Globant (NYSE:GLOB) Updates Q1 2026 Earnings Guidance

Globant (NYSE:GLOB) updated its first quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 1.440-1.540 for the period, compared to the consensus earnings per share estimate of 1.330. The company issued revenue guidance of $598.0 million-$604.0 million, compared to the consensus revenue estimate of $598.5 million. Globant also updated its FY 2026 guidance to 6.100-6.500 EPS.

Globant Trading Up 1.3%

Shares of GLOB opened at $47.48 on Friday. The company’s fifty day moving average is $61.71 and its 200 day moving average is $62.40. Globant has a fifty-two week low of $40.76 and a fifty-two week high of $151.34. The company has a debt-to-equity ratio of 0.16, a quick ratio of 1.93 and a current ratio of 1.93. The stock has a market capitalization of $2.09 billion, a PE ratio of 21.48, a P/E/G ratio of 4.88 and a beta of 1.19.

Globant (NYSE:GLOB) last issued its earnings results on Thursday, February 26th. The information technology services provider reported $1.54 EPS for the quarter, hitting analysts’ consensus estimates of $1.54. The business had revenue of $612.47 million for the quarter, compared to the consensus estimate of $605.61 million. Globant had a net margin of 4.01% and a return on equity of 10.39%. The company’s revenue for the quarter was down 4.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.75 EPS. Globant has set its Q1 2026 guidance at 1.440-1.540 EPS and its FY 2026 guidance at 6.100-6.500 EPS. Sell-side analysts expect that Globant will post 5.73 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the stock. Wells Fargo & Company raised their price target on shares of Globant from $61.00 to $68.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 14th. Needham & Company LLC reduced their target price on Globant from $85.00 to $80.00 and set a “buy” rating for the company in a report on Friday, November 14th. Jefferies Financial Group lowered Globant from a “buy” rating to a “hold” rating and lowered their price target for the stock from $80.00 to $61.00 in a research note on Thursday, November 20th. JPMorgan Chase & Co. dropped their price target on Globant from $75.00 to $68.00 and set a “neutral” rating for the company in a research report on Wednesday, February 18th. Finally, Canaccord Genuity Group decreased their price target on shares of Globant from $80.00 to $70.00 and set a “hold” rating on the stock in a research note on Friday, November 14th. Six research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $89.80.

Key Globant News

Here are the key news stories impacting Globant this week:

• Positive Sentiment: Management raised guidance: FY‑2026 EPS guidance (6.10–6.50) and Q1‑2026 EPS guidance (1.440–1.540) were above consensus, giving investors forward earnings visibility and a clear reason for a positive re‑rating. Globant Reports 2025 Fourth Quarter Financial Results
• Positive Sentiment: Revenue beat estimates and EPS matched consensus: Q4 revenue of $612.5M topped the $605.6M estimate while EPS of $1.54 met expectations — a near‑term earnings beat on the top line helped lift sentiment. Globant shares up 3% on following inline earnings in Q4, revenue beat
• Positive Sentiment: Record free cash flow: Management highlighted record free cash flow in the quarter, which supports the balance sheet (low debt) and can underpin shareholder returns or reinvestment. Cash strength is a tangible positive for investors. Globant SA (GLOB) Q4 2025 Earnings Call Highlights: Record Free Cash Flow Amid Revenue Decline
• Neutral Sentiment: Earnings call transcript and details are available for deeper read: the call provides color on client activity, margins and hiring but contains no headline surprises beyond the published results. Globant S.A. (GLOB) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Company materials — press release, slide deck and conference call — are posted for investors who want the full financials and management commentary. Globant Earnings Report (MarketBeat)
• Neutral Sentiment: Pre‑earnings coverage and valuation pieces are circulating as analysts reassess the stock after its prior pullback — watch changes in sell‑side models. Reassessing Globant (GLOB) Valuation After Sharp Share Price Pullback
• Negative Sentiment: Revenue and EPS are down year‑over‑year: Q4 revenue fell ~4.7% vs. prior year and EPS declined from $1.75 to $1.54, underscoring ongoing demand pressure in parts of the business and creating longer‑term growth questions. Globant (GLOB) Q4 Earnings Match Estimates

Institutional Investors Weigh In On Globant

Hedge funds have recently bought and sold shares of the stock. Royal Bank of Canada raised its position in Globant by 8.5% in the 4th quarter. Royal Bank of Canada now owns 1,777,710 shares of the information technology services provider’s stock valued at $116,209,000 after purchasing an additional 138,596 shares during the last quarter. Wasatch Advisors LP increased its position in Globant by 19.0% during the 4th quarter. Wasatch Advisors LP now owns 1,243,309 shares of the information technology services provider’s stock worth $81,275,000 after purchasing an additional 198,318 shares during the period. Morgan Stanley raised its position in Globant by 11.7% in the fourth quarter. Morgan Stanley now owns 1,027,471 shares of the information technology services provider’s stock worth $67,166,000 after acquiring an additional 107,989 shares in the last quarter. Nuveen LLC increased its holdings in shares of Globant by 80.2% in the 4th quarter. Nuveen LLC now owns 1,027,136 shares of the information technology services provider’s stock valued at $67,144,000 after purchasing an additional 456,999 shares in the last quarter. Finally, Alliancebernstein L.P. increased its holdings in Globant by 6,875.8% in the second quarter. Alliancebernstein L.P. now owns 929,245 shares of the information technology services provider’s stock valued at $84,413,000 after buying an additional 915,924 shares in the last quarter. Institutional investors and hedge funds own 91.60% of the company’s stock.

About Globant

Globant is a digitally native technology services company founded in 2003 in Buenos Aires, Argentina. Specializing in software development and digital transformation, Globant partners with enterprises to conceive, design and engineer software products and platforms. The company leverages agile methodologies and proprietary delivery frameworks to accelerate projects in areas such as cloud migration, user experience design, data analytics, artificial intelligence and blockchain-enabled solutions.

Globant’s service offerings span strategy consulting, custom software engineering, digital experience design and managed services.