3/20/25 - $glob - I'm back mid 120s3/20/25 :: VROCKSTAR :: NYSE:GLOB
I'm back mid 120s
- sub 20x pe
- AI integrator
- down on NYSE:ACN results
- ex M&A capex, you're pretty close to 3.5% yield, probably growth understated
- going much slower than the initial move i made (which admittedly i feel lucky to have exited monday at a g
GLOBANT SA CEDEAR EACH 18 REP 1
8,050ARSD
+70+0.88%
At close at May 6, 22:07 GMT
ARS
No trades
190 ARS
151.76 B ARS
2.21 T ARS
About Globant S.A.
Sector
Industry
CEO
Martín Migoya
Website
Headquarters
Luxembourg
Founded
2012
ISIN
ARBCOM460150
FIGI
BBG00PD5YS72
Globant SA engages in the provision of information technology services. It includes application development, testing, infrastructure management, and application maintenance. The company was founded by Martín Migoya, Martín Gonzalo Umaran, Guibert Andrés Englebienne, and Néstor Augusto Nocetti in 2003 and is headquartered in Luxembourg.
5.5%
6.1%
6.7%
7.3%
7.9%
Q4 '23
Q1 '24
Q2 '24
Q3 '24
Q4 '24
0.00
170.00 B
340.00 B
510.00 B
680.00 B
Revenue
Net income
Net margin %
Revenue
COGS
Gross profit
Op expenses
Op income
Non-Op income/ expenses
Taxes & Other
Net income
0.00
170.00 B
340.00 B
510.00 B
680.00 B
Revenue
COGS
Gross profit
Expenses & adjustments
Net income
0.00
170.00 B
340.00 B
510.00 B
680.00 B
No news here
Looks like there's nothing to report right now
2/21/25 - $glob - Too extreme, swinging long2/21/25 :: VROCKSTAR :: NYSE:GLOB
Too extreme, swinging long
- title says it all
- mkt is paying cash heavy portfolios to buy ex post over reactions and not play the russian roulette of EPS season
- feels like NASDAQ:NICE again, even if it's more expensive, diff company/ industry etc. etc. and
NLong

5/16/24 - $glob - can't buy the dip, mediocre result... lowerin-line result and 2Q and FY guides are a touch below consensus. that's a no-touch in this environment. let's be clear - great (if not the best) IT transformation co that will benefit from a lot of the secular trends in the coming years. however, in order to sustain software-esque multiples >20x PE.
NShort

Globant SA (NYSE: GLOB) Impressive Q3 Financial PerformanceGlobant SA (NYSE: GLOB) announced its impressive financial performance for the third quarter. The company surpassed analyst expectations, demonstrating its continued growth and success.
During this quarter, Globant reported earnings of $1.48 per share, which exceeded the analyst consensus estimate
NLong

RECTANGLENeutral pattern until broken with a trend in that direction.
Top line is resistance and bottom line is support.
Earnings in mid November.
No recommendation.
52 Week Range
135.41
210.00
Day Range
189.13
196.84
EPS (FWD)
5.73
PE (FWD)
34.73
Div Rate (TTM)
0
Short Interest
4.49%
Market Cap
$8.41B
$GLOB probably going upWell... Not a well good day/week/year to publish an investing idea, but... there you have my bet.
Globant still is a huge dependency for tons of big companies (like Disney, EA Games, Banks, etc). My bet still positive about GLOB.
NLong

Descending Triangle Price is below the lower line which now resistance.
Support noted at the long shadows/tails of the candles. This does not look like a super strong support level just yet.
Candles of indecision noted.
This was a neutral pattern and price broke to the downside.
Targets in orange type are possible
GLOB has completed its correction and is set to deliver.GLOB stock price has completed the correction. The fundamentals point to the improvement, the Co manages to beat the EPS and Revenue.
A recovery towards 240 / stop below 150. Size your risk accordingly.
NLong

Descending TriangleNot a popular stock in the US perhaps but it does move with tech.
It is one I do follow through all types of markets. I have owned it. I no longer own it so I guess I am fickle )o:
I will watch it though. I will catch it again when the time is right.
Neutral pattern until broken.
No recommendat
$GLOB with a bullish outlook after earningswith a positive under reaction following its earning the PEAD projected a bullish outlook for $GLOB placing the stock in Drift A
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NLong

See all ideas
Summarizing what the indicators are suggesting.
Oscillators
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Neutral
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Neutral
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Summary
Neutral
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Moving Averages
Neutral
SellBuy
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Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.