Kyndryl Holdings Croissance future
Future contrôle des critères 4/6
Kyndryl Holdings devrait augmenter ses bénéfices et son chiffre d'affaires de 30.7% et de 0.8% par an respectivement. Le BPA devrait croître de de 38.1% par an. Le rendement des capitaux propres devrait être 24.3% dans 3 ans.
Informations clés
30.7%
Taux de croissance des bénéfices
38.14%
Taux de croissance du BPA
| IT croissance des bénéfices | 18.4% |
| Taux de croissance des recettes | 0.8% |
| Rendement futur des capitaux propres | 24.32% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 07 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Seeking Alpha • Apr 28
Kyndryl Holdings Q4 Preview: A Lot Of Work To Restore Investor Confidence
Summary Kyndryl Holdings faces a critical Q4 earnings report amid ongoing SEC-related issues and executive departures. KD is expected to post weak results, with revenue and EPS likely missing estimates, continuing a trend of underperformance since the IBM spinoff. Implied volatility is high, suggesting large price swings; options writers may benefit, but the unpredictability and potential for outsized moves warrant caution. Restoring investor trust and outlining a credible path to top-line growth, especially in cloud, AI, and higher-margin segments, are essential for the company's recovery. Read the full article on Seeking Alpha
Mise à jour de l'analyse • Apr 25
KD: AI And Sovereignty Services Plus Buybacks Will Offset Legal Challenges
Analysts have adjusted the Kyndryl Holdings price target from $14.00 to $14.70, reflecting updated views on a slower expected revenue decline, a slightly leaner profit margin outlook, and a higher assumed future P/E multiple. What's in the News Kyndryl expanded its Distributed Cloud services with Google Cloud to support AI and application modernization across hybrid and multicloud setups, including Google Distributed Cloud and Google Kubernetes Engine for data sovereignty focused workloads (Key Developments).Mise à jour de l'analyse • Apr 10
KD: AI Services And Buybacks Will Offset Legal And Governance Risks
Analysts have kept their $14.00 price target for Kyndryl Holdings unchanged, reflecting their view that the current assumptions around discount rate, revenue growth, profit margin and future P/E still capture the stock's risk and return profile appropriately. What's in the News Kyndryl announced the Kyndryl Digital Twin for the Workplace, an AI powered capability built on Microsoft Foundry and running on Microsoft Azure that uses predictive intelligence and automation to help IT teams detect and resolve employee technology issues before they disrupt work, while using simulated personas rather than individual tracking to support privacy (Product related announcement).Mise à jour de l'analyse • Mar 27
KD: Legal And Governance Setbacks Will Balance Buybacks And AI Service Upside
Analysts have lowered their price target for Kyndryl Holdings from $19 to $14, reflecting updated assumptions for revenue growth, profit margins, and a reduced future P/E of about 6.63x compared with about 9.00x previously. What's in the News Securities class action lawsuits have been filed in New York federal courts alleging issues with Kyndryl's free cash flow reporting and internal controls, with overlapping class periods running from August 2024 to February 2026 and claims tied to missed estimates, delayed filings and SEC document requests (Lawsuits & Legal Issues).Mise à jour de l'analyse • Mar 12
KD: Buybacks And AI Security Services Will Support Future Upside
Analysts kept their $19.00 price target for Kyndryl Holdings unchanged, reflecting consistent assumptions around revenue growth, profit margin, and future P/E, despite a recent review of their valuation framework. What's in the News Kyndryl reported a delay in filing its Form 10-Q for the quarter ended December 31, 2025, and disclosed that it will not meet the SEC deadline for its next 10-Q filing (Delayed SEC Filings).Mise à jour de l'analyse • Feb 26
KD: AI Security Services And Buybacks Will Support Future Upside
Analysts have revised their price target on Kyndryl Holdings from $25.33 to $19.00. The change reflects updated views on more moderate revenue growth assumptions, a lower profit margin outlook, and a slightly higher future P/E multiple.Mise à jour de l'analyse • Feb 10
KD: Agentic AI And Acquisitions Will Drive Future Upside
Analysts have reduced their fair value target for Kyndryl Holdings to about $25.33 from roughly $37.60. This reflects revised assumptions for slower revenue growth, a slightly higher discount rate, a modestly stronger profit margin, and a lower future P/E multiple.Mise à jour de l'analyse • Jan 26
KD: Agentic AI And Expanded Buybacks Will Support Future Upside
Analysts left their fair value estimate for Kyndryl Holdings essentially unchanged at US$37.60. This reflects only small tweaks to assumptions such as the discount rate, long term revenue growth, profit margin, and future P/E that did not materially alter their overall view.Mise à jour de l'analyse • Jan 08
KD: Agentic AI Services Will Drive Future Upside
Analysts have maintained their fair value estimate for Kyndryl Holdings at $37.60, with only minor adjustments to discount rate, revenue growth, profit margin and future P/E assumptions. This suggests that their overall price target framework remains largely unchanged.Mise à jour de l'analyse • Dec 20
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.Mise à jour de l'analyse • Dec 06
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).Mise à jour de l'analyse • Nov 22
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.Mise à jour de l'analyse • Nov 07
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.Mise à jour de l'analyse • Sep 27
Digital Transformation And Hybrid Cloud Will Create A Resilient Future
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.Mise à jour de l'analyse • Sep 04
Digital Transformation And Hybrid Cloud Will Create A Resilient Future
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.Article d'analyse • Aug 12
Investors Don't See Light At End Of Kyndryl Holdings, Inc.'s (NYSE:KD) Tunnel And Push Stock Down 27%
NYSE:KD 1 Year Share Price vs Fair Value Explore Kyndryl Holdings's Fair Values from the Community and select yours...Article d'analyse • May 14
Concerns Surrounding Kyndryl Holdings' (NYSE:KD) Performance
Following the solid earnings report from Kyndryl Holdings, Inc. ( NYSE:KD ), the market responded by bidding up the...Article d'analyse • May 09
Improved Revenues Required Before Kyndryl Holdings, Inc. (NYSE:KD) Stock's 32% Jump Looks Justified
Those holding Kyndryl Holdings, Inc. ( NYSE:KD ) shares would be relieved that the share price has rebounded 32% in the...
Nouvelle analyse • Apr 22
Alliances With Microsoft, AWS And Google Will Drive IT Modernization
Strategic alliances and acquisitions enhance modernization efforts, driving revenue growth and positively impacting earnings through an expanded service portfolio.Article d'analyse • Apr 07
Returns Are Gaining Momentum At Kyndryl Holdings (NYSE:KD)
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Seeking Alpha • Mar 18
Kyndryl's Transformation Is Real - And The Market Is Sleeping On It
Summary Kyndryl Holdings (NYSE: KD) is undergoing a strategic transformation, focusing on high-margin IT consulting, hybrid cloud, cybersecurity, and AI, driving revenue growth and margin expansion. Despite market skepticism, Kyndryl's partnerships with hyperscalers like Amazon, Microsoft, and Google, and its shift to asset-light models, position it for significant fundamental growth. Kyndryl's EBITDA and free cash flow are improving, with management projecting strong future performance and undervaluation compared to peers, suggesting substantial upside potential. Risks include economic uncertainty and execution challenges, but Kyndryl's diversification, strategic alliances, and innovative solutions like Kyndryl Bridge support a positive long-term outlook. Read the full article on Seeking AlphaSeeking Alpha • Mar 05
Kyndryl: An Exciting Future, But Not The Best Time To Buy
Summary The Kyndryl stock has surged by 82% over 13 months, outperforming other mid-caps and software services stocks by 5-6x on average. We pick out a few reasons why Kyndryl is seeing strong interest despite a declining revenue backdrop. We are enthused by KD's capabilities in growing its backlog, leveraging its partnerships, pursuing more profitable contracts, and also the sturdy outlook for cash generation and shareholder returns. Relative to history, the stock's EV/EBITDA multiple looks pricey, while the charts suggest a fresh long position now may not be too ideal. Read the full article on Seeking AlphaArticle d'analyse • Feb 07
Kyndryl Holdings, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
It's been a pretty great week for Kyndryl Holdings, Inc. ( NYSE:KD ) shareholders, with its shares surging 14% to...Seeking Alpha • Dec 30
Holding Steady As Kyndryl Shows Promise Despite Revenue Declines
Summary Kyndryl Holdings has shown strong performance with a 60% stock increase, improved margins, and significant contract signings, including a $2 billion deal. Despite revenue declines, Kyndryl's consulting services and hyperscaler partnerships are driving growth, with consulting revenue up 23% and hyperscaler services doubling. Kyndryl's financial health is solid with improved gross profit, a shift to operating income, and strong liquidity, but long-term revenue growth remains uncertain. Valuation metrics indicate KD is undervalued, with impressive forward EV multiples and potential for significant earnings growth, making it a stock to hold. Read the full article on Seeking AlphaArticle d'analyse • Dec 29
An Intrinsic Calculation For Kyndryl Holdings, Inc. (NYSE:KD) Suggests It's 46% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Kyndryl Holdings fair value estimate is US$64.21 Current share...Article d'analyse • Dec 11
Kyndryl Holdings, Inc.'s (NYSE:KD) Shares Bounce 27% But Its Business Still Trails The Industry
Kyndryl Holdings, Inc. ( NYSE:KD ) shares have continued their recent momentum with a 27% gain in the last month alone...Seeking Alpha • Nov 28
Kyndryl Holdings: A Strategic Turnaround That Signals A Strong Buy
Summary Kyndryl Holdings (KD) is strategically improving its business mix, exiting low-margin contracts, and signing high-value deals to drive long-term growth and margin improvements. Significant improvements in EBITDA, gross, and operating margins highlight the success of its strategic initiatives. The company’s consulting and hyperscaler businesses, fueled by strong secular tailwinds in AI, cloud, and cybersecurity trends, are growing rapidly. Kyndryl's forward growth and EV/EBITDA ratio position it as a standout value play in the IT consulting sector. Read the full article on Seeking AlphaArticle d'analyse • Sep 27
Kyndryl Holdings, Inc.'s (NYSE:KD) Share Price Is Matching Sentiment Around Its Revenues
You may think that with a price-to-sales (or "P/S") ratio of 0.3x Kyndryl Holdings, Inc. ( NYSE:KD ) is definitely a...Seeking Alpha • Sep 02
Kyndryl: Strong Consultancy Business To Help Drive Gen AI Adoption (Rating Upgrade)
Summary Kyndryl Consult faces strong competition from established IT consulting firms like Accenture, IBM Global Services, and Cognizant to name a few without forgetting the disruptive nature of Gen AI. Kyndryl Consult is growing at double digits and is also creating leads for the managed services business while it is cutting costs. Hence, this balanced approach to growth and profits makes sense. As a rate-sensitive stock, there are also interest rate-related risks. Read the full article on Seeking AlphaArticle d'analyse • Aug 25
Investors Will Want Kyndryl Holdings' (NYSE:KD) Growth In ROCE To Persist
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Seeking Alpha • Jun 12
Kyndryl: Good Work With A Poor Asset; Time To Ring The Register (Rating Downgrade)
Summary Kyndryl came public via a spin-out from IBM in November 2021. Initially, the risk-reward trade-off was very compelling, offering deep value buyers an outstanding opportunity if management delivered on a modest self-help plan. The stock has risen about 40% from the date of the spin, and over 200% off the bottom. To management’s credit, the story has largely played out as intended, but consistent profitable growth will be a tougher task, and the higher valuation leaves less room for upside given the FCF outlook. We recommend taking profits in the stock and are lowering our rating to Hold. Read the full article on Seeking AlphaArticle d'analyse • May 11
Kyndryl Holdings, Inc. (NYSE:KD) Surges 27% Yet Its Low P/S Is No Reason For Excitement
The Kyndryl Holdings, Inc. ( NYSE:KD ) share price has done very well over the last month, posting an excellent gain of...Seeking Alpha • Apr 20
Kyndryl: Wait For The Turning Point
Summary Kyndryl is the largest IT infrastructure service provider in the world, with 80,000 employees and over 4,000 customers. Ongoing focus on higher-margin business and partnerships with hyperscalers may drive future growth and margin expansion. My price target implies minimal upside, but long-term potential seems attractive. Interested investors may want to wait until Kyndryl is closer to a turning point. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 3/31/2029 | 15,701 | 541 | 550 | 1,139 | 2 |
| 3/31/2028 | 15,132 | 466 | 637 | 1,205 | 7 |
| 3/31/2027 | 14,918 | 387 | 480 | 999 | 6 |
| 3/31/2026 | 15,092 | 198 | 340 | 948 | N/A |
| 12/31/2025 | 15,123 | 250 | 299 | 1,031 | N/A |
| 9/30/2025 | 15,008 | 408 | 242 | 863 | N/A |
| 6/30/2025 | 15,061 | 297 | 240 | 866 | N/A |
| 3/31/2025 | 15,057 | 252 | 337 | 942 | N/A |
| 12/31/2024 | 15,107 | 138 | -61 | 506 | N/A |
| 9/30/2024 | 15,299 | -89 | 50 | 682 | N/A |
| 6/30/2024 | 15,598 | -188 | -94 | 579 | N/A |
| 3/31/2024 | 16,052 | -340 | -197 | 454 | N/A |
| 12/31/2023 | 16,457 | -1,032 | -282 | 321 | N/A |
| 9/30/2023 | 16,825 | -1,126 | -511 | 163 | N/A |
| 6/30/2023 | 16,931 | -1,265 | -248 | 504 | N/A |
| 3/31/2023 | 17,026 | -1,374 | -84 | 781 | N/A |
| 12/31/2022 | 17,202 | -866 | 67 | 958 | N/A |
| 9/30/2022 | 17,454 | -1,491 | 488 | 1,286 | N/A |
| 6/30/2022 | 17,854 | -1,900 | -75 | 663 | N/A |
| 3/31/2022 | 18,317 | -2,039 | -354 | 398 | N/A |
| 12/31/2021 | 18,657 | -2,304 | -871 | -119 | N/A |
| 9/30/2021 | 19,029 | -2,297 | -1,306 | -420 | N/A |
| 6/30/2021 | 19,306 | -1,843 | -922 | 49 | N/A |
| 3/31/2021 | 19,339 | -1,977 | -725 | 255 | N/A |
| 12/31/2020 | 19,352 | -2,007 | -408 | 628 | N/A |
| 12/31/2019 | 20,279 | -943 | N/A | 1,134 | N/A |
| 12/31/2018 | 21,796 | -980 | N/A | 674 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de KD ( 30.7% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de KD ( 30.7% par an) devraient croître plus rapidement que le marché US ( 16.6% par an).
Croissance élevée des bénéfices: Les bénéfices de KD devraient augmenter de manière significative au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de KD ( 0.8% par an) devrait croître plus lentement que le marché de US ( 11.5% par an).
Croissance élevée des revenus: Le chiffre d'affaires de KD ( 0.8% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de KD devrait être élevé dans 3 ans ( 24.3 %)
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/07 02:24 |
| Cours de l'action en fin de journée | 2026/05/07 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2026/03/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Kyndryl Holdings, Inc. est couverte par 9 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Keith Bachman | BMO Capital Markets Equity Research |
| Tyler DuPont | BofA Global Research |
| Yu Lee | Guggenheim Securities, LLC |