Globant SA vs Tempus AI, Inc. Class A Common Stock: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Globant SA (GLOB)

Q3 202619 Jun – 14 Aug 2026

▼2▲1

Globant cuts 2026 outlook as demand weakens, AI growth offers hope

Full-year guidance cut and Q2 EPS miss Globant cut its 2026 revenue, margin, and EPS outlook and missed non-GAAP EPS by $0.10, blaming weaker demand in new markets, oil-price pressure on travel clients, and slow client decisions. The stock fell about 13-15%, as lower profit expectations directly reduce what investors will pay for shares.
This is the main new event that moved the stock and reset expectations for the year.
Glob.AI output-based pricing launch and 60% ARR jump Globant launched Glob.AI, an AI platform billed by output rather than hours, and said its Glob AI annual recurring revenue jumped about 60% to $52.8 million, targeting over $110 million by year-end. This supports the long-term story that AI services can grow faster and earn better margins, though it is not yet big enough to offset the guidance cut.
It is the main new positive force and the company's key growth narrative.
Securities class action over Latin America disclosures A securities class action alleges Globant misled investors about its Latin American operations, which were said to face declining demand, client defections, and frozen wages. The June 23 lead-plaintiff deadline passed, but the lawsuit remains an overhang, adding legal costs and uncertainty that can weigh on the stock.
It is a new legal risk that can affect investor confidence and costs.

July 202619 Jun – 14 Aug 2026

▼2▲1

Globant cuts 2026 outlook as demand weakens, AI growth offers hope

Full-year guidance cut and Q2 EPS miss Globant cut its 2026 revenue, margin, and EPS outlook and missed non-GAAP EPS by $0.10, blaming weaker demand in new markets, oil-price pressure on travel clients, and slow client decisions. The stock fell about 13-15%, as lower profit expectations directly reduce what investors will pay for shares.
This is the main new event that moved the stock and reset expectations for the year.
Glob.AI output-based pricing launch and 60% ARR jump Globant launched Glob.AI, an AI platform billed by output rather than hours, and said its Glob AI annual recurring revenue jumped about 60% to $52.8 million, targeting over $110 million by year-end. This supports the long-term story that AI services can grow faster and earn better margins, though it is not yet big enough to offset the guidance cut.
It is the main new positive force and the company's key growth narrative.
Securities class action over Latin America disclosures A securities class action alleges Globant misled investors about its Latin American operations, which were said to face declining demand, client defections, and frozen wages. The June 23 lead-plaintiff deadline passed, but the lawsuit remains an overhang, adding legal costs and uncertainty that can weigh on the stock.
It is a new legal risk that can affect investor confidence and costs.

Latest19 Jun – 14 Aug 2026

▼2▲1

Globant cuts 2026 outlook as demand weakens, AI growth offers hope

Full-year guidance cut and Q2 EPS miss Globant cut its 2026 revenue, margin, and EPS outlook and missed non-GAAP EPS by $0.10, blaming weaker demand in new markets, oil-price pressure on travel clients, and slow client decisions. The stock fell about 13-15%, as lower profit expectations directly reduce what investors will pay for shares.
This is the main new event that moved the stock and reset expectations for the year.
Glob.AI output-based pricing launch and 60% ARR jump Globant launched Glob.AI, an AI platform billed by output rather than hours, and said its Glob AI annual recurring revenue jumped about 60% to $52.8 million, targeting over $110 million by year-end. This supports the long-term story that AI services can grow faster and earn better margins, though it is not yet big enough to offset the guidance cut.
It is the main new positive force and the company's key growth narrative.
Securities class action over Latin America disclosures A securities class action alleges Globant misled investors about its Latin American operations, which were said to face declining demand, client defections, and frozen wages. The June 23 lead-plaintiff deadline passed, but the lawsuit remains an overhang, adding legal costs and uncertainty that can weigh on the stock.
It is a new legal risk that can affect investor confidence and costs.

Tempus AI, Inc. Class A Common Stock (TEM)

Q3 202618 Jun – 11 Sep 2026

▲4

Tempus swings to profit, raises outlook, expands cancer data reach

Q2 profit and raised 2026 revenue guidance Tempus reported Q2 2026 net income of $5.64 million, a swing from a $42.84 million loss a year earlier, and lifted full-year revenue guidance to $1.60–$1.61 billion. Turning profitable and raising the outlook supports the growth story and helps justify a higher stock price.
This is the period's clearest fundamental shift, directly improving earnings and forward revenue expectations.
Personalis acquisition deepens cancer recurrence testing Tempus agreed to buy Personalis for $16.25 per share, a $1.5 billion enterprise value, adding minimal residual disease testing to its oncology platform. The deal expands its cancer genomics and data offerings, though the initial market reaction was slightly negative on cost concerns.
The acquisition is a major strategic move that broadens Tempus's technology and data moat, affecting long-term growth.
mRNA melanoma trial win lifts oncology data demand A phase 3 trial showed a customized mRNA melanoma treatment improved recurrence-free survival, sending Tempus shares up 39.5%. The result highlights how Tempus's data and AI tools are embedded in cutting-edge oncology, potentially boosting demand for its data and testing services.
This event directly drove a large price move and validates Tempus's role in advanced cancer research.
100,000-genome dataset expands AI research platform Tempus launched an initiative to build a 100,000 whole-genome dataset linked to clinical outcomes, with a long-term goal of one million genomes. This expands its data platform for AI-driven research, strengthening its competitive position and future data revenue potential.
The new dataset initiative is a fresh expansion of Tempus's core data asset, supporting long-term growth.

July 202618 Jun – 11 Sep 2026

▲4

Tempus swings to profit, raises outlook, expands cancer data reach

Q2 profit and raised 2026 revenue guidance Tempus reported Q2 2026 net income of $5.64 million, a swing from a $42.84 million loss a year earlier, and lifted full-year revenue guidance to $1.60–$1.61 billion. Turning profitable and raising the outlook supports the growth story and helps justify a higher stock price.
This is the period's clearest fundamental shift, directly improving earnings and forward revenue expectations.
Personalis acquisition deepens cancer recurrence testing Tempus agreed to buy Personalis for $16.25 per share, a $1.5 billion enterprise value, adding minimal residual disease testing to its oncology platform. The deal expands its cancer genomics and data offerings, though the initial market reaction was slightly negative on cost concerns.
The acquisition is a major strategic move that broadens Tempus's technology and data moat, affecting long-term growth.
mRNA melanoma trial win lifts oncology data demand A phase 3 trial showed a customized mRNA melanoma treatment improved recurrence-free survival, sending Tempus shares up 39.5%. The result highlights how Tempus's data and AI tools are embedded in cutting-edge oncology, potentially boosting demand for its data and testing services.
This event directly drove a large price move and validates Tempus's role in advanced cancer research.
100,000-genome dataset expands AI research platform Tempus launched an initiative to build a 100,000 whole-genome dataset linked to clinical outcomes, with a long-term goal of one million genomes. This expands its data platform for AI-driven research, strengthening its competitive position and future data revenue potential.
The new dataset initiative is a fresh expansion of Tempus's core data asset, supporting long-term growth.

Latest18 Jun – 11 Sep 2026

▲4

Tempus swings to profit, raises outlook, expands cancer data reach

Q2 profit and raised 2026 revenue guidance Tempus reported Q2 2026 net income of $5.64 million, a swing from a $42.84 million loss a year earlier, and lifted full-year revenue guidance to $1.60–$1.61 billion. Turning profitable and raising the outlook supports the growth story and helps justify a higher stock price.
This is the period's clearest fundamental shift, directly improving earnings and forward revenue expectations.
Personalis acquisition deepens cancer recurrence testing Tempus agreed to buy Personalis for $16.25 per share, a $1.5 billion enterprise value, adding minimal residual disease testing to its oncology platform. The deal expands its cancer genomics and data offerings, though the initial market reaction was slightly negative on cost concerns.
The acquisition is a major strategic move that broadens Tempus's technology and data moat, affecting long-term growth.
mRNA melanoma trial win lifts oncology data demand A phase 3 trial showed a customized mRNA melanoma treatment improved recurrence-free survival, sending Tempus shares up 39.5%. The result highlights how Tempus's data and AI tools are embedded in cutting-edge oncology, potentially boosting demand for its data and testing services.
This event directly drove a large price move and validates Tempus's role in advanced cancer research.
100,000-genome dataset expands AI research platform Tempus launched an initiative to build a 100,000 whole-genome dataset linked to clinical outcomes, with a long-term goal of one million genomes. This expands its data platform for AI-driven research, strengthening its competitive position and future data revenue potential.
The new dataset initiative is a fresh expansion of Tempus's core data asset, supporting long-term growth.