GLOB · NYSE · Information Technology Services

Globant (GLOB)

Builds digital products and AI solutions through specialized Studios and Agile Pods.

$35.11
vs last close−0.73 (−2.04%)
Loading prices…

Globant S.A.GLOB
Information Technology

Provides digital transformation, technology, and creative services through specialized Studios and Agile Pods. Revenue comes from client work across a global delivery network, with acquisitions extending capabilities and geographic reach.

Combines digital-product development, technology consulting, AI solutions, and creative services for organizations pursuing digital transformation. Its Studio model organizes specialists around practices and technologies, while Agile Pods supply delivery teams. The company has also added capabilities in cloud, mobile, marketing, consulting, and creative work through acquisitions.

Founded in Argentina and incorporated in Luxembourg, the business operates across more than 30 countries on five continents. Founder Martín Migoya remains CEO, alongside other founders in senior roles. Acquisitions remain a recurring mechanism for extending technical specialization, delivery capacity, and geographic presence across its network.

Company facts

CEOMartín Migoya
ListedJul 17, 2014
ExchangeNYSE
Headquartersnull
CountryLuxembourg
Employees28,773
CIK0001557860
ISINLU0974299876

Market cap$1.55B
EPS (ttm)$2.55
P/E (ttm)14.05
ROE5.3%
P/B0.7322
P/S0.6314
Dividend yieldDiv yield
Beta0.90vs XLK −1.06

Price target$43.00+20.0%Average of 29 analysts
ConsensusHold14 of 29 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 14, 2026Canaccord GenuityTarget
Target: $40
Target: $35
Aug 14, 2026GuggenheimReiterate
Rating: Target: $65
Rating: BuyTarget: $50
Aug 14, 2026SusquehannaReiterate
Rating: Target: $78
Rating: PositiveTarget: $70
Aug 14, 2026WedbushDowngrade
Rating: OutperformTarget: $54
Rating: NeutralTarget: $37
Aug 14, 2026Goldman SachsReiterate
Rating: Target: $60
Rating: NeutralTarget: $52

Next report
Nov 12, 26
in 51 days
EPS estimate
$1.47
Revenue estimate
$610.7M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.75$1.50$1.53$1.53$1.54$1.50$1.40Pending
Estimate$1.74$1.58$1.52$1.54$1.54$1.50$1.50$1.47
Surprise+0.6%−5.1%+0.7%−0.6%0.0%0.0%−6.7%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$642.5M$611.1M$614.2M$617.1M$612.5M$607.1M$614.4MPending
Estimate$644.4M$621.2M$615.3M$615.3M$605.5M$601.7M$612.9M$610.7M
Surprise−0.3%−1.6%−0.2%+0.3%+1.2%+0.9%+0.3%
Estimate$1.47
ReportedDue Nov 12, 2026
Estimate$610.7M
ReportedDue Nov 12, 2026
View details

Debt to equity24.50%
Current ratio184.40%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$614.7M$642.5M$611.1M$614.2M$617.1M$612.5M$607.1M$614.4M
Net income$45.5M$38.4M$30.6M−$2.4M$33.1M$41.6M$37.0M$1.8M
Net margin7.4%6.0%5.0%0.0%5.4%6.8%6.1%0.3%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$65.2M$58.5M$49.9M$5.9M$66.8M$59.6M$55.5M$19.9M
YoY growth+6.7%+6.5%+4.0%−89.1%+2.5%+1.8%+11.3%+238.9%

Balance sheet, Jun 30, 2026Cash & short-term investments $168.8M · Total debt $517.9M · Total assets $3.23B · Shareholders' equity $2.11B

Revenue
$614.4M
Operating income
$19.9M
Net income
$1.8M
View details

No dividends on record.

Institutions115.60%50.67M ADS
312 holders · as of Jun 30, 2026
Insiders4.86%2.13M ADS
14 holders · as of Sep 3, 2026
Strategic holders7.48%3.28M ADS
1 holder · as of May 7, 2025
Adds to127.94%

43.84M ADS as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 127.94%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
10.15%4.45M ADSas of Jun 30, 2026
Brandes Investment Partners, LPInstitution
9.13%4.00M ADSas of Jun 30, 2026
Pzena Investment Management LLCInstitution
8.80%3.86M ADSas of Jun 30, 2026
GIC Private LtdStrategic
7.48%3.28Mfiled May 7, 2025
Alyeska Investment Group, L.P.Institution
6.74%2.95M ADSas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 3, 2026Fernando Matzkinofficer: Chief Revenue Officer−2,500$40.00
Aug 28, 2026Diego Tartaraofficer: Chief Technology Officer−6,000$40.45
Aug 28, 2026Wanda Weigertofficer: Chief Brand Officer−6,000$40.45
May 27, 2026Alejandro Nicolas Aguzindirector+25,000$38.87
View details

Compare

CompanyPriceChange
Globant$35.11−2.04%$1.55B14.15.90.6+0.0%
Accenture$183.46−1.43%$113.89B14.912.81.6+5.6%
Cognizant Technology Solutions$58.50−1.48%$26.75B12.89.61.2+4.5%
EPAM Systems$111.39−1.54%$5.91B15.38.21.1+4.5%
Infosys (ADR)$10.79−0.92%$44.19B13.413.22.2+1.0%
Wipro (ADR)$1.69+0.90%$16.52B12.616.11.7−1.0%
Median13.412.81.6+4.5%