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Globant GLOB

Globant scores average on business quality (4.6 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$36.32Oct 10, 2026
Business qualityAverage
Next earningsNov 11, 2026, after the close
Insiders, 90 daysSelling

Why it matters

  1. What Globant does

    Globant builds custom software and digital transformation products for major global enterprises. Clients pay for bespoke engineering teams to modernize their legacy technology platforms.

  2. What it does best

    Globant excels at embedding specialized engineering squads directly into enterprise workflows. It sits in the bottom quartile for gross margin at 34.5%, meaning its edge is rooted in client relationships rather than software pricing power.

  3. The main risk

    Demand slowdowns directly threaten top-line momentum, leaving revenue growth at a meager 1.6% and dragging the growth score down to 3.7. Early results from its AI pivot offer hope, but enterprise spending shifts remain unpredictable.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin sits at 9.8% with an anemic 1.6% profitability score, hampered by low gross margins of 34.5% that fail to expand with scale.

MoatFair

Client switching costs form a modest moat through deeply embedded software engineering teams, though its 13th percentile gross margin ranking limits true pricing power.

GrowthSlow

Revenue growth crawled to 1.6% as macroeconomic caution slowed enterprise IT spending, marking a sharp deceleration from prior multi-year expansions.

Financial healthFair

Debt-to-equity sits at 0.2, backed by $257M in cash against $474M in total debt. Free cash flow dropped to $35M, showing a softer cash generation profile.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

3 sold $585K outside pre-planned sales.

Our sealed record on GLOB

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is GLOB a good business?

Globant scores average on the Cluenex quality check (4.6 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health fair.

Are insiders buying GLOB?

In the last 90 days of SEC Form 4 filings: 3 sold $585K outside pre-planned sales.

When does GLOB report earnings?

Nov 11, 2026, after the close.

For members

See GLOB today

  • Today's verdict on GLOB, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Globant (GLOB)”, https://cluenex.com/stocks/glob/, data as of Oct 10, 2026.