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Added to YB: 2025-06-27

Pitch date: 2025-04-12

GLOB [neutral]

Globant S.A.

-63.47%

current return

Author Info

No bio for this author

Company Info

Globant S.A., together with its subsidiaries, provides technology services in the United States, rest of North America, Latin America, Europe, and internationally.

Market Cap

$1.7B

Pitch Price

$111.21

Price Target

N/A

Dividend

N/A

EV/EBITDA

N/A

P/E

16.42

EV/Sales

0.84

Sector

IT Services

Category

turnaround

Show full summary:
BBH Select Series - Mid Cap Fund Portfolio Holding: Globant S.A.

GLOB (holding overview): Shares down 45.1% (Q1 weight 2.5%). Digital engineering firm facing FX headwinds, weak Brazil/Mexico macro, and slower Disney spending. AI growth (15% of 2024 rev) offset by Latin America weakness (20% of rev). Q1 in-line but guidance below consensus.

Read full article (1 min)