Kyndryl Wins Five Google Cloud Partner of the Year Awards
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 21 2026
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Should l Buy KD?
Source: Newsfilter
- Award Recognition: Kyndryl has been honored with five accolades at the 2026 Google Cloud Partner Awards, including the Country Partner of the Year for Latin America and multiple awards for Infrastructure Modernization, showcasing its excellence in customer success and innovation.
- Infrastructure Modernization: The recognition in EMEA and Latin America for infrastructure modernization migration highlights Kyndryl's pivotal role in accelerating customer cloud and AI adoption, further solidifying its market leadership.
- Talent Development: Winning the Talent Development award in Latin America reflects Kyndryl's commitment to enhancing team capabilities and customer service quality, aiming to drive business growth through talent cultivation.
- Strategic Partnership: The deepening collaboration with Google Cloud since 2021, recognized through these awards, not only acknowledges the efforts of the past year but also lays a foundation for future technological innovation and market expansion.
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Analyst Views on KD
Wall Street analysts forecast KD stock price to rise
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 12.640
Low
28.00
Averages
33.25
High
40.00
Current: 12.640
Low
28.00
Averages
33.25
High
40.00
About KD
Kyndryl Holdings, Inc. is a provider of mission-critical enterprise technology services offering advisory, implementation and managed service capabilities to customers in more than 60 countries. The Company designs, builds, manages and modernizes complex information systems around the world. Its segments include United States, Japan, Principal Markets and Strategic Markets. It offers services across domains, such as cloud services, core enterprise and zCloud services, applications, data and artificial intelligence (AI) services, digital workplace services, security and resiliency services and network and edge services. Its advisory and implementation services are branded as Kyndryl Consult. It provides end-to-end enterprise data services, including data transformation, data architecture and management, data governance and compliance and data migration. It provides comprehensive enterprise cybersecurity services for chief information security officers (CISOs) and chief risk officers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Sales Decline: Although Q4 sales decreased by less than 1% year-over-year, the slight annual growth reflects challenges in a competitive market, potentially impacting future investor confidence.
- Profit Plunge: Kyndryl's profits fell dramatically, with a 71% year-over-year decline in quarterly earnings and a 19% drop for the year, primarily due to increased tax burdens and rising selling, general, and administrative expenses, highlighting risks in its thin-margin operations.
- Strong Cash Flow: Despite poor earnings, Kyndryl generated $406 million in positive free cash flow in fiscal 2026, only a 3% decrease from the previous year, with expectations of $400 million to $500 million in fiscal 2027, showcasing its cash generation potential.
See More
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- Sales Slightly Decline: While Kyndryl's Q4 sales fell by less than 1% year-over-year, the full-year sales showed a slight increase, indicating some resilience in a competitive market; however, the drop in profitability may undermine future investor confidence.
- Strong Cash Flow: Kyndryl generated $406 million in free cash flow for fiscal 2026, down only 3% from the previous year, with expectations to produce between $400 million and $500 million in fiscal 2027, representing a potential 23% improvement, which supports the company's financial stability going forward.
- Market Overreaction: Despite Kyndryl's disappointing earnings report leading to a 9.4% drop in stock price on Wednesday, analysts believe this reaction is overly harsh, potentially providing a buying opportunity for investors, especially given the company's continued strong cash flow.
See More
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- Revenue and Cash Flow: Kyndryl generated $15.1 billion in revenue for fiscal 2026, despite extended sales cycles impacting signings, while producing over $400 million in free cash flow, demonstrating the company's cash generation capability in a complex environment.
- Consulting Business Growth: Kyndryl Consult achieved double-digit revenue growth in fiscal 2026, with signings exceeding revenue, indicating strong future growth potential in consulting and reflecting successful strategic investments.
- Partnership Revenue: Revenue from hyperscaler partnerships approached $2 billion, up 59% year-over-year, highlighting the potential of private cloud as a significant growth vector while strengthening relationships with partners like Broadcom, Dell, and HPE.
- Future Outlook: Management guided adjusted pretax income for fiscal 2027 to be in the range of $600 million to $700 million, remaining optimistic about consulting and alliance-related revenue despite ongoing pressures from evolving relationships with IBM.
See More
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- Strengthened Strategic Partnerships: AMD's collaboration with Meta will deploy 6 gigawatts of Instinct GPUs, indicating an accelerated positioning in the AI sector, which is expected to further enhance its market share.
- Optimistic Future Guidance: Management forecasts Q2 revenue to reach $11.2 billion, representing a 9% quarter-over-quarter increase and a 46% year-over-year growth, suggesting that AMD will continue to benefit from the demand for AI and high-performance computing in the coming quarters.
See More
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- Job Cuts Announcement: Kyndryl has announced job cuts as part of a new cost-saving plan, forecasting annual pretax profit below Wall Street estimates, indicating significant pressure on the company's profitability.
- Stock Price Decline: The company's shares fell over 12% in early trading, reflecting market concerns about its future profitability and potentially undermining investor confidence.
- Restructuring Low-Margin Contracts: Kyndryl is restructuring low- or no-margin contracts inherited from IBM to improve profitability; while this may lead to short-term job losses, it is aimed at enhancing long-term financial health.
- Market Reaction: The combination of job cuts and lowered profit expectations has led investors to adopt a cautious stance regarding Kyndryl's future performance, which may impact its position in a highly competitive market.
See More
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- Government Strategy Priority: The White House's March 2026 Cyber Strategy designates post-quantum cryptography as a federal infrastructure priority, underscoring the urgency for enterprises and public sectors to address quantum computing risks.
- Product Launch and Application: Quantum Secure Encryption Corp. has launched the QPA v2 platform, which assists organizations in identifying encryption vulnerabilities and formulating remediation plans, already operational with multiple clients, facilitating proactive responses to quantum risks.
- Market Expansion and Partnerships: Since November 2025, QSE has expanded from four to thirteen operational markets, added eleven value-added distributors, and established connections with the Canadian Association of Defence and Security Industries, enhancing pathways for public sector procurement.
See More
