Outsourcing and Consulting

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Globant: AI Risk Appropriately Priced In
Seeking Alphaยท 2025-07-20 15:48
Core Insights - Globant S.A. (NYSE: GLOB) has faced significant pressure over the past year due to concerns regarding AI displacement affecting market sentiment [1] - Growth expectations for Globant have drastically decreased from over 20% to nearly zero, indicating a shift in investor confidence [1] Company Overview - The company operates in the outsourcing and consulting sector, which is currently experiencing heightened fears related to AI advancements [1]