Dec 29, 2025 • Sahm
BEARISH
Globant's (NYSE:GLOB) Returns On Capital Not Reflecting Well On The Business
Globant (NYSE:GLOB) has shown a declining return on capital employed (ROCE) over the past five years, dropping from 9.0% to 6.9%, which is below the IT industry average. While the company is reinvesting capital, these investments have not yet translated into improved sales, and the stock has seen a significant decline. This trend suggests Globant may not be a "multi-bagger" for investors seeking strong compounding growth.
Dec 24, 2025 • MarketBeat
SOMEWHAT-BEARISH
Voya Investment Management LLC Has $9.35 Million Stock Position in Globant S.A. $GLOB
Voya Investment Management LLC significantly reduced its stake in Globant S.A. (NYSE:GLOB) by 38% in the third quarter, now holding 162,898 shares valued at $9.35 million. This divestment comes as Globant slightly missed Q3 EPS estimates and experienced only 0.4% year-over-year revenue growth, although its board approved a $125 million share buyback program. Analysts currently maintain a consensus "Hold" rating for Globant with an average price target of $98.67, despite some firms trimming their targets.
Dec 22, 2025 • MarketBeat
NEUTRAL
Riverbridge Partners LLC Reduces Stock Holdings in Globant S.A. $GLOB
Riverbridge Partners LLC decreased its stake in Globant S.A. by 7.4% in the third quarter, while many other institutional investors significantly increased their positions, leading to institutional ownership of 91.60%. Analyst ratings for Globant are currently a "Hold" with an average target price of $98.67, and the company has authorized a $125 million share buyback program. Globant reported mixed quarterly earnings, missing EPS estimates but exceeding revenue forecasts.
Dec 21, 2025 • The Globe and Mail
NEUTRAL
Globant SA (GLOB) Gets a Hold from Wells Fargo
Wells Fargo analyst Jason Kupferberg maintained a Hold rating on Globant SA (GLOB) with a price target of $68.00. The company's shares closed yesterday at $68.34, and the Street's consensus suggests a Moderate Buy with a $76.80 average price target for Globant SA. Globant SA reported Q3 revenue of $617.14 million and a net profit of $33.1 million, compared to $614.67 million revenue and $45.54 million profit last year.
Dec 20, 2025 • The Globe and Mail
NEUTRAL
Globant SA (GLOB) Gets a Hold from Wells Fargo
Wells Fargo analyst Jason Kupferberg has maintained a Hold rating on Globant SA (GLOB) with a price target of $68.00. The company's shares closed at $68.34, and TipRanks shows a Moderate Buy consensus rating from analysts with an average price target of $76.80. Globant SA recently reported quarterly revenue of $617.14 million and a net profit of $33.1 million for the quarter ending September 30.
Dec 17, 2025 • 富途牛牛
BEARISH
Globant (NYSE:GLOB) Investors Are Sitting on a Loss of 69% If They Invested a Year Ago
Globant S.A. (NYSE:GLOB) investors have experienced a significant loss of 69% over the past year, despite a recent 19% gain in the last three months. The company's earnings per share also dropped by 42% in the last year, indicating that the market has become more cautious about the stock. This underperformance is worse than the annualized loss of 11% over the last half-decade, suggesting potential unresolved challenges for the company.