Globant S.A.
GLOB · Services-Computer Processing & Data Preparation · EDGAR filings ↗
Reference price $38.87 — last insider purchase, 2026-05-27 (estimated from the dated SEC Form 4 price — not a live quote)
Grade
C62IT-services firm whose growth has stalled to ~2%, with below-median returns and falling earnings.
Strengths
- Positive FCF (74th pct, $282M FCF) and reasonable interest coverage (69th pct)
- Diversified global delivery and AI-services positioning
Risks
- Revenue growth collapsed to 1.6% (24th pct) and net income fell 38.5%
- Low ROE (4.8%, 27th pct) and below-sector gross margin (17th pct)
Notable findings
- Restatement1 to the Fourth Amended and Restated Credit Agreement, with certain financial institutions listed therein, as lenders, and HSBC Bank USA, N 8-K ↗
- Strong balance sheetStrong balance sheet — $244M cash & investments
- Insider buyingInsider buying — 1 open-market buy(s) by 1 insider(s) (~$971,838, last 6mo) Form 4 ↗
Key metrics
Gross margin
35.0%
Operating margin
7.0%
Net margin
4.2%
Return on equity
4.8%
Return on assets
3.1%
ROIC
5.4%
Revenue growth (QoQ)
1.6%
Net-income growth
-38.5%
Debt / equity
0.2×
Interest coverage
4.2×
Current ratio
1.6×
Free cash flow
$282M
Tangible book value
$560M
Cash & investments
$244M
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-01 | Rottenberg Linda | Grant | 1.7K | — |
| 2026-06-01 | Pinelli Maria | Grant | 843 | — |
| 2026-06-01 | Petroni Merhy Andrea Mayumi | Grant | 843 | — |
| 2026-06-01 | Alvarez-Demalde Francisco | Grant | 843 | — |
| 2026-06-01 | McLaughlin Andrew John | Grant | 843 | — |
| 2026-06-01 | Aguzin Alejandro Nicolas | Grant | 843 | — |
| 2026-05-27 | Aguzin Alejandro Nicolas | Buy | 25K | $38.87 |
All non-derivative Form 4 activity (SEC), newest first.
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 20-F | 2026-02-27 | 2025-12-31 | 0001628280-26-012910 ↗ |
| 20-F | 2025-02-28 | 2024-12-31 | 0001628280-25-009110 ↗ |
| 20-F | 2024-02-29 | 2023-12-31 | 0001628280-24-008037 ↗ |
| 20-F | 2023-02-28 | 2022-12-31 | 0001628280-23-005607 ↗ |
| 20-F | 2022-02-28 | 2021-12-31 | 0001628280-22-004280 ↗ |
| 20-F | 2021-02-26 | 2020-12-31 | 0001104659-21-029294 ↗ |
| 20-F | 2020-02-28 | 2019-12-31 | 0001104659-20-027221 ↗ |
| 20-F | 2019-03-29 | 2018-12-31 | 0001144204-19-016991 ↗ |
| 20-F | 2018-04-13 | 2017-12-31 | 0001144204-18-020505 ↗ |
| 20-F | 2017-04-07 | 2016-12-31 | 0001144204-17-019512 ↗ |
| 20-F | 2016-04-29 | 2015-12-31 | 0001144204-16-097409 ↗ |
| 20-F | 2015-04-27 | 2014-12-31 | 0001144204-15-025184 ↗ |