Globant S.A. (NYSE:GLOB) ranks among the best high growth European stocks to buy. On January 20, UBS boosted its price target for Globant S.A. (NYSE:GLOB) to $75 from $70 while keeping a Neutral rating on the company’s shares. Globant is expected to report a 6% year-over-year decrease in revenue to $607 million in the fourth quarter of 2025, somewhat higher than the company’s projection of $605 million. UBS predicts that Globant’s adjusted gross margin would fall to 37.8% owing to foreign exchange challe ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of CGEMY, GLOB either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financia ...

Core Insights - The BBH Select Series - Mid Cap Fund experienced a total return decrease of -0.9% in Q3 2025, underperforming the Russell Midcap Index which returned 5.3% [1] - Year-to-date, the fund's total return is -1.8%, significantly lower than the Index's 10.4% return [1] - The third quarter saw a continuation of the low-quality rally that began late last year, gaining momentum throughout 2025 [1] Company Performance - Globant S.A. (NYSE:GLOB) had a one-month return of 11.28%, but its shares have lost 68.83% of their value over the past 52 weeks [2] - As of December 09, 2025, Globant S.A. closed at $68.74 per share, with a market capitalization of $3.028 billion [2] Fund Detractors - The largest detractors to the fund's performance in Q3 2025 included Shift4 Payments Inc., Globant S.A., and Bruker Corp. [3] - The fund exited positions in both Globant and Bruker during the quarter due to sustained underperformance and to opportunistically harvest tax losses [3] - Globant and Bruker were notably impacted by tariffs and cuts in life science and academic funding, with any potential re-entry into these positions dependent on performance stabilization [3]

Group 1 - Brandes Small Cap Value Fund reported a return of 11.16% for Class I Shares in Q3 2025, underperforming its benchmarks, the Russell 2000 Index at 12.39% and the Russell 2000 Value Index at 12.60% [1] - The fund highlighted Globant S.A. (NYSE:GLOB) as a key investment, which had a one-month return of 11.28% but experienced a significant decline of 68.83% over the past 52 weeks [2] - Globant S.A. generated revenues of $617.1 million in Q3 2025, reflecting a year-over-year increase of 0.4% and a sequential increase of 0.5% [4] Group 2 - The small-cap investment committee of Brandes Small Cap Value Fund purchased shares in Globant S.A. along with Prestige Consumer Healthcare and Sonoco Products Company [3] - At the end of Q3 2025, 32 hedge fund portfolios held Globant S.A., an increase from 26 in the previous quarter, indicating growing interest among institutional investors [4] - Despite the potential of Globant S.A. as an investment, the company is not among the 30 most popular stocks among hedge funds, with some analysts suggesting that certain AI stocks may offer better upside potential [4]

Core Insights - Globant's report "Tech Trends 2026" outlines five key forces that will shape the future of AI maturity in enterprises, emphasizing the transition from AI experimentation to operational, scalable intelligence [1][3][4] Group 1: Key Forces Defining the Future - **Agentic AI**: Transitioning from passive assistants to autonomous systems that deliver measurable ROI, particularly in retail through personalized interactions and secure transactions [5] - **Quantum Communication**: Emerging as a disruptor with quantum encryption enabling ultra-secure data exchange, projected to contribute 18% of global quantum algorithm revenues from AI applications by 2026 [5] - **Robotic Function**: Robotics expanding beyond warehouses into sectors like healthcare and logistics, with the global robotics market expected to reach nearly $280 billion by 2034 [5] - **Ambient Intelligence**: Enhancing user experience by anticipating needs through predictive AI and edge computing, thus redefining efficiency [5] - **AI in Cybersecurity**: Organizations utilizing AI for threat detection save an average of $1.9 million per breach, highlighting the need for predictive, AI-powered defense mechanisms [5] Group 2: Industry Evolution and Strategic Implications - The evolution of AI in 2026 necessitates enterprises to advance operational strategies, integrating AI seamlessly into their organizations for effective digital transformation [6] - Companies that establish clear guidelines and governance frameworks are beginning to see measurable impacts from their AI initiatives, marking a shift towards AI maturity [2][3]

Core Insights - Harding Loevner's Global Equity Strategy reported a gross return of 2.62% and a net return of 2.52% for Q3 2025, underperforming the MSCI All Country World Index and MSCI World Index which returned 7.74% and 7.36% respectively [1] - Year-to-date, the strategy has risen 10.61% net, compared to 18.86% and 17.83% for the respective indexes [1] - The last six months have been characterized as one of the strongest momentum phases in over 70 years, with high-momentum stocks outperforming low-momentum stocks by 45 percentage points, largely driven by advancements in AI [1] Company Focus: Globant S.A. (NYSE:GLOB) - Globant S.A. has experienced a one-month return of 18.04%, but its shares have lost 68.75% of their value over the past 52 weeks, closing at $69.41 on December 3, 2025, with a market capitalization of $3.058 billion [2] - The company has faced significant growth slowdown, with recent results meeting consensus expectations but accompanied by downward revisions to management's forecasts [3] - Despite a strong pipeline with estimated contract values up 25% year-over-year, customer implementations have been postponed due to macroeconomic uncertainty [3] Hedge Fund Interest - Globant S.A. was held by 32 hedge fund portfolios at the end of Q3 2025, an increase from 26 in the previous quarter [5] - The company generated revenues of $617.1 million in Q3 2025, reflecting a year-over-year increase of 0.4% and a sequential increase of 0.5% [5] - While Globant S.A. shows potential as an investment, certain AI stocks are considered to offer greater upside potential with less downside risk [5]

Core Insights - Globant is hosting its flagship event, Globant Converge, on December 10-11, 2025, focusing on overcoming AI paralysis and executing impactful transformations in organizations [1][2] - The event will feature prominent leaders from various industries, including technology, aviation, sports, and healthcare, sharing insights on AI implementation and business strategies [1][2] Company Overview - Globant is a digitally native company that aids organizations in thriving in a digital and AI-powered future, with over 29,000 employees across 35 countries [1][2] - The company has been recognized as a Worldwide Leader in Experience Design Services in 2025 and previously in AI Services in 2023 by IDC MarketScape [1] Event Details - The theme for this year's Globant Converge is "Go Beyond AI Paralysis," emphasizing the transition from AI experimentation to execution with measurable outcomes [1] - The agenda includes real-world case studies and interactive sessions across various industries, such as sports, entertainment, healthcare, gaming, and marketing [1] Key Speakers - Notable speakers include Dr. Werner Vogels (CTO, Amazon.com), Sean Doyle (CEO, British Airways), and Gillian Zucker (President of Business Operations, LA Clippers), among others [1] - The event aims to provide actionable insights on embedding AI into organizational DNA to unlock growth and efficiency [1] Additional Offerings - Globant will offer a free trial of its Globant Enterprise AI platform during the event, allowing companies to explore its capabilities for AI-driven transformation [1]

Core Insights - Globant has achieved the highest distinction as a Salesforce Solution partner, recognized for its expertise in integration, data, and AI-driven transformation [1][2] - This recognition validates Globant's excellence in deploying Salesforce products, enhancing its industry standing among a select group of high-performing organizations [2] Company Achievements - Globant's achievement reflects a new frontier of value creation within the Salesforce ecosystem, emphasizing the integration of data and AI to drive business outcomes [3] - The company has a long-standing partnership with Salesforce, spanning over 20 years, which underscores its commitment to digital transformation and modernization [4] - Globant has recently launched AI Pods, a subscription model for AI-powered services, which will enhance its ability to integrate data and AI at scale [5] Certifications and Projects - Globant has achieved over 1,000 AI certifications in Salesforce, showcasing its dedication to leveraging advanced data and AI technologies [6] - The company has implemented over 5,100 Salesforce projects globally, maintaining a customer satisfaction score of 4.7 out of 5 [8] Global Presence and Partnerships - Globant operates 58 global Delivery Centers and employs over 29,000 individuals across more than 35 countries [10] - The company collaborates with major organizations like Google, Riot Games, and Santander, and has been recognized as a leader in experience design and AI services [10]

Core Insights - FIFA and Globant have signed an expanded agreement to enhance their collaboration over the past four years [1][8] - Globant will deliver a wide range of IT solutions and digital platform development services to FIFA, including a new mobile application for upcoming tournaments [2][6] - The partnership positions Globant as a Tournament Supporter for the FIFA World Cup 2026 and the FIFA Women's World Cup 2027, along with other key FIFA competitions [3][6] Company and Industry Overview - Globant is a digitally native company focused on reinventing businesses through innovative technology solutions, aiming to enhance digital experiences for customers [2][5] - The FIFA World Cup 2026 will be the largest standalone sporting event in history, hosted across Canada, Mexico, and the United States, while the FIFA Women's World Cup 2027 will be held in Brazil, marking the first South American host [4][6] - Globant has over 29,000 employees and operates in more than 35 countries, serving major clients like Google and Riot Games, and has received recognition as a leader in experience design and AI services [7]

Group 1 - The article emphasizes that no sector is universally attractive or unattractive for investment, suggesting that there are opportunities even in overvalued or challenging sectors [1] - The author, a senior analyst with over 10 years of experience, focuses on generating value ideas in European and North American markets, covering various countries including Scandinavia, Germany, France, UK, Italy, Spain, Portugal, and Eastern Europe [1] - The article indicates that the author has a beneficial long position in specific stocks, CGEMY and GLOB, either through stock ownership or derivatives [1]