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Investors interested in Internet - Software and Services stocks are likely familiar with Globant (GLOB) and NetEase (NTES). But which of these two stocks presents investors with the better value opportunity right now?

zacks.com 2025 Jul 29
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Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

zacks.com 2025 Jul 29
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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.

seekingalpha.com 2025 Jul 20
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Globant teams up with Suntory to deploy an AI agent slashing days of analysis into seconds, fueling Suntory's AI-first leap.

zacks.com 2025 Jul 08
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Globant is partnering with Suntory Global Spirits to build a generative AI-powered Commercial Insights Agent With the Agent, Suntory Global Spirits employees can access data insights and self-service intelligence, speeding up decision-making across product development, marketing, sales and strategy NEW YORK , July 7, 2025 /PRNewswire/ --  Globant  (NYSE: GLOB), a digitally native company focused on reinventing businesses through innovative technology solutions, today announced a reinvention partnership with Suntory Global Spirits, the world leader in premium spirits, to build and deploy a generative AI-powered Commercial Insights Agent. By compressing days of work into seconds and supporting real-time decision-making for sales, marketing, and strategy, Globant's Commercial Insights Agent is transforming operations for the beverage company.

prnewswire.com 2025 Jul 07
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Globant remains fundamentally strong, with diversified revenue streams and a resilient customer base, so the recent drop in its stock makes it very cheap. Market pessimism is overblown; Globant's growth outlook, though revised, still outpaces peers and its valuation multiples signal undervaluation. AI-related services are a growth engine, with 110% YoY revenue growth, and the new AI Pods subscription model enhances customer retention.

seekingalpha.com 2025 Jun 24
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FUSION is a suite of AI Agents designed to solve real marketing, communications, and advertising challenges, accessible through a single subscription to Globant Enterprise AI From research and content creation to hyper-segmentation and media assets, FUSION streamlines the entire marketing funnel by combining human creativity with AI-driven efficiency to help brands scale with precision Leveraging Globant's recently launched AI Pods subscription model, FUSION enables organizations to unlock measurable outcomes while adapting to evolving business needs CANNES, France , June 18, 2025 /PRNewswire/ --  Globant  (NYSE: GLOB), a digitally native company dedicated to reinventing business through innovative technology solutions, announced today the launch of Globant FUSION for its creative network Globant GUT. Globant FUSION is the first suite of AI Agents designed specifically for full-funnel marketing, communications, and advertising.

prnewswire.com 2025 Jun 18
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GLOB unveils AI Pods, a subscription-based AI service model aimed at revolutionizing IT delivery with faster, smarter outcomes.

zacks.com 2025 Jun 09
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Globant ushers in a new era of consumption-based pricing, aligned to outcomes instead of efforts. This new model provides guaranteed time and cost savings Globant's AI Pods offer an AI model-agnostic approach, empowering companies to leverage top-performing LLMs for agentic workflow production NEW YORK , June 5, 2025 /PRNewswire/ -- Globant (NYSE: GLOB), a digitally native company dedicated to reinventing businesses through innovative technology solutions, unveils a new model to radically disrupt traditional IT services with AI.

prnewswire.com 2025 Jun 05
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Less than 3 years after its arrival to the region, Globant confirms its bet for Middle East, with its first regional HQ and an ambitious expansion plan The global digital transformation company, already partnering with the most significant Giga-projects in the region, expects this hub in the heart of a growing Saudi Arabia to serve as a platform to export talent and best practices worldwide Globant will train local IT talent in the latest AI skills so that they can orchestrate agentic workflows for key industries RIYADH, Saudi Arabia , May 27, 2025 /PRNewswire/ -- Globant  (NYSE: GLOB), a digitally native company focused on reinventing businesses through innovative technology solutions, inaugurated its Middle East Regional HQ in Riyadh, Saudi Arabia. Landed in the region less than three years ago, this marks a significant milestone in Globant's geographical expansion and its ambition to be at the heart of digital reinvention in the Middle East through cutting-edge AI solutions and

prnewswire.com 2025 May 27
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