GLOB Globant S.A.

Artificial intelligence is tearing up the business model that built Globant S.A. (NYSE:GLOB). The company’s stock price has dropped sharply to around $40 from $350 in 2021. Now Globant is attempting to reinvent itself. And it’s doing that by leaning more on AI. Its new Glob.AI platform is growing rapidly. But the transition is coming […]

Palantir shares gained 7.7% on September 3, the same day PwC US expanded an alliance built around enterprise AI, M&A, and ERP modernization. The companies described an AI-native deals platform intended to execute transactions up to 50% faster and cut one-time costs by as much as 45%, but disclosed no new contract value. The same […]

Globant recently appointed long-time executive Fernando Matzkin as Chief Operating Officer and named former ServiceNow and AWS leader Sarab Narang as CEO of Glob.AI, its AI-native services business. These leadership moves come as Glob.AI reports roughly 60% quarterly annual recurring revenue growth and a US$436 million pipeline, underlining management’s focus on scaling enterprise AI services. Next, we’ll explore how Narang’s enterprise AI product background may influence Globant’s...

Globant (GLOB) has reshaped its leadership around artificial intelligence, appointing Sarab Narang as CEO of its Glob.AI unit and Fernando Matzkin as Chief Operating Officer in August 2026. Globant's leadership shift into AI comes as the stock trades at US$40.17, with a 30 day share price return of 14.41%, a year to date share price return that is down 36.31%, and a 5 year total shareholder return that has declined 87.61%, suggesting that recent momentum is building off a weak longer term...

Globant (NYSE:GLOB) appointed Sarab Narang as CEO of its AI-focused subsidiary Glob.AI. Fernando Matzkin has been named Chief Operating Officer at Globant after holding senior operational roles at the company. The leadership changes highlight Globant's focus on scaling AI-native services and reinforcing its executive bench. This kind of leadership shift around AI and execution is not unique to Globant, so it can be useful to compare it with other founder-involved companies that are...

On August 13, Globant (NYSE:GLOB) held its second-quarter 2026 earnings call, and the numbers told two very different stories. One shows a company reinventing how it sells its services. The other shows a decades-old outsourcing business that has essentially stopped growing. Investors now have to decide which story matters more. A New Way To Sell […]

Glob.AI ARR jumped 61% to $52.8M as AI-native delivery accelerates.

Moby summary of Globant S.A.'s Q2 2026 earnings call

Globant (NYSE:GLOB) reported second-quarter 2026 revenue of $614.4 million, up 1.2% sequentially and slightly higher than a year earlier, as the company accelerated its shift toward AI-native services delivered through its AI Pods model. Chief Executive Officer Martín Migoya said the company is dev

Globant SA (GLOB) reports strong AI adoption and record first-half free cash flow, yet revises 2026 outlook amid Middle East slowdown and FX pressures.

Globant (GLOB) delivered earnings and revenue surprises of -6.04% and +0.21%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Since SpaceX went public in June, Wall Street had been dreading Aug. 6, when the first lockup preventing early investors from selling the stock expired and millions of shares were set to flood the market.

Nebius Group (NBIS) delivered earnings and revenue surprises of +82.09% and +1.49%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Globant recently launched Glob.AI, an AI-native tech services model that delivers enterprise-grade AI Pods, task- and industry-specific AI agent units supervised by human experts, through a single online platform with output-based pricing and strict governance over models, data use, and token consumption. A distinctive feature is Glob.AI’s shift away from seat or hourly billing toward expert-validated, per-output or per-consumption pricing, aiming to align costs directly with business...

Globant (GLOB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Globant (GLOB) has drawn attention after recent trading saw the stock close at US$38.13, with performance over the past month differing from its past 3 months and longer term returns. See our latest analysis for Globant. The recent move in Globant's share price, with a 1-day share price return of 2.67% and 7-day share price return of 8.60%, sits against a weaker backdrop that includes a year to date share price decline of 39.54% and a 1-year total shareholder return decline of 52.11%. This...