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$GLOB

8 stories mentioning GLOB

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Insider Trading

Globant Insider Bought Shares Worth $971,838, According to a Recent SEC Filing

Alejandro Nicolas Aguzin, Director, on May 27, 2026, executed a purchase for 25,000 shares in Globant (GLOB) for $971,838. Following the Form 4 filing with the SEC, Aguzin has control over a total of 48,158 common shares of the company, with 48,158 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1557860/000162828026038711/xslF345X05/wk-form4_1779991400.xmlPrice: $39.28, Change: $+0.46, Percent Change: +1.18%

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Research

Research Alert: CFRA Maintains Strong Buy Rating On Shares Of Globant S.a.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our price target by $10 to $82, based on 13x our 2026 EPS view, well below GLOB's three-year average (~23x) given industrywide competitive pressure from agentic AI. We lower our 2026 EPS estimate by $0.06 to $6.26 and increase 2027 by $0.04 to $6.76. GLOB continues to lean into agentic AI orchestration, which should help it shake some of the market's fears of extinction for traditional service delivery models. AI Pods grew ARR by 57% Q/Q to $33M in Q1, with GLOB now deploying this model at 40% of its top 20 customers (up from 30% in 2025) and with a "clear path to coverage" at 70% of its top 20, commentary that we think sets it up nicely to exceed its targeted midpoint of $80M in AI Pods ARR by year-end 2026. Q1 brought continued signs of resilience, with Q/Q and Y/Y growth across its top 10, top 5, and top client (Disney, 8.9% of sales) and with GLOB reiterating its full-year guidance midpoints despite elevated uncertainty, an encouraging result after 2025 brought valuation-damaging guidance cuts.

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Wire

Top Midday Gainers

P3 Health Partners' (PIII) shares soared 182% amid heavy trading after the company posted overnight a swing to Q1 earnings and a year-over-year jump in revenue.Over 52.6 million shares traded intraday versus a daily average of roughly 90,000.Figma (FIG) reported late Thursday Q1 adjusted earnings and revenue that beat analysts' estimates.Shares advanced 15%, with intraday trading volume rising to over 60.9 million from a daily average of about 17.1 million.Globant (GLOB) is still in the early stages of its turnaround as it continues to shift focus to AI-native services, with growth anticipated to return in Q2 and accelerate in H2, Wedbush said in a Friday note.The company's Q1 total revenue beat expectations as more clients adopt its AI studios offering, with AI model independence and token sovereignty enabling flexibility for their internal use cases, Wedbush analysts said.Shares climbed 12% as intraday trading volume jumped to over 4.45 million from a daily average of roughly 1.49 million.Price: $11.36, Change: $+7.33, Percent Change: +181.76%

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Wire

Globant Moves Closer to Becoming an AI-Native Tech Services Firm, Wedbush Says

Globant (GLOB) is still in the early stages of its turnaround as it continues to shift focus to AI-native services, with growth anticipated to return in Q2 and accelerate in H2, Wedbush said in a Friday note.The company's Q1 total revenue beat expectations as more clients adopt its AI studios offering, with AI model independence and token sovereignty enabling flexibility for their internal use cases, Wedbush analysts said.Meanwhile, Globant's AI Pods generated $32.8 million in revenue, an increase sequentially from $20.4 million, with 40% of its top 20 customers incorporating the offering, up from 30% in the prior quarter, according to the note.The offering also expanded its sales pipeline to $352 million from $283 million in the previous quarter, positioning the company closer to becoming an AI-native tech services firm, the analysts said.Globant needs to navigate an uncertain and complex macro environment that has made clients hesitant to commit large investments, the note said.Wedbush maintained the company's stock rating at outperform and lowered the price target to $54 from $61.Price: $38.89, Change: $+4.81, Percent Change: +14.11%

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Research

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.

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Wire

Globant Q1 Adjusted EPS Unchanged, Revenue Declines; Q2 Guidance Set

Globant (GLOB) reported Q1 adjusted earnings late Thursday of $1.50 per diluted share, unchanged from a year earlier.Analysts polled by FactSet expected $1.49.Revenue for the three months ended March 31 was $607.1 million, down from $611.1 million a year earlier.Analysts surveyed by FactSet expected $601.7 million.For Q2, the company expects adjusted EPS of $1.45 to $1.55 on revenue of $610 million to $616 million. Analysts expect EPS of $1.54 on revenue of $613.3 million.For the full-year 2026, the company expects adjusted EPS of $6.10 to $6.50 on revenue of $2.46 billion to $2.51 billion. Analysts expect EPS of $6.24 on revenue of $2.48 billion.

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Wire

AI Disruption Fears Overstated for BPO, IT Services Sector, Wedbush Says

Fears about artificial intelligence rapidly disrupting the Business Process Outsourcing, or BPO, and Information Technology, or IT, services sector seem overstated in the near term, Wedbush Securities said in a note Wednesday.The analysts said that while AI has been a major narrative affecting stock prices, the actual impact on business fundamentals has been limited so far. Much of the slowdown seen over the past two years is tied to companies cutting budgets related to post-COVID over-spending, rather than AI replacing existing services, they said.The analysts said that the main takeaway from their call with the BPO and IT services industry was that "near-term AI disruption fears appear meaningfully overstated relative to fundamentals."In terms of individual companies, Globant's (GLOB) key strength is its deep industry expertise and strong relationships with enterprise clients, making it resilient against newer AI-focused competitors, the analysts said.Cognizant (CTSH) is investing heavily in AI and expanding through mergers and acquisitions, but these efforts might take longer to materialize than the industry expects, whereas TaskUs (TASK) appears well-positioned for both growth and potential acquisition, they said.Price: $47.58, Change: $+1.29, Percent Change: +2.78%

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Wire

Globant Gains Autodesk Digital Twin Designation in Partnership Expansion

Globant (GLOB) expanded its 15-year partnership with Autodesk (ADSK) and was named an Autodesk Tandem Digital Twin Solution Provider.The collaboration aims to quicken digital twin implementation across airports, smart buildings, manufacturing facilities and logistics environments worldwide, Globant said Monday in a statement.Globant shares rose 5.8% in Monday trading, and Autodesk gained 3.3%.Price: $45.77, Change: $+2.51, Percent Change: +5.80%

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