Globant S.A.
In the published model solve dated 2026-Q2, anchored at $38.37, Globant S.A. (GLOB) is priced for +3.1% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 26, 2026 from SEC EDGAR filings.
• Two thirds of what Globant sells is billed by the hour under time and material contracts, and in the first quarter of 2026 it billed 607.1 million dollars of them, 0.7% less than a year earlier [Source: Q1 2026 results release, May 14 2026]. • The top of the client list is thinning: accounts producing more than a million dollars of annual revenue fell to 333 from 341 a year earlier, and the ten largest clients still supply 29.2% of revenue [Source: FY2025 annual report on Form 20-F]. • The t
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281 institutional managers reported holding GLOB in 13F filings for the quarter ended 2026-03-31. Together they hold about 89% of the company; the top 10 hold 41%. 53 opened new positions that quarter. Held by Pzena Investment Management, BlackRock, Alyeska Investment Group, among others. On the short side, 8.3M shares were sold short as of the 2026-06-15 count, about 19% of shares outstanding (5.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
GLOB's share count grew 8% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at GLOB over the trailing three years: 2026: 1 buy totaling $972k. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.