• FIFA recently announced an expanded multi-year partnership with Globant to deliver a broad suite of digital projects, including platform enhancements and a new mobile app supporting the upcoming FIFA World Cup 2026 and FIFA Women’s World Cup 2027.
• This agreement positions Globant at the heart of global football’s digital transformation, aligning the company with highly visible, large-scale sporting events across major markets.
• We’ll examine how this expanded collaboration with FIFA strengthens Globant’s positioning in delivering high-impact technology solutions worldwide.

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Globant Investment Narrative Recap

Globant appeals to investors who see long-term potential in digital transformation and enterprise AI, despite current challenges in demand and deal conversion. The expanded FIFA partnership is a high-profile win, but it does not materially address the biggest near-term risk of uncertain revenue flow from delayed deal closures, especially in North America and Europe. Headline client deals like this can support confidence, but with year-over-year revenue growth still modest and macroeconomic uncertainty lingering, the most important fundamental catalyst remains broad adoption of Globant’s new AI-powered services across its pipeline.

One recent launch especially relevant here is Globant’s new AI Pods model, offering AI-powered IT services that aim to transform client operations with recurring, subscription-based revenue. As the company rolls out these offerings and integrates high-impact partnerships, such as the FIFA agreement, investors are likely to watch closely for evidence that expanded digital delivery translates into more reliable top-line acceleration, helping overcome the persistent risk of project delays and pipeline conversion.

In contrast, investors should also keep in mind the potential impact if client demand fails to pick up and sales cycles remain extended, especially since…

Read the full narrative on Globant (it’s free!)

Globant’s outlook anticipates $3.0 billion in revenue and $242.1 million in earnings by 2028. This is based on a 6.1% annual revenue growth rate and a $131.8 million increase in earnings from the current $110.3 million.

Uncover how Globant’s forecasts yield a $86.48 fair value, a 36% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members currently estimate Globant’s fair value from US$61.97 to US$120.71 per share, across 6 distinct analyses. Even with this range, many are still weighing how macroeconomic uncertainty and delayed project conversions could shape Globant’s growth outlook in different markets.

Explore 6 other fair value estimates on Globant – why the stock might be worth as much as 90% more than the current price!

Build Your Own Globant Narrative

Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.

• A great starting point for your Globant research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Globant research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate Globant’s overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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