Globant's digital engineering and AI Studio positioning have driven above-peer growth even through the IT services downturn. Latin American nearshore delivery model is increasingly favored by US enterprises diversifying away from Indian centers. AI Studio rapidly monetizes GenAI consulting demand. Multiple expansion from current depressed levels possible as cycle turns.
Thesis reviewed May 29, 2026
Globant SA is headquartered in Luxembourg, which is currently calm with low signal activity.
π±πΊLuxembourg34NEUTRALView Luxembourg risk detail βπ»Technology25WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 30 | +17% | β8% | EARLY |
| NTES | NetEase Inc | 30 | +10% | β8% | EARLY |
| SAP | SAP SE | 30 | +8% | β8% | EARLY |
| PSO | Pearson PLC | 30 | +10% | β8% | NEUTRAL |
| ACN | Accenture plc | 30 | +7% | β8% | NEUTRAL |
| TCS | Tata Consultancy Services Ltd | 30 | +11% | β8% | EARLY |
| WIT | Wipro Ltd | 30 | +6% | β8% | NEUTRAL |
Investors who hold GLOB may also have indirect exposure through these country funds.
Globant AI Studio bookings double YoY
Globant expands Mexico nearshore delivery hub
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Julia LetlowLA | R | Buy | $1kβ$15k | Aug 8, 25 | -38.1% |
| Julia LetlowLA | R | Buy | $1kβ$15k | Feb 28, 25 | -38.1% |
| Julia LetlowLA | R | Buy | $1kβ$15k | Jul 25, 25 | -38.1% |