Globant (NYSE:GLOB) Updates FY 2026 Earnings Guidance

Globant (NYSE:GLOB) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 6.100-6.500 for the period, compared to the consensus EPS estimate of 5.670. The company issued revenue guidance of $2.5 billion-$2.5 billion, compared to the consensus revenue estimate of $2.5 billion. Globant also updated its Q1 2026 guidance to 1.440-1.540 EPS.

Globant Stock Performance

Shares of GLOB stock opened at $49.65 on Friday. The company’s fifty day simple moving average is $61.31 and its 200-day simple moving average is $62.23. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 0.16. The firm has a market cap of $2.19 billion, a PE ratio of 21.68, a P/E/G ratio of 5.13 and a beta of 1.19. Globant has a 12 month low of $40.76 and a 12 month high of $151.34.

Globant (NYSE:GLOB) last released its earnings results on Thursday, February 26th. The information technology services provider reported $1.54 earnings per share for the quarter, meeting analysts’ consensus estimates of $1.54. Globant had a net margin of 4.19% and a return on equity of 9.95%. The business had revenue of $612.47 million during the quarter, compared to the consensus estimate of $605.61 million. During the same quarter last year, the firm earned $1.75 earnings per share. The firm’s revenue for the quarter was down 4.7% compared to the same quarter last year. Globant has set its Q1 2026 guidance at 1.440-1.540 EPS and its FY 2026 guidance at 6.100-6.500 EPS. Equities research analysts expect that Globant will post 5.73 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research firms recently issued reports on GLOB. Jefferies Financial Group lowered Globant from a “buy” rating to a “hold” rating and dropped their target price for the stock from $80.00 to $61.00 in a report on Thursday, November 20th. Needham & Company LLC dropped their price objective on Globant from $80.00 to $60.00 and set a “buy” rating on the stock in a research note on Friday. Wells Fargo & Company increased their price objective on Globant from $61.00 to $68.00 and gave the company an “equal weight” rating in a report on Wednesday, January 14th. William Blair restated an “outperform” rating on shares of Globant in a report on Wednesday, December 31st. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of Globant in a research note on Monday, December 29th. Six research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Globant presently has a consensus rating of “Hold” and an average price target of $87.13.

Trending Headlines about Globant

Here are the key news stories impacting Globant this week:

• Positive Sentiment: Company issued above‑consensus guidance for FY‑2026 (EPS 6.10–6.50 vs. street ~5.67) and Q1‑2026 (EPS 1.44–1.54 vs. street ~1.33), supporting expectations for margin improvement and growth recovery. Globant Reports 2025 Fourth Quarter Financial Results
• Positive Sentiment: Firm reported record free cash flow despite a revenue decline, a sign of stronger cash generation and balance‑sheet resilience. Record Free Cash Flow Amid Revenue Decline
• Positive Sentiment: Needham trimmed its price target to $60 but kept a Buy rating — the PT implies meaningful upside (~21% from current levels), showing at least one analyst sees room for rerating if execution continues. Needham PT Lowered to $60
• Neutral Sentiment: Q4 results: EPS $1.54 (in line with estimates) and revenue $612.5M (beat ~$605.6M consensus) — mixed topline pressure but no major earnings surprise. MarketBeat Q4 Earnings Summary
• Neutral Sentiment: Earnings call transcript and analyst coverage provide more detail on client demand and margin drivers; useful for investors who want to parse guidance drivers and client dynamics. Earnings Call Transcript
• Negative Sentiment: Canaccord cut its price target to $50 and moved to a Hold, reducing near‑term analyst support and signaling caution about the recovery pace. Benzinga: Canaccord PT Cut
• Negative Sentiment: Revenue was down ~4.7% year‑over‑year and EPS fell from $1.75 a year earlier to $1.54, highlighting that demand softness is still pressuring growth — a key risk if recovery stalls. Zacks: Q4 Earnings Match Estimates

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. IHT Wealth Management LLC increased its position in shares of Globant by 9.4% in the second quarter. IHT Wealth Management LLC now owns 4,390 shares of the information technology services provider’s stock worth $399,000 after purchasing an additional 376 shares during the period. Sora Investors LLC raised its holdings in shares of Globant by 0.4% during the 4th quarter. Sora Investors LLC now owns 85,714 shares of the information technology services provider’s stock worth $5,603,000 after buying an additional 379 shares in the last quarter. State of Wyoming lifted its position in shares of Globant by 78.9% during the 2nd quarter. State of Wyoming now owns 882 shares of the information technology services provider’s stock worth $80,000 after buying an additional 389 shares during the last quarter. Advisors Asset Management Inc. lifted its position in shares of Globant by 77.4% during the 4th quarter. Advisors Asset Management Inc. now owns 912 shares of the information technology services provider’s stock worth $60,000 after buying an additional 398 shares during the last quarter. Finally, Osaic Holdings Inc. grew its position in Globant by 61.5% in the second quarter. Osaic Holdings Inc. now owns 1,163 shares of the information technology services provider’s stock valued at $114,000 after acquiring an additional 443 shares during the last quarter. Institutional investors and hedge funds own 91.60% of the company’s stock.

About Globant

Globant is a digitally native technology services company founded in 2003 in Buenos Aires, Argentina. Specializing in software development and digital transformation, Globant partners with enterprises to conceive, design and engineer software products and platforms. The company leverages agile methodologies and proprietary delivery frameworks to accelerate projects in areas such as cloud migration, user experience design, data analytics, artificial intelligence and blockchain-enabled solutions.

Globant’s service offerings span strategy consulting, custom software engineering, digital experience design and managed services.