Kyndryl Holdings Inc. shares fell 5.91% as the stock crossed below its 5-day SMA amid a generally positive market with Nasdaq-100 up 0.02% and S&P 500 up 0.06%.
The company announced a collaboration with Wayne State University to establish the IntelliMake research hub, aimed at advancing intelligent manufacturing technologies. This initiative is expected to enhance innovation and competitiveness in the manufacturing sector, positioning Detroit and Michigan at the forefront of the projected $10 trillion smart manufacturing market. The collaboration will also focus on training teams in AI and cybersecurity to address future industry challenges.
This partnership highlights Kyndryl's commitment to integrating advanced technologies in manufacturing, which could lead to significant market opportunities. However, the stock's decline suggests that investors may be reacting to broader market trends or other factors affecting sentiment.
Wall Street analysts forecast KD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for KD is 33.25 USD with a low forecast of 28.00 USD and a high forecast of 40.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
Wall Street analysts forecast KD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for KD is 33.25 USD with a low forecast of 28.00 USD and a high forecast of 40.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 23.700
Low
28.00
Averages
33.25
High
40.00
Current: 23.700
Low
28.00
Averages
33.25
High
40.00
Scotiabank
NULL -> Outperform
initiated
$40
2026-01-27
New
Reason
Scotiabank
Price Target
$40
AI Analysis
2026-01-27
New
initiated
NULL -> Outperform
Reason
Scotiabank assumed coverage of Kyndryl Holdings with an Outperform rating and $40 price target. The company's revenue mix, relative to peers, skews much more toward "highly recurring and sticky" managed IT with very little exposure to discretionary consulting revenue, the analyst tells investors in a research note. The firm is positive on Kyndryl's gross profit growth strength and highly recurring mix of revenue.
Guggenheim
NULL -> Buy
initiated
$30
2025-11-26
Reason
Guggenheim
Price Target
$30
2025-11-26
initiated
NULL -> Buy
Reason
Guggenheim last night initiated coverage of Kyndryl Holdings with a Buy rating and $30 price target. The company's progress on profitability has been encouraging, particularly in a challenging macroeconomic environment, the analyst tells investors in a research note. Guggenheim believes Kyndryl is among the best positioned in the infrastructure outsourcing segment to "pivot to stability" over the medium-term. The firm says the company has reshaped its portfolio to elevate quality of its signings.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for KD
Unlock Now
Guggenheim
Jonathan Lee
Buy
initiated
$30
2025-11-25
Reason
Guggenheim
Jonathan Lee
Price Target
$30
2025-11-25
initiated
Buy
Reason
Guggenheim analyst Jonathan Lee initiated coverage of Kyndryl Holdings with a Buy rating and $30 price target.
JPMorgan
Overweight -> NULL
downgrade
$45 -> $40
2025-11-06
Reason
JPMorgan
Price Target
$45 -> $40
2025-11-06
downgrade
Overweight -> NULL
Reason
JPMorgan lowered the firm's price target on Kyndryl Holdings to $40 from $45 and keeps an Overweight rating on the shares. The company reported mixed fiscal Q2 results, the analyst tells investors in a research note.
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.
