Equity Profile

GLOB

Globant S.A.

Information TechnologyIT Consulting & Other Services$1.7B

Aug20Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Globant S.A. is a technology services company that specializes in IT consulting and software development....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing its costs and generating income.

Expected to be around $1.50.

Revenue Growth

Revenue growth reflects the company's ability to attract and retain clients, which is critical in the competitive IT consulting space.

Not available.

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

GLOB Q2-2026 Earnings Preview

Context

Company Snapshot

Globant S.A. is a technology services company that specializes in IT consulting and software development. With a focus on digital transformation, it plays a crucial role in helping businesses adapt to new technologies and improve their operations. As a player in the Information Technology sector, Globant is positioned to benefit from trends like cloud computing and artificial intelligence.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+26.24%

Avg Stock Reaction

+0.42%

Last Quarter Recap

In Q1 2026, Globant reported an EPS of $1.50, exceeding expectations by 26.37%. The stock reacted positively, gaining 4.06% the following day.

Management Promises & Guidance

Continued focus on expanding digital services.
Investment in AI and machine learning capabilities.
Commitment to enhancing customer experience.

Expectations

Wall Street Expectations

Overall, expectations are mixed as analysts await further clarity on revenue growth and client retention. The company has consistently beaten EPS estimates in the past, which could set a positive tone.

Bull Case

If Globant continues its trend of beating EPS estimates, it could signal strong operational efficiency and client demand, leading to a significant stock price increase.

Bear Case

Conversely, if revenue growth does not meet expectations or if there are signs of client attrition, the stock could face downward pressure.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $1.50.

EPS is a key indicator of profitability and will show how well the company is managing its costs and generating income.

Revenue Growth

Not available.

Revenue growth reflects the company's ability to attract and retain clients, which is critical in the competitive IT consulting space.

Client Retention Rate

Not available.

A high client retention rate indicates customer satisfaction and long-term viability, which is essential for sustained growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the company's strong history of beating EPS estimates, this number will be crucial for market sentiment.

How is client retention trending?

Understanding client retention will provide insights into the company's future revenue stability and growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of recent investments in AI and digital services, which could drive higher-than-expected revenue growth.

Supporting Evidence

Globant has consistently beaten EPS estimates, indicating strong operational management.

The options market is pricing a large move, suggesting that investors expect significant news.

Recent trends in digital transformation may lead to increased demand for Globant's services.

Key Risk

If client retention rates drop below 85%, it could signal deeper issues affecting future revenue growth.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely watched as it follows a series of strong earnings surprises, making expectations high.

Bull Confirmed If

An EPS of $1.55 or higher would confirm the bull case and indicate strong operational performance.

Bear Confirmed If

An EPS below $1.45 would raise concerns about profitability and client satisfaction.

Pre-Earnings Positioning

Options Market

Implied Move

±26.88%

Historical Avg

±2.8%

Pricing rich

The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings report.

Options are pricing ±26.9% while GLOB has averaged ±2.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.7%

30d HV

67.5%

Calls (24K)P/C Ratio: 0.03Puts (9K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Globant beats expectations, history suggests the stock could rise by about 0.42%, confirming strong operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns indicating an average drop of around 2.76%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on major client contracts or new partnerships.
2Insights into the company's investment in AI technologies.
3Trends in client retention rates and customer satisfaction.
4Guidance on revenue expectations for the next quarter.
5Management's outlook on market conditions and competition.

See the full picture

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Company Snapshot

Globant S.A. is a technology services company that specializes in IT consulting and software development....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing its costs and generating income.

Expected to be around $1.50.

Revenue Growth

Revenue growth reflects the company's ability to attract and retain clients, which is critical in the competitive IT consulting space.

Not available.

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

GLOB Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+26.24%

Avg Stock Reaction

+0.42%

Last Quarter Recap

In Q1 2026, Globant reported an EPS of $1.50, exceeding expectations by 26.37%. The stock reacted positively, gaining 4.06% the following day.

Management Promises & Guidance

Continued focus on expanding digital services.
Investment in AI and machine learning capabilities.
Commitment to enhancing customer experience.

Expectations

Wall Street Expectations

Bull Case

If Globant continues its trend of beating EPS estimates, it could signal strong operational efficiency and client demand, leading to a significant stock price increase.

Bear Case

Conversely, if revenue growth does not meet expectations or if there are signs of client attrition, the stock could face downward pressure.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $1.50.

EPS is a key indicator of profitability and will show how well the company is managing its costs and generating income.

Revenue Growth

Not available.

Revenue growth reflects the company's ability to attract and retain clients, which is critical in the competitive IT consulting space.

Client Retention Rate

Not available.

A high client retention rate indicates customer satisfaction and long-term viability, which is essential for sustained growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given the company's strong history of beating EPS estimates, this number will be crucial for market sentiment.

How is client retention trending?

Understanding client retention will provide insights into the company's future revenue stability and growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of recent investments in AI and digital services, which could drive higher-than-expected revenue growth.

Supporting Evidence

Globant has consistently beaten EPS estimates, indicating strong operational management.

The options market is pricing a large move, suggesting that investors expect significant news.

Recent trends in digital transformation may lead to increased demand for Globant's services.

Key Risk

If client retention rates drop below 85%, it could signal deeper issues affecting future revenue growth.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely watched as it follows a series of strong earnings surprises, making expectations high.

Bull Confirmed If

An EPS of $1.55 or higher would confirm the bull case and indicate strong operational performance.

Bear Confirmed If

An EPS below $1.45 would raise concerns about profitability and client satisfaction.

Pre-Earnings Positioning

Options Market

Implied Move

±26.88%

Historical Avg

±2.8%

Pricing rich

The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings report.

Options are pricing ±26.9% while GLOB has averaged ±2.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.7%

30d HV

67.5%

Calls (24K)P/C Ratio: 0.03Puts (9K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Globant beats expectations, history suggests the stock could rise by about 0.42%, confirming strong operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns indicating an average drop of around 2.76%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on major client contracts or new partnerships.
2Insights into the company's investment in AI technologies.
3Trends in client retention rates and customer satisfaction.
4Guidance on revenue expectations for the next quarter.
5Management's outlook on market conditions and competition.