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

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

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 Trading Down 2.7%

Shares of CINT stock traded down $0.10 during mid-day trading on Wednesday, reaching $3.54. The stock had a trading volume of 136,149 shares, compared to its average volume of 143,349. The stock’s 50-day moving average price is $3.53 and its two-hundred day moving average price is $4.24. CI&T has a 52-week low of $3.03 and a 52-week high of $5.88. The firm has a market capitalization of $476.41 million, a PE ratio of 11.42 and a beta of 0.81. The company has a current ratio of 1.37, a quick ratio of 1.37 and a debt-to-equity ratio of 0.18.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the business. Franklin Resources Inc. bought a new position in CI&T during the 3rd quarter valued at approximately $56,000. RPO LLC purchased a new position in shares of CI&T during the fourth quarter valued at approximately $60,000. Russell Investments Group Ltd. raised its holdings in shares of CI&T by 176.3% during the second quarter. Russell Investments Group Ltd. now owns 11,684 shares of the company’s stock valued at $67,000 after acquiring an additional 7,456 shares in the last quarter. Wedbush Securities Inc. raised its holdings in shares of CI&T by 50.6% during the fourth quarter. Wedbush Securities Inc. now owns 16,975 shares of the company’s stock valued at $69,000 after acquiring an additional 5,700 shares in the last quarter. Finally, Centiva Capital LP purchased a new stake in CI&T in the third quarter worth $72,000. Hedge funds and other institutional investors own 92.45% of the company’s stock.

Key Headlines Impacting 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

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the stock. Zacks Research cut shares of CI&T from a “hold” rating to a “strong sell” rating in a research report on Tuesday, July 28th. UBS Group cut their price objective on CI&T from $7.20 to $6.20 and set a “buy” rating for the company in a report on Wednesday. Wedbush lowered CI&T from an “outperform” rating to a “neutral” rating and reduced their price objective for the company from $7.00 to $4.00 in a research report on Tuesday, July 21st. TD Cowen dropped their target price on CI&T from $6.00 to $5.00 and set a “buy” rating for the company in a research report on Wednesday. Finally, JPMorgan Chase & Co. reduced their price target on shares of CI&T from $6.00 to $5.00 and set an “overweight” rating on the stock in a research report on Wednesday. Seven investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, CI&T has an average rating of “Hold” and a consensus price target 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.