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Globant S.a. (GLOB) stock

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NYSE: GLOB NYSE IT Consulting & Other Services Next results ~November 19, 2026

C Fundamentals grade

Globant S.a. is a US-listed company in the IT consulting & other services industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$89

Cash-flow model

Base case. Range ~$66–$120 across our lower- and higher-growth cases (1.5%–11.5% a year).

Price vs value

Undervalued

The price is below our entire value range; our base value is 86% above it.

Price used: $47.78, November 2, 2026

Globant S.a. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders1 buying, 3 selling1 purchase and 3 sales by directors and officers, last 12 monthsInsider trades
  • Funds182 adding, 129 cuttingOf 58 active managers that changed their stake, 34 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Globant files

Where Globant S.a. stands after its latest Filing

Revenue for the twelve months was $2.45bn, up 1.6% on a year earlier, slower than the 15.3% growth a quarter earlier. Free-cash-flow margin held at 11.5%. Operating margin narrowed to 7.0% from 11.1%. Against its peers on growth, profitability, cash generation and balance sheet, it grades C. It passes 5 of our 7 financial-health checks. Our cash-flow model value is $88.73 a share, against a share price of $46.72. At that price, our model says the market is pricing in cash flow shrinking about 3.9% a year for five years, slower than the 24.7% a year revenue growth it has delivered.

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 19, 2026 (estimated)

Globant S.a.'s trailing-twelve-month revenue grew 1.6% year on year, with a free-cash-flow margin of 11.5%. Where it stands out: free-cash-flow margin of 11.5% ranks 8 of 38 it consulting & other services companies we cover. Where it lags: change in growth rate of -13.6pp ranks 34 of 40 it consulting & other services companies we cover.

Our discounted-cash-flow model values the business at ~$89 per share in the base case (~$66–$120 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Revenue growth decelerating: TTM revenue growth slowed to 1.6% (-13.6pp vs the prior quarter), the 4th consecutive quarterly slowdown.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Priced below our value. The share price of $47.78 is 86% below our value per share of $89.

Things to watch

  • Growth slowing. The growth rate is 13.6 points lower than a quarter earlier.
  • Heavily shorted. 20.3% of the shares available to trade are sold short (9.9 days of average volume to cover).
  • Missing expectations. Earnings per share fell short of the consensus estimate in 3 of the last four quarters.
  • Estimates being cut. Analysts' consensus for next year's earnings per share has fallen 6.5% over 90 days.

Latest results

Earnings per share
$1.40 against an average estimate of $1.50: missed by 6.5%
Next report
November 19, 2026; average EPS estimate $1.48

Globant's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+2.3%
  • 1 week+6.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$2.5B
Operating margin
7.0%
Net margin
4.2%
EPS (TTM, diluted)
$2.29

Growth

Revenue growth
+1.6%
Change in growth rate
−13.6 pts
Share count change
+0.9%

Cash

Free cash flow (TTM)
$282M
FCF margin
11.5%
Stock pay % of revenue
3.1%

News & updates

Updated November 2, 2026

Company announcements, filed results and changes that matter to shareholders.

No recent updates are available for GLOB from the sources we follow. See filings →

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Globant S.a. valuation models and calculator

What the price is pricing in

The share price implies cash flow shrinking about 4.7% a year for five years.That is slower than the 24.7% a year revenue growth Globant has delivered.

  • Priced in-4.7%
  • Last 12 months1.6%
  • 3 years a year11.3%
  • 5 years a year24.7%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($44.65, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Buy12-month view
12-month price target
~$89
Price used
$44.65close November 3, 2026
Implied change
▲ +99%
Uncertainty
Medium

How we got here: a discounted-cash-flow model of Globant S.a.'s free cash flow after stock-based pay with after-tax interest added back ($195M, FY2025 Q4 TTM), growing 6.5% a year for five years and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$66–~$120 ; that spread sets a 25% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of Globant S.a.'s free cash flow after stock-based pay ( $195M, FY2025 Q4 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value Globant S.a. as an operating company, with every model that fits that kind of business. Cost of equity 9.6%: the 10-year Treasury yield (4.9%) plus a beta of 1.03 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$89 ~$66–$120 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$58 ~$55–$110 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$41 ~$27–$62 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$40 ~$35–$47 Included
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$63 ~$40–$89 4 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Globant S.a. with IT Consulting & Other Services in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

What moves the value

  • Revenue growth 5 points lower ▼ −26%
  • Revenue growth 5 points higher ▲ +34%
  • Free-cash-flow margin 1 point lower ▼ −8%
  • Last year's free-cash-flow margin change, if it persists ▲ +24%
  • Discount rate 1 point higher ▼ −15%
Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $58$81$110$150$200$266
8.5% $44$60$81$109$146$192
10% $35$47$64$85$113$148

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: High.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 19, 2026, after the close. Analysts expect revenue of $611m and EPS of $1.48 (range $1.45 to $1.51) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $5.91 −4% $2.4bn −0%
Next $6.16 +4% $2.5bn +2%

Next year's EPS estimate has moved −6.5% in 90 days, across 21 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −4.8% on 90 days ago. In the last 30 days, 0 analysts raised Globant S.a.'s forecast and 2 cut it.

Consensus EPS forecast Globant S.a., last 90 days
$5.80 $6.00 $6.20 $6.40 $6.60 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $6.20 Current fiscal year, 60 days ago: $5.95 Current fiscal year, 30 days ago: $5.93 Current fiscal year, 7 days ago: $5.91 Current fiscal year, Now: $5.91 $5.91 Next fiscal year, 90 days ago: $6.59 Next fiscal year, 60 days ago: $6.24 Next fiscal year, 30 days ago: $6.20 Next fiscal year, 7 days ago: $6.16 Next fiscal year, Now: $6.16 $6.16

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $6.20$6.59
60 days ago $5.95$6.24
30 days ago $5.93$6.20
7 days ago $5.91$6.16
Now $5.91$6.16

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $1.50 $1.40 −6.5%
Mar 2026 $1.50 $1.50 +0.1%
Dec 2025 $1.54 $1.54 −0.2%
Sept 2025 $1.55 $1.53 −1.1%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

23 analysts, Nov 2026
Buy1043%
Hold1357%
Sell00%

Monthly trend

  1. Nov 2026461323
  2. Oct 2026461323
  3. Sep 2026461323

Counts of recommendations published by analysts covering Globant S.a., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
20.3%
of tradable shares
Days to cover
9.94
at average volume
Short interest, 1 month
−23%
to October 15, 2026
Held by institutions
—
of shares
Held by insiders
2.8%
of shares
Employees
27,411
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

Price behaviour

52-week range
Not enough history
From 52-week high
—
vs 50-day average
—
vs 200-day average
—
Volatility (1 year)
—
Beta vs S&P 500
—

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Options strategies

All options ideas

How Globant S.a.’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.

Cash-secured put

Not offered: fundamentals grade C (needs B+ or better).

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

Covered call

Not offered: no liquid call at or above our price target — the model says the upside is worth more than any listed strike.

For holders: sell a call at a strike at or above our fair value, so the shares are only sold at a price the model calls full value.

Collar

Not offered: the shares trade below our fair value: a collar caps upside the model expects.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

Globant S.a. in five measures

Fundamentals grade C
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Globant S.a.
$0 $1B $2B $3B FY15 Q4 FY17 Q4 FY19 Q4 FY21 Q4 FY23 Q4 FY25 Q4 Revenue (TTM), FY15 Q4: $253.8M Revenue (TTM), FY16 Q4: $322.9M Revenue (TTM), FY17 Q4: $413.4M Revenue (TTM), FY18 Q4: $522.3M Revenue (TTM), FY19 Q4: $659.3M Revenue (TTM), FY20 Q4: $814.1M Revenue (TTM), FY21 Q4: $1.3B Revenue (TTM), FY22 Q4: $1.8B Revenue (TTM), FY23 Q4: $2.1B Revenue (TTM), FY24 Q4: $2.4B Revenue (TTM), FY25 Q4: $2.5B $2.5B

Source: SEC EDGAR filings. Retrieved November 1, 2026.

View chart data
Period Revenue (TTM)
FY15 Q4 $253.8M
FY16 Q4 $322.9M
FY17 Q4 $413.4M
FY18 Q4 $522.3M
FY19 Q4 $659.3M
FY20 Q4 $814.1M
FY21 Q4 $1.3B
FY22 Q4 $1.8B
FY23 Q4 $2.1B
FY24 Q4 $2.4B
FY25 Q4 $2.5B
Revenue growth, TTM YoY Globant S.a.
0% 20% 40% 60% FY16 Q4 FY18 Q4 FY20 Q4 FY22 Q4 FY25 Q4 Revenue growth, TTM YoY, FY16 Q4: 27.2% Revenue growth, TTM YoY, FY17 Q4: 28.1% Revenue growth, TTM YoY, FY18 Q4: 26.3% Revenue growth, TTM YoY, FY19 Q4: 26.2% Revenue growth, TTM YoY, FY20 Q4: 23.5% Revenue growth, TTM YoY, FY21 Q4: 59.3% Revenue growth, TTM YoY, FY22 Q4: 37.3% Revenue growth, TTM YoY, FY23 Q4: 17.7% Revenue growth, TTM YoY, FY24 Q4: 15.3% Revenue growth, TTM YoY, FY25 Q4: 1.6% 1.6%

Source: SEC EDGAR filings. Retrieved November 1, 2026.

View chart data
Period Revenue growth, TTM YoY
FY16 Q4 27.2%
FY17 Q4 28.1%
FY18 Q4 26.3%
FY19 Q4 26.2%
FY20 Q4 23.5%
FY21 Q4 59.3%
FY22 Q4 37.3%
FY23 Q4 17.7%
FY24 Q4 15.3%
FY25 Q4 1.6%
Operating margin (TTM) Globant S.a.
5% 10% 15% 20% FY15 Q4 FY17 Q4 FY19 Q4 FY21 Q4 FY23 Q4 FY25 Q4 Operating margin (TTM), FY15 Q4: 9.3% Operating margin (TTM), FY16 Q4: 15.4% Operating margin (TTM), FY17 Q4: 8.0% Operating margin (TTM), FY18 Q4: 12.8% Operating margin (TTM), FY19 Q4: 12.2% Operating margin (TTM), FY20 Q4: 10.3% Operating margin (TTM), FY21 Q4: 11.1% Operating margin (TTM), FY22 Q4: 11.6% Operating margin (TTM), FY23 Q4: 9.5% Operating margin (TTM), FY24 Q4: 9.3% Operating margin (TTM), FY25 Q4: 7.0% 7.0%

Source: SEC EDGAR filings. Retrieved November 1, 2026.

View chart data
Period Operating margin (TTM)
FY15 Q4 9.3%
FY16 Q4 15.4%
FY17 Q4 8.0%
FY18 Q4 12.8%
FY19 Q4 12.2%
FY20 Q4 10.3%
FY21 Q4 11.1%
FY22 Q4 11.6%
FY23 Q4 9.5%
FY24 Q4 9.3%
FY25 Q4 7.0%
FCF margin (TTM) Globant S.a.
-10% 0% 10% 20% FY15 Q4 FY17 Q4 FY19 Q4 FY21 Q4 FY23 Q4 FY25 Q4 FCF margin (TTM), FY15 Q4: -7.5% FCF margin (TTM), FY16 Q4: 4.3% FCF margin (TTM), FY17 Q4: 5.7% FCF margin (TTM), FY18 Q4: 9.2% FCF margin (TTM), FY19 Q4: 9.0% FCF margin (TTM), FY20 Q4: 8.7% FCF margin (TTM), FY21 Q4: 10.5% FCF margin (TTM), FY22 Q4: 8.5% FCF margin (TTM), FY23 Q4: 13.0% FCF margin (TTM), FY24 Q4: 9.1% FCF margin (TTM), FY25 Q4: 11.5% 11.5%

Source: SEC EDGAR filings. Retrieved November 1, 2026.

View chart data
Period FCF margin (TTM)
FY15 Q4 -7.5%
FY16 Q4 4.3%
FY17 Q4 5.7%
FY18 Q4 9.2%
FY19 Q4 9.0%
FY20 Q4 8.7%
FY21 Q4 10.5%
FY22 Q4 8.5%
FY23 Q4 13.0%
FY24 Q4 9.1%
FY25 Q4 11.5%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 20-F. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2025, from the 10-K

Each dollar Globant took in during FY2025, followed through to profit: what it cost to make, what went on running the business, and what was left after tax.

  1. Revenue $2.5B
  2. Cost of revenue $1.6B · 65.0%
  3. Gross profit $859M · 35.0%
  4. Other operating costs $688M · 28.0%
  5. Operating income $172M · 7.0%
  6. Income tax $35.2M · 1.4%
  7. Interest and other $33.6M · 1.4%
  8. Net income $103M · 4.2%

Shares of revenue. Source: Globant's 10-K for FY2025, as filed with the SEC. "Other" lines are what the reported lines leave unexplained.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025
Income
Revenue 254 323 413 522 659 814 1,297 1,780 2,096 2,416 2,455
Gross profit 94 131 150 204 254 304 495 669 756 863 859
Operating income 24 50 33 67 81 84 144 207 199 225 172
Net income 32 36 31 52 54 54 96 149 159 166 103
Diluted EPS $0.90 $1.01 $0.84 $1.41 $1.43 $1.37 $2.28 $3.47 $3.64 $3.72 $2.29
Growth (year on year)
Revenue — +27.2% +28.1% +26.3% +26.2% +23.5% +59.3% +37.3% +17.7% +15.3% +1.6%
Operating income — +108.9% −33.1% +101.4% +20.9% +4.0% +72.1% +43.1% −3.7% +13.3% −23.8%
Net income — +13.3% −14.9% +69.2% +4.5% +0.4% +77.2% +55.0% +6.5% +4.5% −37.9%
Diluted EPS — +12.2% −16.8% +67.9% +1.4% −4.2% +66.4% +52.2% +4.9% +2.2% −38.4%
Margins
Gross margin 36.8% 40.7% 36.3% 39.0% 38.5% 37.4% 38.2% 37.6% 36.1% 35.7% 35.0%
Operating margin 9.3% 15.4% 8.0% 12.8% 12.2% 10.3% 11.1% 11.6% 9.5% 9.3% 7.0%
Net margin 12.5% 11.1% 7.4% 9.9% 8.2% 6.7% 7.4% 8.4% 7.6% 6.9% 4.2%
Free-cash-flow margin −7.5% 4.3% 5.7% 9.2% 9.0% 8.7% 10.5% 8.5% 13.0% 9.1% 11.5%
Cash flow
Cash from operations −5 31 43 67 80 100 179 198 319 249 301
Capital spending 14 18 20 19 20 29 43 47 45 28 19
Free cash flow −19 14 23 48 59 71 136 150 273 221 282
Stock-based pay 2 4 13 11 15 22 37 60 73 82 76
Free cash flow after stock pay −21 10 11 37 44 48 99 90 200 139 206
Balance sheet
Cash 37 51 53 78 63 279 428 292 307 142 244
Total debt 0 0 6 0 51 26 12 4 159 293 367
Net debt (negative = net cash) −37 −50 −47 −78 −11 −253 −416 −289 −148 150 123
Diluted shares 35m 35m 36m 37m 38m 40m 42m 43m 44m 45m 45m
Returned to shareholders
Buybacks — — — — 0 0 7 9 12 11 56
Total returned — — — — 0 0 7 9 12 11 56

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

5 of 7 checks passed · December 31, 2025
What it owns · $3.3bn
Short-term assets $954mLonger-term assets $2.4bn
What it owes, and who funded it · $3.3bn
Short-term liabilities $580mLonger-term liabilities $576mShareholders' equity $2.1bn
  • Short-term assets cover short-term liabilities $954m of assets due within a year against $580m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $954m short-term assets against $576m of longer-dated liabilities.
  • More cash than debt $244m of cash against $347m of debt.
  • Debt below 40% of shareholders' equity Debt is 17% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 3% to 17% over five years.
  • A year's operating cash flow covers at least 20% of debt $301m of operating cash flow against $347m of debt.
  • Operating profit covers interest at least five times over Operating income of $172m against $28m of interest.

From Globant S.a.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2025 Q4 TTM
Buybacks (TTM)
$56.1M
Returned to shareholders
20%
of free cash flow
Buybacks, last 3 fiscal years
$78.3M
Diluted share count
+0.9%
year over year
Total shareholder yield
2.6%
dividends 0.0% + buybacks 2.6% of market value

Competitors: side by side with peers

Closest by revenue in it consulting & other services
Last 12 months unless stated GLOB EXLS FORTY UIS GDS G Median
Revenue, last 12 months $2.5bn $2.3bn $2.6bn $1.9bn $1.6bn $5.3bn $383m
Revenue growth, last 12 months 1.6% 15.6% 18.4% −0.6% 10.9% 6.5% 5.7%
Revenue growth, 3-year average — 13.7% — −1.1% — 6.0% 4.3%
Revenue growth, latest quarter — 19.7% — −2.0% — 7.1% 4.7%
Gross margin 35.0% 38.4% 19.8% 27.8% 22.6% 36.5% 28.0%
Operating margin 7.0% 14.8% 8.8% 1.4% −0.5% 14.8% 5.9%
Operating margin, 3-year average 8.7% 14.6% — 3.2% 4.0% 14.7% 7.5%
Net margin 4.2% 11.1% 23.1% −21.7% 8.3% 11.1% 2.2%
Cash from operations / revenue 12.3% 13.9% 14.5% 5.8% 29.4% 12.3% 6.7%
Free-cash-flow margin 11.5% 11.6% 13.9% 3.9% −11.6% 10.5% 5.0%
Free-cash-flow margin, 3-year average 9.2% 12.2% 9.0% −2.1% −79.0% 10.6% 6.7%
Stock pay / revenue 3.1% 4.0% 1.2% 0.6% 2.5% 1.8% 2.2%
Change in share count 0.9% −4.9% 1.0% 2.5% 11.5% −2.8% 0.9%

Median of all 40 companies we cover in it consulting & other services. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

40 it consulting & other services companies
Measure Company Peer median Rank
Revenue growth Growth 1.6% 6.5% 24 of 40
Change in growth rate Growth -13.6pp -0.8pp 34 of 40
Gross margin Profitability 35.0% 28.2% 13 of 34
Operating margin Profitability 7.0% 5.9% 16 of 36
Net margin Profitability 4.2% 2.5% 19 of 40
Free-cash-flow margin Cash generation 11.5% 5.1% 8 of 38
Stock pay as % of revenue Cash generation 3.1% 2.3% 24 of 36
Long-term debt as % of assets Balance sheet 10.5% 11.8% 13 of 27
Change in share count Balance sheet 0.9% 0.9% 20 of 39

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Who owns it

Funds buying and selling
Reported value
$1.5B
Institutions reporting
288
Shares held vs prior quarter
▲ 26.4%
Positions opened / closed
59 / 57

Top buyers and sellers, Q2 2026: 182 institutions bought and 129 sold ; the biggest buyer was Blackrock, Inc (+1.9M shares) and the biggest seller Arga Investment Management, LP (−1.1M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $129M 4.4M 8.7% ▲ 75.3%
Brandes Investment Partners, LP $116M 4.0M 7.9% ▲ 16.8%
Pzena Investment Management LLC $112M 3.9M 7.6% ▲ 30.0%
Alyeska Investment Group, L.P. $85.5M 3.0M 5.8% ▲ 78.5%
Capital International Investors $53.9M 1.9M 3.7% ▼ 15.4%
Alliancebernstein L.P. $50.8M 1.1M 3.4% ▲ 0.5%
Wellington Management Group LLP $49.4M 1.7M 3.3% ▲ 350.3%
AQR Capital Management LLC $34.2M 1.2M 2.3% ▲ 50.8%
Two Sigma Investments, LP $34.1M 1.2M 2.3% ▲ 392.4%
Morgan Stanley $33.8M 1.2M 2.3% ▲ 33.1%
Goldman Sachs Group Inc $33.6M 1.2M 2.3% ▲ 166.9%
Jpmorgan Chase & Co $29.7M 986K 2.0% ▲ 112.0%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Globant S.a.'s complete shareholder register. Values are as reported by the filers ; 2 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $971,750 1 trade by 1 insider, last 12 months Insider sales History → $585,400 3 trades by 3 insiders · 0% under pre-set plans
Net ▲ $386,350 net buying
Insider Date Trade Shares Price Value
Matzkin Fernando Chief Revenue Officer September 3, 2026 Sell 2,500 $40.00 $100,000
Weigert Wanda Chief Brand Officer August 28, 2026 Sell 6,000 $40.45 $242,700
Tartara Diego Chief Technology Officer August 28, 2026 Sell 6,000 $40.45 $242,700
Aguzin Alejandro Nicolas Director May 27, 2026 Buy 25,000 $38.87 $971,750

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 9 trades and filings

No trades in Globant S.a. disclosed in the last 12 months; 9 earlier trades on record.

  • Julia Letlow(R-LA 5):Sale (full), $1,001 - $15,000, traded August 8, 2025, filed January 13, 2026
  • Julia Letlow(R-LA 5):Purchase, $1,001 - $15,000, traded July 25, 2025, filed January 13, 2026
  • Julia Letlow(R-LA 5):Purchase, $1,001 - $15,000, traded February 28, 2025, filed January 13, 2026

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Recent SEC filings

Data status

When each part of this page on Globant S.a. was last updated.

DataLast updatedSource
Share priceExchange closing prices
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Globant S.a. in brief

What does Globant S.a. do?
Globant S.a. is a US-listed company in the IT consulting & other services industry. Its financial year ends in December.
What is Globant S.a.'s stock ticker?
Globant S.a. trades under the ticker GLOB on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Globant S.a.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Globant S.a. reported revenue of $2.5B, 1.6% higher than a year earlier, according to its SEC filings.
What is Globant S.a.'s free cash flow?
Globant S.a.'s free-cash-flow margin is 11.5% of revenue over the trailing twelve months, ranking 8 of the 38 it consulting & other services companies we cover.
What is Globant S.a.'s fair value (intrinsic value) per share?
Our discounted-cash-flow model of Globant S.a.'s free cash flow after stock-based pay gives ~$89 per share in the base case, and ~$66–$120 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are Globant S.a.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Brandes Investment Partners, LP and Pzena Investment Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Globant S.a. buying back stock, and does it pay a dividend?
Globant S.a. spent $56.1M on share repurchases over the trailing twelve months, and its diluted share count still rose 0.9% over the year.
How much debt does Globant S.a. have?
Globant S.a.'s debt-to-equity ratio is 16.6%, from its latest balance sheet (2.8% five years earlier). The financial health section below sets out its other solvency checks.
Who are Globant S.a.'s competitors?
In our IT Consulting & Other Services peer group, the companies closest to Globant S.a. are Exlservice Holdings, Inc., Formula Systems (1985) LTD, Unisys Corp, GDS Holdings Ltd and Genpact LTD. The side-by-side comparison below sets their revenue, margins and growth against Globant S.a.'s.
Are insiders buying or selling Globant S.a. stock?
Over the last 12 months, Globant S.a.'s directors and officers reported 1 open-market purchases and 3 sales on Form 4. The insider trading page charts every trade.
When is Globant S.a.'s next earnings date?
Around November 19, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Globant S.a. announces its own schedule.