全球股价因前景下调、韦德布什降级而暴跌

2026-08-14 21:42

Shares of Globant (GLOB) tumbled 12% on Friday after it cut its full-year outlook, prompting Wedbush Securities to downgrade the software development firm.
“We are downgrading shares of Globant from OUTPERFORM to NEUTRAL while lowering our price target from $54 to $37 reflecting ~6x our 2027 EPS estimate as we believe GLOB can no longer rebound over the next 12 months with the legacy T&M business continues to see erosion from AI-driven processes,” Wedbush analyst Steven Wahrhaftig wrote in a note to clients. “Globant has seen its revenue growth decelerate from the mid-teens to a flat to low-single digit grower in FY25 with FY26 expected to be (0.4%) y/y well below the prior guidance of 1.3% y/y at the midpoint due to continued headwinds impacting customer decision-making processes. First, AI-driven productivity is structurally shifting the time-and-materials contract structure that has generated most of GLOB’s revenue over the past few years, but the emergence of AI has compressed the company’s ability to leverage its cost arbitrage model to generate stable, high-margin revenue.”

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