Key Takeaways:
CI&T Inc. (NYSE: CINT) reported record first-quarter revenue and raised its full-year outlook, citing broad demand for artificial intelligence-related services and early traction from new pricing models designed to capture more of the value created by AI-driven productivity gains.
"Our record start to 2026, marked by 23.2% organic growth in 1Q26, confirms that CI&T is successfully evolving into a global partner for tech-integrated business solutions," Cesar Gon, founder and CEO of CI&T, said in a statement. "These dynamics give us the confidence to increase our full-year revenue guidance."
The global tech solutions partner posted revenue of $136.6 million, a 23.2% increase from the same period last year. Adjusted earnings per share came in at $0.08, an 11.8% increase year-over-year. The company's adjusted EBITDA rose 6.3% to $20.8 million.
The strong performance was underpinned by the company's focus on artificial intelligence, which is driving growth in two main ways: AI deployment through IP-based solutions and AI monetization via new pricing structures. According to the company, 20% of new sales in the first quarter were based on these new models, which are expected to contribute to gross margin expansion in the coming quarters.
The company's workforce grew to 8,015 employees, with an average of 6,600 professionals classified as "AI-builders," representing a 13.3% increase from the first quarter of 2025. This expansion reflects the company's investment in talent to meet the growing demand for its AI services.
The results and upgraded forecast suggest CI&T's strategy of embedding AI across its service offerings is paying off, allowing it to gain market share. The raised guidance signals management's confidence that the momentum from the first quarter will continue throughout 2026. Investors will be watching the adoption rate of the new AI-based pricing models in the company's next earnings report on August 12, 2026.
This article is for informational purposes only and does not constitute investment advice.
