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GLOB 
Globant SA (GLOB)
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Upturn Advisory Summary
02/20/2026: GLOB (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
24 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $84.32
1 Year Target Price $84.32
| 8 | Strong Buy |
| 6 | Buy |
| 10 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.02B USD | Price to earnings Ratio 20.92 | 1Y Target Price 84.32 |
Price to earnings Ratio 20.92 | 1Y Target Price 84.32 | ||
Volume (30-day avg) 24 | Beta 1.17 | 52 Weeks Range 44.51 - 161.67 | Updated Date 02/21/2026 |
52 Weeks Range 44.51 - 161.67 | Updated Date 02/21/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.19 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-02-26 | When After Market | Estimate 1.54 | Actual - |
Profitability
Profit Margin 4.01% | Operating Margin (TTM) 9.76% |
Management Effectiveness
Return on Assets (TTM) 3.97% | Return on Equity (TTM) 4.79% |
Valuation
Trailing PE 20.92 | Forward PE 9.47 | Enterprise Value 2318524900 | Price to Sales(TTM) 0.81 |
Enterprise Value 2318524900 | Price to Sales(TTM) 0.81 | ||
Enterprise Value to Revenue 0.93 | Enterprise Value to EBITDA 13.78 | Shares Outstanding 44053708 | Shares Floating 40191536 |
Shares Outstanding 44053708 | Shares Floating 40191536 | ||
Percent Insiders 2.2 | Percent Institutions 109.39 |
Upturn AI SWOT
Globant SA
Company Overview
History and Background
Globant SA was founded in 2003 by Martu00edn Migoya, Guibert Englebienne, Diego Semeraro, and Martu00edn Umaran. It began as a small IT consulting firm in Argentina and has since grown into a global digital transformation leader. Key milestones include its IPO on the New York Stock Exchange (NYSE) in July 2014, significant acquisitions to expand its capabilities and geographic reach, and continuous recognition for its innovative approach to software development and digital strategy.
Core Business Areas
- Digital & Intelligent Automation: Focuses on leveraging artificial intelligence, machine learning, and robotic process automation to streamline operations, enhance customer experiences, and drive business innovation for clients.
- Customer Centricity & Experience: Develops strategies and solutions to improve customer engagement, personalization, and overall customer journey across various digital touchpoints.
- Product & Engineering Excellence: Provides end-to-end software development, design, and engineering services, enabling clients to build and scale innovative digital products.
- Digital Strategy & Transformation: Advises clients on their digital roadmaps, helping them to adapt to evolving market trends, implement new technologies, and achieve digital maturity.
Leadership and Structure
Globant SA is led by a seasoned management team. Martu00edn Migoya serves as CEO, and Guibert Englebienne as CTO. The company operates with a decentralized structure, empowering its regional hubs and studios to foster local talent and cater to specific client needs while maintaining a unified global strategy.
Top Products and Market Share
Key Offerings
- Digital Transformation Consulting: Globant offers strategic consulting services to help businesses navigate their digital journeys, identify opportunities, and implement transformative solutions. Competitors include Accenture, Deloitte Digital, and Tata Consultancy Services.
- Custom Software Development: Provides end-to-end custom software solutions, from design and development to deployment and maintenance, across web, mobile, and cloud platforms. Competitors include Infosys, Wipro, and Capgemini.
- AI and Machine Learning Solutions: Develops and implements AI-powered solutions for data analytics, automation, predictive modeling, and personalized customer experiences. Competitors include IBM, Google Cloud, and Microsoft Azure.
- Cloud Engineering: Offers cloud migration, management, and optimization services to help businesses leverage cloud technologies for scalability and efficiency. Competitors include Amazon Web Services (AWS), Microsoft Azure, and Google Cloud.
Market Dynamics
Industry Overview
The digital transformation services industry is characterized by rapid technological advancements, increasing demand for cloud computing, AI, and data analytics, and a growing need for businesses to modernize their IT infrastructure and customer experiences. The market is highly competitive and constantly evolving.
Positioning
Globant SA positions itself as a digital-native company with a strong focus on innovation, agile methodologies, and a talent-driven approach. Its key competitive advantages include its deep expertise in specific technologies, a strong culture of creativity and problem-solving, and its ability to blend business acumen with technical excellence. Globant is particularly strong in helping enterprises reimagine customer experiences and accelerate their digital product development.
Total Addressable Market (TAM)
The global digital transformation market is vast and growing, with various estimates placing its value in the hundreds of billions of dollars. Globant SA, by focusing on specialized areas within this broader market such as AI, cloud, and customer experience, targets a significant portion of this TAM. Its strategy is to capture market share through specialized expertise and a consultative approach, rather than competing solely on scale.
Upturn SWOT Analysis
Strengths
- Strong focus on innovation and cutting-edge technologies (AI, ML, Cloud).
- Talented and creative workforce with a strong engineering culture.
- Agile development methodologies and a client-centric approach.
- Global presence with delivery centers in key regions.
- Proven track record of successful digital transformation projects.
Weaknesses
- Reliance on a few large clients could pose a risk.
- Intense competition from larger, more established IT service providers.
- Geopolitical and economic instability in some operating regions.
- Talent acquisition and retention challenges in a competitive market.
Opportunities
- Increasing global demand for digital transformation services.
- Expansion into new emerging markets.
- Strategic acquisitions to broaden service offerings and market reach.
- Growth in specialized areas like AI-driven automation and cybersecurity.
- Partnerships with leading technology providers.
Threats
- Economic downturns affecting IT spending.
- Rapid technological obsolescence requiring continuous adaptation.
- Increased competition leading to price pressures.
- Cybersecurity threats and data privacy regulations.
- Shifts in client preferences or regulatory landscapes.
Competitors and Market Share
Key Competitors
- Accenture plc (ACN)
- Infosys Limited (INFY)
- Wipro Limited (WIT)
- Tata Consultancy Services Limited (TCS - not a US stock symbol, but a major competitor)
- Capgemini SE (CPGMY - ADR)
Competitive Landscape
Globant SA competes in a highly fragmented and competitive digital services market. Its advantages lie in its agile approach, specialized expertise in niche digital areas, and a strong engineering culture. However, it faces intense competition from larger, more established IT services giants with broader capabilities and deeper client relationships. Globant's strategy of focusing on digital innovation and customer experience differentiates it from more traditional IT outsourcing firms.
Major Acquisitions
Wovenware, Inc.
- Year: 2023
- Acquisition Price (USD millions): 65
- Strategic Rationale: To strengthen Globant's capabilities in artificial intelligence and machine learning, particularly in cloud-native solutions and data analytics, and to expand its talent pool in the US.
KLOWDEN
- Year: 2022
- Acquisition Price (USD millions):
- Strategic Rationale: To enhance Globant's expertise in e-commerce and digital marketing solutions, particularly for brands in the fashion and lifestyle sectors.
Pana
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: To bolster Globant's presence and capabilities in Mexico, focusing on digital transformation and customer experience.
Growth Trajectory and Initiatives
Historical Growth: Globant SA has experienced substantial historical growth, transitioning from a regional IT player to a global digital transformation leader. This growth has been fueled by organic expansion, a strong focus on client acquisition, and strategic acquisitions that have broadened its service portfolio and geographic reach. The company has consistently posted impressive revenue growth rates.
Future Projections: Future growth for Globant SA is projected to be driven by the continued increasing demand for digital transformation services across various industries. Analyst estimates generally indicate continued strong revenue growth, supported by expansion into new service lines, deeper penetration into existing markets, and further strategic acquisitions. Investments in AI, cloud, and data analytics are expected to be key growth enablers.
Recent Initiatives: Recent initiatives by Globant SA have focused on enhancing its capabilities in AI and machine learning, expanding its presence in key markets like North America and Europe, and investing in talent development. The company has also pursued strategic acquisitions to strengthen its position in areas such as customer experience and cloud engineering.
Summary
Globant SA is a robust player in the digital transformation space, characterized by strong historical growth and a clear focus on innovation. Its agility, talent, and specialized expertise in areas like AI and cloud are significant strengths. However, it operates in a highly competitive market and needs to continuously adapt to technological shifts and economic uncertainties. Continued strategic acquisitions and investments in talent will be crucial for maintaining its growth trajectory and market position.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Globant SA Investor Relations
- Securities and Exchange Commission (SEC) Filings (10-K, 10-Q)
- Financial News Outlets (e.g., Bloomberg, Reuters, Wall Street Journal)
- Industry Analysis Reports
- Market Research Firms
Disclaimers:
This information is for informational purposes only and does not constitute financial advice. Data accuracy is subject to availability from public sources and may have slight variations. Past performance is not indicative of future results. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Globant SA
Exchange NYSE | Headquaters - | ||
IPO Launch date 2014-07-18 | Co-founder, Chairman, CEO & President Mr. Martin Migoya | ||
Sector Technology | Industry Information Technology Services | Full time employees 29020 | Website https://www.globant.com |
Full time employees 29020 | Website https://www.globant.com | ||
Globant S.A., together with its subsidiaries, provides technology services worldwide. The company offers studio products comprising AI Studios Network, a network for AI adaptation for media and entertainment, finance, healthcare and life sciences, airlines, sports, automotive, games, hospitality and leisure, edtech, and retail industries; Globant GUT Network, a network that connect brands to end-consumers through marketing; Digital Evolution Network that integrates AI, connected experiences, cybersecurity, data, experiences, quality engineering, robotics, engineering, cloudOps, blockchain, business hacking, cultural hacking and agility, fast code, internet of things, digital twin, payments, and legal AI into the software development lifecycle; and Enterprise Network, a network that provides SAP, servicenow, salesforce, oracle, AWS, adobe, google cloud, Microsoft, and process optimization for streamlined operations and productivity at scale. It also provides Augoor, a code intelligence platform used to explore, navigate, and understand code bases; MagnifAI, a quality assurance platform for software testing at every stage of business; StarMeUp, a behavioral science-based solution to create culture; DaXia, an accelerator platform used to embed financial products and services to any digital ecosystem; GeneXus, a low-code software development platform that automates software creation, maintenance, and evolution; Globant Enterprise AI, a platform that develops private AI solutions, while connecting companies to all LLMs; and Navigate, a process intelligence platform for business operations and incident management. The company was formerly known as IT Outsourcing S.L. and changed its name to Globant S.A. in December 2012. Globant S.A. was founded in 2003 and is based in Luxembourg, Luxembourg.
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