$GLOB

Globant S.A.

Insider trades
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7

No SEC Form 4 filings for $GLOB in the last 30 days.

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Med

Globant (NYSE:GLOB) Stock Slides As AI Push Meets Profit Pressure

Simply Wall St reports Globant (GLOB) shares fell 8.8% to $37.38 after its Q2 results. Q2 revenue was $614.4m, roughly flat year over year, while basic EPS rose to about $0.04. The quarter included a $32.3m one-time optimization charge and showed profit pressure alongside AI Pods and Glob.AI metrics.

Globant Leans Into AI as Q2 2026 Revenue Holds Steady and Glob.AI ARR Surges

Globant SA (GLOB) reported Q2 2026 revenue of $614.4M, broadly flat year over year, with IFRS operating margin rising to 3.2% and free cash flow of $12.6M versus negative a year earlier. Glob.AI annual recurring revenue reached $52.8M, up 61% sequentially. The company completed a $25M buyback and guided for flat to slightly declining full-year 2026 revenue, while appointing Sarabdeep Narang as CEO of Glob.AI.

Alyeska discloses 2.95M Globant S.A. shares held in GLOB stake (GLOB)

Alyeska Investment Group, L.P. and related reporting persons filed a Schedule 13G reporting beneficial ownership of 2,954,954 common shares of Globant S.A. (GLOB), with a nominal value of $1.20 per share. The stake equals 6.74% of 43,835,604 shares outstanding as of 30 June 2026, with shared voting and dispositive power.

GLOB sentiment & insider activity

Over the past 7 days, alphai's AI scored 11 news stories mentioning GLOB (Globant S.A.). Coverage has skewed bearish: 3 bullish, 1 neutral, and 7 bearish.

Recent GLOB coverage spans earnings, market movers and financial news.

What's driving GLOB

  • Q2 shows flat growth but margin/profit pressure, while AI Pods and Glob.AI ARR progress may not yet offset near-term earnings risk.

    simplywall.st · Aug 15, 2026

  • Results and AI ARR momentum support a constructive read-through, but full-year revenue guidance implies flat to slightly declining growth.

    theglobeandmail.com · Aug 14, 2026

  • The filing is a new ownership disclosure that can affect positioning and sentiment, but it does not indicate a near-term operational catalyst.

    stocktitan.net · Aug 14, 2026

  • Material negative earnings and margin deterioration likely drives downside pressure for GLOB.

    baystreet.ca · Aug 14, 2026

  • Guidance cuts are a direct earnings risk reset, typically leading to sustained repricing until visibility improves.

    zerohedge.com · Aug 14, 2026

alphai scores every news story that mentions GLOB with an AI model for sentiment and relevance, and aggregates insider trades from Globant S.A.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $GLOB

Score
$GLOBMedAI 8/10

Globant Leans Into AI as Q2 2026 Revenue Holds Steady and Glob.AI ARR Surges

Globant SA (GLOB) reported Q2 2026 revenue of $614.4M, broadly flat year over year, with IFRS operating margin rising to 3.2% and free cash flow of $12.6M versus negative a year earlier. Glob.AI annual recurring revenue reached $52.8M, up 61% sequentially. The company completed a $25M buyback and guided for flat to slightly declining full-year 2026 revenue, while appointing Sarabdeep Narang as CEO of Glob.AI.

$RDDTMed

Watch Reddit, Nu Holdings, Globant, and These Stocks

Reddit (RDDT) is set to open up more than 10%. SPY will replace AvalonBay Communities (AVB) on Aug. 18. Nu Holdings (NU) reported Q2 revenue of $5.88B (+56% Y/Y) and net income of $3.69B (+65% Y/Y), with 139M customers. Globant (GLOB) may open down ~15% after weaker Q2 results and a softer outlook. Applied Materials (AMAT) may open lower after Q3 revenue of $9.12B (+25% Y/Y) and raised semiconductor systems revenue guidance.

$AVAVMed

Stocks Set To Post Fresh All Time High As Tech Euphoria Returns

US stock index futures edged higher after the S&P 500 and Nasdaq 100 hit record levels. Tech and AI-related shares led, with Sandisk up in premarket after JPMorgan’s overweight rating. Reuters said the BOJ is considering a September rate hike. Several single-stock moves followed earnings, guidance, tariffs, and analyst actions, including AVAV, AEHR, SPRY, CAPR, NU, RDDT, and GLOB.

$GLOBHighAI 9/10

Globant Cuts Its 2026 Guidance as AI Fears Hit IT Demand

Globant cut its full-year 2026 revenue guidance to US$2.428 billion to US$2.462 billion, down from a prior US$2.462 billion to US$2.508 billion, and set Q3 revenue at US$607 million to US$615 million. After its Q2 results (revenue US$614.4 million), the stock fell about 14% in extended trading. Management cited softer demand and slower client decisions, including AI-related spending shifts.

$GLOBHighAI 9/10

Why is Globant stock tumbling today?

Globant shares fell 13.4% in after-hours to $35.49 after its Q2 2026 results. Adjusted EPS was $1.40 vs $1.50 consensus, and revenue was $614.4M vs $613.0M forecast. Q3 revenue guidance was $607M to $615M, below expectations, and AI Pods ARR was $32.8M vs a $60M to $100M year-end target. Several banks had cut price targets.

$GLOBMedAI 9/10

Globant Reports 2026 Second Quarter Financial Results

Globant (NYSE:GLOB) reported Q2 2026 revenue of $614.4M and free cash flow of $12.6M, versus negative $2.9M a year earlier. Glob.AI ARR rose to $52.8M, up 61% QoQ, and the company expects at least $110M exiting 2026. Q3 revenue guidance is $607M-$615M; FY2026 revenue $2.428B-$2.462B.

$AMATMed

After-Hours Movers: AMAT, DLO, GLOB, YSS, ETON

Investing.com’s after-hours roundup cites moves in AMAT, DLO, GLOB, YSS, and ETON. AMAT fell 4% after a fiscal Q3 beat and raised Q4 revenue guidance. DLO slipped 3.5% on a slight EPS miss despite revenue upside. GLOB dropped 16% after missing earnings and cutting 2026 guidance. YSS fell 22% on weak Q2 and sharply reduced 2026 forecast. ETON rose 25% after strong Q2 results and a major 2026 guidance increase.

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