Globant: The AI Reinvention Is Promising, But I Need Proof
Globant (GLOB) pivots to Glob AI and AI Pods as growth stalls. The valuation is depressed at 5x EV/EBITDA. See here for more ...
Model output · Signal date 2026-10-16
Globant S.A. (GLOB) Stock Forecast Oct. 16, 2026
Analysis updated on Oct. 16, 2026 (UTC) · Alpha · vs marketSwitch to Total · NYSE
Rating · 90D
▲ Bullish
Exact rating locked
90-day forecast
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30-day forecast
Alpha
Rank in coverage
Top 35%
of 5184 stocks scored
Rank correlation · 90D
1.0%
Spearman, 357 dates
Market Cap
$1.73B
small-cap · #24 of 60 peers
Summary
Globant S.A. (GLOB) stock forecast summary
Our AI ranks Globant S.A. outside the neutral middle of its coverage (a directional signal). Create a free account and follow it to see the exact price target.
Globant S.A. is a small-cap company with a market capitalization of $1.73B. It ranks number 24 by market capitalization among the 60 Services-Computer Processing & Data Preparation issuers in our coverage with a current forecast.
For GLOB, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 1.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is -8.0%, measured on 400 forecast dates between 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
Expected return relative to the market over the horizon: a positive alpha means the model expects the stock to beat the market, whatever the market does. Ratings: strong buy ≥ +1.8%, buy ≥ +0.2%, sell < -0.9%, strong sell < -1.2% (top 15%, next 20%, middle 30%, next 20%, bottom 15% of the 2026-10-16 signals)
A free account shows the exact forecast, rating and rank of 3 tickers you follow, GLOB included.
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GLOB price chart and AI forecast
Cross-section · 2026-10-16
How GLOB ranks among 5184 stocks
90D Alpha forecasts of every company scored, cut into five relative ratings at the 15th, 35th, 65th and 85th percentiles (dashed lines).
Fundamentals · 2025-12-31
Globant S.A. (GLOB) fundamentals
Trailing twelve months. The industry median and the rank (1 = highest) are taken over the Services-Computer Processing & Data Preparation peers listed below that report each metric.
Valuation & Market
| Metric | GLOB | Rank |
|---|---|---|
| Market Cap | $1.73B | 24/60 |
| P/E Ratio | 3.01x | 28/29 |
| EPS | $13.12 | – |
| Revenue/Share | $199.54 | – |
| FCF/Share | $21.14 | – |
Profitability & Margins
| Metric | GLOB | Rank |
|---|---|---|
| ROE | 27.5% | 7/31 |
| ROA | 17.4% | 5/33 |
| ROIC | 29.3% | 4/39 |
| Gross Margin | 36.0% | 31/41 |
| Operating Margin | 9.2% | 18/46 |
| Net Margin | 6.6% | 14/33 |
| EBT Margin | 8.5% | 16/47 |
| Tax Rate | 21.5% | – |
Financial Health
| Metric | GLOB | Rank |
|---|---|---|
| Current Ratio | 1.64x | 27/51 |
| D/E Ratio | 0.55x | 36/51 |
| Financial Leverage | 1.58x | 29/45 |
| Working Capital | $373M | 13/51 |
Cash Flow
| Metric | GLOB | Rank |
|---|---|---|
| Operating Cash Flow | $1.07B | 5/49 |
| Free Cash Flow | $927M | 5/35 |
| Capital Spending | -$139M | 30/35 |
| OCF Growth YoY | 150.4% | 5/31 |
| FCF Growth YoY | 0.0% | 22/27 |
| FCF/Sales | 10.6% | 23/35 |
| CapEx/Sales | 1.6% | 16/35 |
Operational Efficiency
| Metric | GLOB | Rank |
|---|---|---|
| Asset Turnover | 2.64x | 1/33 |
| Fixed Assets Turnover | 63.7x | 8/35 |
Income Statement
| Metric | GLOB | Rank |
|---|---|---|
| Total Revenue | $8.75B | 4/38 |
| Operating Income | $803M | 4/48 |
| Net Income | $576M | 4/35 |
| SG&A Expense | $2.26B | 3/43 |
| Cost of Goods Sold | $5.60B | 3/42 |
Dividend & Shareholder Information
| Metric | GLOB | Rank |
|---|---|---|
| Shares Outstanding | 44M | – |
| Net Income Growth | 125.0% | 3/21 |
| EPS Growth | 102.2% | 6/24 |
Balance Sheet Highlights (USD millions)
| Total Current Assets | $954M | 28.7% of assets |
| Cash & Short-term Investments | $244M | 7.3% of assets |
| Total Liabilities | $1.16B | 34.9% of assets |
Quarterly Financial Reports
GLOB quarterly financials and insider trading
Industry Peers · Services-Computer Processing & Data Preparation
Globant S.A. (GLOB) industry peers
Companies classified under the same SEC industry code as Globant S.A. (Services-Computer Processing & Data Preparation): 60 common-stock issuers with a forecast this week, one row per issuer, largest first. This is a classification match, not a curated list of competitors.
Reveal all forecasts · See exact % predictions for all competitors
Sign up free| Company | 90-Day AI Forecast (Alpha) | Market Cap |
|---|---|---|
| GLOB Globant S.A. | ▲ | $1.73B |
| ADP Automatic Data Processing Inc | ▼ | $114.77B |
| WDAY Workday, Inc. | ▲ | $45.99B |
| RDDT Reddit, Inc. | ▲ | $29.97B |
| VRSK Verisk Analytics, Inc. | ▼ | $26.61B |
| TOST Toast, Inc. | ▶ | $18.28B |
| HNGE Hinge Health, Inc. | ▲ | $8.00B |
| RNG Ringcentral, Inc. | ▲ | $6.30B |
| BILI Bilibili Inc. | ▼ | $5.88B |
| PEGA Pegasystems Inc | ▲ | $5.68B |
| APLD Applied Digital Corp. | ▶ | $5.26B |
| QBTS D-Wave Quantum Inc. | ▼ | $4.35B |
| JOYY Joyy Inc. | ▼ | $4.21B |
| LIF Life360, Inc. | ▲ | $3.35B |
| FA First Advantage Corp | ▶ | $3.29B |
| LFTO Liftoff Mobile, Inc. | ▼ | $2.80B |
| CARG Cargurus, Inc. | ▲ | $2.70B |
| FIVN Five9, Inc. | ▲ | $2.41B |
| ATHM Autohome Inc. | ▶ | $2.40B |
| RAMP Liveramp Holdings, Inc. | ▼ | $2.28B |
| DXC Dxc Technology Co | ▶ | $2.18B |
| INFQ Infleqtion, Inc. | ▼ | $1.93B |
| EVTC Evertec, Inc. | ▶ | $1.86B |
| INOD Innodata Inc | ▲ | $1.82B |
| HAWK Hawkeye 360, Inc. | ▼ | $1.22B |
| CLVT Clarivate Plc | ▲ | $1.17B |
| GDRX Goodrx Holdings, Inc. | ▲ | $1.15B |
| UPWK Upwork, Inc | ▲ | $1.05B |
| LZ Legalzoom.Com, Inc. | ▶ | $1.04B |
| SHAZ Sharonai Holdings Inc. | ▼ | $952M |
| PLTK Playtika Holding Corp. | ▲ | $805M |
| TASK Taskus, Inc. | ▲ | $754M |
| BRUN Boost Run Inc. | ▼ | $707M |
| DDI Doubledown Interactive Co., Ltd. | ▼ | $684M |
| YEXT Yext, Inc. | ▶ | $683M |
| NRDS Nerdwallet, Inc. | ▲ | $640M |
| IBEX Ibex Ltd | ▶ | $606M |
| SOPH Sophia Genetics Sa | ▲ | $573M |
| CARS Cars.Com Inc. | ▲ | $547M |
| OOMA Ooma Inc | ▲ | $544M |
| GRVY Gravity Co., Ltd. | ▼ | $464M |
| EGHT 8x8 Inc /De/ | ▲ | $280M |
| TRVG Trivago N.V. | ▲ | $280M |
| GLOO Gloo Holdings, Inc. | ▲ | $280M |
| MOVE Corvex, Inc. | ▼ | $254M |
| FCCN Spectral Capital Corp | ▲ | $221M |
| FIRY Firy Inc. | ▲ | $191M |
| AIAI Aiai Holdings Corp | ▼ | $189M |
| SSTK Shutterstock, Inc. | ▲ | $164M |
| TRAK Repositrak, Inc. | ▶ | $131M |
| QMLS Qumulusai, Inc. | ▼ | $127M |
| TCX Tucows Inc /Pa/ | ▲ | $114M |
| BHIC Bioscience Health Innovations, Inc. | ▶ | $80M |
| VERI Veritone, Inc. | ▶ | $54M |
| DTCX Datacentrex, Inc. | ▼ | $51M |
| CAST Freecast, Inc. | ▼ | $50M |
| PHUN Phunware, Inc. | ▶ | $42M |
| SJ Scienjoy Holding Corp | ▲ | $38M |
| DGNX Diginex Ltd | ▼ | $34M |
| GMHS Gamehaus Holdings Inc. | ▲ | $34M |
Where GLOB sits on the market map
Technology · Services-Computer Processing & Data Preparation
News
Globant S.A. (GLOB) stock news
Globant S.A. (GLOB) Slid on Growing AI Disruption Concerns
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Globant S.A. (GLOB) Q2 2026 Earnings Call Transcript
Good afternoon, and welcome to Globant's Second Quarter 2026 Earnings Conference Call. I am Arturo Langa, Investor Relations Officer at Globant. [Operator Instructions] Please note, this event is ...
FAQ
Globant S.A. (GLOB) stock forecast FAQ
What is the Globant S.A. (GLOB) stock forecast?
Our AI ranks Globant S.A. outside the neutral middle of its coverage (a directional signal). Create a free account and follow it to see the exact price target.
How accurate are Globant S.A. stock predictions?
For GLOB, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 1.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is -8.0%, measured on 400 forecast dates between 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
How often are Globant S.A. forecasts updated?
Globant S.A. forecasts are refreshed on trading days as the daily model run completes. The forecast on this page was produced on Oct. 16, 2026.
Which companies are Globant S.A.'s industry peers?
60 issuers in our coverage, GLOB included, share the SEC industry code Services-Computer Processing & Data Preparation. The largest are: Automatic Data Processing Inc (ADP), Workday, Inc. (WDAY), Reddit, Inc. (RDDT), Verisk Analytics, Inc. (VRSK), Toast, Inc. (TOST), Hinge Health, Inc. (HNGE).
This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.