GlobantGLOB
GLOB
About: Globant is a next-generation IT services company that primarily assists clients with their digital transformation efforts by creating customized software for them. The company was founded in 2003 in Argentina but is currently headquartered in Luxembourg and primarily serves clients in the US and Latin America. Globant's client base is relatively concentrated in the media and entertainment and financial services industries.
Employees: 31,102
0
Funds holding %
of 7,431 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
30% more call options, than puts
Call options by funds: $20M | Put options by funds: $15.4M
1.18% more ownership
Funds ownership: 87.23% [Q1] → 88.41% (+1.18%) [Q2]
4% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 118
11% less funds holding
Funds holding: 369 [Q1] → 329 (-40) [Q2]
24% less capital invested
Capital invested by funds: $4.64B [Q1] → $3.54B (-$1.11B) [Q2]
36% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 92
75% less funds holding in top 10
Funds holding in top 10: 4 [Q1] → 1 (-3) [Q2]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$75
11%
upside
Avg. target
$96
43%
upside
High target
$125
86%
upside
8 analyst ratings
3 positive
38%
5 neutral
63%
0 negative
0%
UBS Leonardo Olmos | 11%upside $75 | Neutral Maintained | 20 Aug 2025 |
Goldman Sachs James Schneider | 56%upside $105 | Neutral Maintained | 18 Aug 2025 |
JP Morgan Tien-Tsin Huang | 16%upside $78 | Neutral Downgraded | 15 Aug 2025 |
Needham Mayank Tandon | 26%upside $85 | Buy Maintained | 15 Aug 2025 |
Scotiabank Divya Goyal | 71%upside $115 | Sector Outperform Upgraded | 21 Jul 2025 |
Financial journalist opinion
Based on 18 articles about GLOB published over the past 30 days
Negative
Seeking Alpha
4 days ago
Twenty Companies, In My Opinion, Facing Existential AI Disruption Risk
AI is disrupting industries reliant on human labor or creative skills, forcing companies to adapt or risk obsolescence, as seen in past tech revolutions. Survival hinges on integrating AI into products and services, shifting to 'human plus AI' models, and moving up the value chain for differentiation. Stock performance reveals investor skepticism, with most of the 20 companies underperforming the S&P 500, indicating market concerns about adaptation success.
Neutral
PRNewsWire
6 days ago
Globant Joins Forces with Unity to Accelerate Real-Time 3D Innovation in Enterprise Sectors
Through Unity's New Service Partner Program, this new partnership delivers advanced interactive technologies to industries outside of gaming, including automotive, healthcare, and manufacturing SAN FRANCISCO , Aug. 20, 2025 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company focused on reinventing businesses through innovative technology solutions, today announced its new global partnership with Unity (NYSE: U), the world's leading platform to create interactive experiences. Through this partnership, Globant became a member of the Unity Service Partner Program, enabling both companies to deliver cutting-edge interactive solutions to high-growth sectors, including digital twins, automotive, healthcare, life sciences, and manufacturing.
Negative
Benzinga
1 week ago
Why Globant Stock Faces More Downside And Remains A Risky Bet
Globant GLOB is currently in Phase 16 of its 18-phase Adhishthana cycle on the weekly chart. The stock is navigating through the Adhishthana Guna Triads, and the formation suggests a prolonged period of weakness.
Positive
Zacks Investment Research
1 week ago
Globant Q2 Earnings & Revenues Beat Estimates, Stock Down
GLOB beats Q2 estimates with record pipeline growth, but shares fall 15% as 2025 guidance is trimmed.
Neutral
The Motley Fool
1 week ago
Globant Can't Get Its Groove Back in Q2
Here's our initial take on Globant's (GLOB -12.22%) fiscal 2025 second-quarter financial report.
Negative
Benzinga
1 week ago
Applied Materials Issues Weak Outlook, Joins Globant, Sandisk And Other Big Stocks Moving Lower In Friday's Pre-Market Session
U.S. stock futures were mixed this morning, with the Dow futures gaining around 300 points on Friday.
Neutral
Seeking Alpha
1 week ago
Globant S.A. (GLOB) Q2 2025 Earnings Call Transcript
Globant S.A. (NYSE:GLOB ) Q2 2025 Earnings Conference Call August 14, 2025 4:30 PM ET Company Participants Arturo Langa - Investor Relations Officer Diego Tartara - Chief Technology Officer Juan Ignacio Urthiague - CFO & Investor Relations Officer Martin Migoya - Co-founder, Chairman, CEO & President Conference Call Participants Bryan C.
Positive
Zacks Investment Research
1 week ago
Globant (GLOB) Beats Q2 Earnings and Revenue Estimates
Globant (GLOB) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.52 per share. This compares to earnings of $1.51 per share a year ago.
Neutral
PRNewsWire
1 week ago
Globant Reports 2025 Second Quarter Financial Results
LUXEMBOURG , Aug. 14, 2025 /PRNewswire/ -- Globant (NYSE: GLOB) today announced results for the three months ended June 30, 2025. "This quarter, we continued making the strategic investments and bold moves needed to fully align with our new business model.
Positive
Zacks Investment Research
1 week ago
GLOB vs. NTES: Which Stock Is the Better Value Option?
Investors interested in Internet - Software and Services stocks are likely familiar with Globant (GLOB) and NetEase (NTES). But which of these two companies is the best option for those looking for undervalued stocks?
Charts implemented using Lightweight Charts™