Globant

GLOB

Market cap $2.86B

Receiving the highest distinction a Salesforce Solution partner can achieve, reinforces Globant's deep and proven expertise in integration, data, and AI-driven transformation. NEW YORK , Dec. 2, 2025 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company that helps organizations thrive in a digital and AI-powered future, today announced it was recognized by Salesforce for achieving the expert-level implementation in MuleSoft Anypoint, Data Cloud and Agentforce platforms — the highest distinction a Salesforce Solution partner can achieve— highlighting its leadership in integration, data, and AI-driven transformation.

Not owning Alibaba Group Holding Ltd. )(China, Consumer Discretionary sector) accounted for about a quarter of the underperformance. Among the top individual absolute contributors were Taiwan Semiconductor, Tencent, Contemporary Amperex Technology, Sea Ltd., and Nu Holdings. Among the top individual absolute detractors were MercadoLibre, Dino Polska, Globant SA, HDFC Bank, and Bank Central Asia.

Building on a successful collaboration over the past four years, Globant will deliver a broad portfolio of IT solutions, software and digital platform development services to FIFA The digital consultant and software development provider signs on as a Tournament Supporter for North America and Europe for the FIFA World Cup 2026™ and the FIFA Women's World Cup 2027™ Globant will also support the forthcoming FIFAe Finals 2025 in Saudi Arabia and the FIFA U-20 World Cup 2027™ in Azerbaijan and Uzbekistan NEW YORK , Nov. 25, 2025 /PRNewswire/ -- FIFA and Globant have signed an expanded agreement to build on their successful collaboration over the past four years. Globant , a digitally native company reinventing businesses through innovative technology solutions, will deliver a broad portfolio of projects across FIFA's ecosystem.

Stock selection in materials was the largest contributor to relative performance. The fund's holdings in mining exchange-traded funds and lack of real estate exposure also aided relative return. Stock selection in healthcare, energy, industrials and IT detracted from relative return.

Globant S.A. is rated a "Buy" with a high share price target, citing significant undervaluation after a steep decline from overvalued highs. GLOB's fundamentals remain strong, with conservative 5-7% annual growth estimates, a robust client base, and limited debt, despite recent market volatility and growth concerns. Valuation is attractive at current levels, not requiring aggressive growth assumptions; fair value is estimated at 14-16x P/E, with potential for 15%+ annualized returns.

I'm downgrading Globant S.A. to a Sell due to flat revenue, disappointing employee utilization, and customer engagement challenges. GLOB faces headwinds from clients prioritizing low-margin projects, macroeconomic uncertainty, and continued slow enterprise adoption of generative AI solutions. Despite management's optimism on AI-driven growth, I remain skeptical given ongoing risks and scarcity of large-scale client deployments.

New report from Globant uncovers the trends driving game development and player preferences in 2026 Globant report analyzes how Gaming is being reshaped by AI-driven content, portable and cloud platforms, and creator-led ecosystems NEW YORK , Nov. 18, 2025 /PRNewswire/ --  Globant , a digitally native company that helps organizations thrive in a digital and AI-powered future, today released its latest "Game On" Report, outlining the major shifts defining the next era of the global Gaming industry. 2026 will be defined not just by entertainment, but by infrastructure, intelligence, and trust, especially as AI adoption brings new opportunities and challenges for game developers.

Globant SA (NYSE: GLOB) reported downbeat earnings for the third quarter on Thursday.

Globant S.A. ( GLOB ) Q3 2025 Earnings Call November 13, 2025 4:30 PM EST Company Participants Arturo Langa - Investor Relations Officer Martín Migoya - Co-founder, Chairman, CEO & President Diego Tartara - Chief Technology Officer Juan Urthiague - CFO & Investor Relations Officer Conference Call Participants Puneet Jain - JPMorgan Chase & Co, Research Division Bryan Bergin - TD Cowen, Research Division Bryan Keane - Citigroup Inc., Research Division Margaret Nolan - William Blair & Company L.L.C.

Globant (GLOB) came out with quarterly earnings of $1.53 per share, missing the Zacks Consensus Estimate of $1.54 per share. This compares to earnings of $1.63 per share a year ago.