• Globant has announced that it released its fourth quarter and full year 2025 results on February 26, 2026, followed by a video conference and live Q&A with senior executives and the publication of a shareholder letter on its investor relations site.
• This results release comes as Globant’s role in complex enterprise digital transformation and AI-enabled platform engineering continues to draw sustained industry attention.
• Next, we’ll examine how the upcoming earnings release and shareholder letter could influence Globant’s AI-focused investment narrative.

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Globant Investment Narrative Recap

To own Globant, you generally need to believe that demand for complex digital transformation and AI-enabled platform work will support a healthier balance between growth and margins over time. The upcoming Q4 and full year 2025 release, plus the shareholder letter, may be the key near term catalyst, as investors look for clarity on soft revenue growth and margin pressure. If results simply confirm the subdued trend already guided, the near term impact on the core thesis may be limited.

Among recent announcements, the multi year AWS collaboration stands out as most relevant here, because it speaks directly to Globant’s AI and cloud positioning that many investors focus on. As you go into the February 26 update, that AWS tie up provides context for assessing any commentary on enterprise AI adoption, pipeline quality and how much of future work could come from higher value, more recurring AI and cloud programs rather than traditional project based services.

Yet, against this potential, there is an important risk around softening demand and elongated sales cycles that investors should be aware of...

Globant's narrative projects $3.0 billion revenue and $242.1 million earnings by 2028.

Uncover how Globant's forecasts yield a $84.33 fair value, a 71% upside to its current price.

Exploring Other Perspectives

The most pessimistic analysts were already assuming only about 1.0% annual revenue growth to roughly US$2.6 billion by 2028 and see automation risk more sharply, so you should expect that both their bearish view and more optimistic takes could shift as the February 26 earnings and AI commentary come through.

Explore 6 other fair value estimates on Globant - why the stock might be worth over 2x more than the current price!

Build Your Own Globant Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Globant research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Globant research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Globant's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.