CI&T: Strong Pipeline And AI Strategy Make Me Bullish

CI&T Inc. delivered robust Q4 2025 revenue growth of 19.3% YoY, driven by accelerating enterprise AI adoption and digital transformation. CINT's shift toward AI-native delivery, fixed-price, and outcome-based models aims to decouple revenue growth from headcount expansion and enhance productivity. Margins remained strong despite FX volatility and higher payroll taxes, supported by disciplined SG&A control, high cash conversion, and ongoing share repurchases.