Added to YB: 2026-07-29
Pitch date: 2026-07-26
GLOB [neutral]
Globant S.A.
+13.76%
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
$1.4B
Pitch Price
$32.26
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.95
P/E
12.77
EV/Sales
0.69
Sector
IT Services
Category
N/A
SaaS-Stocks that Thrive in the Age of AI - Globant S.A.
GLOB (overview): IT-services co down ~60% in past year on fears AI disintermediates custom software dev. FY26 rev guide near-flat (0.3-2.2%). Q1 2026 beat but market repricing whole model as AI coding kills billable-hour economics. Peer EPAM cut guide to 4-6.5%, ROIC below cost of capital. Structural pressure, not sentiment overreaction.
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