Anticipated Q2 Earnings Analysis for Globant, 2025
Globant (NYSE: GLOB), the renowned digital transformation services provider, has recently demonstrated a track record of beating both EPS and revenue estimates, as evidenced in its Q2 2025 earnings report. The company reported EPS of $1.53 per share, surpassing the consensus estimate of $1.52 by a mere penny, and revenues of $614.18 million, outpacing the forecast of $612.66 million [1][2][3].
However, the stock price took a hit following the earnings release, dropping by about 14.8%, primarily due to cautious or lower guidance for Q3 and full-year 2025 EPS. Globant updated its Q3 guidance to approximately $1.53 EPS and fiscal year 2025 EPS guidance to approximately 6.12, which did not fully meet or exceed analyst expectations, leading to a negative market reaction [1][5].
The trend in EPS and revenue estimate revisions over the past few months has been mixed. While some sources forecast slight positive year-over-year EPS growth with estimates around $1.52 for Q3, others indicate missed earnings versus older consensus estimates [4]. Analyst price targets remain optimistic overall, with potential upside over 50%, suggesting expectations of improving earnings beyond the short-term cautious guidance [5].
The upcoming Q2 earnings results for Globant will be announced on August 14th, following the market close. The expected EPS for Q2 is $1.52, representing a 0.7% year-over-year increase, while the projected revenue stands at $613.45M, a 4.4% year-over-year increase [1].
Despite the recent stock dip, some analysts believe that Globant has been overly penalized, but its growth remains solid. The downgrade of Globant by Piper Sandler, following a Q1 earnings miss, could potentially influence future stock price movements and impact investor sentiment towards the company [6].
In conclusion, while Globant has a recent history of beating estimates slightly, the market is currently focused on future guidance and estimate revisions, which have shown some conservatism or lowering, prompting recent stock declines.
[1] Globant Q2 2025 Earnings Release [2] Globant Q2 2025 Earnings Transcript [3] Globant Q2 2025 Earnings Preview [4] Globant Q3 2025 EPS Estimates [5] Globant Analyst Ratings [6] Piper Sandler Downgrades Globant After Q1 Earnings Miss
- The upcoming Q3 and full-year 2025 EPS guidance provided by Globant may influence the company's financial performance as it has been under review by analysts, with some forecasting slight positive year-over-year EPS growth but others indicating missed earnings versus older consensus estimates.
- Despite the recent stock dip caused by cautious or lower guidance for Q3 and full-year 2025 EPS, some analysts still believe that Globant's growth remains solid, suggesting expectations of improving earnings beyond the short-term conservative guidance, with potential upside over 50%, according to current analyst price targets.
