Globant S.A.: Bottom-Feeding In AI/Software At Less Than 10x P/E
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.
Globant S.A. (GLOB) Q3 2025 Earnings Call Transcript
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) Q3 Earnings Lag Estimates
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.
Globant Q2 Earnings & Revenues Beat Estimates, Stock Down
GLOB beats Q2 estimates with record pipeline growth, but shares fall 15% as 2025 guidance is trimmed.
Globant S.A. (GLOB) Q2 2025 Earnings Call Transcript
Globant S.A. (NYSE:GLOB ) Q2 2025 Earnings Conference Call August 14, 2025 4:30 PM ET Company Participants Arturo Langa - Investor Relations Officer Diego Tartara - Chief Technology Officer Juan Ignacio Urthiague - CFO & Investor Relations Officer Martin Migoya - Co-founder, Chairman, CEO & President Conference Call Participants Bryan C.
Globant (GLOB) Beats Q2 Earnings and Revenue Estimates
Globant (GLOB) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.52 per share. This compares to earnings of $1.51 per share a year ago.
GLOB vs. NTES: Which Stock Is the Better Value Option?
Investors interested in Internet - Software and Services stocks are likely familiar with Globant (GLOB) and NetEase (NTES). But which of these two companies is the best option for those looking for undervalued stocks?
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.
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.
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.
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.
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.
