Globant S A Stock Price, News & Analysis

Globant (NYSE: GLOB) reported third-quarter 2025 results with $617.1 million revenue, a 0.4% year-over-year increase, and $67.5 million free cash flow. Non-IFRS adjusted profit from operations margin rose sequentially to 15.5%, while IFRS diluted EPS was $0.73 and Non-IFRS adjusted diluted EPS was $1.53. Nine-month revenue reached $1,842.4 million (+3.9% YoY) and nine-month Non-IFRS adjusted diluted EPS was $4.57. Cash and short-term investments were $167.0 million and headcount was 29,020. Geographic mix: 53.8% North America, 19.9% Latin America, 19.4% Europe, 6.9% New Markets. Management provided Q4 revenue floor of $605.0 million and FY2025 revenue floor of $2,447.4 million, plus FY Non-IFRS margin and EPS targets.

Globant (NYSE: GLOB) and LALIGA signed a Memorandum of Understanding on November 7, 2025 to scale the adoption of agentic artificial intelligence across LALIGA through Globant's AI Pods subscription model delivered via the Sportian joint venture.

The program will create AI agents for talent development, operations, and technology to support sports performance analysis, personalized content creation, and workflow automation within a centralized system. Sportian cites a track record across five continents with 40+ clients including Saudi Pro League, Lega Serie A, Major League Rugby, Club América, MotoGP, ONE Championship and the Belgian Pro League.

Globant (NYSE: GLOB) announced a multi-year strategic partnership with Riot Games on Nov 6, 2025 to support key tech initiatives across League of Legends and VALORANT esports.

The agreement is described as Globant's largest deal in its Games space and will focus on future explorations in artificial intelligence to augment esports viewing, plus mobile integration capabilities, content creation, streaming, game development, quality assurance, and live operations.

Globant (NYSE: GLOB) will release third quarter 2025 financial results for the period ended September 30, 2025 on Thursday, November 13, 2025 after market close. A video conference call and live Q&A with CEO Martin Migoya, CTO Diego Tártara, and CFO Juan Urthiague will begin at 4:30 pm ET the same day.

A shareholder letter will be posted on the company's investor relations website and the earnings call can be accessed at https://more.globant.com/F3Q25EarningsCall.

YPF (GLOB) and Globant launched Digital Suppl.AI on October 29, 2025, an agentic AI platform to modernize YPF's supply chain. The platform includes eight agentic solutions and 46 specialized AI agents focused on sourcing, procurement, inventory, contract, and supplier management in an initial phase prioritizing procurement and inventory.

Built on Globant's AI Pods subscription model, the project emphasizes human-supervised AI teams, automation, data integration, and natural language interaction to shorten cycles, optimize costs, and scale capabilities aligned with YPF's Vision 2030 and its export goals through 2031.

Globant (NYSE: GLOB) partnered with MIT Technology Review Insights to publish a report, "Transforming Commercial Pharma with Agentic AI," based on a May–July 2025 survey of 250 senior pharma, biotech and bioengineering executives across nine countries.

Key findings: 73% are planning, piloting or deploying agentic AI; top use cases include regulatory compliance (51%), data standardization (49%), patient support (46%) and market intelligence (46%). Top deployment challenges: workflow design 60%, compliance/validation 55%. Report cites generative AI economic opportunity of $60–$110B/year for pharma and medical products.

Globant (NYSE: GLOB) on October 6, 2025 announced Globant Enterprise AI (GEAI) v2.3, which integrates the Agentic Commerce Protocol (ACP) to enable AI agents with transactional capabilities.

GEAI 2.3 adds ACP on top of prior Model Context Protocol (MCP) and Agent-to-Agent (A2A) support, enabling conversational purchases that leverage existing payment and fulfillment systems. The release will roll out in the coming days exclusively by invitation and via a waitlist. The company cites platform results: 80% reduction in legacy modernization times and 50% reduction in software development costs for organizations using GEAI.

Globant (NYSE: GLOB) has announced a new share repurchase program authorizing up to $125 million in share buybacks. The program will run from Q4 2025 through Q4 2026, with a maximum allocation of $50 million per quarter.

The company's board approved this initiative as part of their capital allocation strategy, reflecting confidence in Globant's long-term growth and AI-first mindset. The repurchase timing, price, and volume will be discretionary, based on market conditions, regulatory requirements, and other factors. The program can be executed through various methods, including open market purchases and accelerated share repurchases.

Globant (NYSE: GLOB) has entered into a multi-year strategic collaboration agreement (SCA) with Amazon Web Services (AWS) to enhance global cloud and AI solutions delivery. The partnership, building on their decade-long relationship since 2011, focuses on accelerating cloud migrations and generative AI adoption across multiple industries.

The collaboration will target key sectors including Media and Entertainment, Gaming, Sports (MEGS), Banking and Financial Services (BFSI), Travel and Hospitality, and Automotive. Notable achievements include Globant's work with Formula 1, leveraging AWS infrastructure for track-side operations and fan experiences. The company recently achieved AWS Premier Tier Services Partner status and secured important competencies including AWS Level 1 MSSP and Media and Entertainment Competency.