Equity Profile

GLOB

Globant S.A.

Information TechnologyIT Consulting & Other Services$1.6B

Aug20Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

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

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps assess the company's financial health.

$1.59

Revenue

Revenue growth reflects the company's ability to attract and retain clients, which is crucial for its expansion.

$626M

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 specializing in IT consulting and software development. With a focus on digital transformation, it plays a significant role in helping businesses leverage new technologies like AI and cloud computing to enhance their operations.

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, significantly beating estimates by 26.37%. The stock rose 4.06% the following day, indicating positive market sentiment.

Management Promises & Guidance

Continued focus on expanding digital services.
Commitment to enhancing AI capabilities.
Plans to enter new markets to drive growth.

Expectations

Wall Street Expectations

Analysts expect Globant to report strong earnings, with a consensus EPS of $1.59 and revenue of $626M. The market is optimistic based on previous earnings surprises.

Bull Case

If Globant exceeds expectations again, it could demonstrate strong demand for its services and further bolster investor confidence.

Bear Case

A miss on earnings or revenue could raise concerns about the company's growth trajectory and market conditions, leading to a negative reaction.

Key Metrics to Watch

EPS

$1.59

Earnings per share is a key indicator of profitability and helps assess the company's financial health.

Revenue

$626M

Revenue growth reflects the company's ability to attract and retain clients, which is crucial for its expansion.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $1.59?

A higher EPS would reinforce the company's growth story and could lead to a positive stock reaction.

What is the revenue outlook for the next quarter?

Revenue growth is crucial for sustaining investor confidence, and any guidance on future performance will be closely scrutinized.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may be underestimating the potential for revenue growth driven by new AI services, which could significantly boost earnings this quarter.

Supporting Evidence

Globant's recent focus on AI has not been fully reflected in analyst estimates.

The company's historical performance shows a consistent ability to surprise on the upside.

Options pricing suggests a larger move than historical averages, indicating market expectations may be misaligned.

Key Risk

If revenue growth from AI services exceeds expectations, it could challenge the current consensus view.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Globant can maintain its strong growth trajectory amid increasing competition and economic pressures.

Bull Confirmed If

An EPS of $1.65 or higher, coupled with revenue exceeding $630M, would confirm the bull case.

Bear Confirmed If

An EPS below $1.54 or revenue falling short of $620M would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±26.88%

Historical Avg

±2.8%

Pricing rich

The options market is pricing in a significant potential move, indicating heightened uncertainty or anticipation 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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 5 of 9 (56%)

This setup has occurred 30 times across Information Technology in the last 2 years. 5 of 9 faded and 4 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.3%, with a raw directional average of -0.6% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Globant beats expectations, history suggests the stock could rise around 0.42% on the following day, confirming strong demand for its services.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty about future growth.

Miss

A miss could lead to a decline, with historical data indicating a potential drop of around 2.76% if earnings fall short.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new AI service offerings and their market reception.
2Insights into client demand trends and new contracts.
3Management's outlook on competitive pressures in the IT consulting space.
4Details on geographic expansion plans and their expected impact on revenue.
5Comments on cost management and margin expectations moving forward.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

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

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps assess the company's financial health.

$1.59

Revenue

Revenue growth reflects the company's ability to attract and retain clients, which is crucial for its expansion.

$626M

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, significantly beating estimates by 26.37%. The stock rose 4.06% the following day, indicating positive market sentiment.

Management Promises & Guidance

Continued focus on expanding digital services.
Commitment to enhancing AI capabilities.
Plans to enter new markets to drive growth.

Expectations

Wall Street Expectations

Analysts expect Globant to report strong earnings, with a consensus EPS of $1.59 and revenue of $626M. The market is optimistic based on previous earnings surprises.

Bull Case

If Globant exceeds expectations again, it could demonstrate strong demand for its services and further bolster investor confidence.

Bear Case

A miss on earnings or revenue could raise concerns about the company's growth trajectory and market conditions, leading to a negative reaction.

Key Metrics to Watch

EPS

$1.59

Earnings per share is a key indicator of profitability and helps assess the company's financial health.

Revenue

$626M

Revenue growth reflects the company's ability to attract and retain clients, which is crucial for its expansion.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $1.59?

A higher EPS would reinforce the company's growth story and could lead to a positive stock reaction.

What is the revenue outlook for the next quarter?

Revenue growth is crucial for sustaining investor confidence, and any guidance on future performance will be closely scrutinized.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may be underestimating the potential for revenue growth driven by new AI services, which could significantly boost earnings this quarter.

Supporting Evidence

Globant's recent focus on AI has not been fully reflected in analyst estimates.

The company's historical performance shows a consistent ability to surprise on the upside.

Options pricing suggests a larger move than historical averages, indicating market expectations may be misaligned.

Key Risk

If revenue growth from AI services exceeds expectations, it could challenge the current consensus view.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Globant can maintain its strong growth trajectory amid increasing competition and economic pressures.

Bull Confirmed If

An EPS of $1.65 or higher, coupled with revenue exceeding $630M, would confirm the bull case.

Bear Confirmed If

An EPS below $1.54 or revenue falling short of $620M would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±26.88%

Historical Avg

±2.8%

Pricing rich

The options market is pricing in a significant potential move, indicating heightened uncertainty or anticipation 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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 5 of 9 (56%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Globant beats expectations, history suggests the stock could rise around 0.42% on the following day, confirming strong demand for its services.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty about future growth.

Miss

A miss could lead to a decline, with historical data indicating a potential drop of around 2.76% if earnings fall short.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new AI service offerings and their market reception.
2Insights into client demand trends and new contracts.
3Management's outlook on competitive pressures in the IT consulting space.
4Details on geographic expansion plans and their expected impact on revenue.
5Comments on cost management and margin expectations moving forward.