Globant S.A.
GLOB
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Globant operates in a growing industry with a focus on digital transformation, positioning itself well against competitors in the IT services sector.
- Revenue increased by 1% compared to the previous quarter, reaching $614 million.
- The company's operating margin improved to 8.77% in Q2 2026, up from 8.64% in Q1 2026.
- Despite its growth potential, Globant faces challenges with a declining gross margin, which fell to 33.9% from 34.5% in the prior quarter.
- The company's trailing P/E ratio is 13.89, indicating potential overvaluation compared to industry peers.
- Globant's net income decreased to $1.77 million in Q2 2026, down from $36.98 million in Q1 2026.
Fundamentals
| Market cap | $1.60B | Enterprise value | $2.00B | Trailing P/E | 14.47 | Forward P/E | 6.00 |
| PEG | 0.88 | Price / book | 0.75 | Beta | 0.98 | Dividend yield | 0.00% |
| Revenue growth | 0.0% | Earnings growth | — | Gross margin | 34.5% | Operating margin | 4.9% |
| Profit margin | 4.6% | ROE | 5.5% | ROA | 4.7% | Debt / equity | 0.24 |
| Current ratio | 1.84 | Free cash flow | — | Analyst recommendation | buy | Mean target | $51.23 |
| 52w high | $72.10 | 52w low | $27.56 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $614M | $607M | $612M | $617M | $614M | — |
| Op margin | 8.8% | 8.6% | 9.6% | 10.2% | 9.5% | — |
| Net income | $1.8M | $37.0M | $42.0M | $34.2M | -$2.4M | — |
| Gross margin | 33.9% | 34.5% | 34.9% | 34.8% | 35.4% | — |
| Gross profit | $208M | $209M | $214M | $215M | $218M | — |
| Operating income | $53.9M | $52.5M | $58.6M | $63.1M | $58.1M | — |
- Revenue +1% vs prior quarter ($614M vs $607M).
- Gross margin 33.9% (was 34.5% prior quarter).
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $2.5B | $2.4B | $2.1B | $1.8B | — |
| Op margin | 9.4% | 9.6% | 10.4% | 12.0% | — |
| Net income | $103M | $166M | $159M | $149M | — |
| Gross margin | 35.0% | 35.7% | 36.1% | 37.6% | — |
| Gross profit | $859M | $863M | $756M | $669M | — |
| Operating income | $231M | $232M | $218M | $213M | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-06 · 3 US Streaming Infrastructure Stocks to Watch After the Skydance Deal
2026-09-23 · Can Globant (GLOB)’s AI Pivot Lead to Better Economics? Early Results Offer Hope
2026-09-16 · TCI Entertainment Aligns with Globant to Advance its Patented Interactive Commerce Technology
2026-08-28 · Leadership Shuffle At Globant’s AI Unit (GLOB) Could Be A Game Changer For Its Service Mix
2026-08-28 · Is Globant (GLOB) Cheap As Its New AI Leadership Sharpens The Valuation Debate?
2026-08-28 · Globant (NYSE:GLOB) Names New Leaders For Glob.AI And Operations
2026-08-27 · Globant’s (GLOB) AI Pivot Masks A Slowing Legacy Business
2026-08-24 · Globant Appoints Fernando Matzkin as Chief Operating Officer to Help Accelerate its AI-Native Transformation
2026-08-20 · Globant Names Fernando Matzkin as COO; Shares Fall After Hours
2026-08-20 · Globant (GLOB) Q2 2026 Earnings Call Transcript
Price (daily)
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