Summary
7XU Chart
Kyndryl: Revenue Trade-Off Drives Margins, Stock Remains Deeply Undervalued
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: The Recent Dip Presents A Good Buying Opportunity
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.
Kyndryl Holdings, Inc. (KD) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
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. (7XU) FAQ
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Kyndryl Holdings Inc. Profile
| IT Services Industry | Information Technology Sector | Martin J. Schroeter CEO | XFRA Exchange | US50155Q1004 ISIN |
| US Country | 80,000 Employees | - Last Dividend | - Last Split | 22 Oct 2021 IPO Date |
Overview
Kyndryl Holdings, Inc. is a global leader in providing cutting-edge technology services and IT infrastructure solutions. Incorporated in 2020 and headquartered in New York, New York, the company has quickly established itself as a pivotal player in the technology services industry. Kyndryl offers a comprehensive range of services aimed at empowering businesses across various sectors such as financial services, communications, retail, travel, and automotive industries. With a strong focus on innovation and client satisfaction, Kyndryl is dedicated to helping organizations navigate their digital transformation journeys, ensuring they stay ahead in a rapidly evolving technological landscape.
Products and Services
Kyndryl Holdings, Inc. provides a diverse portfolio of technology services designed to meet the multifaceted needs of its clients, including:
- Cloud Services: Kyndryl offers tailored cloud solutions that empower businesses to harness the full potential of cloud computing. These services include cloud migration, management, and optimization, enabling clients to improve agility, reduce costs, and enhance operational efficiencies.
- Core Enterprise and zCloud Services: Specializing in robust enterprise solutions, Kyndryl delivers high-performance computing environments. This includes zCloud services geared towards businesses that depend on mainframe systems, ensuring they have access to scalable, secure, and resilient computing resources.
- Application, Data, and Artificial Intelligence Services: By leveraging advanced analytics, AI technologies, and data management practices, Kyndryl helps organizations to innovate and make informed decisions. These services enhance application performance and business intelligence, driving growth and competitive advantage.
- Digital Workplace Services: Focusing on the modernization of the workplace, Kyndryl offers solutions that support collaboration, mobility, and secure access to resources. This ensures employees can work efficiently from anywhere, aligning with today’s flexible working models.
- Security and Resiliency Services: With cybersecurity threats on the rise, Kyndryl provides comprehensive security solutions to protect digital assets and ensure business continuity. These services include risk assessment, incident response, data protection, and disaster recovery planning.
- Network Services and Edge Services: Kyndryl supports businesses in building and managing high-performance, secure network infrastructures. This encompasses edge computing services that facilitate faster data processing and real-time analytics at the edge of the network, closer to where data is generated and actions are taken.
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