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 7,312 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
29% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 112
8% less funds holding
Funds holding: 400 [Q4 2024] → 367 (-33) [Q1 2025]
10.6% less ownership
Funds ownership: 97.71% [Q4 2024] → 87.11% (-10.6%) [Q1 2025]
26% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 94
49% less capital invested
Capital invested by funds: $9.06B [Q4 2024] → $4.64B (-$4.43B) [Q1 2025]
50% less funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 4 (-4) [Q1 2025]
61% less call options, than puts
Call options by funds: $10.6M | Put options by funds: $27.1M
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$97
14%
upside
Avg. target
$127
49%
upside
High target
$160
88%
upside
9 analyst ratings
4 positive
44%
5 neutral
56%
0 negative
0%
Canaccord Genuity Joseph Vafi | 14%upside $97 | Hold Assumed | 26 Jun 2025 |
Guggenheim Jonathan Lee | 47%upside $125 | Buy Reiterated | 10 Jun 2025 |
UBS Leonardo Olmos | 41%upside $120 | Neutral Maintained | 29 May 2025 |
Mizuho Dan Dolev | 80%upside $153 | Outperform Maintained | 19 May 2025 |
Goldman Sachs James Schneider | 41%upside $120 | Neutral Maintained | 19 May 2025 |
Financial journalist opinion
Based on 4 articles about GLOB published over the past 30 days
Positive
Zacks Investment Research
3 days ago
GLOB & Suntory Global Spirits Launch AI Commercial Insights Agent
Globant teams up with Suntory to deploy an AI agent slashing days of analysis into seconds, fueling Suntory's AI-first leap.
Neutral
PRNewsWire
4 days ago
Suntory Global Spirits chooses Globant to build a Commercial Insights AI Agent and unlock Business Intelligence at Scale
Globant is partnering with Suntory Global Spirits to build a generative AI-powered Commercial Insights Agent With the Agent, Suntory Global Spirits employees can access data insights and self-service intelligence, speeding up decision-making across product development, marketing, sales and strategy NEW YORK , July 7, 2025 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company focused on reinventing businesses through innovative technology solutions, today announced a reinvention partnership with Suntory Global Spirits, the world leader in premium spirits, to build and deploy a generative AI-powered Commercial Insights Agent. By compressing days of work into seconds and supporting real-time decision-making for sales, marketing, and strategy, Globant's Commercial Insights Agent is transforming operations for the beverage company.
Positive
Seeking Alpha
2 weeks ago
Globant: Overly Penalized, But Growth Remains Solid
Globant remains fundamentally strong, with diversified revenue streams and a resilient customer base, so the recent drop in its stock makes it very cheap. Market pessimism is overblown; Globant's growth outlook, though revised, still outpaces peers and its valuation multiples signal undervaluation. AI-related services are a growth engine, with 110% YoY revenue growth, and the new AI Pods subscription model enhances customer retention.
Neutral
PRNewsWire
3 weeks ago
Globant FUSION: the new suite of AI Agents for full-funnel marketing and advertising
FUSION is a suite of AI Agents designed to solve real marketing, communications, and advertising challenges, accessible through a single subscription to Globant Enterprise AI From research and content creation to hyper-segmentation and media assets, FUSION streamlines the entire marketing funnel by combining human creativity with AI-driven efficiency to help brands scale with precision Leveraging Globant's recently launched AI Pods subscription model, FUSION enables organizations to unlock measurable outcomes while adapting to evolving business needs CANNES, France , June 18, 2025 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company dedicated to reinventing business through innovative technology solutions, announced today the launch of Globant FUSION for its creative network Globant GUT. Globant FUSION is the first suite of AI Agents designed specifically for full-funnel marketing, communications, and advertising.
Positive
Zacks Investment Research
1 month ago
Globant Unveils AI Pods to Revolutionize IT Services Delivery Model
GLOB unveils AI Pods, a subscription-based AI service model aimed at revolutionizing IT delivery with faster, smarter outcomes.
Neutral
PRNewsWire
1 month ago
Globant Reimagines Traditional IT Services with AI Pods, the First Subscription Model for AI-Powered Engineering
Globant ushers in a new era of consumption-based pricing, aligned to outcomes instead of efforts. This new model provides guaranteed time and cost savings Globant's AI Pods offer an AI model-agnostic approach, empowering companies to leverage top-performing LLMs for agentic workflow production NEW YORK , June 5, 2025 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company dedicated to reinventing businesses through innovative technology solutions, unveils a new model to radically disrupt traditional IT services with AI.
Neutral
PRNewsWire
1 month ago
Globant opens its Middle East Regional HQ in Riyadh serving as a Center of Excellence for AI, creativity and cutting-edge digital solutions
Less than 3 years after its arrival to the region, Globant confirms its bet for Middle East, with its first regional HQ and an ambitious expansion plan The global digital transformation company, already partnering with the most significant Giga-projects in the region, expects this hub in the heart of a growing Saudi Arabia to serve as a platform to export talent and best practices worldwide Globant will train local IT talent in the latest AI skills so that they can orchestrate agentic workflows for key industries RIYADH, Saudi Arabia , May 27, 2025 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company focused on reinventing businesses through innovative technology solutions, inaugurated its Middle East Regional HQ in Riyadh, Saudi Arabia. Landed in the region less than three years ago, this marks a significant milestone in Globant's geographical expansion and its ambition to be at the heart of digital reinvention in the Middle East through cutting-edge AI solutions and digital customer experiences powered by the cultural insight and expertise of local talent.
Negative
Benzinga
1 month ago
Globant Analysts Slash Their Forecasts After Q1 Results
Globant S.A. GLOB reported worse-than-expected first-quarter financial results, issued second-quarter guidance below estimates, and cut its FY25 guidance, after the closing bell on Thursday.
Neutral
Seeking Alpha
1 month ago
Globant: Thoroughly Discounted For A 2026 Rebound
GLOB faces near-zero growth in 2025 due to macro headwinds and delayed IT spending, but this slowdown is sector-wide, not company-specific. Management is guiding conservatively, yet a strong pipeline and new AI subscription model could drive a 2026 rebound and high-teens growth by 2027. Valuation has reset after the recent selloff; at 0.9x PEG, downside appears limited, and upside could be significant if growth resumes as forecast.
Neutral
Zacks Investment Research
1 month ago
GLOB's Q1 Earnings & Revenues Miss Estimates, Stock Tumbles
Globant's Q1 performance reflects steady top-line growth and margins driven by AI tailwinds amid macroeconomic headwinds, fueling a cautious spending approach.
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