Kyndryl

KD

Market cap $5.99B

Kyndryl Holdings, Inc (NYSE: KD) is gaining momentum in its post-International Business Machines Corp (NYSE: IBM) transformation.

For the three months ending September 30, 2025, the fund's Retail Class shares gained 3.70%, trailing the 5.55% advance of the benchmark S&P MidCap 400® Index. In the third quarter, U.S. stocks extended the rally that began in April following the 90-day pause for most tariffs. Lower interest rates are viewed as particularly beneficial for smaller businesses, which have access to fewer ways of raising working capital.

AI-powered capabilities enhance managed services delivery for IBM Z customers NEW YORK , Nov. 24, 2025 /PRNewswire/ -- Kyndryl (NYSE: KD), a leading provider of mission-critical enterprise technology services, today announced new AI-powered services that combine the Company's deep mainframe expertise with agentic AI and hybrid IT computing capabilities to accelerate application and solutions development, increase operational agility and unlock new business insights by expanding customers' AI usage on the platform. Kyndryl's agentic AI mainframe services are designed to enable IBM z/OS customers to embrace innovative technology, expertise and AI-infused delivery of services, speeding decision making and simplifying complex processes across application and infrastructure management.

Kyndryl Holdings (KD) remains a Buy despite a 19% stock drop, as the company is executing a margin-focused turnaround and is undervalued. KD's Q2 revenue fell 1% YoY due to deliberate pruning of low-margin contracts, but margins and profitability improved significantly, validating management's strategy. A revenue rebound is expected in the second half of FY26, with Q3 guidance targeting 2-3% YoY growth and EBITDA margin above 18%.

New delivery model and cyber resilience framework will reduce manual interventions and operational expenses BENGALURU, India , Nov. 20, 2025 /PRNewswire/ -- Kyndryl (NYSE: KD), a leading provider of mission-critical enterprise technology services, today announced a three-year partnership renewal with Vodafone Idea (Vi), India's leading telecom operator. This collaboration will transform Vi's IT operations delivery, streamline application operations management and provide a unified and integrated cyber resilience framework.

New services address emerging risks as organizations expand agentic AI across mission-critical environments NEW YORK , Nov. 19, 2025 /PRNewswire/ -- Kyndryl (NYSE: KD), a leading provider of mission-critical enterprise technology services, today announced Kyndryl Agentic AI Digital Trust to help enterprises securely manage and scale their agentic AI deployments across hybrid and multi-cloud environments. The new services, embedded in the Kyndryl Agentic AI Framework, strengthen reliability, security, trust and stability of AI agents across critical enterprise operations.

Organizations that embed sustainability into strategy and operations – powered by agentic AI and trusted data – outpace peers in resilience, innovation and financial returns NEW YORK , Nov. 18, 2025 /PRNewswire/ -- Kyndryl, a leading provider of mission-critical enterprise technology services, in collaboration with Microsoft, today announced the findings of the third annual Global Sustainability Barometer Study, conducted by Ecosystm. The study reveals that integration-focused organizations – those that align sustainability with business strategy, empower employees and adopt advanced technologies like AI – are driving measurable business value and lasting impact in today's rapidly changing world.

Kyndryl Holdings, Inc. has experienced a significant 37% decline in its stock price since June 30, 2025. Key focus is on the factors contributing to KD's sharp stock drop. The investment thesis evaluates KD's outlook and the potential for a recovery after the recent plunge.

New Kyndryl Consult organizational change management services harness Kyndryl Agentic AI Framework to help enterprises ready their workforces and redefine how work is done  Kyndryl introduces pioneering agentic AI experience design services to deliver dynamic, curated interaction between people and AI agents NEW YORK , Nov. 13, 2025 /PRNewswire/ -- Kyndryl, a leading provider of mission-critical enterprise technology services, today unveiled new advisory and implementation services to guide organizations in change management to scale agentic AI for business outcomes. Harnessing the Kyndryl Agentic AI Framework, the new services redefine how work is done, speed adoption and bring employees and customers along the AI journey while creating engaging interaction between people and AI agents.

Organizations adopt strategic cloud architectures to drive innovation, strengthen governance, and secure AI value NEW YORK , Nov. 12, 2025 /PRNewswire/ -- Kyndryl, a leading provider of mission-critical enterprise technology services, today released its 2025 Cloud Readiness Report, revealing how enterprises are navigating a pivotal shift in cloud strategy that can fuel AI adoption and enterprise agility. The report reveals that while cloud computing has become the backbone of enterprise operations — growing into a more than $700 billion industry — 70% of CEOs state they arrived at their current cloud environment "by accident, rather than by design.