Stock selection in materials was the largest contributor to relative performance. The fund's holdings in mining exchange-traded funds and lack of real estate exposure also aided relative return. Stock selection in healthcare, energy, industrials and IT detracted from relative return.
Globant S.A. is rated a "Buy" with a high share price target, citing significant undervaluation after a steep decline from overvalued highs. GLOB's fundamentals remain strong, with conservative 5-7% annual growth estimates, a robust client base, and limited debt, despite recent market volatility and growth concerns. Valuation is attractive at current levels, not requiring aggressive growth assu...
I'm downgrading Globant S.A. to a Sell due to flat revenue, disappointing employee utilization, and customer engagement challenges. GLOB faces headwinds from clients prioritizing low-margin projects, macroeconomic uncertainty, and continued slow enterprise adoption of generative AI solutions. Despite management's optimism on AI-driven growth, I remain skeptical given ongoing risks and scarcity ...
New report from Globant uncovers the trends driving game development and player preferences in 2026 Globant report analyzes how Gaming is being reshaped by AI-driven content, portable and cloud platforms, and creator-led ecosystems NEW YORK , Nov. 18, 2025 /PRNewswire/ -- Globant , a digitally native company that helps organizations thrive in a digital and AI-powered future, today released its...
LUXEMBOURG , Nov. 13, 2025 /PRNewswire/ -- Globant (NYSE: GLOB) today announced results for the three and nine months ended September 30, 2025. "We remain committed to our long-term growth strategy, deeply rooted in our differentiated value proposition based on four pillars: our AI Pods, subscription model, AI Studios, and Globant Enterprise AI platform.
Earnings season often shines a spotlight on well-known mega-caps, but it can also bring opportunities for lesser-known companies to shine. Below are three stocks—each down significantly in 2025—that could stage a comeback if their upcoming earnings updates hit the right notes.
Globant will transform LALIGA's operations with its AI Pods subscription model powered by Globant Enterprise AI MADRID , Nov. 7, 2025 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company dedicated to reinventing businesses through innovative technology solutions, and LALIGA , Europe's most successful football league, have signed a Memorandum of Understanding (MoU) that marks a miles...
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