Globant and Autodesk Tandem announce Partnership to boost Digital Twins Operations towards Physical AI
Rhea-AI Summary
Globant (NYSE: GLOB) was named an Autodesk Tandem Digital Twin Solution Provider on April 13, 2026, expanding a 15-year collaboration to accelerate digital twin deployment across airports, smart buildings, manufacturing and logistics.
The partnership pairs Globant's enterprise integration and real-world data capabilities with Autodesk Tandem's cloud digital twin platform to enable real-time asset intelligence and support Physical AI adoption; multiple proof-of-concept deployments are expected in 2026. MarketsandMarkets projects the global digital twin market to grow from $21.14B (2025) to $149.81B (2030).
AI-generated analysis. Not financial advice.
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News Market Reaction – GLOB
On the day this news was published, GLOB gained 7.79%, reflecting a notable positive market reaction. Our momentum scanner triggered 2 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $145M to the company's valuation, bringing the market cap to $2.01B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Key IT services peers like CNXC (-10.33%), DXC (-8.63%) and ASGN (-4.73%) were also weak, but scanner data did not flag a coordinated sector momentum move.
Previous Partnership,AI Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Mar 19 | AI R&D partnership | Positive | +1.7% | Multi-agent AI collaboration with PharmaMar to speed oncology research insights. |
| Sep 30 | Cloud/AI alliance | Positive | -4.2% | Multi-year AWS collaboration to scale cloud migrations and generative AI delivery. |
| Dec 11 | AI tools partnership | Positive | -0.6% | Faros AI deal to enhance software engineering analytics and agentic AI workflows. |
AI partnership announcements have produced mixed reactions, with two negative and one positive 24h move despite broadly constructive strategic messages.
Recent partnership,AI releases show Globant steadily deepening AI collaborations across industries. The PharmaMar deal on Mar 19, 2026 targeted oncology R&D acceleration and saw a +1.74% reaction. Earlier, a multi-year AWS collaboration on Sep 30, 2025 and the Faros AI partnership on Dec 11, 2024 focused on cloud, engineering intelligence, and agentic AI, yet saw modest share pressure. Today’s Autodesk Tandem agreement extends this pattern into digital twins and Physical AI for complex physical environments.
Historical Comparison
Past partnership/AI announcements saw an average -1.04% move. Today’s -4.5% reaction is a weaker response than prior similar AI collaborations.
AI partnerships have expanded from engineering analytics and cloud (Faros AI, AWS) to domain-specific R&D (PharmaMar) and now physical-world digital twins via Autodesk Tandem.
Market Pulse Summary
The stock moved +7.8% in the session following this news. A strong positive reaction aligns with Globant’s strategy of expanding AI-driven partnerships across industries. Prior partnership,AI news averaged a -1.04% move, so a sizeable gain would mark a break from that pattern. Investors could reassess execution risk and contract visibility around digital twins, given shares already trade below the 63.95 200-day MA and near the 40.76 52-week low.
Key Terms
digital twin technical
building information modeling technical
physical ai technical
cloud-based digital twin platform technical
AI-generated analysis. Not financial advice.
- Collaboration combines Globant's enterprise integration expertise and real-world data with Autodesk Tandem's cloud-based digital twin technology to expand adoption and streamline operations of the built environments
As part of this designation, Globant will deliver implementation services, enterprise system integrations and operational data enablement to support the adoption of Autodesk Tandem's cloud-based digital twin platform across complex environments. This work is driven by Globant's Digital Twins Practice, focused on enabling organizations to build the foundational layer for Physical AI by connecting real-world assets with intelligent operational systems.
By connecting design data with building management systems, the collaboration enables organizations to transition from static building information models to predictive, real-time asset intelligence, unlocking new operational intelligence across complex physical environments.
The global digital twin market is projected to grow from approximately
"The true value of a digital twin lies in the transition from a digital hub to a predictive engine. By combining Autodesk Tandem's visualization with Globant's integration expertise, we are setting a new operational standard for industries that, until now, couldn't fully harness the power of BIM (Building Information Modeling) technology," said Kevin Janzen, CEO of Globant's Gaming & EdTech AI Studio.
The expanded focus is designed to extend digital twin adoption beyond traditional architecture and construction workflows into manufacturing, logistics and infrastructure operations. Through its Digital Twins Practice, Globant is prioritizing high-complexity industries including Manufacturing & Logistics, Smart Venues & Retail, Energy & AECO, and Life Sciences & Healthcare. Together, the companies will support digital twin deployments in complex environments, including airport operations, smart buildings, and industrial facilities.
"Leveraging Globant's Digital Twins Practice means we can support Tandem customers with digital twin prerequisites and provide customers a way to outsource twin building and
twin connecting to a trusted partner," said Hayli Hay, Director of Digital Twin Partnerships at Autodesk. "With Globant's support, we'll be able to empower companies to leverage Autodesk Tandem and Tandem Connect for digital transformation."
"Over the past 15 years, Globant and Autodesk have built a strong partnership supporting critical engineering and product priorities across key business units and global markets. Today, we are accelerating that collaboration through AI-driven delivery models that increase productivity and speed innovation at scale. We see significant opportunities ahead to expand our joint impact, including driving adoption of strategic solutions like Tandem and growing market share together," said Felipe Miranda, CEO of Globant's High Tech Studio.
Looking ahead to 2026, Globant expects to complete multiple proof-of-concept deployments of digital twin solutions across the industries it serves, further advancing the adoption of Physical AI systems capable of integrating real-world operational data with intelligent decision-making platforms.
To learn more, visit https://www.globant.com/studio/digital-twins.
About Globant
At Globant, we help organizations thrive in a digital and AI-powered future. Our industry-focused solutions combine technology and creativity to accelerate enterprise transformation and design experiences customers love. Through digital reinvention, our subscription-based AI Pods, and Globant Enterprise AI platform, we turn challenges into measurable business results and promised savings into real impact.
- We have more than 28,700 employees and are present in over 35 countries across 5 continents, working for companies like FIFA, Google, Riot Games, and Santander, among others.
- We were named a Worldwide Leader in Experience Design Services (2025), and previously recognized as a Worldwide Leader in AI Services (2023) by IDC MarketScape.
- We were featured as a business case study at Harvard, MIT, and Stanford.
- We are active members of The Green Software Foundation (GSF) and the Cybersecurity Tech Accord.
- We are global partners of Open AI, NVIDIA, AWS and Unity bringing world-class technology together to accelerate innovation across industries.
Contact: pr@globant.com
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For more information, visit www.globant.com.
About Autodesk Tandem
Autodesk Tandem is a digital twin offering that enables projects to start digital and stay digital, transforming the lifecycle of built assets by connecting data from design through operations.
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SOURCE GLOBANT