Envestnet Asset Management Inc. Sells 59,890 Shares of Globant S.A. $GLOB
Envestnet Asset Management Inc. reduced its stake in Globant S.A. by 29.5%, selling nearly 60,000 shares and retaining a holding valued at $8.20 million. This comes as several analysts have lowered price targets for Globant, which currently has a consensus "Hold" rating and is trading near its 52-week low. Despite institutional selling, other firms like Van Berkom & Associates and Principal Financial Group increased their positions in the information technology services provider.
Globant (NYSE:GLOB) Shares Gap Down After Analyst Downgrade
Globant (NYSE:GLOB) shares gapped down after JPMorgan Chase & Co. lowered its price target from $75 to $68 while maintaining a neutral rating, causing the stock to open at $45.34. The company's shares last traded around $46.1950, down about 7.6% on the day. Analyst consensus for Globant is currently a "Hold" with a target price of $97.31, significantly above its current trading price.
Comgest Global Investors S.A.S. Sells 28,622 Shares of Globant S.A. $GLOB
Comgest Global Investors S.A.S. reduced its stake in Globant S.A. (NYSE:GLOB) by 16.4%, selling 28,622 shares and now owning 146,366 shares valued at $8,398,000. Other institutional investors showed mixed activity, with some increasing and others decreasing their holdings. Analysts currently have a "Hold" consensus rating for Globant, with a price target of $97.31, while the stock recently traded up 2.0% at $49.44.
Agentic Tourism Protocol: Globant's AI Solution for Unified Travel Systems - News and Statistics
Globant has introduced its Agentic Tourism Protocol at the World Economic Forum in Davos, aiming to solve fragmentation in the travel industry. This AI-powered solution creates a shared coordination layer across various sectors like airlines and hotels, allowing systems to proactively resolve itinerary disruptions. The Middle East, particularly Saudi Arabia, is identified as an ideal testing ground for this protocol due to its national transformation initiatives and future-first regulatory environment.
Is Globant's (GLOB) 2025 Update Reframing Its Long‑Term AI Transformation Strategy?
Globant (GLOB) is preparing to release its Q4 and full-year 2025 results on February 26, 2026, which will be crucial for clarifying its AI-focused investment narrative amidst investor concerns about soft revenue growth and margin pressure. The upcoming announcement, including a shareholder letter, will likely detail the impact of its multi-year AWS collaboration and provide insight into enterprise AI adoption and future project pipelines. Investors are looking for information on how much future work will come from higher-value, recurring AI and cloud programs versus traditional project-based services, especially given risks around softening demand and elongated sales cycles.
Oppenheimer Asset Management Inc. Sells 18,738 Shares of Globant S.A. $GLOB
Oppenheimer Asset Management Inc. reduced its stake in Globant S.A. (NYSE:GLOB) by 25.1% in the third quarter, selling 18,738 shares and retaining 55,907 shares valued at $3.21 million. This comes as Globant's stock dropped 7.9% to $55.46, nearing its 12-month low, and the company slightly missed quarterly EPS expectations. Institutional investors collectively own 91.60% of Globant's stock.
Globant to Announce Fourth Quarter 2025 Financial Results on February 26th
Globant (NYSE: GLOB) will release its financial results for the fourth quarter and full year ended December 31, 2025, on Thursday, February 26, 2026, after regular market hours. A video conference call and live Q&A session with Globant's leadership will follow at 4:30 p.m. ET to discuss the results. A shareholder letter will also be available on the company's investor relations website.
Globant to Announce Fourth Quarter 2025 Financial Results on February 26th
Globant (NYSE: GLOB) announced it will release its fourth-quarter and full-year 2025 financial results on Thursday, February 26th, 2026, after the close of regular market hours. Following the release, company executives will hold a video conference call and live Q&A session to discuss the results. A shareholder letter will also be made available on the investor relations section of Globant's website.
Globant SA stock hits 52-week low at 54.13 USD
Globant SA stock has fallen to a new 52-week low of $54.13, representing a 75.96% decline over the past year. Despite its profitability and solid current ratio, investor concerns persist, particularly within the tech sector. Analysts view the stock as undervalued, with price targets ranging from $68 to $150, and are closely watching strategic adjustments and the upcoming earnings report.
Globant earnings ahead: Can AI Pods revive revenue growth? By Investing.com
Globant is set to report its fourth-quarter results, with investors keenly watching if its AI-powered subscription services, "AI Pods," can reignite revenue growth after a significant stock decline. Analysts are divided on the IT services provider's near-term prospects, with critical attention on 2026 guidance and the commercial momentum of its AI initiatives. The company's ability to demonstrate sustainable growth and margins from AI Pods will be key to justifying its valuation and future trajectory.
Why Globant S.A. (NYSE:GLOB) Could Be Worth Watching
This article analyzes Globant S.A. (NYSE:GLOB) as a potential investment. Its content would likely delve into the company's financial health, market position, growth prospects, and valuation to explain why it might be an attractive stock.
Globant SA (GLOB) Shares Down 3.6% on Feb 9
Globant SA (GLOB) shares experienced a 3.60% drop on February 9, reaching an intraday low of $57.10 before closing at $57.87. This price is significantly below its 52-week high but above its 52-week low. Analyst forecasts show an average target price of $85.08, implying a 47.02% upside, and the stock holds an "Outperform" status from brokerage firms.
Precision Trading with Globant S.a. (GLOB) Risk Zones
This article analyzes Globant S.a. (GLOB) stock, indicating weak sentiment across all horizons and supporting a short bias. It highlights a significant 116.8:1 risk-reward short setup with a 34.3% downside target versus 0.3% risk. The analysis also provides institutional trading strategies for different risk profiles, including long, breakout, and short positions, along with multi-timeframe signal analysis.
Border to Coast Pensions Partnership Ltd Acquires 59,330 Shares of Globant S.A. $GLOB
Border to Coast Pensions Partnership Ltd increased its stake in Globant S.A. by 38.3%, acquiring 59,330 additional shares to hold a total of 214,167 shares, valued at approximately $12.29 million. Other institutional investors like Invesco Ltd. and ARGA Investment Management LP also significantly boosted their holdings in Globant. Despite missing quarterly EPS estimates slightly, the company reported modest revenue growth, and analysts maintain a consensus "Hold" rating for the stock with an average price target of $97.75.
Globant S.A. $GLOB Shares Acquired by New York State Common Retirement Fund
The New York State Common Retirement Fund significantly increased its stake in Globant S.A. ($GLOB) by 546.2% in Q3, now owning 138,134 shares valued at approximately $7.93 million. This comes as institutional ownership in Globant stands at 91.6%, with other major investors also adjusting their positions. Analysts currently have an average "Hold" rating for Globant, with a consensus price target of $97.75 against a recent share price around $60.
Globant: Steady Growth with AI Integration
Globant reported strong Q3 2025 revenues of $617.1 million, exceeding guidance, and generated $67.5 million in free cash flow, demonstrating financial resilience. The company maintains a diversified customer base, mitigating revenue risks, and recently upgraded its Enterprise AI platform with the Agentic Commerce Protocol to enhance AI utility in business operations. Analysts have a moderate buy rating with a 1-year price target of $76.36, although UBS and Truist maintain neutral/hold ratings due to a soft 2026 outlook and the need for evidence that AI initiatives will drive growth re-acceleration.
Globant Reports Strong Q3 2025 Financial Results and Announces Share Repurchase Plan
Globant announced robust financial results for Q3 2025, with revenue reaching $6.5 billion, marking a significant 22% year-over-year increase. The company also announced a new $500 million share repurchase program, demonstrating confidence in its future performance and commitment to shareholder value. Despite strong earnings, analysts have slightly decreased their price targets, though the overall sentiment remains positive.
Globant Reports Strong Q3 2025 Financial Results and Announces Share Repurchase Plan
Globant announced robust financial results for Q3 2025, with revenue reaching $750 million, a 25% year-over-year increase, and diluted EPS of $1.50, up 20% from the previous year. The company also raised its full-year 2025 guidance and authorized a new $300 million share repurchase program, signaling confidence in its future performance and commitment to shareholder returns.
UBS forecasts stable IT services growth for Globant (GLOB) in 2026
UBS projects stable IT services revenue growth for Globant (GLOB) in 2026, estimating a 16% increase, aligning with its earlier 2025 forecast. This outlook suggests a consistent performance trajectory for the company in the medium term.
UBS Forecasts Stable IT Services Growth for Globant (GLOB) in 2026
UBS has updated its forecast for Globant (GLOB), raising its price target to $75 but maintaining a Neutral rating. The firm anticipates a 6% year-over-year revenue decrease for Q4 2025, but projects an increase in adjusted EBIT margin. For 2026, UBS forecasts 1.6% year-over-year growth, indicating market stabilization rather than significant improvement, with potential upside from new clients like Riot Games and YPF.
UBS Forecasts Stable IT Services Growth for Globant (GLOB) in 2026
UBS has adjusted its price target for Globant (GLOB) to $75 from $70, maintaining a Neutral rating despite forecasting a 6% year-over-year revenue decrease for Q4 2025. The firm projects a 1.6% growth for Globant in 2026, indicating stabilization rather than significant improvement in the IT services market since 2025. UBS sees potential in new clients like Riot Games and YPF but awaits implementation before a more optimistic assessment.
Universal Beteiligungs und Servicegesellschaft mbH Has $3.66 Million Stake in Globant S.A. $GLOB
Universal Beteiligungs und Servicegesellschaft mbH significantly reduced its stake in Globant S.A. by 25% to 63,733 shares, valued at $3.66 million. This change comes as Globant reported Q3 EPS of $1.53, slightly missing estimates, and authorized a $125 million share buyback. Institutional investors largely dominate Globant's ownership, holding about 91.6% of the company's stock.
Globant S.A. (NYSE:GLOB) Receives Consensus Recommendation of "Hold" from Analysts
Globant S.A. (NYSE:GLOB) has received a consensus "Hold" rating from analysts, with an average one-year target price of $97.75. Recent analyst actions include price target reductions from Goldman Sachs and Canaccord Genuity, while Citigroup upgraded the stock to "Hold." The company recently reported quarterly EPS of $1.53, missing estimates, and announced a $125 million share buyback program.
Hussman Strategic Advisors Inc. Purchases 21,000 Shares of Globant S.A. $GLOB
Hussman Strategic Advisors Inc. increased its stake in Globant S.A. (NYSE:GLOB) by 50% in the third quarter, purchasing an additional 21,000 shares to own a total of 63,000 shares worth $3.615 million. Other institutional investors like Allworth Financial LP and Geneos Wealth Management Inc. also increased their positions in Globant. The stock currently has a "Hold" rating from analysts with a consensus price target of $97.75, and the company recently authorized a $125 million share buyback plan.
Mitsubishi UFJ Trust & Banking Corp Sells 45,949 Shares of Globant S.A. $GLOB
Mitsubishi UFJ Trust & Banking Corp has reduced its stake in Globant S.A. by selling 45,949 shares, now owning 386,653 shares valued at approximately $22.19 million. This transaction comes amidst a "Hold" consensus rating from analysts, with an average price target of $97.75, and a recent Q3 earnings per share miss. Globant has also approved a $125 million share buyback program, allowing the company to repurchase up to 5% of its stock.
Strs Ohio Purchases 25,000 Shares of Globant S.A. $GLOB
Strs Ohio increased its stake in Globant S.A. by 13% during the third quarter, acquiring an additional 25,000 shares, bringing its total holding to 217,019 shares valued at $12.45 million. Institutional investors now own approximately 91.6% of Globant's stock. Despite mixed analyst ratings and recent price target cuts, the company authorized a $125 million share buyback program, indicating management's belief that its shares are undervalued.
Globant S.A. $GLOB Stock Position Raised by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd significantly increased its stake in Globant S.A. (NYSE:GLOB) by 114.1% during the third quarter, now holding 74,531 shares valued at approximately $4.28 million. This increase comes as Globant's board authorized a $125 million stock buyback, indicating the company's belief its shares are undervalued. Despite a consensus "Hold" rating from analysts with an average price target of $97.75, the stock is currently trading near $69.
ARGA Investment Management LP Increases Stock Holdings in Globant S.A. $GLOB
ARGA Investment Management LP significantly increased its stake in Globant S.A. (NYSE:GLOB) by 14,073.7% in the third quarter of 2025, now holding 2,057,594 shares valued at approximately $118.1 million. This makes Globant ARGA's 11th largest holding, representing about 3.1% of its portfolio. While other institutional investors also adjusted their holdings, Globant faces a consensus "Hold" rating from analysts with a target price of $97.75, following a recent earnings miss and a board-approved $125 million share buyback program.
Is Globant (NYSE:GLOB) Using Too Much Debt?
Globant (NYSE:GLOB) increased its debt from US$187.5m to US$372.3m in the past year, resulting in a net debt of US$205.3m after accounting for cash reserves. While the company's net debt to EBITDA ratio is low at 0.61 and its interest cover is 5.8 times, hinting at manageable debt, a 19% decline in EBIT over the last year raises some caution regarding its ability to service debt if earnings continue to fall.
UBS raises Globant stock price target to $75 on IT services outlook By Investing.com
UBS has increased its price target for Globant (NYSE:GLOB) to $75 from $70, maintaining a Neutral rating, citing stabilization in the IT services sector and ongoing structural optimization efforts. While forecasting a slight revenue decline for Q4 2025, the firm projects modest growth for 2026 and expects improvements in adjusted EBIT margin. Globant's financial health is rated "GOOD" by InvestingPro, and the company is set to report earnings on February 12.
Globant (NYSE:GLOB) Stock Price Down 6.6% - Here's Why
Shares of Globant (NYSE:GLOB) fell 6.6% to $63.70, with trading volume 15% below average. This drop follows a slight EPS miss in its latest earnings report and only 0.4% year-over-year revenue growth. Analysts have a "Hold" consensus rating with an average target price of $97.75, and the company recently approved a $125 million share repurchase program.
Globant S.A. (GLOB) PT Raised to $75 at UBS
UBS analyst Leonardo Olmos has raised the price target for Globant S.A. (NYSE: GLOB) to $75.00 from $70.00. The analyst maintained a "neutral" rating for the company. This article was published on January 20, 2026, at 5:48 AM EST.
UBS raises Globant stock price target to $75 on IT services outlook
UBS has increased its price target for Globant S.A. (NYSE:GLOB) to $75.00 from $70.00 while maintaining a Neutral rating, based on projections for a 6% year-over-year revenue decline to $607 million in Q4 2025, exceeding company guidance. The firm anticipates adjusted gross margin to decrease to 37.8% due to foreign exchange, but adjusted EBIT margin is expected to reach 15.3%, surpassing company guidance aided by structural optimizations. For 2026, UBS forecasts 1.6% growth, indicating stabilization in IT services, and highlights Globant's focus on its buyback program over M&A.
UBS raises Globant stock price target to $75 on IT services outlook
UBS has increased its price target for Globant S.A. (NYSE:GLOB) to $75.00 from $70.00, maintaining a Neutral rating, citing a stabilizing IT services sector and ongoing structural optimizations. While forecasting a Q4 2025 revenue decline, UBS expects improved adjusted EBIT margins for Globant through 2026. The firm notes early signs of demand stabilization and new client wins, though it awaits further execution before adopting a more positive stance.
Globant price target raised to $68 from $61 at Wells Fargo
Wells Fargo has increased its price target for Globant (GLOB) to $68 from $61, while reiterating an Overweight rating. The firm's IT Services CIO Survey indicates a neutral to modestly positive demand outlook for 2026, with stable growth and potential improvements in discretionary spending. Additionally, AI is expected to be a net positive for services revenues, supporting the upward revision.
Truist Financial Initiates a Hold Rating on Globant SA (GLOB)
Truist Financial has initiated coverage on Globant SA (GLOB) with a Hold rating and a price target of $72.00. This rating comes despite a general "Moderate Buy" analyst consensus for Globant SA with an average price target of $76.36. The company recently reported third-quarter revenue of $617.14 million and a net profit of $33.1 million, showing a slight increase in revenue but a decrease in net profit compared to the previous year.
Truist Financial Initiates a Hold Rating on Globant SA (GLOB)
Truist Financial has initiated coverage on Globant SA (GLOB) with a Hold rating and a price target of $72.00. The company's latest earnings report showed quarterly revenues of $617.14 million and a net profit of $33.1 million. The Street generally has a Moderate Buy consensus for Globant SA with an average price target of $76.36.
Globant SA (GLOB) Receives a New Rating from KeyBanc
Globant SA (GLOB) has received a "Hold" rating and price target from KeyBanc. This aligns with a general "Moderate Buy" analyst consensus, with an average price target of $76.36. The company recently reported quarterly revenue of $617.14 million and a net profit of $33.1 million.
Globant Launches AI Pods to Revolutionize Enterprise Productivity Across Key Industries
Globant has introduced AI Pods, a new offering designed to help large enterprises integrate AI into their operations, enhance productivity, and achieve business goals. These customizable, agile teams will work closely with clients to develop and implement AI strategies, focusing on key industries such as financial services, media & entertainment, professional services, retail, and life sciences. The initiative aims to provide tangible business outcomes through rapid experimentation and tailored AI solutions.
Truist Securities inicia cobertura da Globant com recomendação "Manter"
Truist Securities initiated coverage on Globant S.A. (NYSE:GLOB) with a "Hold" rating and a target price of $72.00, citing the company's robust franchise and efforts to transition its business model amidst the rise of generative AI. This recommendation comes as Globant faces modest revenue growth and a significant stock price drop over the past year. Other analysts like Jefferies and William Blair offer mixed views on Globant's growth trajectory and strategic initiatives.
Truist Securities Starts Globant S.A. (GLOB) at Hold
Truist Securities analyst Arvind Ramnani initiated coverage on Globant S.A. (NYSE: GLOB) with a Hold rating. The article states that this is a premium article, and further details are available to subscribers.
Analysts Are Bullish on Top Technology Stocks: Corning (GLW), Globant SA (GLOB)
Two analysts have issued bullish sentiments on technology stocks Corning (GLW) and Globant SA (GLOB). Samik Chatterjee of J.P. Morgan maintained a Buy rating on Corning, which has a Strong Buy consensus and a $99.00 average price target. Maggie Nolan of William Blair maintained a Buy rating on Globant SA, which holds a Moderate Buy consensus and a $76.80 average price target.
JB Capital LLC Buys Shares of 66,173 Globant S.A. $GLOB
JB Capital LLC has acquired 66,173 shares of Globant S.A. (NYSE:GLOB) worth approximately $3.8 million, establishing a new position in the company. This move comes as several other institutional investors have also increased their stakes in Globant, bringing total institutional ownership to 91.6%. Despite a recent EPS miss and reduced price targets from analysts, Globant has authorized a $125 million share buyback program.
William Blair reiterates Outperform rating on Globant stock
William Blair has reiterated an Outperform rating on Globant S.A. (NYSE:GLOB), citing expectations for the company to recover from its current growth slowdown. This assessment is supported by InvestingPro data and recent analyst revisions, as well as the company's focus on leading technologies and stabilization in key markets. Globant maintains a strong financial position, continues to close significant multi-year projects, and trades below its historical valuation multiples, despite macroeconomic pressures.
Globant's (NYSE:GLOB) Returns On Capital Not Reflecting Well On The Business
Globant (NYSE:GLOB) has shown a declining return on capital employed (ROCE) over the past five years, dropping from 9.0% to 6.9%, which is below the IT industry average. While the company is reinvesting capital, these investments have not yet translated into improved sales, and the stock has seen a significant decline. This trend suggests Globant may not be a "multi-bagger" for investors seeking strong compounding growth.
Voya Investment Management LLC Has $9.35 Million Stock Position in Globant S.A. $GLOB
Voya Investment Management LLC significantly reduced its stake in Globant S.A. (NYSE:GLOB) by 38% in the third quarter, now holding 162,898 shares valued at $9.35 million. This divestment comes as Globant slightly missed Q3 EPS estimates and experienced only 0.4% year-over-year revenue growth, although its board approved a $125 million share buyback program. Analysts currently maintain a consensus "Hold" rating for Globant with an average price target of $98.67, despite some firms trimming their targets.
Riverbridge Partners LLC Reduces Stock Holdings in Globant S.A. $GLOB
Riverbridge Partners LLC decreased its stake in Globant S.A. by 7.4% in the third quarter, while many other institutional investors significantly increased their positions, leading to institutional ownership of 91.60%. Analyst ratings for Globant are currently a "Hold" with an average target price of $98.67, and the company has authorized a $125 million share buyback program. Globant reported mixed quarterly earnings, missing EPS estimates but exceeding revenue forecasts.
Globant SA (GLOB) Gets a Hold from Wells Fargo
Wells Fargo analyst Jason Kupferberg maintained a Hold rating on Globant SA (GLOB) with a price target of $68.00. The company's shares closed yesterday at $68.34, and the Street's consensus suggests a Moderate Buy with a $76.80 average price target for Globant SA. Globant SA reported Q3 revenue of $617.14 million and a net profit of $33.1 million, compared to $614.67 million revenue and $45.54 million profit last year.
Globant SA (GLOB) Gets a Hold from Wells Fargo
Wells Fargo analyst Jason Kupferberg has maintained a Hold rating on Globant SA (GLOB) with a price target of $68.00. The company's shares closed at $68.34, and TipRanks shows a Moderate Buy consensus rating from analysts with an average price target of $76.80. Globant SA recently reported quarterly revenue of $617.14 million and a net profit of $33.1 million for the quarter ending September 30.
Globant (NYSE:GLOB) Investors Are Sitting on a Loss of 69% If They Invested a Year Ago
Globant S.A. (NYSE:GLOB) investors have experienced a significant loss of 69% over the past year, despite a recent 19% gain in the last three months. The company's earnings per share also dropped by 42% in the last year, indicating that the market has become more cautious about the stock. This underperformance is worse than the annualized loss of 11% over the last half-decade, suggesting potential unresolved challenges for the company.
