Globant: Core Business Demand To Recover In 2026, AI-Led Inflection Ahead

Core Insights - The IT Services spending slowdown has significantly impacted Globant S.A.'s share price, which has decreased by 73% since January [1] - There is an expectation for demand to re-accelerate in 2026, which could benefit the entire IT industry, particularly in relation to advancements in AI [1] Company Summary - Globant S.A. has experienced a drastic decline in share price due to the slowdown in IT Services spending [1] - The company is positioned to potentially benefit from a resurgence in demand anticipated in 2026 [1] Industry Summary - The overall IT industry is expected to see a recovery in demand, driven by advancements in artificial intelligence [1]