Ci&T

CINT · NYSE

$3.21+$0.12 (+3.88%)TodayMarket closed · Oct 23, 7:50 PM ET

Prev close $3.09

CINT analyst rating

BuyConsensus of 6 analysts over the last 12 months. 83% rate it a buy.

Strong buy0
Buy5
Hold1
Underperform0
Sell0

12-month price target · 11 analysts

Average $5.95 (+85.5% upside)

Low: $4.04
Now: $3.21
High: $8.40

Upgrades and downgrades

The latest rating actions, newest first

CINT analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
TD Cowen	Aug 12, 2026	Maintains	Buy	$6.00 → $5.00	85%
JP Morgan	Aug 12, 2026	Maintains	Overweight	$6.00 → $5.00	43%
UBS	Aug 12, 2026	Maintains	Buy	$7.20 → $6.20	30%
Wedbush	Jul 21, 2026	Downgrade	Outperform → Neutral	$7.00 → $4.00	56%
TD Cowen	Jul 9, 2026	Maintains	Buy	$8.00 → $6.00	52%
UBS	May 12, 2026	Maintains	Buy	$7.10 → $7.20	30%
Wedbush	May 12, 2026	Maintains	Outperform	$9.00 → $7.00	56%
Wedbush	Apr 9, 2026	Initiates	Outperform	$9.00	56%
UBS	Mar 12, 2026	Maintains	Buy	$7.00 → $7.10	30%
Canaccord Genuity	Mar 12, 2026	Maintains	Buy	$6.00 → $7.00	50%

The case for and against

Updated Oct 22, 2026

Bull case

CI&T is positioned favorably because its AI-led operating model is driving stronger organic growth, with FY26 revenue guidance raised to $555.8 million-$575.3 million and 13.5%-17.5% organic growth, while 3Q26 revenue of at least $145.7 million also exceeded expectations. Its value proposition is strengthening as more than 80% of employees now leverage AI, gross margin improved sequentially to 32.4% from 30.6%, and management highlighted roughly 3-to-15 points of gross margin uplift on new-model engagements, supporting a path to EBITDA expansion. The company also benefits from a deep enterprise base and broad-based demand across Brazil, North America, and LATAM, with top 10 customers growing 19% y/y and core verticals such as financial services and retail & industrial goods continuing to grow strongly.

Bear case

CI&T is facing a negative setup because its strong 14.1% constant-currency growth and 40% pipeline expansion are not translating cleanly into profits, as 2Q adjusted EBITDA margin fell to 15.2% and FY26 guidance now implies a 15-17% margin after FX and investment-related cuts. The company also appears to be outgrowing its monetization ability, with revenue growth running at roughly half of pipeline growth, conversion still near one-third on a constant-currency basis, and headcount up 16% y/y despite only modest improvement in revenue per employee. Added pressure from Brazil payroll tax changes, heavy Brazil concentration, and a highly competitive IT services market increases the risk that profitable growth remains elusive even as the stock already trades at only a modest discount to peers.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.