Added to YB: 2026-07-07
Pitch date: 2026-07-04
GLOB [bullish]
Globant S.A.
-4.97%
current return
Author Info
No bio for this author
Company Info
Globant S.A., together with its subsidiaries, provides technology services in the United States, rest of North America, Latin America, Europe, and internationally.
Market Cap
$1.4B
Pitch Price
$32.57
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.08
P/E
13.26
EV/Sales
0.71
Sector
IT Services
Category
value
Deep Dive: Globant S.A. $GLOB – The AI-Native IT Consulting Powerhouse
GLOB: AI-native IT consulting at ~3.5x EV/EBITDA vs peers ACN/EPAM/Endava, a generational discount. Q1'26 rev $607M, $2.5B LTM, 37% gross margin, 14.1% adj op margin, 95.7% existing-client rev, net cash $200M. Subscription AI Pods disrupt billable-hours. Conservative 2030: $540M EBITDA, 10x = $5.4B EV, multi-bagger. Risks: macro IT slowdown, model transition cannibalization, LatAm FX.
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