Globant 과거 순이익 실적
과거 기준 점검 1/6
Globant은 연평균 10.6%의 비율로 수입이 증가해 온 반면, IT 산업은 수입이 7.4% 증가했습니다. 매출은 연평균 19.3%의 비율로 증가했습니다. Globant의 자기자본이익률은 4.8%이고 순이익률은 4.2%입니다.
핵심 정보
10.57%
순이익 성장률
8.86%
주당순이익(EPS) 성장률
| IT 산업 성장률 | 22.43% |
| 매출 성장률 | 19.28% |
| 자기자본이익률 | 4.81% |
| 순이익률 | 4.19% |
| 다음 순이익 업데이트 | 14 May 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • Apr 29
GLOB: AI Pods And Bookings Momentum Will Support Long Term Upside
Narrative Update on Globant The analyst price target framework for Globant has shifted to a fair value estimate of $104.89 from $121.63 as analysts factor in lower assumed profit margins and a reduced future P/E multiple, even as they reflect higher modeled revenue growth, which is consistent with the mix of recent target cuts and ongoing positive commentary on bookings and AI initiatives. Analyst Commentary Recent Street research on Globant has centered on a reset of price targets alongside ongoing interest in its growth initiatives, especially around AI and bookings.Seeking Alpha • Apr 15
Globant SA: Rating Downgrade On Potential Revenue Growth Deceleration
Summary Globant SA is downgraded to Hold as near-term revenue growth acceleration remains elusive despite record bookings and a robust pipeline. GLOB’s shift to AI-pods and outcome-based pricing enhances margins and scalability but may initially depress headline revenue growth due to lower pricing and mix effects. Conversion of larger deals is slow, making execution critical; revenue acceleration depends on ramping signed projects into reported results. Management guides for low-single-digit growth in FY2026, justifying a discounted multiple versus peers and limiting near-term re-rating potential. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...
새 내러티브 • 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.분석 기사 • Aug 12
Does Globant (NYSE:GLOB) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Aug 03
Globant: A Second Stage AI Player
Summary Globant has maintained a solid revenue growth rate (16%) as customers transition to AI implementation. The company could be a second-stage AI facilitator and surprise the market with higher growth. The consensus forecast of over 18% EPS (cash) growth in 2025 has not been priced in with valuation at 1x PEG. Read the full article on Seeking Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Globant가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 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 | 610 | 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 |
양질의 수익: GLOB는 $70.9M 규모의 큰 일회성 손실이 있어 31st December, 2025까지 지난 12개월 재무 결과에 영향을 미쳤습니다.
이익 마진 증가: GLOB의 현재 순 이익률 (4.2%)은 지난해 (6.9%)보다 낮습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: GLOB의 수익은 지난 5년 동안 연평균 10.6% 증가했습니다.
성장 가속화: GLOB은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.
수익 대 산업: GLOB은 지난 1년 동안 수익이 감소(-37.9%)하여 IT 업계 평균(37%)과 비교하기 어렵습니다.
자기자본이익률
높은 ROE: GLOB의 자본 수익률(4.8%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 18:10 |
| 종가 | 2026/05/08 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Globant S.A.는 34명의 분석가가 다루고 있습니다. 이 중 24명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jason Kupferberg | BofA Global Research |
| Tyler DuPont | BofA Global Research |
| Daniel Federle | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |