Globant S.A. $GLOB Shares Sold by Thornburg Investment Management Inc.

Thornburg Investment Management Inc. lessened its position in shares of Globant S.A. (NYSE:GLOB) by 75.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 23,238 shares of the information technology services provider’s stock after selling 69,564 shares during the period. Thornburg Investment Management Inc. owned approximately 0.05% of Globant worth $1,333,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the business. Allworth Financial LP raised its holdings in shares of Globant by 214.1% during the 2nd quarter. Allworth Financial LP now owns 289 shares of the information technology services provider’s stock valued at $26,000 after buying an additional 197 shares during the period. Geneos Wealth Management Inc. boosted its stake in shares of Globant by 352.0% in the third quarter. Geneos Wealth Management Inc. now owns 452 shares of the information technology services provider’s stock valued at $26,000 after purchasing an additional 352 shares during the period. CWM LLC grew its holdings in Globant by 30.1% during the 2nd quarter. CWM LLC now owns 636 shares of the information technology services provider’s stock valued at $58,000 after purchasing an additional 147 shares in the last quarter. SJS Investment Consulting Inc. increased its stake in Globant by 27,766.7% during the 3rd quarter. SJS Investment Consulting Inc. now owns 836 shares of the information technology services provider’s stock worth $48,000 after buying an additional 833 shares during the period. Finally, State of Wyoming lifted its stake in shares of Globant by 78.9% in the second quarter. State of Wyoming now owns 882 shares of the information technology services provider’s stock worth $80,000 after acquiring an additional 389 shares in the last quarter. Institutional investors and hedge funds own 91.60% of the company’s stock.

Wall Street Analyst Weigh In

GLOB has been the subject of several research analyst reports. UBS Group reiterated a “neutral” rating and set a $75.00 target price on shares of Globant in a research note on Monday, January 19th. Truist Financial assumed coverage on shares of Globant in a research report on Tuesday, January 6th. They issued a “hold” rating and a $72.00 target price for the company. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Globant in a report on Monday, December 29th. Canaccord Genuity Group cut their target price on shares of Globant from $80.00 to $70.00 and set a “hold” rating on the stock in a report on Friday, November 14th. Finally, William Blair reissued an “outperform” rating on shares of Globant in a report on Wednesday, December 31st. 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. According to data from MarketBeat.com, Globant has an average rating of “Hold” and a consensus price target of $89.80.

Globant Stock Performance

NYSE GLOB opened at $46.89 on Friday. Globant S.A. has a 1-year low of $40.76 and a 1-year high of $155.00. The company has a 50 day moving average of $61.71 and a 200-day moving average of $62.40. The company has a current ratio of 1.93, a quick ratio of 1.93 and a debt-to-equity ratio of 0.16. The firm has a market cap of $2.06 billion, a price-to-earnings ratio of 21.22, a PEG ratio of 4.88 and a beta of 1.19.

Globant (NYSE:GLOB) last issued its quarterly earnings results on Thursday, February 26th. The information technology services provider reported $1.54 earnings per share for the quarter, hitting the consensus estimate of $1.54. The company had revenue of $612.47 million during the quarter, compared to analysts’ expectations of $605.61 million. Globant had a net margin of 4.01% and a return on equity of 10.39%. The business’s quarterly revenue was down 4.7% on a year-over-year basis. During the same period last year, the business 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. On average, equities analysts forecast that Globant S.A. will post 5.73 earnings per share for the current fiscal year.

Globant News Roundup

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

Globant Company Profile

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.