Added to YB: 2026-07-29
Pitch date: 2026-07-26
GLOB [neutral]
Globant S.A.
Author Info
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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
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.95
P/E
12.77
EV/Sales
0.69
Sector
IT Services
Category
N/A
Show full summary:
SaaS-Stocks that Thrive in the Age of AI - Globant S.A.
GLOB (overview): IT-services co down ~60% in past year on fears AI disintermediates custom software dev. FY26 rev guide near-flat (0.3-2.2%). Q1 2026 beat but market repricing whole model as AI coding kills billable-hour economics. Peer EPAM cut guide to 4-6.5%, ROIC below cost of capital. Structural pressure, not sentiment overreaction.
Read full article (1 min)