US · Technology · Information Technology Services
EPS came in at -0.19 against a street estimate of -0.16 — a miss of 18.8%.
Analysts rate Kyndryl Holdings Inc a strong buy (6 buy, 0 hold, 0 sell out of 6) with an average price target of $14.20.
CONFIDENT Kyndryl grew Consult 14% YoY and hyperscaler revenue 48%, signed $3.9B in Q1, but overall revenue fell 3% YoY. IBM relationship shift—customers buying hardware/software direct—creates ongoing headwind. Management expects FY2027 guidance achieved on disciplined pricing and AI-led modernization momentum. Q1 FY27 U.S. momentum sustained by AI/modernization tailwinds. Europe pressured by sovereignty concerns and regulatory complexity, extending deal cycles. Both consistent with FY27 guidance assumptions. Analysts pressed on consult growth pacing, European weakness, workforce resourcing, new-logo competitive advantages, and mainframe opportunity. Management emphasized long-term sales cycles driven by mission-critical role and trust, not cyclical slowdown; consult and hyperscalers offsetting IBM headwind; and extensive redeployment + agentic AI enabling higher-margin delivery without…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 10.31% |
| Vanguard Portfolio Management, LLC | 7.78% |
| AQR Capital Management LLC | 5.42% |
| Neuberger Berman Group LLC | 4.77% |
| FMR Inc | 4.70% |
| Vanguard Capital Management, LLC | 4.61% |
| D. E. Shaw & Co LP | 4.07% |
| State Street Corp | 3.35% |
| Document | Date |
|---|---|
| Quarterly report · Q1 FY2027 KYNDRYL HOLDINGS, INC. – Q1 2026 (ENDED JUNE 30, 2026) SUMMARY HEADLINE NUMBERS • Revenues: $3,618 million (down from $3,743 million in Q1 2025, a 3 | 2026-08-05 |
| Results announced · Q2 FY2027 KYNDRYL REPORTS FIRST QUARTER FISCAL 2027 RESULTS HEADLINE NUMBERS • Revenues: $3.6 billion for Q1 FY2027 (three months ended June 30, 2026), down 3 | 2026-08-05 |
| Board / officer change · Q2 FY2027 KYNDRYL HOLDINGS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held July 30, 2026 • 7,600,000 additional shares approved fo | 2026-07-31 |
| Board / officer change · Q2 FY2027 KYNDRYL HOLDINGS, INC. – FORM 8-K SUMMARY July 1, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • New Chief Financial Officer appointed: Ellen Johnson app | 2026-07-06 |
| Proxy statement · Q2 FY2027 KYNDRYL HOLDINGS, INC. – PROXY STATEMENT SUMMARY HEADLINE NUMBERS • Fiscal 2026 Revenue: $15.1 billion • Cash Position: $2.6 billion • Available Liq | 2026-06-16 |
| Annual report FY2026 KYNDRYL HOLDINGS, INC. — FISCAL YEAR 2026 SUMMARY HEADLINE NUMBERS • Fiscal year ended: March 31, 2026 • Market capitalization: $6.8 billion (as of | 2026-05-29 |
| Results announced · Q1 FY2027 KYNDRYL HOLDINGS INC - FISCAL YEAR 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Full Year 2026 Revenues: $15.1 billion, flat year-over-year on reported | 2026-05-06 |
| Quarterly report · Q3 FY2026 KYNDRYL HOLDINGS, INC. — Q3 2025 (QUARTER ENDED DECEMBER 31, 2025) HEADLINE NUMBERS • Q3 2025 Revenue: $3,859 million (vs. $3,744 million in Q3 2024 | 2026-02-17 |
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Google PlayApp StoreData updated 2026-09-18.