Kyndryl Holdings Inkomsten in het verleden
Verleden criteriumcontroles 1/6
Kyndryl Holdings heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 61.8%, terwijl de IT-industrie de winst zag groeien met 12.1% per jaar. De inkomsten zijn gedaald met een gemiddeld jaarlijks percentage van 5.5%. Het rendement op eigen vermogen van Kyndryl Holdings is 7.5%, en het heeft een nettomarge van 0.6%.
Belangrijke informatie
61.77%
Groei van de winst
67.93%
Groei van de winst per aandeel
| IT Groei van de industrie | 22.43% |
| Inkomstengroei | -5.53% |
| Rendement op eigen vermogen | 7.46% |
| Nettomarge | 0.58% |
| Laatste winstupdate | 30 Jun 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Seeking Alpha • Sep 07
Kyndryl Holdings: The Business Is Intact, But Investor Trust Isn't
Summary Kyndryl Holdings (KD) experienced a 55% stock collapse after disclosing SEC investigations, control failures, and sharply reduced guidance. KD trades at just 5.3x fiscal 2028 earnings, with restructuring charges obscuring relatively stable underlying EBITDA and improving business mix. Revenue declines are partly due to shedding low-margin IBM resale, while higher-value segments like Consult and hyperscaler-related services are growing. I rate KD a speculative Buy; upside potential outweighs risks if management delivers on consensus estimates and remediates controls. Read the full article on Seeking Alpha
Narratiefupdate • Aug 21
KD: Agentic AI Services Will Reframe Future Risk Profile
Analysts have adjusted their price target on Kyndryl Holdings from $15.00 to $16.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for Kyndryl Holdings Kyndryl reported Q1 fiscal 2027 results with revenue of US$3.6b and a pretax loss of US$69 million, driven in part by US$152 million in workforce rebalancing charges.Narratiefupdate • Aug 06
KD: Agentic Services And Buybacks Will Reframe Future Risk Profile
Analysts have lowered their Kyndryl Holdings price target from $16.50 to $15.00, citing updated assumptions for slower revenue growth, a modestly higher profit margin, and a slightly lower future P/E multiple. What’s in the News for Kyndryl Holdings Kyndryl introduced Agentic Modernization services as software, built on the Kyndryl Agentic AI Framework and scaled through Kyndryl Bridge, to offer software driven automation and predefined AI workflows for modernization across hybrid IT estates.
Narratiefupdate • Jul 23
KD: Internal Control Overhaul Will Set Up Future AI Services Upside
Analysts have reduced their price target for Kyndryl Holdings to $13 from $28 as they factor in slower expected revenue growth, lower projected profit margins, and a modestly lower future P/E multiple into their updated valuation framework. What’s in the News for Kyndryl Holdings Kyndryl Holdings is reviewing its cash management practices and internal controls after voluntary document requests from the SEC, has delayed filing its Q3 2026 Form 10-Q, and expects to report material weaknesses in internal controls over financial reporting, with the company also announcing the immediate departures of its CFO and General Counsel (source: Schubert Jonckheer & Kolbe).Narratiefupdate • Jul 09
KD: Future Governance Reset Will Drive Reassessment Of Risk Profile
Analysts have reset their price target for Kyndryl Holdings from $55.00 to $16.50, reflecting updated views on the company’s fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What’s in the News for Kyndryl Holdings Kyndryl Holdings is reviewing its cash management practices and internal controls after receiving voluntary document requests from the U.S. Securities and Exchange Commission.
Narratiefupdate • Jun 25
KD: Agentic AI Partnerships Will Drive Future Upside Despite Recent Weakness
Analysts have reiterated their $14.10 price target for Kyndryl Holdings, citing largely unchanged assumptions around discount rate, revenue growth, profit margins, and future P/E as the basis for maintaining their view. What’s in the News for Kyndryl Holdings Kyndryl and Amazon Web Services expanded their multi year Strategic Collaboration Agreement to help customers adopt, deploy and scale agentic AI for mission critical workloads on AWS, with AWS investing in Kyndryl's talent development and joint solution engineering.Analyse-artikel • Jun 17
Kyndryl Holdings (KD) Stock Could Be 14.7% Undervalued After Its AI Orchestration Launch
Kyndryl Holdings (KD) has introduced Kyndryl AI Orchestration for Business, a new capability aimed at helping enterprises coordinate AI agents across supply chains, commerce, finance, IT and customer operations in real time. See our latest analysis for Kyndryl Holdings. The launch of Kyndryl AI Orchestration for Business comes as Kyndryl Holdings shares trade at US$12.03, with a 30 day share price return of 6.27% but a year to date share price decline of 52.80%, while the 1 year total...Narratiefupdate • Jun 11
KD: AI And Cloud Partnerships Will Outweigh Legal And Governance Headwinds
Analysts have kept their fair value estimate for Kyndryl Holdings steady at $14.10, while adjusting underlying inputs such as the long term P/E assumption to 8.02. This reflects updated views on the stock’s valuation profile without changing the overall price target.Narratiefupdate • May 27
KD: AI Risk Prevention Capabilities Will Outweigh Legal Headwinds
Analysts have reduced their Kyndryl Holdings price target to $14.10 from $14.70 as they adjust assumptions for revenue growth, profit margins, and future P/E levels while keeping the discount rate unchanged. What's in the News Kyndryl expanded its long running modernization work with the Arizona Department of Transportation Motor Vehicle Division, adding more mobile and remote services, digitizing mail based operations and B2B services, and extending the TeleMVD program to improve access in underserved communities.Narratiefupdate • May 12
KD: AI Risk Prevention And Buybacks Will Outweigh Legal Headwinds
Analysts have reset their price target on Kyndryl Holdings to $14.70, reflecting updated assumptions around slightly higher revenue growth at 1.33%, a lower profit margin at 3.45%, a modestly higher future P/E of 8.19, and a marginal change in discount rate to 12.46%. What's in the News Kyndryl expanded its long running modernization work with the Arizona Department of Transportation Motor Vehicle Division, with a focus on mobile and remote services, digitization of mail based operations, expanded B2B services, and upgraded connectivity for rural communities.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...
Nieuw narratief • 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.Analyse-artikel • 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 AlphaAnalyse-artikel • 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...Opbrengsten en kosten
Opbrengsten en kosten
Hoe Kyndryl Holdings geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 30 Jun 26 | 14,967 | 87 | 2,700 | 0 |
| 31 Mar 26 | 15,092 | 198 | 2,676 | 0 |
| 31 Dec 25 | 15,123 | 250 | 2,631 | 0 |
| 30 Sep 25 | 15,008 | 408 | 2,605 | 0 |
| 30 Jun 25 | 15,061 | 297 | 2,594 | 0 |
| 31 Mar 25 | 15,057 | 252 | 2,606 | 0 |
| 31 Dec 24 | 15,107 | 138 | 2,678 | 0 |
| 30 Sep 24 | 15,299 | -89 | 2,723 | 0 |
| 30 Jun 24 | 15,598 | -188 | 2,709 | 0 |
| 31 Mar 24 | 16,052 | -340 | 2,770 | 0 |
| 31 Dec 23 | 16,457 | -1,032 | 2,822 | 0 |
| 30 Sep 23 | 16,825 | -1,126 | 2,878 | 0 |
| 30 Jun 23 | 16,931 | -1,265 | 2,967 | 0 |
| 31 Mar 23 | 17,026 | -1,374 | 2,945 | 0 |
| 31 Dec 22 | 17,202 | -866 | 2,919 | 0 |
| 30 Sep 22 | 17,454 | -1,491 | 2,829 | 0 |
| 30 Jun 22 | 17,854 | -1,900 | 2,797 | 0 |
| 31 Mar 22 | 18,317 | -2,039 | 2,800 | 0 |
| 31 Dec 21 | 18,657 | -2,304 | 2,810 | 0 |
| 30 Sep 21 | 19,029 | -2,297 | 3,466 | 61 |
| 30 Jun 21 | 19,306 | -1,843 | 3,432 | 66 |
| 31 Mar 21 | 19,339 | -1,977 | 3,745 | -19 |
| 31 Dec 20 | 19,352 | -2,007 | 3,887 | 0 |
| 31 Dec 19 | 20,279 | -943 | 3,145 | 0 |
| 31 Dec 18 | 21,796 | -980 | 3,086 | 69 |
Kwaliteitswinsten: KD heeft een grote eenmalige verlies van $228.0M wat gevolgen heeft voor de financiële resultaten van de laatste 12 maanden tot 30th June, 2026.
Groeiende winstmarge: De huidige netto winstmarges (0.6%) KD } zijn lager dan vorig jaar (2%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: KD is de afgelopen 5 jaar winstgevend geworden en heeft de winst met 61.8% per jaar laten groeien.
Versnelling van de groei: De winstgroei KD is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.
Winst versus industrie: KD had het afgelopen jaar een negatieve winstgroei ( -70.7% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde IT ( 0.1% ).
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 7.5% ) van KD wordt als laag beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/09 19:11 |
| Aandelenkoers aan het einde van de dag | 2026/09/09 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2026/03/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Kyndryl Holdings, Inc. wordt gevolgd door 8 analisten. 6 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Keith Bachman | BMO Capital Markets Equity Research |
| Tyler DuPont | BofA Global Research |
| Yu Lee | Guggenheim Securities, LLC |