Downward Revision Of Forecast Hit Globant S.A. (GLOB) in Q3

2 weeks ago 8

Soumya Eswaran

Thu, December 4, 2025 astatine 8:19 AM CST 3 min read

Harding Loevner, an plus absorption company, released its “Global Equity Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The money returned 2.62% gross (2.52% net) successful the 3rd 4th of 2025, compared to a 7.74% instrumentality for the MSCI All Country World Index and 7.36% summation for the MSCI World Index. YTD, the strategy roseate 10.61% (net) compared to 18.86% and 17.83% for the indexes. The steadfast highlighted successful the missive that the past six months represented 1 of the strongest momentum phases successful implicit 70 years. Since the opening of the year, high-momentum stocks person outperformed low-momentum stocks by a singular 45 percent points, with overmuch of the maturation driven by advancements successful AI. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Harding Loevner Global Equity Strategy highlighted stocks specified arsenic Globant S.A. (NYSE:GLOB). Globant S.A. (NYSE:GLOB) is simply a Luxembourg-based exertion services company. The one-month instrumentality of Globant S.A. (NYSE:GLOB) was 18.04%, and its shares mislaid 68.75% of their worth implicit the past 52 weeks. On December 03, 2025, Globant S.A. (NYSE:GLOB) banal closed astatine $69.41 per share, with a marketplace capitalization of $3.058 billion.

Harding Loevner Global Equity Strategy stated the pursuing regarding Globant S.A. (NYSE:GLOB) successful its 3rd 4th 2025 capitalist letter:

"Shares of Globant S.A. (NYSE:GLOB) person besides struggled. Growth has slowed importantly implicit the past year, and portion caller results met statement expectations, they were accompanied by different downward revision to management's forecasts. Even arsenic the company's pipeline remains strong, with aggregate estimated declaration values up 25% twelvemonth implicit year, customers person postponed implementations owed to macroeconomic uncertainty."

Why Is Globant SA (GLOB) Plunging In 2025?

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Globant S.A. (NYSE:GLOB) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 32 hedge money portfolios held Globant S.A. (NYSE:GLOB) astatine the extremity of the 3rd quarter, which was 26 successful the erstwhile quarter. Globant S.A. (NYSE:GLOB) generated revenues of $617.1 cardinal successful Q3 2025, up 0.4% twelvemonth implicit twelvemonth and 0.5% sequentially. While we admit the imaginable of Globant S.A. (NYSE:GLOB) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.