# Globant S.A. (GLOB)

> Source: Nexqual · https://nexqual.com/GLOB · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Globant S.A. (GLOB), nexqual.com/GLOB" · informational, not investment advice.

**Price:** USD 45.78 (+5.97% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 43.2 · day 43.04–45.8 · 52w 27.56–72.1 · market cap $1.98B · NYQ

## Key facts
- 1 of 80 tracked superinvestors hold GLOB (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 3 Form 4 filings, $585K; 3 not under a Rule 10b5-1 plan ($585K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Insider open-market purchases, last ~7 months: 1 Form 4 filing, $972K; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 2.39 on a 1–5 scale) (23 analysts), mean target USD 51.18 (range 35–100).
- Total return with dividends: 1Y -23.6% vs S&P 500 +14.9%; 5Y -85.0% vs S&P 500 +80.3%.
- Next earnings: 2026-11-19, EPS estimate USD 1.48, revenue estimate $611M.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold GLOB. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Richard Pzena | Pzena Investment Management | 0.33% | $112M | Added +30.0% |

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 3 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-03 | Matzkin Fernando | Chief Revenue Officer | 2,500 | $100K | 3.4% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-28 | Tartara Diego | Chief Technology Officer | 6,000 | $243K | 7.7% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-28 | Weigert Wanda | Chief Brand Officer | 6,000 | $243K | 8.6% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Insider purchases (SEC Form 4, open-market, last ~7 months)
1 purchase, $972K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-05-27 | Aguzin Alejandro Nicolas | Director | 25,000 | $972K | 38.87 | Too little history (no open-market trades in 2023–2025) |

## Analysts
Consensus Buy (mean 2.39 on a 1–5 scale), 23 analysts; mean target USD 51.18 (low 35, high 100).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-13 | Wells Fargo | Target lowered | Equal-Weight | $42 → $39 |
| 2026-10-06 | Mizuho | Target lowered | Outperform | $59 → $51 |
| 2026-08-14 | UBS | Target lowered | Neutral | $50 → $43 |
| 2026-08-14 | Truist Securities | Target lowered | Hold | $44 → $38 |
| 2026-08-14 | JP Morgan | Target lowered | Neutral | $47 → $44 |
| 2026-08-14 | TD Cowen | Target lowered | Buy | $47 → $45 |
| 2026-08-14 | Susquehanna | Target lowered | Positive | $78 → $70 |
| 2026-08-14 | Guggenheim | Target lowered | Buy | $55 → $50 |
| 2026-08-14 | Wedbush | Downgrade | Outperform → Neutral | $54 → $37 |
| 2026-08-14 | Goldman Sachs | Target lowered | Neutral | $60 → $52 |
| 2026-08-14 | Needham | Target lowered | Buy | $50 → $45 |
| 2026-07-27 | Citigroup | Target lowered | Neutral | $42 → $37 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -23.6% | -85.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -23.7% | -31.5% |
| Volatility (annualized) | 60.1% | 54.2% |
| Max drawdown | -61.1% (Dec 2025→Jun 2026) | -91.2% (Nov 2021→Jul 2026) |

## Peers (Information Technology Services)
PONY (Pony AI Inc.) USD 5.02 -0.40% · CHRN (ChronoScale Holdings Corporatio) USD 15.46 -6.98% · DXC (DXC Technology Company) USD 16.08 +4.42% · CSQR (Csquare, Inc.) USD 14.9 -11.83% · PENG (Penguin Solutions, Inc.) USD 51.91 -11.08% · KD (Kyndryl Holdings, Inc.) USD 15.2 +5.92%

## More
Full page: https://nexqual.com/GLOB · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $1.48 | $1.59 | -7.2% | $610.9M | 16 |
| Next quarter (ends 2026-12-31) | $1.52 | $1.62 | -6.2% | $610.4M | 15 |
| Current fiscal year (ends 2026-12-31) | $5.91 | $6.21 | -4.9% | $2.45B | 21 |
| Next fiscal year (ends 2027-12-31) | $6.16 | $6.60 | -6.7% | $2.50B | 21 |