Globant S.A. $GLOB Shares Bought by Artisan Partners Limited Partnership

Artisan Partners Limited Partnership grew its holdings in shares of Globant S.A. (NYSE:GLOB) by 38.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 202,078 shares of the information technology services provider’s stock after buying an additional 56,371 shares during the quarter. Artisan Partners Limited Partnership’s holdings in Globant were worth $11,595,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Invesco Ltd. raised its holdings in Globant by 199.1% in the second quarter. Invesco Ltd. now owns 2,827,155 shares of the information technology services provider’s stock valued at $256,819,000 after acquiring an additional 1,881,940 shares in the last quarter. ARGA Investment Management LP increased its position in shares of Globant by 14,073.7% in the 3rd quarter. ARGA Investment Management LP now owns 2,057,594 shares of the information technology services provider’s stock worth $118,065,000 after purchasing an additional 2,043,077 shares during the last quarter. Westfield Capital Management Co. LP increased its position in shares of Globant by 34.1% in the 2nd quarter. Westfield Capital Management Co. LP now owns 1,100,526 shares of the information technology services provider’s stock worth $99,972,000 after purchasing an additional 280,081 shares during the last quarter. Schroder Investment Management Group raised its stake in shares of Globant by 20.1% in the 2nd quarter. Schroder Investment Management Group now owns 1,006,175 shares of the information technology services provider’s stock valued at $91,401,000 after purchasing an additional 168,700 shares in the last quarter. Finally, Alliancebernstein L.P. raised its stake in shares of Globant by 6,875.8% in the 2nd quarter. Alliancebernstein L.P. now owns 929,245 shares of the information technology services provider’s stock valued at $84,413,000 after purchasing an additional 915,924 shares in the last quarter. Institutional investors own 91.60% of the company’s stock.

Key Stories Impacting 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

Analyst Ratings Changes

A number of equities analysts recently commented on GLOB shares. William Blair reiterated an “outperform” rating on shares of Globant in a research note on Wednesday, December 31st. Needham & Company LLC decreased their target price on Globant from $80.00 to $60.00 and set a “buy” rating for the company in a research report on Friday. Canaccord Genuity Group lowered their price target on Globant from $70.00 to $50.00 and set a “hold” rating for the company in a report on Friday. UBS Group reissued a “neutral” rating and set a $75.00 price target on shares of Globant in a research report on Monday, January 19th. Finally, Jefferies Financial Group cut Globant from a “buy” rating to a “hold” rating and reduced their price objective for the stock from $80.00 to $61.00 in a research note on Thursday, November 20th. Six equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $87.13.

Globant Stock Up 5.9%

Shares of Globant stock opened at $49.65 on Friday. The stock has a market capitalization of $2.19 billion, a price-to-earnings ratio of 21.68, a PEG ratio of 5.45 and a beta of 1.19. Globant S.A. has a twelve month low of $40.76 and a twelve month high of $151.34. The company has a current ratio of 1.93, a quick ratio of 1.93 and a debt-to-equity ratio of 0.16. The business’s 50 day simple moving average is $61.31 and its 200-day simple moving average is $62.14.

Globant (NYSE:GLOB) last issued its quarterly earnings data on Thursday, February 26th. The information technology services provider reported $1.54 EPS for the quarter, hitting analysts’ consensus estimates of $1.54. Globant had a return on equity of 9.95% and a net margin of 4.19%.The firm had revenue of $612.47 million during the quarter, compared to the consensus estimate of $605.61 million. During the same period in the prior year, the business earned $1.75 EPS. The firm’s revenue was down 4.7% on a year-over-year basis. 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 forecast that Globant S.A. will post 5.73 earnings per share for the current year.

Globant Company Profile

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.