US · Technology · Information Technology Services
EPS came in at 0.32 against a street estimate of 0.25 — a beat of 28.0%.
Analysts rate Kyndryl Holdings Inc a hold (0 buy, 5 hold, 1 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…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.31% |
| Vanguard Portfolio Management, LLC | 7.66% |
| AQR Capital Management LLC | 6.72% |
| Neuberger Berman Group LLC | 4.96% |
| FMR Inc | 4.68% |
| Vanguard Capital Management, LLC | 4.68% |
| D. E. Shaw & Co LP | 4.07% |
| State Street Corp | 3.58% |
| Document | Date |
|---|---|
| Quarterly report · Q2 FY2027 HEADLINE NUMBERS • For the quarter ended September 30, 2026, revenue was $3,651 million, down from $3,721 million in the prior-year quarter. • Quart | 2026-11-04 |
| Results announced · Q3 FY2027 HEADLINE NUMBERS • Fiscal Q2 2027 revenue was $3,651 million, down 1.9% year over year on a reported basis and down 0.8% in constant currency. • Pre | 2026-11-04 |
| Company announcement · Q2 FY2027 DEBT REFINANCING • Kyndryl agreed to issue $1.0 billion of senior unsecured notes: $600 million of 7.800% notes due 2029 and $400 million of 7.875% n | 2026-09-28 |
| 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 |
Readable in the app.
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Kyndryl Holdings Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.