Globant (NYSE:GLOB) just tightened its ties with FIFA, landing an expanded multi year deal to power key digital platforms for the 2026 World Cup and 2027 Women’s World Cup, a visibility boost investors cannot ignore.
Those FIFA and Salesforce wins come after a bruising stretch, with the share price at $64.86 and a steep year to date share price return decline. The 1 year total shareholder return remains deeply negative, but the recent 1 month share price return improvement hints that sentiment may finally be stabilising rather than sliding.
If this kind of digital transformation story has your attention, it could be worth exploring other high growth tech names using our high growth tech and AI stocks as a starting universe.
With revenue and profits still growing, yet the stock down more than 60 percent over three and five years, the key question now is simple: is Globant a mispriced turnaround or is the market already discounting its next leg of growth?
Most Popular Narrative Narrative: 25% Undervalued
With Globant last closing at $64.86 against a narrative fair value near the mid 80s, the story hinges on whether future earnings can catch up to ambition.
The transition to outcome based, subscription pricing models enabled by Globant’s AI pods and proprietary platforms shifts the revenue mix toward higher-margin, recurring services. Early traction with this model (18 clients signed, significant portion of pipeline growth) is set to drive higher earnings visibility, enhanced client stickiness, and structurally improved net margins as AI process automation scales.
Curious what kind of revenue runway and margin lift it takes to justify that higher fair value, plus the bold future earnings multiple baked in? The narrative lays out a detailed path from today’s modest growth to a radically different profit profile, built on recurring AI subscriptions and scaled efficiency gains. Want to see exactly how those assumptions stack up over the next few years?
Result: Fair Value of $86.48 (UNDERVALUED)
However, sentiment could quickly sour if revenue growth stays stuck in low single digits or if AI subscriptions scale more slowly than management and analysts expect.
Build Your Own Globant Narrative
If you see things differently or want to stress test the assumptions yourself, you can build a personalised Globant thesis in minutes using Do it your way.
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.
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