William Blair analyst Maggie Nolan has downgraded Globant from Outperform to Market Perform. The rating change signals a shift in the firm's expectations regarding the company's future performance relative to the broader market.

Analyst Action

The downgrade moves Globant's stock rating from Outperform to Market Perform. This adjustment suggests that the analyst believes the stock's performance will likely align with market averages rather than exceed them significantly.

The revision was issued by Maggie Nolan, an analyst at William Blair, focusing on the technology sector. The report did not specify immediate price targets or detailed financial projections accompanying the rating change.

Globant has formed a multi-year alliance with Anthropic to expand its AI Pods offering by integrating Claude-powered models, reinforcing its position as an AI-native services company. The partnership aims to accelerate the adoption of agentic AI solutions for enterprises, moving from pilots to production with secure, outcome-driven services. This collaboration positions Globant as the largest Latin American-born player to join the global Claude Partner Network as a Preferred Services Partner.

The agreement focuses on delivering intelligent solutions at scale, with a special emphasis on industries such as media & entertainment, games, airlines, and hospitality. By leveraging Anthropic's technology, Globant intends to enhance the security, innovation, and scalability of its offerings for top clients worldwide. The AI Pods are specialized, agent-orchestrated service units designed to integrate advanced agentic AI into everyday workflows.

As part of the alliance, Globant has accessed Forward Deploy Engineer (FDE) certification programs for Claude. This initiative will enable the company to build a dedicated client offering to deliver, orchestrate, and scale AI-powered automation and agentic workflows within its customer base. The partnership also underscores Globant's commitment to its own AI-powered transformation.

The company is providing access to Claude models for 28,500 employees, referred to as Globers, across the organization. This broad access supports internal upskilling through Anthropic's certification programs, ensuring teams are equipped to deploy AI solutions effectively. The move highlights Globant's strategy to drive workforce development alongside its client-facing AI advancements.

Key Initiatives Under the Alliance

• Forward Deploy Engineer Certification: Globant has accessed FDE certification programs to build a dedicated client offering for AI-powered automation.
• Preferred Services Partner Status: Globant becomes one of the first Preferred Services Partners in the Claude Partner Network and the largest services partner founded in Latin America.
• Employee Access: The company provides access to Claude models for 28,500 Globers to foster internal AI transformation and upskilling.