Kekhawatiran disrupsi AI memengaruhi kinerja Globant

GLOB's services utilization rate will decline to <75% by end of Q3 2024 (vs. historical 78-82% range) as clients reduce project scope due to AI-based code generation adoption.

GLOB will issue revised Q3/Q4 2024 guidance with revenue growth expectations reduced by ≥200 basis points below current consensus, citing AI automation reducing demand for traditional software engineering services.

GLOB's stock price will underperform the S&P 500 by >500 basis points over the next 90 days due to AI disruption concerns impacting investor sentiment and forward guidance revisions.