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.
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 76.36 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.
13 Analyst Rating
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 76.36 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.
5 Buy
8 Hold
0 Sell
Moderate Buy
Current: 69.190
Low
61.00
Averages
76.36
High
100.00
Current: 69.190
Low
61.00
Averages
76.36
High
100.00
UBS
Neutral
maintain
$70 -> $75
2026-01-19
Reason
UBS
Price Target
$70 -> $75
AI Analysis
2026-01-19
maintain
Neutral
Reason
UBS raised the firm's price target on Globant to $75 from $70 and keeps a Neutral rating on the shares. The firm expects the company to meet its guidance in Q4 but says its 2026 outlook is "still soft." Globant's visibility on pipeline conversion remains low, the analyst tells investors in a research note.
Truist
Hold
initiated
$72
2026-01-06
Reason
Truist
Price Target
$72
2026-01-06
initiated
Hold
Reason
Truist initiated coverage of Globant with a Hold rating and $72 price target. Globant is taking decisive steps to transition its business model as GenAI reshapes the industry and currently trades at trough multiples reflecting slowing revenue growth, the analyst tells investors in a research note. A more constructive view would emerge with evidence that its AI pods can drive growth re-acceleration while sustaining healthy margins and cash flow, Truist says.
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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.
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.
