Professional
Added to YB: 2025-12-03
Pitch date: 2025-09-30
GLOB [bullish]
Globant S.A.
+17.37%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$2.8B
Pitch Price
$57.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.49
P/E
29.01
EV/Sales
1.28
Sector
IT Services
Category
value
Vela International Fund New Position: Globant S.A.
GLOB (new positions): IT services leader down 80% from pandemic peak, forward P/E compressed from 10yr avg of 40x to 10x. Early signs of shift from cost/efficiency focus back to growth-oriented product/experience work. AI concerns overdiscounted given scale advantages in design/engineering services.
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