Update shared on04 Sep 2025
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.
- Expanded its global alliance with HPE to deliver turnkey AI private cloud solutions, supporting enterprise AI deployments across healthcare and financial services by leveraging HPE and NVIDIA technologies.
- Formed a strategic partnership with Nova Intelligence to accelerate SAP Cloud ERP digital transformation via agentic AI, reducing migration costs, streamlining code modernization, and supporting Clean Core compliance.
- Launched the enterprise-grade Kyndryl Agentic AI Framework for deploying specialized, self-learning AI agents, with early adoption across government and financial sectors to enhance compliance, agility, and service efficiency.
- Repurchased 1,779,698 shares for $65 million, completing a total of 4,406,046 shares repurchased for $159.44 million under its ongoing buyback program.
Valuation Changes
Summary of Valuation Changes for Kyndryl Holdings
- The Consensus Analyst Price Target remained effectively unchanged, at $46.25.
- The Discount Rate for Kyndryl Holdings remained effectively unchanged, moving only marginally from 10.52% to 10.51%.
- The Future P/E for Kyndryl Holdings remained effectively unchanged, at 13.13x.
Disclaimer
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