Skip to main content
Homepage
Full 18-step deep-dive · ~20–30 min · a member feature.
No report run on this ticker yet Only preliminary foundational data below
For AI assistants & researchers — machine-readable summary of this page

What this page is: Delvantic's full research page for Globant S.A. (GLOB) — AI-driven forensic equity research: mechanical valuation models (DCF, EPV, anchored-PE, scenario) plus three independent AI lenses (Quality / Value / Sentiment). Everything below is rendered server-side; you are not missing content that requires JavaScript. All scores are predictions and research opinions, not financial advice.

Page map (sections in order; each card carries a stable reference-name attribute you can cite):

  • profile-header / price-overview — company profile, live quote, market cap
  • extended-analysisthe core: three AI lens reads with findings, scores, and the analyst memo
  • future-predictions — our forward price-band predictions
  • market-narrative / ai-findings / gpt-critique — narrative context, cross-model findings, and an adversarial critique of our own analysis (near the end of the document)
  • Members-only sections (render as login gates for anonymous readers): price-history, income-trend, key-metrics, financials (statement tables), insider-trading. The analysis above is public; the raw data tables require a free account.

More for machine readers: site briefing at /llms.txt · any ticker resolves at delvantic.com/stock/TICKER · raw inputs are public-company filings and market data (via licensed data feeds); every model, score, lens read, and prediction on this page is Delvantic's own analysis.

Globant S.A.

GLOB NYSE
Technology · Information Technology Services
Luxembourg, 1855, Luxembourg globant.com Updated Aug 14, 2:16am
Price
$40.99
Market Cap
$1.8B
Employees
29,020
Beta
0.97
Avg Volume
1,810,966
CEO
Mr. Martin Migoya

Globant S.A. is a digitally native technology services company that specializes in digital transformation and innovative software engineering. It provides a comprehensive suite of IT services, including application development, testing, infrastructure management, application maintenance, and customized software solutions to support clients' digital initiatives. The company focuses on sectors such as media and entertainment, financial services, and others, serving multinational clients and Fortune 500 companies primarily in the US, Latin America, Europe, and Asia. Notable features include its expertise in AI-driven solutions like agentic AI and commerce protocols, enabling advanced transactional capabilities and organizational reinvention through technology. With headquarters in Luxembourg and operations spanning more than 20 countries, Globant S.A. employs a global workforce of technology professionals dedicated to delivering high-impact digital consulting and engineering services. Founded in 2003 in Buenos Aires, Argentina, it plays a key role in the information technology services industry by helping businesses navigate complex digital landscapes.

Runs with full report
Earnings Schedule
Checked daily · calendar updated Aug 14
No upcoming print on the calendar yet — companies typically confirm a few weeks ahead. Last print was May 14, 2026.
EPS surprise history — vs analyst consensus · 5 prints of vendor history
+9.8%
Jan '26
+16.1%
Jan '26
+0.0%
Feb '26
+11.5%
May '26
+0.0%
May '26
Print date EPS est. EPS actual Revenue est. Revenue actual
May 14, 2026 $1.50 $1.50 +0.0%
May 4, 2026 $0.78 $0.87 +11.5%
Feb 26, 2026 $1.54 $1.54 +0.0%
Jan 23, 2026 $1.61 $1.87 +16.1%
Jan 7, 2026 $1.94 $2.13 +9.8%

Green = beat the estimate, red = missed. An earnings print is the fastest way a thesis changes — our designations should be re-read after each one.

Recent SEC Filings
Last updated: Aug 14, 2026 3:27am (6h ago)
Filed Form Document
Aug 13, 2026 SCHEDULE 13G/A View
Aug 13, 2026 6-K View
Aug 13, 2026 SCHEDULE 13G/A View
Jul 28, 2026 SCHEDULE 13G View
Jul 15, 2026 SCHEDULE 13G/A View
Jun 2, 2026 4 View
Jun 2, 2026 4 View
Jun 2, 2026 4 View
Jun 2, 2026 4 View
Jun 2, 2026 4 View
Jun 2, 2026 4 View
May 28, 2026 4 View

Filings link to the SEC’s EDGAR system. Annual/quarterly reports (10-K, 10-Q, 20-F) carry the full story; 8-K/6-K current reports are the fastest signal that something material happened.

Price Overview
Last updated: Aug 14, 2026 9:36am (just now)
Current data · timestamped when a report runs
$37.75
Change · Aug 14
-3.24 (-7.90%)
Day Range
$35.56 – $37.75
52-Week Range
$27.56 – $79.66
50-Day MA
$34.09
200-Day MA
$49.23
Volume
2,616.00
Share Structure
Outstanding 43,179,556.00
Float 36,410,851.00
Free Float 84.3%
High free float — 84.3% of shares trade freely, ~15.7% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Last updated: Aug 14, 2026 3:27am (6h ago)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Last updated: Aug 14, 2026 3:27am (6h ago)
Why there are no quarterly figures for Globant S.A.

This company does not file structured financial statements with the U.S. SEC, so quarterly figures aren't available from our filings-based data engine. Annual figures shown here come from the sources that do cover it.

Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
Period Revenue Net Income Net Margin YoY/QoQ
Key Metrics
TD Twelve Data statement HEX SEC filing
P/E Ratio (Price per dollar of earnings)
HEX
Stock Price / EPS (Diluted)
17.90
Stock Price: $40.99
EPS (Diluted): 2.29
P/B Ratio (Price vs net asset value)
HEX
Stock Price / Book Value Per Share
0.85
Stock Price: $40.99
Total Equity: $2.16B
Shares: 45,005,000
EV/EBITDA (Total value vs operating profit)
HEX
Enterprise Value / EBITDA
5.93
Market Cap: $1.77B
Total Debt: $366.71M
Cash: $243.74M
EBITDA: $326.65M
Enterprise Value (Takeover price (cap + debt - cash))
HEX
Market Cap + Total Debt - Cash
$1.9B
Market Cap: $1.77B
Total Debt: $366.71M
Cash: $243.74M
Gross Margin (Revenue left after direct costs)
HEX
Gross Profit / Revenue
35.0%
Gross Profit: $859.29M
Revenue: $2.45B
Operating Margin (Revenue left after all operations)
HEX
Operating Income / Revenue
7.0%
Operating Income: $171.73M
Revenue: $2.45B
Net Margin (Revenue left as actual profit)
HEX
Net Income / Revenue
4.2%
Net Income: $102.92M
Revenue: $2.45B
ROE (Profit from shareholder equity)
HEX
Net Income / Total Equity
4.8%
Net Income: $102.92M
Total Equity: $2.16B
ROIC (Profit from all invested capital)
HEX
NOPAT / Invested Capital
5.6%
Operating Income: $171.73M
Tax Rate: 25.3%
Equity: $2.16B
Total Debt: $366.71M
Cash: $243.74M
Current Ratio (Can it pay short-term bills)
HEX
Current Assets / Current Liabilities
1.64
Current Assets: $953.76M
Current Liabilities: $580.29M
Debt/Equity (Leverage — debt vs equity)
HEX
Total Debt / Total Equity
0.17
Short-Term Debt: $19.67M
Long-Term Debt: $347.04M
Total Debt: $366.71M
Total Equity: $2.16B
Rev/Share (Top-line per share)
HEX
Revenue / Shares Outstanding
$54.55
Revenue: $2.45B
Shares: 45,005,000
Book Value/Share (Net assets per share)
HEX
(Total Assets - Total Liabilities) / Shares
$48.03
Total Equity: $2.16B
Shares: 45,005,000
FCF/Share (Real cash generated per share)
HEX
(Operating Cash Flow + CapEx) / Shares
$6.26
Operating CF: $301.18M
CapEx: -$19.22M
Shares: 45,005,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
TD
Last Annual Dividend / Stock Price
Last Dividend: $0.00
Stock Price: $40.99
Payout Ratio (Earnings paid out as dividends)
HEX
Dividends Paid / Net Income
Dividends Paid: N/A
Net Income: $102.92M
Dividends paid not available in cash flow statement
Income Statement (Annual)
Last updated: Aug 14, 2026 3:27am (6h ago)
Metric 2021 2022 2023 2024 2025
Revenue $1.3B $1.8B $2.1B $2.4B $2.5B
Cost of Revenue $802.1M $1.1B $1.3B $1.6B $1.6B
Gross Profit $495.0M $669.4M $755.8M $863.4M $859.3M
Operating Expenses $350.6M $462.7M $556.8M $637.9M $687.6M
Operating Income $144.4M $206.7M $199.0M $225.4M $171.7M
Net Income $96.1M $148.9M $158.5M $165.7M $102.9M
EBITDA $200.9M $279.4M $298.8M $350.3M $326.7M
EPS $2.35 $3.55 $3.72 $3.82 $2.33
EPS (Diluted) $2.28 $3.47 $3.64 $3.72 $2.29
Balance Sheet (Annual)
Last updated: Aug 14, 2026 3:27am (6h ago)
Metric 2021 2022 2023 2024 2025
Cash & Equivalents $427.8M $292.5M $307.2M $142.1M $243.7M
Total Current Assets $819.6M $858.2M $924.5M $838.5M $953.8M
Total Assets $1.9B $2.2B $2.7B $3.2B $3.3B
Current Liabilities $386.3M $427.8M $678.1M $542.9M $580.3M
Long-Term Debt $1.9M $861,000 $2.2M $290.9M $347.0M
Total Liabilities $581.9M $643.0M $948.7M $1.1B $1.2B
Total Equity $1.3B $1.6B $1.8B $2.0B $2.2B
Retained Earnings $389.7M $538.6M $697.1M $862.8M $965.7M
Cash Flow (Annual)
Last updated: Aug 14, 2026 3:27am (6h ago)
Metric 2021 2022 2023 2024 2025
Operating Cash Flow $179.0M $197.5M $318.5M $248.7M $301.2M
Capital Expenditure -$42.8M -$47.1M -$45.1M -$27.7M -$19.2M
Free Cash Flow $136.2M $150.5M $273.4M $221.0M $282.0M
Acquisitions (net) -$144.5M -$126.4M -$253.7M -$278.2M -$32.9M
Net Debt Issued / (Repaid) -$15.9M -$8.3M $123.8M $93.3M $74.0M
Dividends Paid
Stock Buybacks
Net Change in Cash $150.1M -$137.5M $12.7M -$161.0M $102.1M
Growth Trends (YoY %)
Last updated: Aug 14, 2026 3:27am (6h ago)
Metric 2022 2023 2024 2025
Revenue Growth +37.3% +17.7% +15.3% +1.6%
Gross Profit Growth +35.2% +12.9% +14.2% -0.5%
Operating Income Growth +43.1% -3.7% +13.3% -23.8%
Net Income Growth +55.0% +6.5% +4.5% -37.9%
EBITDA Growth +39.1% +7.0% +17.2% -6.8%
Industry Benchmarks
Compares GLOB against LLM-researched typical ranges for its industry. One research call per industry, cached indefinitely — every stock in the same industry reuses the same baseline.
Deep Analysis

Pre-flight intelligence scans the company first, then routes to the right analytical methods.

0 Company Classification — What type of company is this?
1 Industry Landscape — Where is the industry headed?
2 Company Momentum — Where is this company trending?
3 Forward Projection — 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a DCF Valuation — Present value of future cash flows
4b Earnings Power Value — Floor value — worth with zero growth
4c Anchored PE — Industry PE adjusted for growth differential
4d Reverse DCF — What growth is the market pricing in?
4e Revenue-Based DCF — For growth/narrative companies (skip if mature earner)
4f Anchored P/S — Price-to-Sales peer comparison (skip if mature earner)
4g Scenario Analysis — Bull / Base / Bear (skip if mature earner)
4h Dividend Discount Model — For dividend/income stocks only
4i Book Value Analysis — For deep value / turnaround stocks only
4j Insider Activity — Are insiders buying or selling?
4f Cash Flow Quality — How trustworthy is the FCF?
4g Debt Maturity Risk — Can it handle its debt?
4h Macro Environment — Rates, market valuation, volatility
4i Sector Intelligence — How does this company compare within its sector?
4j Revenue Confidence — How reliable is the growth projection?
4k Sensitivity Analysis — How fragile is the fair value estimate?
4l Sector Demand Cycle — Is the sector in a boom, steady state, or contraction?
5 AI Investigation — Adaptive research engine (Claude)
5b Thesis Evaluation — What does the market believe? (narrative/platform stocks only)
6 Valuation Synthesis — Weighted verdict from all methods (requires Layer 4)
Narrative Economics
The story the market is telling about this stock — the intangible X-factor (founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for GLOB — it's generated by the pipeline (market-narrative step).
Claude Reading
Claude Opus reviews the pipeline's raw data + every prior verdict, then writes an independent take.
No AI findings yet for GLOB — they're generated by the pipeline (ai-findings step) when a report is run on this ticker.
GPT Reading
GPT reads the identical raw briefing blind — one of the Big-3 independent readings — and commits to its own verdict.
No GPT reading yet for GLOB — it's generated by the pipeline (gpt-critique step) after the other Big-3 seats, when a report is run on this ticker.
Grok Reading
Grok (xAI) reads the identical raw briefing blind — one of the Big-3 independent readings — and commits to its own verdict.
No Grok reading yet for GLOB — it's generated by the pipeline (grok-critique step) alongside the other Big-3 seats, when a report is run on this ticker.
Advanced Analysis Forensic deep-dive · four lenses
A separate, manually-run forensic pipeline (dilution, earnings quality, liquidity → two scored lenses → the play). Hasn't been run for this ticker yet.
Community AI Feedback
No community reviews yet for GLOB. Be the first — hit How to Contribute, have any AI review this page, and paste its take back here.
My Notes personal — only you see this
Data via Financial Modeling Prep · Cached for performance · twelvedata
v1.1.532 · 1ec19de8 · 2026-08-13 17:53:37