
What smart money is saying about Globant
3 funds in our archive have pitched Globant — most recently Antipodes Emerging Markets Fund in March 2026.
Globant S.A., together with its subsidiaries, provides technology services in the United States, rest of North America, Latin America, Europe, and internationally. The company offers Digital Studio, which integrates artificial intelligence into the software development lifecycle; GUT Studio, which allows clients to better connect brands to end-consumers through experiential marketing; and Enterprise Studio, which leverages tailored technology for streamlined operations and productivity. It also provides AI Industry Studios for the financial services; media, entertainment, sports, and leisure; healthcare and life sciences; CPG, retail, and automotive; gaming and EdTech; airlines; energy, oil, and gas; and high tech and professional services sectors. In addition, the company offers AI Pods, a subscription-based delivery model for AI-powered services; Globant Enterprise AI, an agentic innovation platform; Corporate Hub, which grounds intelligence in how the organization operates; AI Hub, which connects and governs foundation and custom models, enabling industry-specific fine-tuning, continuous evaluation, and optimization; and Agents Hub, which enables autonomous action through the creation and coordination of agents and agentic workflows that operate across systems, teams, and physical environments. Further, it provides various agentic suites, including GeneXus for enterprise systems evolution; Globant CODA for software development; Navigate Digital Twin for process optimization; Navigate Service Assist for support; and Fusion, which enhances marketing, communications, and advertising with AI at the core, as well as StarMeUp, an employee engagement and talent experience platform; and DaXia, an embedded finance accelerator platform. The company has a collaboration with Pharma Mar, S.A. for cancer drug discovery through artificial intelligence. The company was formerly known as IT Outsourcing S.L. and changed its name to Globant S.A. in December 2012. Globant S.A. was founded in 2003 and is based in Luxembourg, Luxembourg.
Fund coverage · 3 theses
- Antipodes Emerging Markets FundMarch 2026
Globant is an IT services company repositioning toward AI-native delivery and higher-margin subscription offerings.
Read the full thesis - Antipodes Emerging Markets FundDecember 2025
Globant is a digital engineering leader positioned for complex AI-enabled projects, with a strong pipeline and historically low valuation supported by buybacks.
Read the full thesis - Vela International FundSeptember 2025
Globant is a leading global technology service company that has significantly declined in value post-pandemic, but is poised for growth as the focus shifts from cost-efficiency to product and experience.
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