Kyndryl Holdings

KD · NYSE

$13.89+$0.61 (+4.59%)TodayMarket closed ·
Prev close $13.28

KD analyst rating

HoldConsensus of 6 analysts over the last 12 months. 0% rate it a buy.
  • Strong buy0
  • Buy0
  • Hold5
  • Underperform1
  • Sell0

12-month price target · 9 analysts

Average $14.37 (+3.5% upside)

Low
$13.13
Now
$13.89
High
$16.80

Upgrades and downgrades

The latest rating actions, newest first

KD analyst upgrades, downgrades and rating actions
FirmDateActionRating
JP MorganAug 10, 2026MaintainsUnderweight
SusquehannaMay 21, 2026DowngradePositive → Neutral
ScotiabankMay 8, 2026MaintainsSector Perform
ScotiabankApr 24, 2026InitiatesSector Perform
BMO CapitalApr 20, 2026InitiatesMarket Perform
Morgan StanleyMar 24, 2026MaintainsEqual-Weight
SusquehannaFeb 13, 2026MaintainsPositive
GuggenheimFeb 10, 2026DowngradeBuy → Neutral
GuggenheimFeb 3, 2026MaintainsBuy
GuggenheimNov 26, 2025InitiatesBuy

The case for and against

Updated Jul 21, 2026

Bull case

Kyndryl Holdings is poised for success due to improved margins from better project profitability and higher demand for IT infrastructure services, but potential downside risks include revenue growth delays and a deflationary pricing environment. With a current valuation at approximately 4x revised FY27 adjusted EPS and the uncertainty surrounding its material weaknesses and path to FY28 targets, its Neutral rating is maintained.

Bear case

Kyndryl Holdings is facing numerous challenges such as a major revision in its revenue growth outlook, multiple high-level departures, and the disclosure of a material weakness in internal controls over financial reporting. These factors raise questions about the company's ability to achieve its targets and create uncertainty for investors. Furthermore, the company's recent earnings results have missed estimates and its future outlook remains unclear, leading to a downgrade in its stock rating.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.