Globant Q3 revenue slightly beats estimates
Overview
Globant Q3 2025 revenue slightly beats analyst expectations, growing 0.4% yr/yr
Adjusted EPS for Q3 2025 misses analyst estimates
Company announced a share repurchase plan as part of capital allocation strategy
Outlook
Globant estimates Q4 2025 revenue of at least $605 mln
Company expects FY 2025 revenue of at least $2,447.4 mln, with 1.3% YoY growth
Globant projects Q4 2025 Non-IFRS Adjusted EPS of at least $1.53
Result Drivers
AI TRANSFORMATION - Globant's AI projects for top clients in energy, sports, and gaming sectors contributed to Q3 results, per CEO Martín Migoya
CURRENCY HEADWINDS - Despite currency challenges, Globant increased its adjusted operating margin to 15.5%, says CFO Juan Urthiague
SHARE REPURCHASE PLAN - Globant announced a share repurchase plan as part of its capital allocation strategy, according to CFO Juan Urthiague
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Slight Beat* | $617.1 mln | $615.3 mln (13 Analysts) |
Q3 Adjusted EPS | Miss | $1.53 | $1.54 (13 Analysts) |
Q3 EPS |
| $0.73 |
|
Q3 Gross Margin |
| 34.80% |
|
Q3 Adjusted Gross Margin |
| 38.10% |
|
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 10 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the it services & consulting peer group is "buy"
Wall Street's median 12-month price target for Globant SA is $85.00, about 27.3% above its November 12 closing price of $61.77
The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 14 three months ago
Press Release: ID:nPn7ksSXQa
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.
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