CI&T (NYSE:CINT) Posts Quarterly Earnings Results, Misses Expectations By $0.03 EPS

CI&T (NYSE:CINT) issued its quarterly earnings results on Monday, May 11th. The company reported $0.06 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.09 by ($0.03), Zacks reports. CI&T had a return on equity of 13.19% and a net margin of 7.90%.The company had revenue of $136.61 million for the quarter, compared to analyst estimates of $133.28 million.

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

• Record Q1 performance and raised guidance — CI&T reported BRL 136.6 million in revenue (23.2% organic YoY) and raised full‑year 2026 revenue guidance to $556–$575 million with a midpoint implying ~15.5% organic growth.
• AI monetization gaining traction — 20% of new sales in Q1 were on value/consumption/outcome‑based pricing for AI deployments, and management expects these models to drive gross‑margin expansion as adoption accelerates.
• Strong profitability and cash conversion — adjusted EBITDA was BRL 20.8 million (15.2% margin; 17.4% FX‑neutral) and operating cash flow was BRL 13.5 million, equivalent to 65% of adjusted EBITDA.
• Management called out near‑term margin headwinds from unfavorable foreign‑exchange comparisons and higher Brazilian payroll taxes, which they say are already reflected in current guidance.

CI&T Price Performance

CI&T stock traded up $0.01 during mid-day trading on Monday, reaching $3.97. The company had a trading volume of 42,574 shares, compared to its average volume of 138,703. CI&T has a fifty-two week low of $3.16 and a fifty-two week high of $6.11. 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 market cap of $534.28 million, a P/E ratio of 12.80 and a beta of 0.80. The business has a fifty day simple moving average of $4.21 and a 200 day simple moving average of $4.58.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Squarepoint Ops LLC raised its holdings in CI&T by 60.7% in the 4th quarter. Squarepoint Ops LLC now owns 34,724 shares of the company’s stock valued at $141,000 after buying an additional 13,115 shares during the last quarter. Jane Street Group LLC grew its holdings in CI&T by 41.3% during the 4th quarter. Jane Street Group LLC now owns 38,497 shares of the company’s stock worth $157,000 after acquiring an additional 11,248 shares during the last quarter. Campbell & CO Investment Adviser LLC bought a new stake in CI&T during the 4th quarter worth approximately $172,000. Ameriprise Financial Inc. acquired a new position in CI&T in the 3rd quarter valued at approximately $113,000. Finally, Jump Financial LLC bought a new position in shares of CI&T during the second quarter valued at $185,000. 92.45% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

CINT has been the topic of a number of recent analyst reports. Wedbush decreased their price objective on shares of CI&T from $9.00 to $7.00 and set an “outperform” rating on the stock in a research note on Tuesday, May 12th. Weiss Ratings downgraded CI&T from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday, May 18th. Wall Street Zen raised CI&T from a “hold” rating to a “buy” rating in a report on Saturday, May 30th. JPMorgan Chase & Co. dropped their price objective on CI&T from $7.00 to $6.00 and set an “overweight” rating for the company in a research report on Wednesday, February 18th. Finally, UBS Group raised their price objective on CI&T from $7.10 to $7.20 and gave the company a “buy” rating in a research note on Tuesday, May 12th. Four analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $6.80.

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.