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Posted by
Two Blokes Jul 20 -
Filed in
Stock
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5 views
Globant's valuation is becoming attractive as excessive AI displacement fears have driven the stock to near-ignored levels, despite ongoing risks. The company remains well-positioned in digital transformation, with a strong AI solutions portfolio and healthy margins, even as growth slows sharply. Recent results and guidance reflect macro and competitive headwinds, but management is focused on strategic AI investments and margin protection.
