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Research Alert: Glob: Results And Guidance Near Expectations; Ai Pods Arr Steadily Rising
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:GLOB reported Q1 results near expectations, with revenue of $607M (-1% Y/Y) modestly exceeding consensus of $602M, while adjusted EPS of $1.50 (flat Y/Y) matched the Street view. Adjusted operating margin of 14.1% declined 80 bps Y/Y and came in below GLOB's guidance midpoint of 14.5%, with frictions visible from the company's ongoing business model transformation toward a more AI-centric model. Management reiterated its 2026 sales midpoint of $2.485B (0.2% growth ex-FX), nearly matching consensus ($2.484B), along with its full-year adjusted EPS view of $6.30 ($6.28). We find the continued guidance stability encouraging following recent share price weakness and AI existentialism, with GLOB increasingly positioning itself as an agentic orchestrator to counter these fears. AI Pods momentum remains a bright spot, with $33M of ARR in Q1 (up from $20M in 2025) and the AI Pods pipeline reaching $352M (+30% Q/Q), though faster sequential growth will be needed to reach GLOB's $60M-$100M target by year-end 2026.
$GLOB
Research
Research Alert: CFRA Reiterates Buy Opinion On Shares Of Eversource Energy
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $7 to $80, 17.3x our next-12-month EPS estimate of $4.61, above ES's five-year average of 16.3x but below the regulated utility peer average of 18.5x. With key strategic initiatives including the Aquarion sale and Revolution Wind exit nearing completion, we believe ES is well positioned to deliver on its pure-play regulated utility strategy and close the valuation gap to peers. ES revised its 2026 EPS guidance to $4.57-$4.72 (from $4.80-$4.95) primarily due to the FERC transmission ROE reduction, but reaffirmed its long-term growth target and expects an inflection to stronger growth by 2028. We view the near-term headwinds as largely transitory, with multiple regulatory and strategic catalysts positioning ES for improved performance. We lower our 2026 EPS view by $0.33 to $4.66 and our 2027 EPS view by $0.32 to $4.96. On a CAGR basis from 2025-2028, we expect EPS growth of 3.4% to lag the peer average of 7.7%, while dividend growth of 5.3% is above the peer average of 4.8%.
$ES
Research
Research Alert: CFRA Keeps Hold Opinion On Shares Of Apa Corporation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target price of $39, raised $4, reflects a 3.5x multiple of enterprise value to projected 2027 EBITDA. The applied multiple is slightly above APA's historical forward average, but we now think a premium multiple is defensible given the recent surge in crude oil prices following the onset of war between the U.S. and Iran. If the recent commodity price increase is sustained, it should do wonders for APA's cash flows and probably hasten efforts to clean up its balance sheet. On the latter point, per our DCF model, the company has little near-term demands on cash flows until 2029 (beyond dividend payments) when debt milestones appear. However, we only find them particularly onerous in 2030. We think APA is giving itself room for M&A to boost a low reserve life, if opportunities present themselves. We lift our 2026 EPS estimate by $3.41 to $6.08 and 2027's by $1.54 to $4.24.
$APA