Globant Förvaltning
Förvaltning kriterier kontrolleras 2/4
Globant VD är Martin Migoya, utsedd i Jan 2003, har en anställningstid på 23.33 år. äger direkt 0.83% av företagets aktier, värda $ 14.50M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 8.4 år respektive 4.8 år.
Viktig information
Martin Migoya
Verkställande direktör
n/a
Total ersättning
| VD-lön i procent | n/a |
| Anställning som VD | 23.3yrs |
| Ägande av VD | 0.8% |
| Ledningens genomsnittliga anställningstid | 8.4yrs |
| Styrelsens genomsnittliga mandatperiod | 4.8yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • 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
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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...Analysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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...
Ny berättelse • 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.VD OCH KONCERNCHEF
Martin Migoya (57 yo)
23.3yrs
Anställning
Mr. Martin Migoya has been the Chairman and Chief Executive Officer of Globant S.A. since 2005 and serves as its President. He is a Co-founder of Globant S.A. in 2003. Mr. Migoya co-founded Sistemas Global...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Co-Founder | 23.3yrs | inga uppgifter | 0.83% $ 14.5m | |
| Co-Founder | 23.3yrs | inga uppgifter | 1.22% $ 21.5m | |
| Co-Founder | 23.3yrs | inga uppgifter | 0.73% $ 12.8m | |
| Co-Founder & Chief Corporate Affairs Officer | 23.3yrs | inga uppgifter | inga uppgifter | |
| CFO & Investor Relations Officer | 7.6yrs | inga uppgifter | 0.062% $ 1.1m | |
| Chief Accounting Officer | 9.3yrs | inga uppgifter | 0.0013% $ 22.5k | |
| Chief Technology Officer | 5yrs | inga uppgifter | 0.038% $ 672.6k | |
| Chief Information Officer | 3.9yrs | inga uppgifter | inga uppgifter | |
| General Counsel | 4.6yrs | inga uppgifter | 0.049% $ 866.1k | |
| Chief Marketing Officer | 1.3yrs | inga uppgifter | 0.031% $ 546.1k | |
| Chief People & Education Officer | 2.3yrs | inga uppgifter | inga uppgifter | |
| Chief Operating Officer of North America | 9.3yrs | inga uppgifter | inga uppgifter |
8.4yrs
Genomsnittlig anställningstid
57yo
Genomsnittlig ålder
Erfaren ledning: GLOB s ledningsgrupp är erfaren och erfaren ( 8.4 års genomsnittlig anställning).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Co-Founder | 21.3yrs | inga uppgifter | 0.83% $ 14.5m | |
| Co-Founder | 13.4yrs | inga uppgifter | 1.22% $ 21.5m | |
| Co-Founder | 23.3yrs | inga uppgifter | 0.73% $ 12.8m | |
| Non-Executive Independent Director | 19.3yrs | US$249.89k | 0.046% $ 801.9k | |
| Lead Independent Director | 9yrs | US$399.77k | 0.012% $ 208.6k | |
| Member of the Advisory Board & Independent Director | 5.1yrs | US$249.89k | 0.0052% $ 90.4k | |
| Independent Director | 2.2yrs | US$249.89k | 0.0073% $ 128.2k | |
| Independent Director | 4.1yrs | US$249.89k | 0.0043% $ 74.9k | |
| Member of the Advisory Board | 4.4yrs | inga uppgifter | inga uppgifter | |
| Member of the Advisory Board | 4.4yrs | inga uppgifter | inga uppgifter | |
| Member of the Advisory Board | 4.4yrs | inga uppgifter | inga uppgifter | |
| Member of the Advisory Board | 4.4yrs | inga uppgifter | inga uppgifter |
4.8yrs
Genomsnittlig anställningstid
57yo
Genomsnittlig ålder
Erfaren styrelse: GLOB s styrelse anses vara erfaren ( 4.8 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/22 21:44 |
| Aktiekurs vid dagens slut | 2026/05/22 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Globant S.A. bevakas av 34 analytiker. 24 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Jason Kupferberg | BofA Global Research |
| Tyler DuPont | BofA Global Research |
| Daniel Federle | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |