GLOB faces a tough bar for 2H and trades at 15x CY24E EBITDA, although the company’s marketing and investments should enable it to meet high expectations. Reiteration of organic revenue growth guidance is expected, and the premium growth will be rewarded in short- or long-term valuation. EPAM trades at 13x CY24 EBITDA, and although estimates are low enough, above-average risks are seen at PRFT, TWKS, and CINT.