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 – 7 Oct 2026

▲3▼1

Tempus AI swings to profit, buys Personalis, wins trial and FDA clearances

Q2 profit and raised guidance Tempus AI reported Q2 2026 net income of $5.64 million, swinging to a profit, and raised full-year revenue guidance to $1.60–$1.61 billion. This shows the company is growing and becoming more financially stable.
Profitability and raised guidance are key positive financial developments that directly affect investor confidence and stock price.
Personalis acquisition and trial win Tempus agreed to buy Personalis for $1.5 billion to add minimal residual disease testing, and a phase 3 mRNA melanoma trial win sent shares up 39.5%. These expand its cancer testing and boost its technology.
The acquisition and trial success are major strategic moves that drive growth and market excitement.
FDA clearances and partnership expansion Tempus won FDA clearance for two AI-ECG cardiac products and expanded a multi-year partnership with Moderna and Merck. These open new markets and strengthen its AI healthcare offerings.
Regulatory approvals and partnerships are concrete milestones that validate the company's technology and drive future revenue.
Legal probes and insider stock sale Law firms are investigating whether Tempus's existing Personalis stake created conflicts of interest, and its legal chief sold $1.5 million in stock (tax withholding). These keep deal-related uncertainty alive.
Legal scrutiny and insider selling can undermine investor trust and create overhang on the stock.

August 202620 Jul – 7 Oct 2026

▲3

Tempus wins FDA clearances, expands Moderna/Merck deal, Personalis buyout nears close

FDA clears two more AI heart tools Tempus won FDA clearance for two AI-ECG cardiac products, ECG-MR and ECG-PH, adding to its cleared heart lineup. Each new cleared product opens another billing stream and shows regulators keep accepting its AI, which supports the growth story behind the stock.
New regulatory wins expand Tempus's commercial product pipeline and revenue potential.
Moderna and Merck expand Tempus partnership Tempus signed an expanded multi-year deal with Moderna and Merck to collect tissue and blood and run sequencing for their personalized mRNA cancer therapy. It deepens ties to major drugmakers and adds recurring service revenue, reinforcing demand for Tempus's testing and data.
New commercial collaboration with major pharma partners directly boosts Tempus's service demand.
Personalis takeover looks set to close BTIG downgraded Personalis to Neutral, saying Tempus is highly likely to close its $1.5 billion acquisition at the agreed $16.25 per share, with no higher bidder expected. Removing deal uncertainty lets investors focus on the combined cancer-testing business.
Reduced uncertainty around a major acquisition is a positive catalyst for Tempus shares.
Legal probes and insider sale add noise Law firms investigated whether Tempus's existing stake in Personalis created conflicts in the sale, and its legal chief sold $1.5 million of stock. The sale was just tax withholding, not a warning, but the probes keep deal-related uncertainty alive.
These are the main counterweights to the positive deal and product news this period.

Latest20 Jul – 7 Oct 2026

▲3

Tempus wins FDA clearances, expands Moderna/Merck deal, Personalis buyout nears close

FDA clears two more AI heart tools Tempus won FDA clearance for two AI-ECG cardiac products, ECG-MR and ECG-PH, adding to its cleared heart lineup. Each new cleared product opens another billing stream and shows regulators keep accepting its AI, which supports the growth story behind the stock.
New regulatory wins expand Tempus's commercial product pipeline and revenue potential.
Moderna and Merck expand Tempus partnership Tempus signed an expanded multi-year deal with Moderna and Merck to collect tissue and blood and run sequencing for their personalized mRNA cancer therapy. It deepens ties to major drugmakers and adds recurring service revenue, reinforcing demand for Tempus's testing and data.
New commercial collaboration with major pharma partners directly boosts Tempus's service demand.
Personalis takeover looks set to close BTIG downgraded Personalis to Neutral, saying Tempus is highly likely to close its $1.5 billion acquisition at the agreed $16.25 per share, with no higher bidder expected. Removing deal uncertainty lets investors focus on the combined cancer-testing business.
Reduced uncertainty around a major acquisition is a positive catalyst for Tempus shares.
Legal probes and insider sale add noise Law firms investigated whether Tempus's existing stake in Personalis created conflicts in the sale, and its legal chief sold $1.5 million of stock. The sale was just tax withholding, not a warning, but the probes keep deal-related uncertainty alive.
These are the main counterweights to the positive deal and product news this period.

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.

18 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.