Globant Releases 2026 Tech Trends Report, Driving Enterprise AI Transformation
Written by Emily J. Thompson, Senior Investment Analyst
Source: PRnewswire
Updated: 1 day ago0mins
- 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.
GLOB.N
$0.0000%Past 6 months
Line
|
Candle
1D
5D
1M
3M
6M
YTD
1Y
5Y
No Data
Powered By
Intellectia
Analyst Views on GLOB
Wall Street analysts forecast GLOB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GLOB is 78.00 USD with a low forecast of 61.00 USD and a high forecast of 100.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
6 Buy
5 Hold
0 Sell
Moderate Buy
Current: 68.740
Low
61.00
Averages
78.00
High
100.00
Current: 68.740
Low
61.00
Averages
78.00
High
100.00
Jefferies
Buy -> Hold
downgrade
$80 -> $61
2025-11-20
Reason
Jefferies
Price Target
$80 -> $61
2025-11-20
downgrade
Buy -> Hold
Reason
Jefferies downgraded Globant to Hold from Buy with a price target of $61, down from $80. The company's organic growth has lagged peers due to its greater exposure to underperforming regions and verticals, the analyst tells investors in a research note. The firm says that with industry trends unlikely to materially improve next year, and a new business model being introduced, Globant's return to normalized growth will take time. It cites lingering revenue growth challenges in 2026 for the downgrade.
UBS
Neutral
downgrade
$75 -> $70
2025-11-18
Reason
UBS
Price Target
$75 -> $70
2025-11-18
downgrade
Neutral
Reason
UBS lowered the firm's price target on Globant to $70 from $75 and keeps a Neutral rating on the shares.
JPMorgan
Neutral
downgrade
$78 -> $75
2025-11-14
Reason
JPMorgan
Price Target
$78 -> $75
2025-11-14
downgrade
Neutral
Reason
JPMorgan lowered the firm's price target on Globant to $75 from $78 and keeps a Neutral rating on the shares following the Q3 report.
Needham
Buy
downgrade
$85 -> $80
2025-11-14
Reason
Needham
Price Target
$85 -> $80
2025-11-14
downgrade
Buy
Reason
Needham lowered the firm's price target on Globant to $80 from $85 but keeps a Buy rating on the shares. The company's Q3 results and Q4 and FY25 outlook were largely in line with expectations as demand across the IT services industry remaining challenged, even though there are some signs of demand stabilization, the analyst tells investors in a research note. Given the healthy pipeline and bookings activity, the management expressed confidence that growth will improve gradually in FY26, especially as AI projects move from proof of concept to full production mode, the firm added.
See All Ratings
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
Preview
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.
Sigh Up to Get Intellectia Insights
What does Globant's expert-level Salesforce certification signify about its industry position?
How does Globant's 20-year partnership with Salesforce enhance its expertise?
How might Globant's Converge 2025 event impact its global market presence?
What future benefits could Globant's AI Pods subscription model bring to clients?