Globant: Update For 2026 After Outperformance

2026-01-28 12:20:36 ET

I usually don't update after less than 3 months, but in the case of outperformance from a company that I introduced (or severe underperformance, by the way) I consider it valid and justified to do a bit of a "follow-up", so to speak. In this particular case, I'm talking about Globant ( GLOB ), which since my article written in November 2025 has risen by about 14%. Given that SPY is up less than 3.6%, I view this as a meaningful rate of outperformance despite the comparatively short time. A short timeframe is never an argument for me not to take profits if that's justified here....

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