Globant's "Tech Trends" Analyzes the 5 Key Forces Driving Enterprise Transformation by 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 09 2025
0mins
Should l Buy GLOB?
Source: Yahoo Finance
Tech Trends for 2026: Globant's report outlines five key forces shaping enterprise transformation, including Agentic AI, quantum communication, AI-powered machines, ambient intelligence, and AI-driven cybersecurity.
Shift from Experimentation to Maturity: Organizations are moving beyond AI experimentation to implement scalable, ROI-driven intelligence, marking a significant evolution in the enterprise AI landscape.
Agentic AI and Quantum Communication: Agentic AI is becoming autonomous and driving measurable ROI, while quantum communication is set to enhance data security through advanced encryption methods.
AI in Cybersecurity: As cybercrime accelerates, enterprises are increasingly relying on AI for proactive defense strategies, with significant cost savings reported for organizations utilizing AI in their security measures.
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Analyst Views on GLOB
Wall Street analysts forecast GLOB stock price to rise
13 Analyst Rating
5 Buy
8 Hold
0 Sell
Moderate Buy
Current: 49.280
Low
61.00
Averages
76.36
High
100.00
Current: 49.280
Low
61.00
Averages
76.36
High
100.00
About GLOB
Globant S.A. is a digitally native technology services company. The Company’s principal operating subsidiary is based in Buenos Aires, Argentina. During the year ended December 31, 2015, 83.7% of its revenues were generated by clients in North America, 11.0% in Latin America and Asia, and 5.3% in Europe. It builds digital journeys, which consists of different software products, including mobile apps, Web apps, sensors and other software and hardware appliances that work orchestrated by a backend that uses big data and fast data to create a understanding of each consumer and how to act upon each scenario. The Company delivers digital journeys with a comprehensive approach that includes Stay Relevant, which helps its customers stay fit for the future of their industries; Discover, which think and conceive specific digital journeys for each customer; Build, which creates each digital journey leveraging the work of its Studios, its services over platforms and its agile pods methodologies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Executive Conference: Following the earnings release, CEO Martin Migoya and other executives will hold a video conference at 4:30 p.m. ET to discuss results and engage in a live Q&A, enhancing investor relations.
- Investor Relations Information: Shareholders can access a letter on Globant's investor relations website, ensuring transparency and providing detailed financial analysis to aid informed decision-making.
- Digital Transformation Strategy: Globant focuses on driving enterprise transformation through digital and AI solutions, leveraging its subscription-based AI Pods and Enterprise AI platform to turn challenges into measurable business results, thereby enhancing market competitiveness.
See More
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- Earnings Release Schedule: Globant will announce its Q4 and full-year 2025 results on February 26, 2026, after market close, providing investors with critical financial data and performance insights.
- Executive Conference Call: Following the earnings release, CEO Martin Migoya and other executives will hold a video conference at 4:30 p.m. ET to discuss the financial results and answer investor questions, enhancing transparency and investor confidence.
- Digital Transformation Strategy: Globant focuses on helping businesses achieve digital transformation through innovative technology solutions, leveraging its AI Pods and Enterprise AI platform to turn challenges into measurable business results and drive growth.
- Investor Relations Information: Investors can access shareholder letters and financial reports on Globant's website, gaining further insights into the company's financial health and future direction, thereby increasing trust among investors.
See More
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- Strong Cash Flow Performance: The company generated $67.5 million in free cash flow during the same quarter, indicating effective cash management while maintaining profitability, which enhances flexibility for future investments.
- Diversified Customer Base: As of Q3 2025, Globant's top ten clients accounted for less than 30% of revenue, with nearly 1,000 clients generating over $100,000 annually and 339 clients exceeding $1 million, providing a robust safety net that mitigates risks from sector fluctuations.
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- Tariff Threats: Trump threatened to impose a 10% tariff on several European countries starting February 1 if negotiations over Greenland control fail, with potential increases to 25% by June, which could impact up to 25% of U.S. exports to Europe, leading to cautious market reactions.
- Fixed Income Volatility: Long-dated Treasury yields climbed to their highest levels since late September, with the 30-year yield rising 6 basis points to 4.90%, reflecting a risk-off sentiment among investors.
- Precious Metals Surge: Safe-haven demand pushed gold prices up 1.9% to $4,760 per ounce and silver nearly 5% to $94.50 per ounce, indicating market concerns over economic uncertainty.
See More
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- Strategic Guidance: The report emphasizes that companies need to establish clear governance frameworks and strategic adoption plans to tackle challenges in AI implementation, which will help maintain competitive advantages over the next decade.
- Accelerated Industry Transformation: As AI technologies are deeply applied, enterprises will accelerate their transformation journeys in 2026, with companies failing to keep pace potentially facing obsolescence, prompting industry leaders to take proactive measures.
- New Phase of Digital Transformation: The report highlights that successful companies will view AI not just as a digital win but will integrate it seamlessly into their organizations, leading to profound structural and cultural changes that drive sustainable growth.
See More
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- AI Maturity Enhancement: Globant's latest report indicates that in 2026, enterprises will achieve transformation through the integration of next-gen technologies, which will not only drive business growth but also foster deep cultural and structural changes within organizations.
- Strategic Guidance: The report emphasizes that companies need to establish clear governance frameworks and strategic adoption plans to gain measurable impacts in their AI transformations, thereby securing a competitive edge.
- Industry Transformation: As AI technologies mature, enterprises must view them as opportunities that go beyond digital wins, integrating AI to drive digital transformation for the next decade.
- Call to Action for Decision-Makers: Globant's CTO Diego Tártara states that 2026 will be a pivotal year for companies to accelerate their transformation journeys, with those who act setting the pace for the next decade.
See More
Globant Announces Q4 2025 Earnings Release Schedule
- Earnings Release Schedule: Globant will release its Q4 and full-year 2025 earnings on February 26, 2026, after market close, expected to provide key financial metrics reflecting the company's performance.
- Executive Conference: Following the earnings release, CEO Martin Migoya and other executives will hold a video conference at 4:30 p.m. ET to discuss results and engage in a live Q&A, enhancing investor relations.
- Investor Relations Information: Shareholders can access a letter on Globant's investor relations website, ensuring transparency and providing detailed financial analysis to aid informed decision-making.
- Digital Transformation Strategy: Globant focuses on driving enterprise transformation through digital and AI solutions, leveraging its subscription-based AI Pods and Enterprise AI platform to turn challenges into measurable business results, thereby enhancing market competitiveness.
See More
Globant to Release Q4 and Full Year 2025 Results on February 26, 2026
- Earnings Release Schedule: Globant will announce its Q4 and full-year 2025 results on February 26, 2026, after market close, providing investors with critical financial data and performance insights.
- Executive Conference Call: Following the earnings release, CEO Martin Migoya and other executives will hold a video conference at 4:30 p.m. ET to discuss the financial results and answer investor questions, enhancing transparency and investor confidence.
- Digital Transformation Strategy: Globant focuses on helping businesses achieve digital transformation through innovative technology solutions, leveraging its AI Pods and Enterprise AI platform to turn challenges into measurable business results and drive growth.
- Investor Relations Information: Investors can access shareholder letters and financial reports on Globant's website, gaining further insights into the company's financial health and future direction, thereby increasing trust among investors.
See More
Globant: Steady Growth with AI Integration
- Stable Revenue Growth: In Q3 2025, Globant reported revenues of $617.1 million, slightly exceeding the upper end of its guidance range, demonstrating resilience and profitability in the digital services sector despite currency pressures and achieving modest year-over-year growth.
- Strong Cash Flow Performance: The company generated $67.5 million in free cash flow during the same quarter, indicating effective cash management while maintaining profitability, which enhances flexibility for future investments.
- Diversified Customer Base: As of Q3 2025, Globant's top ten clients accounted for less than 30% of revenue, with nearly 1,000 clients generating over $100,000 annually and 339 clients exceeding $1 million, providing a robust safety net that mitigates risks from sector fluctuations.
- AI Platform Upgrade: In October 2025, Globant launched version 2.3 of its Enterprise AI platform, introducing the Agentic Commerce Protocol, which enables AI systems to perform real tasks, enhancing the practical utility of AI in business operations and further solidifying its market position.
See More
Trump Threatens Tariffs, Market Drops 1.5% Amid Risk-Off Sentiment
- Market Reaction: The S&P 500 fell 1.5% to 6,840 points due to Trump's aggressive trade stance towards Europe, marking its worst session since late November, primarily dragged down by consumer discretionary and technology stocks.
- Tariff Threats: Trump threatened to impose a 10% tariff on several European countries starting February 1 if negotiations over Greenland control fail, with potential increases to 25% by June, which could impact up to 25% of U.S. exports to Europe, leading to cautious market reactions.
- Fixed Income Volatility: Long-dated Treasury yields climbed to their highest levels since late September, with the 30-year yield rising 6 basis points to 4.90%, reflecting a risk-off sentiment among investors.
- Precious Metals Surge: Safe-haven demand pushed gold prices up 1.9% to $4,760 per ounce and silver nearly 5% to $94.50 per ounce, indicating market concerns over economic uncertainty.
See More
Globant Releases 2026 Tech Trends Report, Driving Enterprise AI Transformation
- AI Maturity Enhancement: Globant's latest report indicates that in 2026, enterprises will achieve transformation through the integration of next-gen technologies, pushing AI from the experimental phase to maturity, which is expected to significantly enhance operational efficiency and market competitiveness.
- Strategic Guidance: The report emphasizes that companies need to establish clear governance frameworks and strategic adoption plans to tackle challenges in AI implementation, which will help maintain competitive advantages over the next decade.
- Accelerated Industry Transformation: As AI technologies are deeply applied, enterprises will accelerate their transformation journeys in 2026, with companies failing to keep pace potentially facing obsolescence, prompting industry leaders to take proactive measures.
- New Phase of Digital Transformation: The report highlights that successful companies will view AI not just as a digital win but will integrate it seamlessly into their organizations, leading to profound structural and cultural changes that drive sustainable growth.
See More
Globant Releases 2026 Tech Trends Report, Driving Enterprise AI Maturity
- AI Maturity Enhancement: Globant's latest report indicates that in 2026, enterprises will achieve transformation through the integration of next-gen technologies, which will not only drive business growth but also foster deep cultural and structural changes within organizations.
- Strategic Guidance: The report emphasizes that companies need to establish clear governance frameworks and strategic adoption plans to gain measurable impacts in their AI transformations, thereby securing a competitive edge.
- Industry Transformation: As AI technologies mature, enterprises must view them as opportunities that go beyond digital wins, integrating AI to drive digital transformation for the next decade.
- Call to Action for Decision-Makers: Globant's CTO Diego Tártara states that 2026 will be a pivotal year for companies to accelerate their transformation journeys, with those who act setting the pace for the next decade.
See More
