agents are designed to enhance Globant's solutions and keep supporting various industries in accelerating their AI adoption. Combined with Globant X's already existing AI products such as Augoor, MagnifAI, Navigate, GeneXus Next, and GeneXus Enterprise AI, the new AI Agents co-create more efficient development cycles by autonomously performing tasks. Globant's teams will leverage new AI Agents throughout the full cycle with the following initial set of Agents: Product Definition AI Agent: Takes multiple inputs to break down the user stories that the development team needs to build a product. Backend Prototyping AI Agent: Enables users, regardless of their technical knowledge, to create the backend of a business application in record time. Application Design AI Agent: Brings your vision to life from a simple text input, accelerating the design process and simplifying teamwork. Code Tester AI Agent: Helps companies deliver high-quality software, faster, by developing comprehensive test plans and executing those tests. Code Fixer AI Agent: Fixes issues based on contextual understanding of the existing codebase and the reported bug.
お知らせ • Jun 13Globant S.A. Appoints Alejandro Nicolás Aguzin as Member of the Audit Committee and the Compensation CommitteeGlobant S.A. announced the appointment of Mr. Alejandro Nicolás Aguzin to serve as member of the Audit Committee and the Compensation Committee. As a result of the foregoing board resolution, the compositions of the Company’s board committees are as follows: Audit Committee: Mrs. Maria Pinelli, Mrs. Linda Rottenberg and Mr. Alejandro Nicolás Aguzin. Compensation Committee: Mr. Francisco Alvarez Demalde, Mr. Andrew McLaughlin and Mr. Alejandro Nicolás Aguzin. Corporate Governance and Nominating Committee: Ms. Andrea Mayumi Petroni Merhy, Mr. Francisco Alvarez Demalde and Mr. Andrew McLaughlin.
Reported Earnings • May 17First quarter 2024 earnings released: EPS: US$1.05 (vs US$0.86 in 1Q 2023)First quarter 2024 results: EPS: US$1.05 (up from US$0.86 in 1Q 2023). Revenue: US$571.1m (up 21% from 1Q 2023). Net income: US$45.1m (up 24% from 1Q 2023). Profit margin: 7.9% (up from 7.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • May 17Globant S.A. Provides Earnings Guidance for the Second Quarter and Fiscal Year 2024Globant S.A. provided earnings guidance for the second quarter and fiscal year 2024. For the second quarter, the company projects $585 million to $589 million in revenue, implying an 18% year-over-year increase at the midpoint of the range. For the fiscal year, the company estimates revenue to be between $2.405 billion and $2.440 billion, implying a 15.6% year-over-year increase at the midpoint of the range.
お知らせ • May 16Globant Launches Robotics Studio to Offer the Best Solutions for Autonomous Machine SystemsGlobant S.A. announced the launch of its Robotics Studio. The solutions offered by the new Robotics Studio include: RobOps: Empowering solutions for the command of a fleet of robots to anticipate and mitigate potential issues that could result in costly downtime or delays, and specialized teams supporting the integration and optimization of isolated robotic systems as part of an organization. Robotics Prototyping: Teams of specialists with expertise in various industries, such as logistics, hospitality, and healthcare, working on the development of transformative experiences for autonomous robots and systems. Autonomous Machines: Infusing insights from various industries into autonomous robotic systems powered by advanced computer vision and telemetry. Globant's teams enhance operations with extensive expertise in software and firmware development, creating a comprehensive, end-to-end experience.
お知らせ • May 12Globant S.A. to Report Q1, 2024 Results on May 16, 2024Globant S.A. announced that they will report Q1, 2024 results After-Market on May 16, 2024
Buy Or Sell Opportunity • Apr 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to US$180. The fair value is estimated to be US$225, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
Buy Or Sell Opportunity • Apr 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to US$182. The fair value is estimated to be US$229, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
お知らせ • Apr 10Globant S.A., Annual General Meeting, May 10, 2024Globant S.A., Annual General Meeting, May 10, 2024, at 16:00 Central European Standard Time. Location: Globant S.A., 37A, Avenue J.F. Kennedy, L-1855 Luxembourg Agenda: To consider presentation of the reports of the independent auditor and of the reports of the Board of Directors of the Company on the consolidated accounts for the financial year ended on December 31, 2023 and on the annual accounts of the Company for the financial year ended on December 31, 2023; to consider approval of the consolidated accounts of the Company prepared under EU IFRS and IFRS as of and for the financial year ended December 31, 2023; to consider approval of the Company’s annual accounts under LUX GAAP as of and for the financial year ended December 31, 2023; to consider allocation of results for the financial year ended December 31, 2023; and to consider other matters.
New Risk • Apr 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
お知らせ • Mar 23Globant S.A. Presents "Taste ID": the New Ad by GUT Pokes Fun At Legacy Tech IndustryGlobant S.A. launched its new commercial 'Taste ID.' The film is the latest installment in Globant's "Stuck in Consultancy" saga, created by the global agency GUT, which was recently incorporated into the Globant family. In the new commercial, Globant tackles a common notion head-on: The perception that IT organizations often get about real users and businesses when thinking about developments for their customers. With an apparent and rigorous twist, the film depicts a tech company presenting its latest innovation: 'Taste ID,' a technology that makes the dubious claim of being able to identify what a person wants to eat based on them licking their cell phone screen. As the presenters demo this unappetizing tech offering to a group of incredibleulous executives, the film declares, "Enough with nonsense tech," while delivering a strong brand statement about the need to apply technology to real business transformations. Globant, with over 20 years of expertise, is a pioneer in crafting bold digital solutions that seamlessly blend technology with delightful user experiences. While many brands may have worked with numerous IT partners over the years, what sets Globant apart from its competitors is its unwavering commitment to placing the final consumers of its clients at the forefront. Their digital solutions are tailored to meet clients' needs and help them reinvent their businesses in ways that resonate with their target audience.
お知らせ • Feb 16Globant S.A. Provides Earnings Guidance for the First Quarter and Fiscal Year 2024Globant S.A. provided earnings guidance for the first quarter and fiscal year 2024. For the first quarter, the company expects revenue to be at least $570.0 million, or 20.7% year-over-year growth.For the fiscal year, the company expects revenue to be at least $2,435.0 million, implying at least 16.2% year-over-year revenue growth.
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: US$3.72 (vs US$3.55 in FY 2022)Full year 2023 results: EPS: US$3.72 (up from US$3.55 in FY 2022). Revenue: US$2.10b (up 18% from FY 2022). Net income: US$158.5m (up 6.5% from FY 2022). Profit margin: 7.6% (down from 8.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 09Globant S.A. to Report Q4, 2023 Results on Feb 15, 2024Globant S.A. announced that they will report Q4, 2023 results After-Market on Feb 15, 2024
Buy Or Sell Opportunity • Jan 31Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 44% to US$242. The fair value is estimated to be US$202, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
Reported Earnings • Nov 18Third quarter 2023 earnings released: EPS: US$1.01 (vs US$0.86 in 3Q 2022)Third quarter 2023 results: EPS: US$1.01 (up from US$0.86 in 3Q 2022). Revenue: US$545.3m (up 19% from 3Q 2022). Net income: US$43.0m (up 20% from 3Q 2022). Profit margin: 7.9% (up from 7.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the IT industry in the United Kingdom.
お知らせ • Nov 17Globant S.A. Provides Earnings Guidance for the Fourth Quarter and Full Fiscal Year 2023Globant S.A. provided earnings guidance for the fourth quarter and full fiscal year 2023. For the quarter, the company expects revenues to be at least $579.0 million, or 18.0% year-over-year growth.For the full fiscal year, the company expects revenues to be at least $2,094.0 million, implying at least 17.6% year-over-year revenue growth.
お知らせ • Nov 10Globant S.A. to Report Q3, 2023 Results on Nov 16, 2023Globant S.A. announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Nov 16, 2023
お知らせ • Sep 08Globant S.A. Announces Executive Changes, Effective as of September 30, 2023On September 6, 2023, Mr. Richard Haythornthwaite, notified Globant S.A. of his decision to resign as a director of the Company, effective as of September 30, 2023. Haythornthwaite’s resignation was not the result of any disagreement with the Company on any matter relating to its operations, policies or practices. The Company plans to appoint Ms. Linda Rottenberg to serve as a member of the Audit Committee in order to fill the vacancy on the Audit Committee that will result from Mr. Haythornthwaite’s resignation.
Valuation Update With 7 Day Price Move • Aug 24Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$192, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 25x in the IT industry in the United Kingdom. Total loss to shareholders of 17% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$189 per share.
お知らせ • Aug 18Globant S.A. Provides Earnings Guidance for the Third Quarter and Fiscal Year of 2023Globant S.A. provided earnings guidance for the third quarter and fiscal year of 2023. For the third quarter of 2023, revenues are estimated to be at least $545.0 million, or 18.8% year-over-year growth.For the fiscal year 2023, revenues are estimated to be at least $2,094.0 million, implying at least 17.6% year-over-year revenue growth.
Reported Earnings • Aug 18Second quarter 2023 earnings released: EPS: US$0.87 (vs US$0.89 in 2Q 2022)Second quarter 2023 results: EPS: US$0.87 (down from US$0.89 in 2Q 2022). Revenue: US$497.5m (up 16% from 2Q 2022). Net income: US$37.0m (flat on 2Q 2022). Profit margin: 7.4% (down from 8.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the IT industry in the United Kingdom.
お知らせ • Aug 12Globant Launches Microsoft Studio for Businesses to Embrace the Cloud and AI RevolutionGlobant announced the launch of a dedicated Microsoft Studio. This initiative aims to enhance the value of Globant's client investments through its extensive knowledge and experience in the Microsoft ecosystem. Globant continues to drive innovation and offer services that have the latest technologies, such as AI and cloud computing, at its core. The new Studio will consolidate Globant's expertise and insights with Microsoft's capabilities and solutions, resulting in an unparalleled offering combining technology and innovation proficiency. The full Microsoft Studio suite of capabilities includes: Cloud Strategy and Economics - Enables the development and implementation of cloud adoption and transformation strategy, optimizing cloud costs with a focus on business objectives; Azure Data and AI - Advantage data-driven insights and make data-driven business decisions to develop better business strategies delivering immediate and long-term impact; Migration And Modernization - Leverage the latest methodologies & tools to transition the existing IT infrastructure, applications & database to a more advanced technology environment; Enterprise Services - Power a suite of intelligent business applications, such as Dynamics 365 and Power Platform, to streamline all aspects of business operations, achieving greater efficiency and delivering exceptional customer experiences; Managed Services - Outsource your operations & responsibilities to Azure-certified subject matter experts who can monitor, manage, and maintain your IT infrastructure and systems.
お知らせ • Aug 11Globant S.A. to Report Q2, 2023 Results on Aug 17, 2023Globant S.A. announced that they will report Q2, 2023 results After-Market on Aug 17, 2023
Valuation Update With 7 Day Price Move • May 25Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$178, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 26x in the IT industry in the United Kingdom. Total returns to shareholders of 72% over the past three years.
Reported Earnings • May 19First quarter 2023 earnings released: EPS: US$0.86 (vs US$0.88 in 1Q 2022)First quarter 2023 results: EPS: US$0.86 (down from US$0.88 in 1Q 2022). Revenue: US$472.4m (up 18% from 1Q 2022). Net income: US$36.4m (flat on 1Q 2022). Profit margin: 7.7% (down from 9.1% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • May 19Globant S.A. Provides Earnings Guidance for the Second Quarter and Full Year 2023Globant S.A. provided earnings guidance for the second quarter and full year 2023. For the quarter, the company's revenues are estimated to be at least $496.0 million, or 15.5% year-over-year growth.For the year, the company's revenues are estimated to be at least $2,074.0 million, implying at least 16.5% year-over-year revenue growth. This expected growth includes a neutral FX outlook.
お知らせ • May 12+ 1 more updateGlobant S.A. to Report Q1, 2023 Results on May 18, 2023Globant S.A. announced that they will report Q1, 2023 results After-Market on May 18, 2023
お知らせ • Feb 18Globant S.A. Provides Earnings Guidance for the First Quarter and Year 2023Globant S.A. provided earnings guidance for the first quarter and year 2023. For the first quarter 2023, revenues are estimated to be at least $470.0 million, or 17.1% year-over-year growth.For the fiscal year 2023, revenues are estimated to be at least $2,065 million, implying at least 16.0% year-over-year revenue growth. This expected growth includes a neutral FX outlook.
Reported Earnings • Feb 18Full year 2022 earnings released: EPS: US$3.55 (vs US$2.35 in FY 2021)Full year 2022 results: EPS: US$3.55 (up from US$2.35 in FY 2021). Revenue: US$1.78b (up 37% from FY 2021). Net income: US$148.9m (up 55% from FY 2021). Profit margin: 8.4% (up from 7.4% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 10+ 1 more updateGlobant Unveils Cutting-Edge AI Assistant to Build Digital Products from Written NotesGlobant has announced a major update to its AI-powered Low Code platform, GeneXus. Through the combination of deterministic symbolic AI with LLM (Large Language Model) technology, GeneXus Next can now create and maintain unprecedented enterprise software solutions in record time. With the integration of LLM and AI, GeneXus is at the forefront of a rapidly evolving Low Code revolution, where sensory layers (text, video, audio, images), AI middleware, and performance layers come together to create frictionless experiences guided by users. The new AI Assistant feature represents a significant step forward in the field. HOW AI ASSISTANT, GENEXUS NEXT, WORKS The software creation process involves many different profiles of professionals, each using their own programming languages, and unique interactions: from designers, to developers, to testers. GeneXus steps into the process with its AI assistant by providing a common layer to bridge the understanding gap. GeneXus Next now allows the use of natural language, as common input for each of the profiles. In essence, user can use natural language requirements to create complex business workflows or for data modeling, use sketched images to generate fully interactive UIs or use audio instructions to evolve the system functionality.
お知らせ • Jan 31Globant Announces the Launch of Its Sports Reinvention StudioGlobant announced the launch of its Sports Reinvention Studio, which will apply cutting-edge, emerging technologies to create a fan experience for clients that reaches previously unseen levels of engagement and immersivity. This new Studio will provide six different and unique services according to each client's needs: Fantasy and E-Sports: Helps leagues turn spectators into participants using cutting-edge participatory technology. Fan Engagement: Utilizes technology to generate new conversations between fans and organizations and maximize loyalty with new and existing fans by leveraging zero-party data to generate hyper-personal interactions. Sponsorship acceleration: Utilizing cutting-edge digital tools, Globant empowers costumers partners to maximize the return on investment of sponsorship deals and ensure repeat business. Media/OTT: Empower content through AI and stream it to fans wherever they are. Next-Gen Venues: Utilize augmented reality, interactive seating, sustainability, image recognition, edge computing, and more to ensure smart stadiums will not only extend the physical experience of sports but reinvent it. Augmented Strategies: Uses the latest technologies to improve training and athlete performance. The Sports Reinvention Studio will be part of Globant'sIndustry Reinvention Studios portfolio, which leverages deep industry experience and expertise to disrupt categories, reinvent businesses, and unlock explosive growth across industries. Reinvention Studios in its portfolio include Gaming, Health Care & Life Sciences, Retail, and Media & Entertainment, among others.
お知らせ • Jan 11Globant S.A. (NYSE:GLOB) acquired Vertic A/S.Globant S.A. (NYSE:GLOB) acquired Vertic A/S on January 10, 2023. Vertic's CEO and teams will remain at Globant to continue executing their strategic plans while ensuring an excellent service to their existing clients. Globant S.A. (NYSE:GLOB) completed the acquisition of Vertic A/S on January 10, 2023.
Reported Earnings • Nov 19Third quarter 2022 earnings released: EPS: US$0.86 (vs US$0.61 in 3Q 2021)Third quarter 2022 results: EPS: US$0.86 (up from US$0.61 in 3Q 2021). Revenue: US$458.9m (up 34% from 3Q 2021). Net income: US$36.0m (up 41% from 3Q 2021). Profit margin: 7.8% (up from 7.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 16% growth forecast for the IT industry in the United Kingdom.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of the Advisory Board Jennifer Oleksiwis was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$186, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 22x in the IT industry in the United Kingdom. Total loss to shareholders of 42% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$193 per share.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to US$160, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 22x in the IT industry in the United Kingdom. Total returns to shareholders of 72% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$187 per share.
Reported Earnings • Aug 20Second quarter 2022 earnings released: EPS: US$0.89 (vs US$0.49 in 2Q 2021)Second quarter 2022 results: EPS: US$0.89 (up from US$0.49 in 2Q 2021). Revenue: US$429.3m (up 41% from 2Q 2021). Net income: US$37.1m (up 86% from 2Q 2021). Profit margin: 8.6% (up from 6.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 29%, compared to a 17% growth forecast for the IT industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 28% per year.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment improved over the past weekAfter last week's 15% share price gain to US$197, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 26x in the IT industry in the United Kingdom. Total returns to shareholders of 81% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$216 per share.
Buying Opportunity • Jul 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 30%. The fair value is estimated to be US$225, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 66% in 2 years. Earnings is forecast to grow by 115% in the next 2 years.
Reported Earnings • May 21First quarter 2022 earnings released: EPS: US$0.88 (vs US$0.54 in 1Q 2021)First quarter 2022 results: EPS: US$0.88 (up from US$0.54 in 1Q 2021). Revenue: US$401.4m (up 49% from 1Q 2021). Net income: US$36.6m (up 69% from 1Q 2021). Profit margin: 9.1% (up from 8.0% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 32%, compared to a 16% growth forecast for the industry in the United Kingdom.
Board Change • May 17High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of the Advisory Board Jennifer Oleksiwis was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Mar 29High number of new directorsMember of the Advisory Board Jennifer Oleksiwis was the last director to join the board, commencing their role in 2021.
Reported Earnings • Feb 18Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$2.35 (up from US$1.41 in FY 2020). Revenue: US$1.30b (up 59% from FY 2020). Net income: US$96.1m (up 77% from FY 2020). Profit margin: 7.4% (up from 6.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 27%, compared to a 18% growth forecast for the industry in the United Kingdom.
Board Change • Jan 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Member of the Advisory Board Jennifer Oleksiwis was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 19Third quarter 2021 earnings released: EPS US$0.61 (vs US$0.31 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$341.8m (up 65% from 3Q 2020). Net income: US$25.5m (up 107% from 3Q 2020). Profit margin: 7.5% (up from 6.0% in 3Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS US$0.49 (vs US$0.27 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$305.3m (up 67% from 2Q 2020). Net income: US$19.9m (up 99% from 2Q 2020). Profit margin: 6.5% (up from 5.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 27Globant S.A. has completed a Follow-on Equity Offering in the amount of $256.8 million.Globant S.A. has completed a Follow-on Equity Offering in the amount of $256.8 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 1,200,000 Price\Range: $214 Discount Per Security: $6.206
Reported Earnings • May 15First quarter 2021 earnings released: EPS US$0.54 (vs US$0.36 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$270.2m (up 41% from 1Q 2020). Net income: US$21.7m (up 65% from 1Q 2020). Profit margin: 8.0% (up from 6.9% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.