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Globant S.A. Stock Price

NYSE:GLOB Community·US$1.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 100 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

GLOB Share Price Performance

US$36.70
-21.80 (-37.26%)
​
US$51.32
Fair Value
US$36.70
-21.80 (-37.26%)
28.5% undervalued intrinsic discount
US$51.32
Fair Value
Price US$36.70
AnalystConsensusTarget US$51.32
AnalystLowTarget US$33.00
AnalystHighTarget US$93.34
Thu, 3 Sep 26
Fair ValueUS$51.32
Share Pricen/a

GLOB Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$51.32 28.5% undervalued intrinsic discount

Analysts Cut Globant Valuation Amid IT Services Challenges and Mixed Growth Outlook

1users have liked this narrative
0users have commented on this narrative
54users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$33 11.2% overvalued intrinsic discount

AI And Geopolitical Risks Will Limit Demand Yet Offer Hope

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$93.34 60.7% undervalued intrinsic discount

AI And Cloud-Native Solutions Will Transform Global Work Models

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
GLOB logo
Globant
28.5% undervalued intrinsic discount

Analysts Cut Globant Valuation Amid IT Services Challenges and Mixed Growth Outlook

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
Read Narrative
GLOB logo
Globant
11.2% overvalued intrinsic discount

AI And Geopolitical Risks Will Limit Demand Yet Offer Hope

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AN
AnalystLowTarget
AnalystLowTarget
Updated 19 Aug
Read Narrative
GLOB logo
Globant
60.7% undervalued intrinsic discount

AI And Cloud-Native Solutions Will Transform Global Work Models

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 5 Aug
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Trending Discussion

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Recently Updated Narratives

AN
AnalystConsensusTarget
GLOB logo

GLOB: AI Pivot And Buybacks Will Support Future Share Returns

Fair Value: US$51.32 28.5% undervalued intrinsic discount
54 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
GLOB logo

GLOB: AI Transition Risk Will Restrain Confidence In 2026 Outlook

Fair Value: US$33 11.2% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
GLOB logo

GLOB: AI Execution And Buybacks Will Support Long Term Upside

Fair Value: US$93.34 60.7% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with excellent balance sheet.

2 Risks
4 Rewards
View Full Analysis

Globant S.A. Key Details

US$2.5b

Revenue

US$1.6b

Cost of Revenue

US$846.1m

Gross Profit

US$732.7m

Other Expenses

US$113.4m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.63
34.52%
4.63%
19.4%
View Full Analysis

About GLOB

Founded
2003
Employees
27411
CEO
Martin Migoya
WebsiteView website
www.globant.com

Globant S.A., together with its subsidiaries, provides technology services in the United States, rest of North America, Latin America, Europe, and internationally. The company offers Digital Studio, which integrates artificial intelligence into the software development; GUT Studio, which allows clients to better connect brands; and Enterprise Studio, which leverages technology for streamlined operations and productivity. It also provides AI Industry Studios for the financial services; media, entertainment, sports, and leisure; healthcare and life sciences; CPG, retail, and automotive; gaming and EdTech; airlines; energy, oil, and gas; and high tech and professional services sectors. In addition, the company offers AI Pods, a subscription-based delivery model for AI-powered services; Globant Enterprise AI, an agentic innovation platform; Corporate Hub, which grounds intelligence in how the organization operates; AI Hub, which connects and governs foundation and custom models, continuous evaluation, and optimization; and Agents Hub, which enables autonomous action through the creation and coordination of agents and agentic workflows. Further, it provides GeneXus for enterprise systems evolution; Globant CODA for software development; Navigate Digital Twin for process optimization; Navigate Service Assist for support; and Fusion, for marketing, communications, and advertising, as well as StarMeUp, an employee engagement and talent experience platform; and DaXia, an embedded finance accelerator platform. Globant S.A. has a strategic collaboration with Pharma Mar, S.A. for cancer drug discovery through artificial intelligence; and Viability and Cascadience LLC to launch AI-powered platform for students with disabilities. The company was formerly known as IT Outsourcing S.L. and changed its name to Globant S.A. in December 2012. Globant S.A. was founded in 2003 and is based in Luxembourg, Luxembourg.

Recent GLOB News & Updates

User avatar
Narrative Update • Sep 03

GLOB: AI Pivot And Buybacks Will Support Future Share Returns

Analysts have trimmed the fair value estimate for Globant to about $51 from roughly $61 as they reset expectations following weaker guidance, margin pressure, and a broad round of lower price targets that reflect FX headwinds, softer discretionary spending, and uncertainty around the pace of the company’s shift toward AI-focused services. Analyst Commentary Recent Street research on Globant points to a broad reset in expectations, with most firms cutting price targets after Q2 results and updated guidance.

Recent updates

No updates

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