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 7,338 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
27% more repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 113
8% less funds holding
Funds holding: 402 [Q4 2024] → 368 (-34) [Q1 2025]
10.6% less ownership
Funds ownership: 97.73% [Q4 2024] → 87.13% (-10.6%) [Q1 2025]
26% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 95
49% less capital invested
Capital invested by funds: $9.07B [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
$87
9%
upside
Avg. target
$116
46%
upside
High target
$153
92%
upside
9 analyst ratings
4 positive
44%
5 neutral
56%
0 negative
0%
Scotiabank Divya Goyal | 44%upside $115 | Sector Outperform Upgraded | 21 Jul 2025 |
Deutsche Bank Bryan Keane | 9%upside $87 | Hold Reinstated | 17 Jul 2025 |
Canaccord Genuity Joseph Vafi | 22%upside $97 | Hold Assumed | 26 Jun 2025 |
Guggenheim Jonathan Lee | 57%upside $125 | Buy Reiterated | 10 Jun 2025 |
UBS Leonardo Olmos | 51%upside $120 | Neutral Maintained | 29 May 2025 |
Financial journalist opinion
Based on 9 articles about GLOB published over the past 30 days
Positive
Zacks Investment Research
1 day ago
Globant & NetEase Driving Software & Services Strength
Globant and NetEase stand out in the Internet-Software & Services industry with global reach, AI-driven growth, and resilient subscription models.
Positive
Zacks Investment Research
1 day ago
Globant Gears Up for Q2 Earnings: What's in the Offing?
GLOB Q2 earnings are likely to have gained from AI Pods, GEAI upgrades and a Google Cloud alliance, even as macro pressures test growth.
Positive
Zacks Investment Research
5 days ago
4 Internet Stocks Poised to Beat Earnings Estimates This Season
Here, we have picked four Internet stocks, GLOB, NICE, AFRM and BILL, which are likely to pull off earnings surprises this season.
Positive
Zacks Investment Research
6 days ago
Globant (GLOB) Reports Next Week: Wall Street Expects Earnings Growth
Globant (GLOB) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
PRNewsWire
1 week ago
Globant to Announce Second Quarter 2025 Financial Results on August 14th
LUXEMBOURG , July 31, 2025 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company focused on reinventing businesses through innovative technology solutions, today announced it will release results for the second quarter ended June 30th, 2025 on Thursday, August 14th, 2025 after the close of regular market hours. Following the earnings release, Martin Migoya, Globant's Chief Executive Officer & co-founder, and Juan Urthiague, Chief Financial Officer, will discuss the results in a video conference call beginning at 4:30 pm ET.
Neutral
PRNewsWire
1 week ago
Globant Enterprise AI Powers Next Wave of Business AI, Incorporating MCP and Enabling Interoperability via A2A
Enhanced by these protocols, Globant Enterprise AI positions itself as the foundational platform for secure, scalable, and collaborative AI development throughout enterprise environments MCP and A2A's new features allow users to import and interconnect tools and agents from external environments like Agentforce, Google Cloud Platform, Azure AI Foundry, and Amazon Bedrock directly into Globant Enterprise AI, bridging previously siloed frameworks NEW YORK , July 31, 2025 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company focused on reinventing businesses through innovative technology solutions, today announced a major upgrade to its proprietary AI platform, Globant Enterprise AI (GEAI), which now supports both Model Context Protocol (MCP) and Agent2Agent (A2A) Protocol. This update increases the platform's interoperability, enabling the seamless integration of agents and tools defined in other frameworks and helping Globant continue to accelerate secure, scalable, and collaborative AI development for global organizations.
Positive
Zacks Investment Research
2 weeks ago
GLOB vs. NTES: Which Stock Should Value Investors Buy Now?
Investors interested in Internet - Software and Services stocks are likely familiar with Globant (GLOB) and NetEase (NTES). But which of these two stocks presents investors with the better value opportunity right now?
Positive
Zacks Investment Research
2 weeks ago
Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
Neutral
Seeking Alpha
3 weeks ago
Globant: AI Risk Appropriately Priced In
Globant's valuation is becoming attractive as excessive AI displacement fears have driven the stock to near-ignored levels, despite ongoing risks. The company remains well-positioned in digital transformation, with a strong AI solutions portfolio and healthy margins, even as growth slows sharply. Recent results and guidance reflect macro and competitive headwinds, but management is focused on strategic AI investments and margin protection.
Positive
Zacks Investment Research
1 month 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.
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