CI&T (NYSE:CINT) Issues Earnings Results, Misses Estimates By $0.02 EPS

CI&T (NYSE:CINT) posted its quarterly earnings results on Tuesday. The company reported $0.07 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.09 by ($0.02), FiscalAI reports. The company had revenue of $142.82 million during the quarter, compared to analysts’ expectations of $140.05 million. CI&T had a return on equity of 13.19% and a net margin of 7.90%.

Here are the key takeaways from CI&T’s conference call:

• Q2 revenue reached a record $142.8 million, up 21.9% organically and above guidance, marking the company’s seventh consecutive quarter of double-digit organic growth. Management raised full-year revenue guidance to $566 million–$578 million, or 15.5%–18% organic growth.
• AI deployment demand is broadening, with the commercial pipeline up 40% year over year and approximately 35%–40% of demand tied to agentic software development initiatives. The Anthropic Claude Partner Network and Mistral AI partnerships are intended to support new enterprise wins and vertical solutions.
• New value-based pricing models are improving monetization, with 30% of first-half new engagements using these structures and adjusted gross margin expanding sequentially from 30.6% to 32.4%. Management said these models can generate margins 3–15 percentage points above traditional time-and-materials work as adoption increases.
• Adjusted EBITDA margin fell to 13.3% as CI&T increased commercial spending to capture AI demand, while Brazilian real appreciation created an additional headwind; adjusted EPS declined to $0.07 from $0.09 year over year. Management expects sequential margin improvement and guided to a full-year adjusted EBITDA margin of 15%–17%, but acknowledged that a portion of the higher sales investment will remain structural.
• Growth was broad-based, led by Latin America, financial services, and technology and telecommunications, while consumer goods declined 9% and North American growth slowed to 10.2% amid what management characterized as temporary seasonality and contract-renewal timing.

CI&T Stock Performance

Shares of CINT stock traded down $0.11 during trading hours on Wednesday, hitting $3.53. The company’s stock had a trading volume of 137,128 shares, compared to its average volume of 143,355. The company has a current ratio of 1.37, a quick ratio of 1.37 and a debt-to-equity ratio of 0.18. The company has a 50 day moving average of $3.53 and a 200 day moving average of $4.24. CI&T has a 12-month low of $3.03 and a 12-month high of $5.88. The stock has a market cap of $475.06 million, a PE ratio of 11.39 and a beta of 0.81.

Trending Headlines about CI&T

Here are the key news stories impacting CI&T this week:

• Positive Sentiment: CI&T reported 21.9% organic revenue growth in the second quarter, with momentum across geographies, industries, and its client base. Quarterly revenue of $142.82 million exceeded the $140.05 million consensus estimate. CI&T Reports 21.9% Organic Revenue Growth in 2Q26
• Positive Sentiment: Analysts remain constructive despite reducing their estimates. TD Cowen and UBS retained Buy ratings, while JPMorgan maintained an Overweight rating. Their revised targets still imply approximately 41% to 75% potential upside based on the referenced share price. Benzinga analyst updates
• Neutral Sentiment: CI&T’s fiscal-year 2026 revenue guidance of $565.5 million to $577.8 million brackets the $570.0 million analyst consensus, suggesting expectations are broadly maintained rather than materially raised. CI&T earnings report
• Negative Sentiment: Second-quarter adjusted earnings of $0.07 per share missed consensus estimates of $0.09 to $0.10 and were flat with the prior-year result. The earnings shortfall may be the main reason shares have decreased despite the revenue beat. CI&T Q2 Earnings Miss Estimates
• Negative Sentiment: TD Cowen cut its target from $6.00 to $5.00, JPMorgan lowered its target from $6.00 to $5.00, and UBS reduced its target from $7.20 to $6.20. Although all three firms remain bullish, the reductions signal more cautious near-term expectations. The Fly analyst updates

Hedge Funds Weigh In On CI&T

Several institutional investors have recently made changes to their positions in the company. BW Gestao de Investimentos Ltda. grew its position in shares of CI&T by 9.2% during the 2nd quarter. BW Gestao de Investimentos Ltda. now owns 2,882,650 shares of the company’s stock valued at $17,209,000 after acquiring an additional 242,811 shares during the period. Marshall Wace LLP grew its stake in CI&T by 90.4% in the 2nd quarter. Marshall Wace LLP now owns 380,818 shares of the company’s stock valued at $2,273,000 after acquiring an additional 180,800 shares during the period. Citadel Advisors LLC raised its position in CI&T by 34.1% during the third quarter. Citadel Advisors LLC now owns 180,926 shares of the company’s stock worth $932,000 after acquiring an additional 46,031 shares during the period. Lazard Asset Management LLC grew its position in shares of CI&T by 41.2% in the fourth quarter. Lazard Asset Management LLC now owns 96,571 shares of the company’s stock valued at $393,000 after purchasing an additional 28,162 shares during the period. Finally, Goldman Sachs Group Inc. increased its stake in shares of CI&T by 23.3% during the fourth quarter. Goldman Sachs Group Inc. now owns 95,834 shares of the company’s stock worth $390,000 after purchasing an additional 18,087 shares in the last quarter. 92.45% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research firms recently commented on CINT. Weiss Ratings cut CI&T from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, June 29th. Wall Street Zen downgraded shares of CI&T from a “buy” rating to a “hold” rating in a research report on Saturday, June 13th. JPMorgan Chase & Co. dropped their target price on CI&T from $6.00 to $5.00 and set an “overweight” rating on the stock in a research report on Wednesday. TD Cowen lowered their target price on CI&T from $6.00 to $5.00 and set a “buy” rating on the stock in a research report on Wednesday. Finally, Zacks Research lowered shares of CI&T from a “hold” rating to a “strong sell” rating in a research report on Tuesday, July 28th. Seven research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, CI&T has a consensus rating of “Hold” and a consensus target price of $6.08.

CI&T Company Profile

CI&T Inc (NYSE:CINT) is a global digital solutions and technology services provider specializing in end-to-end digital transformation. The company partners with clients across industries such as financial services, retail, healthcare and technology to deliver tailored software products, agile development practices and customer-centric design. Its core offerings include digital strategy consulting, user experience and interface design, cloud-native application development, data engineering and full-cycle product lifecycle management.

Leveraging a proprietary agile framework, CI&T helps organizations accelerate time-to-market and improve operational efficiency through continuous delivery and DevOps automation.