Globant (GLOB) Aandelenoverzicht
Globant S.A. levert samen met haar dochterondernemingen technologische diensten in de Verenigde Staten, de rest van Noord-Amerika, Latijns-Amerika, Europa en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 1/6 |
| Financiële gezondheid | 5/6 |
| Dividenden | 0/6 |
GLOB Community Fair Values
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Analyst Price Targets
Globant S.A. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$28.94 |
| 52 Week Hoogtepunt | US$95.26 |
| 52 Week Laag | US$27.56 |
| Bèta | 1.02 |
| 1 maand verandering | -28.30% |
| 3 maanden verandering | -37.84% |
| 1 Jaar Verandering | -68.73% |
| 3 jaar verandering | -84.08% |
| 5 jaar verandering | -86.76% |
| Verandering sinds IPO | 157.24% |
Recent nieuws en updates
Narratiefupdate • Jun 24
GLOB: AI Services And Buybacks Will Support Returns Despite Legal Overhang
Analysts have trimmed the Globant price target by $0.16 to $61.23 as recent research updates factor in Q1 outperformance, alongside cautious client spending and mixed views on how AI-related work offsets legacy projects. Analyst Commentary Street research on Globant points to a mixed setup, with analysts weighing solid Q1 execution and AI-driven demand against macro caution and pressure on legacy work.Seeking Alpha • Jun 17
Globant: Rating Upgrade As The Proof Gap Narrows
Summary I am upgrading Globant SA (GLOB) to Buy as conversion from signed demand to revenue is now more tangible and visible. Large customer ramps, already signed and set for H2, provide a concrete catalyst for accelerating revenue growth. AI Pods traction is measurable, with ARR at $32.8M and a $352M pipeline, shifting the AI narrative from risk to opportunity. GLOB trades at a depressed ~5.2x forward PE; with clearer growth visibility, risk/reward is now attractive despite lingering execution risks. Read the full article on Seeking AlphaRecent updates
Narratiefupdate • Jun 24
GLOB: AI Services And Buybacks Will Support Returns Despite Legal Overhang
Analysts have trimmed the Globant price target by $0.16 to $61.23 as recent research updates factor in Q1 outperformance, alongside cautious client spending and mixed views on how AI-related work offsets legacy projects. Analyst Commentary Street research on Globant points to a mixed setup, with analysts weighing solid Q1 execution and AI-driven demand against macro caution and pressure on legacy work.Seeking Alpha • Jun 17
Globant: Rating Upgrade As The Proof Gap Narrows
Summary I am upgrading Globant SA (GLOB) to Buy as conversion from signed demand to revenue is now more tangible and visible. Large customer ramps, already signed and set for H2, provide a concrete catalyst for accelerating revenue growth. AI Pods traction is measurable, with ARR at $32.8M and a $352M pipeline, shifting the AI narrative from risk to opportunity. GLOB trades at a depressed ~5.2x forward PE; with clearer growth visibility, risk/reward is now attractive despite lingering execution risks. Read the full article on Seeking AlphaNarratiefupdate • Jun 05
GLOB: AI Execution And Capital Returns Will Offset Macro And Legal Headwinds
Analysts have trimmed the Globant fair value estimate by about $1 to $61.39 as they lower price targets across the sector, citing a tougher macro backdrop, cautious client spending on large projects, and mixed but generally solid Q1 results supported by AI related offerings and capital returns. Analyst Commentary Street research around Globant reflects a mix of appreciation for solid execution in Q1 and caution around the macro setup and client spending patterns.Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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 AlphaAnalyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Rendement voor aandeelhouders
| GLOB | US IT | US Markt | |
|---|---|---|---|
| 7D | -1.2% | 4.3% | 1.9% |
| 1Y | -68.7% | -9.7% | 20.3% |
Rendement versus industrie: GLOB presteerde slechter dan de US IT -sector, die het afgelopen jaar een rendement van -9.7 % opleverde.
Rendement versus markt: GLOB presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 20.3 % opleverde.
Prijsvolatiliteit
| GLOB volatility | |
|---|---|
| GLOB Average Weekly Movement | 9.5% |
| IT Industry Average Movement | 11.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: GLOB heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 9% ) van GLOB is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2003 | 28,510 | Martin Migoya | www.globant.com |
Globant S.A. levert samen met haar dochterondernemingen technologische diensten in de Verenigde Staten, de rest van Noord-Amerika, Latijns-Amerika, Europa en internationaal. Het bedrijf biedt Digital Studio, dat kunstmatige intelligentie integreert in de softwareontwikkeling; GUT Studio, waarmee klanten merken beter kunnen verbinden; en Enterprise Studio, dat technologie inzet voor gestroomlijnde operaties en productiviteit. Het bedrijf biedt ook AI Industry Studios voor de financiële dienstverlening; media, entertainment, sport en vrije tijd; gezondheidszorg en biowetenschappen; CPG, detailhandel en auto-industrie; gaming en EdTech; luchtvaartmaatschappijen; energie, olie en gas; en hightech en professionele dienstverlening.
Globant S.A. Samenvatting
| GLOB fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$1.30b |
| Inkomsten(TTM) | US$109.26m |
| Inkomsten(TTM) | US$2.45b |
11.4x
Koers/Winstverhouding0.5x
P/S-verhoudingIs GLOB overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| GLOB resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$2.45b |
| Kosten van inkomsten | US$1.60b |
| Brutowinst | US$855.54m |
| Overige uitgaven | US$746.28m |
| Inkomsten | US$109.26m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 2.53 |
| Brutomarge | 34.91% |
| Nettowinstmarge | 4.46% |
| Schuld/Eigen Vermogen Verhouding | 16.5% |
Hoe presteerde GLOB op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/30 10:14 |
| Aandelenkoers aan het einde van de dag | 2026/06/30 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Globant S.A. wordt gevolgd door 32 analisten. 22 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Jason Kupferberg | BofA Global Research |
| Tyler DuPont | BofA Global Research |
| Daniel Federle | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |