Globant SA Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
2.2%projected annual EPS growth
Analyst Coverage
22analysts covering
FY EPS (est.)
$5.98next fiscal year
Monitoring Framework
Key Performance Indicators
Annual Recurring Revenue (ARR) from AI Pods Quarterly32.8MTarget: 60000000 to 100000000
Non-IFRS Adjusted Profit from Operations Margin Quarterly1,410.0%Target: 14.0% to 15.0%
Full Year Revenue Growth (Reported) Annually30.0%Target: 0.3% to 2.2%
Watch Items
- Latin American Currency Strength (Mexican Peso, Colombian Peso, Brazilian Real)Trigger: Significant appreciation against the US DollarAction: Assess impact on gross margins and adjust delivery location mix to mitigate cost pressures.
- Securities Class Action LitigationTrigger: Lead-plaintiff deadline on June 23, 2026, or material adverse court rulingsAction: Monitor legal disclosures and evaluate potential financial liability or reputational damage.
- AI-led Cannibalization of Legacy Time & Materials (T&M) WorkTrigger: Decline in legacy T&M revenue exceeding the growth of high-margin AI-native subscription offeringsAction: Review pricing models and accelerate the transition of clients to token-based AI Pod subscriptions.
Research as of 19 Jun 2026