Kyndryl Holdings (KD) remains a Buy despite a 19% stock drop, as the company is executing a margin-focused turnaround and is undervalued. KD's Q2 revenue fell 1% YoY due to deliberate pruning of low-margin contracts, but margins and profitability improved significantly, validating management's strategy. A revenue rebound is expected in the second half of FY26, with Q3 guidance targeting 2-3% YoY growth and EBITDA margin above 18%.
Kyndryl Holdings, Inc. has experienced a significant 37% decline in its stock price since June 30, 2025. Key focus is on the factors contributing to KD's sharp stock drop. The investment thesis evaluates KD's outlook and the potential for a recovery after the recent plunge.
While the top- and bottom-line numbers for Kyndryl Holdings, Inc. (KD) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Kyndryl Holdings, Inc. (KD) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.01 per share a year ago.
KD's upcoming second-quarter fiscal 2026 results are likely to showcase growth from AI, cloud and cyber services, alongside stronger margins and cost discipline.
Kyndryl Holdings, Inc. (KD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Kyndryl Holdings, Inc. (KD) reached $28.9 at the closing of the latest trading day, reflecting a +1.44% change compared to its last close.
Investors need to pay close attention to KD stock based on the movements in the options market lately.
Kyndryl Holdings, Inc. (KD) closed at $31.48 in the latest trading session, marking a -1.01% move from the prior day.
I remain bullish on Kyndryl, driven by its HPE alliance and focus on accelerating private cloud and AI adoption. Despite recent revenue softness, the company's shift to high-margin contracts and hyperscaler partnerships is fueling improved profitability and future growth. Hyperscaler-related revenues surged 86% YoY, and operational efficiency is driving a significant EPS increase, supporting my positive outlook.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Kyndryl Holdings, Inc. (KD) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.13 per share a year ago.