Professional
Added to YB: 2025-12-03
Pitch date: 2025-09-30
GLOB [bullish]
Globant S.A.
-29.56%
current return
Author Info
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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
$57.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
16.42
EV/Sales
0.84
Sector
IT Services
Category
value
Show full summary:
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.
Read full article (1 min)