Globant 過去の業績
過去 基準チェック /16
Globantは、平均年間6.5%の収益成長を遂げていますが、 IT業界の収益は、年間 成長しています。収益は、平均年間10.7% 17.1%収益成長率で 成長しています。 Globantの自己資本利益率は5.1%であり、純利益率は4.5%です。
主要情報
6.50%
収益成長率
4.91%
EPS成長率
| IT 業界の成長 | 22.43% |
| 収益成長率 | 17.11% |
| 株主資本利益率 | 5.12% |
| ネット・マージン | 4.46% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • May 21
GLOB: AI Execution And Bookings Momentum Are Expected To Unlock Upside
Analysts have trimmed the Globant fair value estimate from about $73.36 to $62.48 as sector-wide price targets reset, with models reflecting updated discount rates, slightly different growth and margin assumptions, and more conservative future P/E multiples following recent research commentary. Analyst Commentary Street research on Globant has shifted toward lower price targets, but the tone of the commentary remains mixed, with both optimism and caution around AI execution, macro sensitivity, and valuation multiples.Seeking Alpha • May 15
Globant: Too Early To Buy, AI Disruption Not Over (Downgrade)
Summary Globant S.A. and IT services peers have been sharply de-rated amid AI-driven existential risks and slowing growth. 1Q26 results showed stabilization: GLOB beat guidance, maintained resilient margins, generated strong free cash flow, and initiated a $75m buyback. AI is driving cost deflation and contract pricing pressure, but higher project volume and complexity could offset margin compression if demand recovers. I downgrade GLOB to Hold; despite recent positives, existential risk and lackluster growth keep the valuation discounted and the upside unconvincing. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 29
GLOB: AI Pods And Bookings Momentum Will Support Long Term Upside
Narrative Update on Globant The analyst price target framework for Globant has shifted to a fair value estimate of $104.89 from $121.63 as analysts factor in lower assumed profit margins and a reduced future P/E multiple, even as they reflect higher modeled revenue growth, which is consistent with the mix of recent target cuts and ongoing positive commentary on bookings and AI initiatives. Analyst Commentary Recent Street research on Globant has centered on a reset of price targets alongside ongoing interest in its growth initiatives, especially around AI and bookings.
ナラティブの更新 • Apr 14
GLOB: AI Execution And Bookings Progress Will Shape A Cautious 2026 Outlook
Analyst price targets on Globant have recently shifted lower by single digits in dollar terms, with cuts ranging from $2 to $26 as analysts factor in sector-wide multiple compression, cautious near term growth expectations, and mixed views on the scaling of the company’s AI-focused initiatives. Analyst Commentary Recent Street research on Globant reflects a mixed backdrop, with several firms trimming price targets while maintaining a range of ratings from Buy to Neutral and Hold.ナラティブの更新 • Mar 31
GLOB: AI Pod Execution And Bookings Strength Will Define A Cautious 2026 Reset
Analysts have trimmed Globant's average price target in recent weeks. Several firms have reduced their targets by $5 to $20 as they factor in slower revenue growth assumptions, a slightly higher discount rate, and mixed near term bookings and AI execution risks, despite generally solid recent results and guidance.ナラティブの更新 • Mar 17
GLOB: AI Pod Model And Bookings Strength Are Expected To Unlock Upside
Analysts cut the Globant fair value estimate to $73.36 from $84.64 after a wave of reduced price targets in the $50 to $78 range. They cited pressured near-term growth, slightly higher perceived risk, and lingering questions about the net impact of its fast-scaling AI pod model, despite solid Q4 results and strong bookings.ナラティブの更新 • Mar 03
GLOB: Reset Expectations And AI Transition Shape A More Balanced 2026 Outlook
Our analyst fair value estimate for Globant has been cut from $74 to $50 as analysts reset price targets lower across the Street, citing sector wide multiple compression, pressured near term growth, and lingering questions around the net impact of its rapidly scaling AI pod model despite solid Q4 results and stronger bookings. Analyst Commentary Street research around Globant has turned more cautious, with a series of lower price targets pointing to ongoing debate about how quickly the business can re-accelerate growth and how the market should value its transition toward AI driven offerings.ナラティブの更新 • Feb 17
GLOB: GenAI Shift And FIFA Deal Are Expected To Unlock Future Upside
Analysts have nudged their average price target for Globant modestly higher, reflecting slightly stronger assumptions for revenue growth and margins as the company refocuses on GenAI driven work, while still keeping valuation expectations such as future P/E relatively contained. Analyst Commentary Recent research on Globant highlights a mix of optimism around its GenAI repositioning and caution regarding the pace of its revenue recovery and the time needed for a new business model to settle in.ナラティブの更新 • Feb 03
GLOB: GenAI Shift And FIFA Partnership Will Support Long Term Upside
Our updated view trims Globant's fair value estimate slightly to about $121.63 from $122.37, reflecting analysts' recent price target adjustments and their focus on GenAI driven growth potential, profit margins, and a modestly lower assumed future P/E multiple. Analyst Commentary Street research on Globant over the past several months has been mixed, with some firms trimming price targets and others lifting them, while ratings cluster around Hold and Neutral.ナラティブの更新 • Jan 20
GLOB: AI Transition And FIFA Expansion Will Drive Long Term Upside
Analysts have nudged their price targets on Globant higher by a few dollars, balancing expectations for gradually improving revenue growth and AI driven project momentum with more cautious views on margins and a higher assumed future P/E multiple. Analyst Commentary Recent research on Globant shows a mixed but increasingly constructive tone, with several bullish analysts highlighting AI related growth potential, improving demand signals and a valuation they view as attractive for a turnaround in fundamentals over time.ナラティブの更新 • Jan 06
GLOB: AI Projects And New Model Are Expected To Unlock Future Upside
Analysts have trimmed their price targets on Globant to a narrower range of US$61 to US$80, citing slower organic growth versus peers, exposure to weaker regions and verticals, and the time needed for a new business model and AI related projects to translate into steadier revenue trends. Analyst Commentary Recent Street research around Globant points to a more cautious but still mixed view on the stock, with price targets now clustering between US$61 and US$80 and ratings spreading across Buy, Neutral and Hold.分析記事 • Dec 27
Globant's (NYSE:GLOB) Returns On Capital Not Reflecting Well On The Business
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...ナラティブの更新 • Dec 18
GLOB Will See AI And FIFA Wins Drive Long-Term Rebound
The analyst price target for Globant has been cut significantly to align with a lower fair value estimate of about $124 from roughly $180, as analysts factor in slower organic revenue growth, lingering demand and structural IT services headwinds, and a reset to more moderate future earnings multiples, despite slightly better margin expectations. Analyst Commentary Recent Street research reflects a cautious but not uniformly negative stance on Globant, with most firms converging around a more modest growth and valuation framework.ナラティブの更新 • Dec 04
GLOB: Share Buybacks Will Support AI Expansion And Future Upside
Analysts have modestly reduced their price target on Globant to about $84 from roughly $86, reflecting slightly slower expected revenue growth and a lower future earnings multiple as they factor in muted industry trends and the company’s lagging organic growth versus peers. Analyst Commentary Recent Street research reflects a cautious but not uniformly negative stance on Globant, with most firms trimming price targets and highlighting execution risks as the company navigates a softer demand environment and a transition in its business model.ナラティブの更新 • Nov 20
GLOB: Share Buybacks And Expanding AI Adoption Will Support Future Upside
Analysts have lowered their average price target for Globant from approximately $95.62 to $86.48. They cite a cautious growth outlook and ongoing sector challenges, despite optimism for gradual improvement as AI adoption picks up.ナラティブの更新 • Nov 05
GLOB: Share Buybacks And AI Initiatives Will Drive Stock Recovery Ahead
Analysts have reduced their fair value estimate for Globant slightly from $97.05 to $95.62. This change reflects tempered growth expectations in light of sector-wide concerns about revenue trends and structural challenges facing IT services providers.ナラティブの更新 • Oct 22
Analysts Cut Globant Valuation Amid IT Services Challenges and Mixed Growth Outlook
Analysts have lowered their fair value estimate for Globant from $100.79 to $97.05. They cite ongoing structural challenges in IT Services, along with reduced revenue growth and profit margin expectations.ナラティブの更新 • Oct 08
Enterprise AI And Cloud Migration Will Shape Future Markets
Analysts have modestly reduced their price target for Globant, lowering the fair value estimate from $104.05 to $100.79 due to ongoing revenue growth headwinds, margin pressure, and continued macroeconomic uncertainty impacting the IT services sector. Analyst Commentary Recent street research reflects a shift in analyst sentiment toward a more cautious outlook for Globant, driven by industry headwinds and company-specific challenges.ナラティブの更新 • Sep 23
Enterprise AI And Cloud Migration Will Shape Future Markets
Analysts have lowered Globant's price target due to delayed revenue growth, increased macro uncertainty, and diminished confidence in its ability to outperform peers, resulting in a reduced fair value from $106.20 to $104.05. Analyst Commentary Bearish analysts have significantly lowered revenue guidance for fiscal 2025 and now see positive growth delayed to fiscal 2026.分析記事 • Sep 13
Globant S.A.'s (NYSE:GLOB) Share Price Is Still Matching Investor Opinion Despite 30% Slump
To the annoyance of some shareholders, Globant S.A. ( NYSE:GLOB ) shares are down a considerable 30% in the last month...ナラティブの更新 • Aug 30
Enterprise AI And Cloud Migration Will Shape Future Markets
Globant’s consensus price target was trimmed from $109.45 to $106.45 as analysts cite macroeconomic uncertainty, slower client decision-making, reduced fiscal 2025 guidance, and ongoing sector headwinds, partially offset by continued margin strength and long-term AI opportunities. Analyst Commentary Macroeconomic uncertainty and delayed client decision-making are negatively impacting near-term revenue expectations and growth visibility.ナラティブの更新 • Aug 16
Investing In AI And Global Expansion Will Strengthen Future Prospects
Globant's analyst target price has been cut from $126.85 to $112.70, reflecting concerns over weaker 2025 revenue guidance, macro uncertainty, and sector rotation toward more predictable growth and profitability, despite longer-term optimism around its AI-driven prospects. Analyst Commentary Bearish analysts are lowering price targets due to Globant's reduced fiscal 2025 revenue guidance and uncertainty over the company’s ability to return to positive growth in 2026.分析記事 • Jul 25
At US$88.82, Is Globant S.A. (NYSE:GLOB) Worth Looking At Closely?
Globant S.A. ( NYSE:GLOB ), might not be a large cap stock, but it saw significant share price movement during recent...分析記事 • Jul 10
Some Investors May Be Worried About Globant's (NYSE:GLOB) Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Jun 18
Globant S.A.'s (NYSE:GLOB) Intrinsic Value Is Potentially 68% Above Its Share Price
Key Insights The projected fair value for Globant is US$156 based on 2 Stage Free Cash Flow to Equity Globant's...分析記事 • Jun 02
Is Globant (NYSE:GLOB) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • May 18
Earnings Miss: Globant S.A. Missed EPS By 30% And Analysts Are Revising Their Forecasts
There's been a major selloff in Globant S.A. ( NYSE:GLOB ) shares in the week since it released its first-quarter...分析記事 • Apr 21
Is It Too Late To Consider Buying Globant S.A. (NYSE:GLOB)?
Globant S.A. ( NYSE:GLOB ), might not be a large cap stock, but it saw significant share price movement during recent...分析記事 • Apr 04
Globant S.A. (NYSE:GLOB) Shares Slammed 28% But Getting In Cheap Might Be Difficult Regardless
Unfortunately for some shareholders, the Globant S.A. ( NYSE:GLOB ) share price has dived 28% in the last thirty days...分析記事 • Mar 11
Globant S.A.'s (NYSE:GLOB) Intrinsic Value Is Potentially 25% Below Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Globant fair value estimate is US$98.45 Globant's US$132 share...Seeking Alpha • Feb 27
Globant: Slower But Not Less Promising
Summary Globant has plunged over 30% on mixed quarter and soft guidance. Top-line growth is decelerating, and it is no longer an aberration. Despite the recent plunge, the stock still commands premium pricing. Read the full article on Seeking Alpha分析記事 • Feb 22
Globant S.A. Just Missed Earnings - But Analysts Have Updated Their Models
There's been a major selloff in Globant S.A. ( NYSE:GLOB ) shares in the week since it released its annual report, with...分析記事 • Feb 21
Here's What's Concerning About Globant's (NYSE:GLOB) Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Jan 29
Globant S.A. (NYSE:GLOB) Not Lagging Market On Growth Or Pricing
With a price-to-earnings (or "P/E") ratio of 53.1x Globant S.A. ( NYSE:GLOB ) may be sending very bearish signals at...Seeking Alpha • Nov 27
Globant: Growth Should Accelerate In The Coming Years
Summary Growth for Globant S.A. is expected to accelerate over the next two years due to improving demand and a favorable macro environment. GLOB's recent earnings showed strong revenue growth and margin expansion, with net income up 12% y/y and EPS of $1.63. Valuation is attractive, with potential for GLOB to trade at a 22x forward EBITDA multiple as growth accelerates, offering significant upside. Read the full article on Seeking Alpha分析記事 • Nov 05
The Returns On Capital At Globant (NYSE:GLOB) Don't Inspire Confidence
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...分析記事 • Oct 22
Investors Interested In Globant S.A.'s (NYSE:GLOB) Earnings
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Seeking Alpha • Oct 22
Globant Is A Great Business, But There's Not Enough Value To Buy
Summary I expect Globant's stock to remain stable over the next year due to its high valuation and strong operational positioning in AI and digital transformation. The company's focus on AI positions it well, but the market is saturated and competitive. Although the company has strong EBITDA margins and growth, valuation multiples are likely to decline due to financial growth rate contractions, even with strong market sentiment. I assign a Hold rating, as GLOB's current valuation does not offer high returns, and the company does not pay a dividend. Read the full article on Seeking Alpha分析記事 • Oct 07
Is Globant S.A. (NYSE:GLOB) Potentially Undervalued?
Globant S.A. ( NYSE:GLOB ), is not the largest company out there, but it saw significant share price movement during...分析記事 • Sep 22
A Look At The Intrinsic Value Of Globant S.A. (NYSE:GLOB)
Key Insights The projected fair value for Globant is US$161 based on 2 Stage Free Cash Flow to Equity Globant's US$189...
新しいナラティブ • Aug 25
Leveraging Gen AI And Sustainable Tech Solutions For Market-Leading Growth And Diversification
Generative AI and expansion into marketing technology signal strong potential for revenue growth and operational efficiency improvements.収支内訳
収支内訳
Globant の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 2,451 | 109 | 612 | 0 |
| 31 Dec 25 | 2,455 | 103 | 616 | 0 |
| 30 Sep 25 | 2,485 | 100 | 611 | 0 |
| 30 Jun 25 | 2,482 | 110 | 607 | 0 |
| 31 Mar 25 | 2,456 | 151 | 607 | 0 |
| 31 Dec 24 | 2,416 | 166 | 611 | 0 |
| 30 Sep 24 | 2,354 | 169 | 588 | 0 |
| 30 Jun 24 | 2,285 | 169 | 573 | 0 |
| 31 Mar 24 | 2,195 | 167 | 548 | 0 |
| 31 Dec 23 | 2,096 | 159 | 535 | 0 |
| 30 Sep 23 | 2,006 | 156 | 487 | 0 |
| 30 Jun 23 | 1,920 | 149 | 466 | 0 |
| 31 Mar 23 | 1,851 | 149 | 451 | 0 |
| 31 Dec 22 | 1,780 | 149 | 435 | 0 |
| 30 Sep 22 | 1,669 | 139 | 404 | 0 |
| 30 Jun 22 | 1,552 | 128 | 375 | 0 |
| 31 Mar 22 | 1,428 | 111 | 345 | 0 |
| 31 Dec 21 | 1,297 | 96 | 322 | 0 |
| 30 Sep 21 | 1,150 | 86 | 279 | 0 |
| 30 Jun 21 | 1,015 | 73 | 245 | 0 |
| 31 Mar 21 | 893 | 63 | 210 | 0 |
| 31 Dec 20 | 814 | 54 | 194 | 0 |
| 30 Sep 20 | 766 | 49 | 183 | 0 |
| 30 Jun 20 | 730 | 52 | 171 | 0 |
| 31 Mar 20 | 705 | 55 | 159 | 0 |
| 31 Dec 19 | 659 | 54 | 147 | 0 |
| 30 Sep 19 | 615 | 52 | 149 | 0 |
| 30 Jun 19 | 578 | 53 | 144 | 0 |
| 31 Mar 19 | 549 | 54 | 126 | 0 |
| 31 Dec 18 | 522 | 52 | 129 | 0 |
| 30 Sep 18 | 498 | 52 | 120 | 0 |
| 30 Jun 18 | 473 | 44 | 114 | 0 |
| 31 Mar 18 | 444 | 32 | 111 | 0 |
| 31 Dec 17 | 413 | 31 | 104 | 0 |
| 30 Sep 17 | 385 | 28 | 93 | 0 |
| 30 Jun 17 | 358 | 30 | 89 | 0 |
| 31 Mar 17 | 338 | 37 | 80 | 0 |
| 31 Dec 16 | 323 | 36 | 77 | 0 |
| 30 Sep 16 | 307 | 35 | 68 | 0 |
| 30 Jun 16 | 292 | 33 | 61 | 0 |
| 31 Mar 16 | 273 | 32 | 64 | 0 |
| 31 Dec 15 | 254 | 32 | 67 | 0 |
| 30 Sep 15 | 237 | 31 | 60 | 0 |
| 30 Jun 15 | 222 | 31 | 56 | 0 |
質の高い収益: GLOBには$70.9M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。
利益率の向上: GLOBの現在の純利益率 (4.5%)は、昨年(6.2%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: GLOBの収益は過去 5 年間で年間6.5%増加しました。
成長の加速: GLOBは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: GLOBは過去 1 年間で収益成長率がマイナス ( -27.8% ) となったため、 IT業界平均 ( 2% ) と比較することが困難です。
株主資本利益率
高いROE: GLOBの 自己資本利益率 ( 5.1% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/05/31 05:09 |
| 終値 | 2026/05/29 00:00 |
| 収益 | 2026/03/31 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 Kupferberg | BofA Global Research |
| Tyler DuPont | BofA Global Research |
| Daniel Federle | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |