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• Globant reported third-quarter 2025 results with revenue of US$617.14 million, slightly above the previous year’s figure, but net income and earnings per share both declined substantially year-over-year, prompting concerns about operational efficiency.

• The company announced a US$125 million share repurchase program and highlighted record growth in its AI-driven pipeline, including expanded partnerships and increasing client adoption of subscription-based AI solutions.

• We’ll examine how Globant’s earnings miss, despite pipeline growth and a buyback, shapes its investment outlook going forward.

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To be a Globant shareholder today, you need to believe that its AI-driven offerings and expanding partnerships will convert a record pipeline into sustained, profitable growth, despite evidence of near-term earnings pressure. The latest results saw revenue edge higher, but declining margins and a cautious Q4 outlook reinforce that the pace of digital transformation projects and client adoption of new AI models remain the most important catalysts, while unpredictability in deal conversions is the key risk. In the short term, the impact of this earnings miss reinforces concerns about demand softness rather than changing the underlying drivers, so the main risk remains material for now.

Among the recent announcements, Globant’s US$125 million share repurchase program stands out in context. It signals confidence in its long-term opportunity, but also draws attention to current margin pressure and the need to reassure investors as the business works to scale its new AI and subscription-oriented initiatives. This move does not reduce the importance of converting backlog into actual revenue, especially given the subdued growth outlook.

By contrast, investors should be aware of how persistent delays in deal conversions and an unpredictable pipeline could affect…

Read the full narrative on Globant (it’s free!)

Globant’s narrative projects $3.0 billion revenue and $242.1 million earnings by 2028. This requires 6.1% yearly revenue growth and a $131.8 million earnings increase from $110.3 million.

Uncover how Globant’s forecasts yield a $95.62 fair value, a 57% upside to its current price.

Six Simply Wall St Community members provided fair value estimates for Globant, ranging from US$61.97 to US$120.50 per share. With revenue growth continuing to trail analyst expectations, the risks from delayed deal closures and slower client demand remain at the forefront for many investors.

Explore 6 other fair value estimates on Globant – why the stock might be worth just $61.97!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include GLOB.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Huawei Habo has taken a major step in the field of physical artificial intelligence by investing in GigaAI, a fast-growing startup focused on world-model-based general intelligence. The move comes as part of Huawei’s efforts to expand its capabilities in embodied intelligence and next-generation autonomous technologies.

Autonomous Driving, Robotics, and More

GigaAI’s technology is already being tested in autonomous driving, robotics, and general embodied intelligence applications. It operates through a complete software-hardware ecosystem designed for physical intelligence. The GigaWorld platform supports driving intelligence and advanced embodied systems. The GigaBrain foundational model powers adaptive world-model-based decision-making, while the Maker General Embodied Ontology provides structured knowledge tools for developers and physical agents.

Together, these components create an end-to-end solution for complex environments.

Why Huawei is Investing

Huawei’s investment aligns with its ongoing shift from VLA (Vision-Language-Action) models toward a WA (World-Action) strategy. WA relies on visual and physical signals to control intelligent agents instead of depending heavily on language models.

This strategy, supported by Huawei Intelligent Automotive Solutions BU CEO Jin Yuzhi, forms an important part of Huawei’s long-term AI roadmap. By supporting GigaAI, Huawei aims to accelerate progress in world-model research, physical AI, and embodied intelligence across autonomous mobility and robotics.

GigaAI recently closed its Series A1 funding round, securing more than one hundred million yuan ($14 million) in early November. Huawei Habo Investment and Huakong Fund jointly led the round. This follows GigaVision’s successful Pre-A and Pre-A+ rounds in August, during which it raised several hundred million yuan.

Real World Applications

For everyday users, these developments could lead to safer autonomous vehicles, more capable home robots, and AI assistants that can respond more effectively to real-world scenarios instead of relying only on digital inputs.

Analysts believe the shift toward physical AI could spark a technological transition similar to the early smartphone era, bringing intelligent machines into daily life in more practical ways.

About GigaAI

Founded in 2023, GigaAI is China’s first startup dedicated to world-model research for physical AI. The company aims to develop general intelligence systems capable of understanding and interacting with real-world environments.

Its mission centers on building intelligent systems that can predict, adapt, and function in physical settings, laying the groundwork for future advances in robotics, autonomous driving, and embodied AI.