Shared on 20 Dec 25

KD: Agentic AI And Quantum Safe Services Will Drive Future Upside

Analysts have modestly increased their price target for Kyndryl Holdings to 37.60 dollars per share, reflecting slightly lower discount rate assumptions and marginally more favorable long term profitability and valuation expectations. What's in the News Launched Quantum Safe Assessment services to identify cryptographic vulnerabilities across enterprise IT estates and to build roadmaps for transition to post quantum cryptography and Zero Trust aligned security (company announcement) Introduced new agentic AI powered mainframe services on IBM z/OS to automate operations, improve reliability and bring AI inferencing closer to mission critical data via Kyndryl Bridge and IBM Watsonx Assistant for Z (company announcement) Expanded Kyndryl Agentic AI Framework with Digital Trust controls to govern, monitor and secure AI agents across hybrid and multi cloud environments, targeting highly regulated industries (company announcement) Unveiled new advisory and change management services to help customers reskill workforces and redesign processes to scale agentic AI, addressing gaps highlighted in Kyndryl's 2025 Readiness Report (company announcement) Renewed and expanded multi year partnerships with Vodafone Idea and Dow to modernize infrastructure, automate IT operations and strengthen cyber resilience using Kyndryl Bridge and AI driven services (company announcements) Valuation Changes Fair value estimate maintained at 37.60 dollars per share, indicating no change in the intrinsic value assessment.

Shared on 06 Dec 25

Fair value Decreased 4.81%

KD: Expanded Buybacks And Agentic AI Services Will Drive Future Upside

Analysts have modestly reduced their price target on Kyndryl Holdings by 4.8 percent, from 39.50 dollars to 37.60 dollars, reflecting slightly lower long term profit margin expectations that more than offset improved revenue growth assumptions. What's in the News Launched new AI powered mainframe services that integrate agentic AI, IBM z/OS and Kyndryl Bridge to improve decision making, reliability and performance for mainframe customers (company announcement).

Shared on 22 Nov 25

KD: Share Buybacks And AI Automation Partnerships Will Unlock Future Upside

Kyndryl Holdings Price Target Update Analysts have maintained their fair value estimate for Kyndryl Holdings at $39.50, citing stable underlying assumptions in key financial metrics and outlook. What's in the News Kyndryl renewed its three-year partnership with Vodafone Idea (Vi) to transform Vi's IT operations, implement advanced automation, and enhance cyber resilience.

Shared on 07 Nov 25

Fair value Decreased 8.14%

KD: Share Buybacks And Cloud Momentum Will Drive Future Upside

Analysts have lowered their price target for Kyndryl Holdings from $43.00 to $39.50. They cited slightly higher discount rates and marginally reduced profit margin expectations as the reason for this change.

Shared on 27 Sep 25

Fair value Decreased 7.03%

The downward revision of Kyndryl Holdings' consensus price target reflects a lower future P/E multiple, signaling tempered growth expectations, and reduces the fair value estimate from $46.25 to $43.00. What's in the News Kyndryl and VML formed a partnership to enhance customer engagement using AI, combining Kyndryl’s advisory, infrastructure, and AI platform (Kyndryl Bridge) with VML’s customer experience expertise for personalized, data-driven solutions across multiple industries.

Shared on 04 Sep 25

With both the Future P/E ratio and Discount Rate for Kyndryl Holdings remaining essentially unchanged, the consensus analyst price target was also maintained at $46.25. What's in the News Kyndryl announced a $2.25 billion investment in India, focusing on AI infrastructure, workforce upskilling, partnerships with the government, and launching a major AI lab and skilling program to modernize technology and regulatory processes.

Shared on 01 May 25

Fair value Decreased 1.75%

Digital Transformation And Hybrid Cloud Will Create A Resilient Future

KD: Agentic AI And Quantum Safe Services Will Drive Future Upside

KD: Expanded Buybacks And Agentic AI Services Will Drive Future Upside

KD: Share Buybacks And AI Automation Partnerships Will Unlock Future Upside

KD: Share Buybacks And Cloud Momentum Will Drive Future Upside

Shared on 27 Sep 25

Shared on 04 Sep 25

Shared on 01 May 25