Globant SA (2G2) Price & Analysis
2G2 Stock Chart & Stats
- Day’s Range
- EUR 38.66 - EUR 41.53
- 52-Week Range
- EUR 24.08 - EUR 60.90
- Previous Close
- EUR 38.61
- Volume
- 178
- Average Volume (3M)
- 119
- Market Cap
- EUR 1.80B
- Enterprise Value
- EUR 1.66B
- Total Cash (Recent Filing)
- EUR 168.81M
- Total Debt (Recent Filing)
- EUR 517.85M
- Price to Earnings (P/E)
- 18.1
- Beta
- 0.86
- Next Earnings
- Nov 12, 2026
- EPS Estimate
- 1.32
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
AI Platform Growth
Rapid Glob.AI ARR growth and the expected expansion to at least $110 million indicate meaningful customer adoption of Globant’s AI-native offering. This can diversify the services mix, support more recurring revenue, and improve structural profitability as AI delivery scales.
Customer Retention
The high repeat-revenue share and growth among major accounts demonstrate durable client relationships and opportunities to expand existing engagements. Strong account retention can stabilize demand, reduce reliance on continual new-logo wins, and support longer-term revenue visibility.
Cash Generation And Leverage
Strong operating and free cash flow, with free cash flow close to net income, indicates that reported earnings are supported by cash conversion. Low leverage preserves financial flexibility for investment, workforce adaptation, or other strategic needs during changing demand conditions.
Bears Say
Slowing Revenue Growth
The sharp deceleration from prior double-digit growth and the lower full-year revenue outlook indicate softer demand across the business. Persistently slower expansion could limit operating leverage, make growth more dependent on AI execution, and constrain the pace of earnings improvement.
Margin Compression
Lower gross and operating margins show that weaker utilization, pricing or delivery mix is currently absorbing part of Globant’s revenue base. Continued pressure would reduce earnings resilience and could offset the benefits of productivity gains and higher-margin AI offerings.
Operational Restructuring Costs
The sizeable optimization charges for workforce alignment, office consolidation, and delivery-center prioritization signal that the operating model is undergoing a meaningful adjustment. Additional costs may weigh on near-term profitability while management works to align capacity with AI-native demand.
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Globant SA Stock Smart Score
Company Description
Globant SA
Globant S.A., together with its subsidiaries, provides technology services in the United States, rest of North America, Latin America, Europe, and internationally. The company offers Digital Studio, which integrates artificial intelligence into the software development lifecycle; GUT Studio, which allows clients to better connect brands to end-consumers through experiential marketing; and Enterprise Studio, which leverages tailored technology for streamlined operations and productivity. It also provides AI Industry Studios for the financial services; media, entertainment, sports, and leisure; healthcare and life sciences; CPG, retail, and automotive; gaming and EdTech; airlines; energy, oil, and gas; and high tech and professional services sectors. In addition, the company offers AI Pods, a subscription-based delivery model for AI-powered services; Globant Enterprise AI, an agentic innovation platform; Corporate Hub, which grounds intelligence in how the organization operates; AI Hub, which connects and governs foundation and custom models, enabling industry-specific fine-tuning, continuous evaluation, and optimization; and Agents Hub, which enables autonomous action through the creation and coordination of agents and agentic workflows that operate across systems, teams, and physical environments. Further, it provides various agentic suites, including GeneXus for enterprise systems evolution; Globant CODA for software development; Navigate Digital Twin for process optimization; Navigate Service Assist for support; and Fusion, which enhances marketing, communications, and advertising with AI at the core, as well as StarMeUp, an employee engagement and talent experience platform; and DaXia, an embedded finance accelerator platform. The company has a collaboration with Pharma Mar, S.A. for cancer drug discovery through artificial intelligence. The company was formerly known as IT Outsourcing S.L. and changed its name to Globant S.A. in December 2012. Globant S.A. was founded in 2003 and is based in Luxembourg, Luxembourg.
- Sector
- Technology
- Industry
- Information Technology Services
- CEO
- Martín Migoya
- Employees
- 27,411
- Website
- www.globant.com
- Address
- 37A Avenue J.F. Kennedy, Luxembourg, LU, 1855, LU
Globant SA (2G2) Earnings & Revenues
2G2 Company Deck
2G2 Earnings Call
Earnings Call SentimentPositive
The call balanced clear, high-impact progress on the company's AI-native strategy (Glob.AI and AI Pods) — including rapid ARR growth, expanding pipeline, strong top-account performance, productivity gains, platform launch and strategic partnerships — against near-term operational and macro headwinds: region-specific project delays, FX pressure, below-target utilization, a one-time optimization charge, and a modest downward revision of full-year revenue and margin guidance. Management emphasized deliberate investment in the AI transition and cost optimization to protect margins while positioning for recurring, higher-margin revenue over time.
View all DE:2G2 earnings summaries2G2 Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 14 | 3 | 4 |
| Technical Analysis | 2 | 3 | 4 |
| Moving Averages | 12 | 0 | 0 |