Globant S A Stock Price, News & Analysis

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.

InOrbit.AI has successfully completed its Series A funding round, co-led by L'ATTITUDE Ventures and Globant Ventures (NYSE: GLOB). The company's robot orchestration software platform helps manage smart robots for enterprises like Colgate-Palmolive and Genentech.

The platform, InOrbit Space Intelligence™, serves as a central system for robot operations, transforming fragmented automation into cohesive systems. Through partnership with Globant, InOrbit will enhance its platform with agentic AI capabilities, enabling autonomous decision-making in physical operations.

The funding follows InOrbit's selection for the Google for Startups Founders Fund in 2024, focusing on artificial intelligence. The investment will accelerate platform development and expand market presence across manufacturing, logistics, retail, and hospitality sectors.

Globant (NYSE: GLOB) has announced a strategic partnership with Unity (NYSE: U) through Unity's Service Partner Program. The collaboration aims to deliver advanced interactive technologies and real-time 3D solutions to enterprise sectors beyond gaming.

The partnership will focus on implementing digital twins for manufacturing, immersive training tools for healthcare, and next-generation visualization platforms for automotive clients. Globant will support Unity's expansion by integrating their products into enterprise technology stacks and developing tailored solutions globally.

As part of the agreement, Globant will implement a comprehensive training program to certify its engineers and designers on Unity's platform. The partnership will operate across North America, EMEA, and APAC regions, leveraging Globant's global delivery network.

Globant (NYSE: GLOB) reported its Q2 2025 financial results, with revenues reaching $614.2 million, representing a 4.5% year-over-year growth. The company's adjusted operating margin was 15.0%, with adjusted diluted EPS of $1.53.

The quarter featured a significant Business Optimization Plan with a one-time charge of $47.6 million. Globant's pipeline reached an all-time high of $3.7 billion, up 25% year-over-year, driven by AI initiatives including AI Pods, subscription model, and Globant Enterprise AI platform.

For Q3 2025, Globant expects revenues of at least $615.0 million with an adjusted profit margin of 15.0%. Full-year 2025 guidance projects revenues of at least $2,445.0 million, representing 1.2% growth, with adjusted EPS of at least $6.12.

Globant (NYSE: GLOB), a digital technology solutions company, has scheduled its Second Quarter 2025 financial results announcement for Thursday, August 14th, 2025, after market close.

The company will host a video conference call at 4:30 PM ET featuring CEO Martin Migoya, CFO Juan Urthiague, and CTO Diego Tártara. The event will include an earnings presentation followed by a Q&A session. A shareholder letter will be made available on Globant's investor relations website.

Globant (NYSE: GLOB) has announced a significant upgrade to its Globant Enterprise AI (GEAI) platform, incorporating Model Context Protocol (MCP) and Agent2Agent (A2A) Protocol support. This enhancement enables seamless integration with external AI frameworks including Agentforce, Google Cloud Platform, Azure AI Foundry, and Amazon Bedrock.

The upgraded platform demonstrates impressive results, achieving an 80% reduction in legacy system modernization times and a 50% reduction in software development costs. The platform now supports integration with advanced AI models including OpenAI o3-pro, Anthropic Claude 4, xAI Grok 4, and Google Imagen 4.

Globant (NYSE: GLOB) has announced a strategic partnership with Suntory Global Spirits to develop a generative AI-powered Commercial Insights Agent. The AI solution aims to transform business operations by automating insight retrieval and supporting real-time decision-making across product development, marketing, sales, and strategy.

The Commercial Insights Agent significantly reduces operational costs by eliminating manual insight requests and compressing days of work into seconds. The system enables self-service intelligence, allowing teams to independently access data insights and generate reports without dependencies on other departments. The AI agent is trained on internal data to provide contextual recommendations and serves as a foundation for future use cases in brand planning, commercial forecasting, and innovation pipelines.

Globant (NYSE: GLOB) has launched FUSION, a groundbreaking suite of AI Agents specifically designed for full-funnel marketing and advertising, integrated with Globant Enterprise AI platform. The solution includes five key AI agents: Scale Ads for automated ad production, Content for generating marketing copy, Images for visual asset creation, Video for AI-driven video content, and Landing Pages for dynamic webpage generation. Early client results show impressive metrics including 23% CTR improvement, 4x increase in asset creation, 6x faster adaptations, and 3x reduction in production time. Available through Globant's AI Pods subscription model, FUSION enables marketing teams to scale AI services based on demand while only paying for actual usage. The platform combines human creativity with AI efficiency to help brands scale their marketing efforts with precision across the entire brand journey from planning to optimization.