Should You Buy Globant SA (GLOB) Today? Analysis, Price Targets, and 2026 Outlook.
Conclusion
Hold
Latest Price
69.150
1 Day change
-0.06%
52 Week Range
228.980
Analysis Updated At
2026/01/26
Globant SA (GLOB) is not a strong buy for a beginner, long-term investor at this time. The company's financial performance shows stagnation in revenue growth and a significant decline in net income and EPS. Technical indicators are bearish, and there are no clear positive trading signals or catalysts. Analysts maintain a neutral to cautious outlook, with price targets reflecting limited upside potential. Given the lack of strong growth drivers and the absence of significant positive sentiment, it is advisable to hold off on investing in GLOB for now.
Technical Analysis
The technical indicators for GLOB are bearish. The MACD is below 0 and negatively contracting, indicating weak momentum. The RSI is neutral at 57.895, and the moving averages show a bearish trend (SMA_200 > SMA_20 > SMA_5). The stock is trading below its key resistance levels (R1: 70.515, R2: 72.748), with support at 66.902 and 63.288. Overall, the technical setup does not suggest a strong entry point.
Options Data
Bearish
Open Interest Put-Call Ratio
Bearish
Option Volume Put-Call Ratio
Moving Average Consensus
Sell
2
Buy
9
Positive Catalysts
2026/01/26 00:37:21
The company is transitioning its business model to adapt to GenAI trends, which could drive growth in the long term if successful. Management has expressed confidence in gradual growth improvement in FY26 as AI projects move to full production.
Neutral/Negative Catalysts
2026/01/26 00:37:21
Net income and EPS have significantly declined by -24.09% and -25.51%, respectively. Analysts have downgraded the stock and lowered price targets, citing challenges in organic growth and underperforming regions. The company's visibility on pipeline conversion remains low, and the industry outlook for 2026 is soft.
Financial Performance
In Q3 2025, Globant reported revenue of $617.14M, up 0.40% YoY, but net income dropped to $33.10M (-24.09% YoY), and EPS fell to 0.73 (-25.51% YoY). Gross margin also declined to 34.8% (-3.76% YoY). These figures indicate slowing growth and declining profitability.
Growth
Profitability
Efficiency
Analyst Ratings and Price Target Trends
Analysts have a neutral to cautious outlook on GLOB. UBS raised its price target to $75 but maintains a Neutral rating, citing a soft 2026 outlook. Truist initiated coverage with a Hold rating and a $72 price target, highlighting challenges in revenue growth and the need for evidence of AI-driven growth acceleration. Jefferies downgraded the stock to Hold with a $61 price target, citing underperformance in certain regions and verticals. Overall, analysts are waiting for clearer signs of growth re-acceleration before becoming more constructive.
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 USD and a high forecast of 100 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 USD and a high forecast of 100 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
Averages
76.36
High
100
Current: 69.190
Low
61
Averages
76.36
High
100
UBS
Neutral
maintain
$70 -> $75
AI Analysis
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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