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Globant S.A. Stock Price

NYSE:GLOB Community·US$2.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 88 Fair Values set on narratives written by author

GLOB Share Price Performance

US$45.23
-83.62 (-64.90%)
US$84.64
Fair Value
US$45.23
-83.62 (-64.90%)
46.6% undervalued intrinsic discount
US$84.64
Fair Value
Price US$45.23
AnalystConsensusTarget US$84.64
AnalystLowTarget US$50.00
AnalystHighTarget US$121.63

GLOB Community Narratives

AnalystConsensusTarget·
Fair Value US$84.64 46.6% undervalued intrinsic discount

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

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AnalystLowTarget·
Fair Value US$50 9.5% undervalued intrinsic discount

AI And Geopolitical Risks Will Limit Demand Yet Offer Hope

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AnalystHighTarget·
Fair Value US$121.63 62.8% undervalued intrinsic discount

AI And Cloud-Native Solutions Will Transform Global Work Models

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US$50
9.5% undervalued intrinsic discount
Revenue
2.83% p.a.
Profit Margin
7.05%
Future PE
13.85x
Price in 2029
US$64.14
US$84.64
46.6% undervalued intrinsic discount
Revenue
4.06% p.a.
Profit Margin
8.99%
Future PE
19.62x
Price in 2029
US$107.71

Trending Discussion

Updated Narratives

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GLOB: Reset Expectations And AI Transition Shape A More Balanced 2026 Outlook

Fair Value: US$50 9.5% undervalued intrinsic discount
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GLOB: GenAI Shift And FIFA Deal Are Expected To Unlock Future Upside

Fair Value: US$84.64 46.6% undervalued intrinsic discount
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GLOB: GenAI Shift And FIFA Partnership Will Support Long Term Upside

Fair Value: US$121.63 62.8% undervalued intrinsic discount
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0 users have commented on this narrative
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Snowflake Analysis

Undervalued with excellent balance sheet.

2 Risks
3 Rewards

Globant S.A. Key Details

US$2.5b

Revenue

US$1.6b

Cost of Revenue

US$859.3m

Gross Profit

US$756.4m

Other Expenses

US$102.9m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
2.38
35.00%
4.19%
19.3%
View Full Analysis

About GLOB

Founded
2003
Employees
28773
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 lifecycle; GUT Studio, which allows clients to better connect brands to end-consumers through experiential marketing; and Enterprise Studio, which leverages tailored 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, enabling industry-specific fine-tuning, continuous evaluation, and optimization; and Agents Hub, which enables autonomous action through the creation and coordination of agents and agentic workflows that operate across systems, teams, and physical environments. Further, it provides various agentic suites, including GeneXus for enterprise systems evolution; Globant CODA for software development; Navigate Digital Twin for process optimization; Navigate Service Assist for support; and Fusion, which enhances marketing, communications, and advertising with AI at the core, as well as StarMeUp, an employee engagement and talent experience platform; and DaXia, an embedded finance accelerator platform. 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

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