Kyndryl Holdings to Announce Q4 Earnings on May 6
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy KD?
Source: seekingalpha
- Earnings Announcement: Kyndryl Holdings (KD) is set to announce its Q4 earnings on May 6 before market open, with consensus EPS estimate at $0.47 and revenue at $3.76 billion, reflecting a 1.1% year-over-year decline, indicating challenges ahead.
- Performance Forecast: Over the past two years, KD has only beaten EPS estimates 63% of the time and revenue estimates 38% of the time, highlighting instability in profitability that may affect investor confidence.
- Estimate Revisions: In the last three months, there have been no upward revisions to EPS estimates, with five downward adjustments, while revenue estimates also saw no upward revisions and four downward adjustments, suggesting a pessimistic outlook from the market.
- Cash Flow Target: Kyndryl aims for over $1 billion in free cash flow by fiscal 2028, despite lengthening sales cycles and an evolving partnership with IBM, making this target crucial for the company's future financial health.
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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: 14.390
Low
28.00
Averages
33.25
High
40.00
Current: 14.390
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.
Kyndryl Holdings to Announce Q4 Earnings on May 6
- Earnings Announcement: Kyndryl Holdings (KD) is set to announce its Q4 earnings on May 6 before market open, with consensus EPS estimate at $0.47 and revenue at $3.76 billion, reflecting a 1.1% year-over-year decline, indicating challenges ahead.
- Performance Forecast: Over the past two years, KD has only beaten EPS estimates 63% of the time and revenue estimates 38% of the time, highlighting instability in profitability that may affect investor confidence.
- Estimate Revisions: In the last three months, there have been no upward revisions to EPS estimates, with five downward adjustments, while revenue estimates also saw no upward revisions and four downward adjustments, suggesting a pessimistic outlook from the market.
- Cash Flow Target: Kyndryl aims for over $1 billion in free cash flow by fiscal 2028, despite lengthening sales cycles and an evolving partnership with IBM, making this target crucial for the company's future financial health.
See More
Kyndryl Expands Collaboration with Google Cloud to Enhance IT Modernization
- Growing Customer Adoption: Kyndryl's collaboration with Google Cloud is gaining momentum as more enterprises rely on Kyndryl to modernize mission-critical environments and build cloud foundations for AI and innovation, highlighting the urgent need for modernizing complex systems.
- Support for Sustainability Goals: By achieving the Google Cloud Ready – Energy & Carbon designation, Kyndryl is helping organizations design and manage more energy-efficient IT operations, advancing sustainability and carbon reduction initiatives, which reflects the company's strategic commitment to environmental responsibility.
- Increased Industry Recognition: Kyndryl's solutions are gaining recognition across various industries as enterprises accelerate cloud adoption to enhance resilience and operational agility, indicating strong market trust and demand for its industry-focused solutions.
- Extended Agreement with CMPC: Kyndryl's extended agreement with CMPC in Chile will modernize the company's IT operations and integrate AI-driven Kyndryl Bridge platform insights, supporting CMPC's 2030 Sustainable Development Goals and showcasing Kyndryl's capabilities in driving digital transformation.
See More
Kyndryl Wins Five Google Cloud Partner of the Year Awards
- 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.
See More
Kyndryl Recognized as Leader in Mainframe Services
- Industry Leadership: Kyndryl has been recognized as a leader in three categories in the 2026 ISG Provider Lens™ Mainframes — Services and Solutions Report, including Mainframe Technology Consulting, Mainframe as a Service (MFaaS), and Application Modernization Services, highlighting its expertise in mission-critical enterprise technology services.
- Enhanced Modernization Capabilities: By leveraging AI-driven discovery and automation technologies, Kyndryl supports enterprises in modernizing mainframe environments without compromising resilience, enabling clients to achieve predictable economics and operational agility, thus driving business transformation.
- Investment and Partnerships: The company continues to invest in workforce development and ecosystem partnerships, ensuring resilient modernization pathways for regulated industries, which further solidifies its competitive position in the market.
- Customer Demand Response: Kyndryl's comprehensive mainframe consulting services can support discrete projects and multi-year transformations, addressing clients' urgent needs for modernized mainframe environments while combining deep mainframe expertise with strong governance to enhance clients' modernization readiness.
See More
Kyndryl Holdings Featured in David Einhorn's Top Stock Picks
- Shareholding Changes: Since Q4 2021, Greenlight Capital has steadily increased its stake in Kyndryl Holdings from 922,000 shares to over 9 million by Q4 2024, indicating strong long-term confidence in the company.
- Reduction Trend: By Q4 2025, Greenlight trimmed its holdings to 3.8 million shares, down over 12% from the previous quarter, reflecting a cautious approach to market dynamics.
- Strategic Transformation: Since becoming independent, Kyndryl has actively replaced low-margin legacy contracts with high-margin consulting work, achieving profit growth despite relatively flat overall revenue, demonstrating the effectiveness of its business model.
- AI Platform Launch: The company recently launched an AI-native platform for autonomous IT workflows and signed strategic partnerships with Google Cloud, Microsoft Azure, and AWS to modernize mainframes and migrate legacy systems to the cloud, enhancing its competitive position in the market.
See More
Kyndryl (KD) Q4 2025 Earnings Call Transcript
See More
Kyndryl Holdings to Announce Q4 Earnings on May 6
- Earnings Announcement: Kyndryl Holdings (KD) is set to announce its Q4 earnings on May 6 before market open, with consensus EPS estimate at $0.47 and revenue at $3.76 billion, reflecting a 1.1% year-over-year decline, indicating challenges ahead.
- Performance Forecast: Over the past two years, KD has only beaten EPS estimates 63% of the time and revenue estimates 38% of the time, highlighting instability in profitability that may affect investor confidence.
- Estimate Revisions: In the last three months, there have been no upward revisions to EPS estimates, with five downward adjustments, while revenue estimates also saw no upward revisions and four downward adjustments, suggesting a pessimistic outlook from the market.
- Cash Flow Target: Kyndryl aims for over $1 billion in free cash flow by fiscal 2028, despite lengthening sales cycles and an evolving partnership with IBM, making this target crucial for the company's future financial health.
See More
Kyndryl Expands Collaboration with Google Cloud to Enhance IT Modernization
- Growing Customer Adoption: Kyndryl's collaboration with Google Cloud is gaining momentum as more enterprises rely on Kyndryl to modernize mission-critical environments and build cloud foundations for AI and innovation, highlighting the urgent need for modernizing complex systems.
- Support for Sustainability Goals: By achieving the Google Cloud Ready – Energy & Carbon designation, Kyndryl is helping organizations design and manage more energy-efficient IT operations, advancing sustainability and carbon reduction initiatives, which reflects the company's strategic commitment to environmental responsibility.
- Increased Industry Recognition: Kyndryl's solutions are gaining recognition across various industries as enterprises accelerate cloud adoption to enhance resilience and operational agility, indicating strong market trust and demand for its industry-focused solutions.
- Extended Agreement with CMPC: Kyndryl's extended agreement with CMPC in Chile will modernize the company's IT operations and integrate AI-driven Kyndryl Bridge platform insights, supporting CMPC's 2030 Sustainable Development Goals and showcasing Kyndryl's capabilities in driving digital transformation.
See More
Kyndryl Wins Five Google Cloud Partner of the Year Awards
- 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.
See More
Kyndryl Recognized as Leader in Mainframe Services
- Industry Leadership: Kyndryl has been recognized as a leader in three categories in the 2026 ISG Provider Lens™ Mainframes — Services and Solutions Report, including Mainframe Technology Consulting, Mainframe as a Service (MFaaS), and Application Modernization Services, highlighting its expertise in mission-critical enterprise technology services.
- Enhanced Modernization Capabilities: By leveraging AI-driven discovery and automation technologies, Kyndryl supports enterprises in modernizing mainframe environments without compromising resilience, enabling clients to achieve predictable economics and operational agility, thus driving business transformation.
- Investment and Partnerships: The company continues to invest in workforce development and ecosystem partnerships, ensuring resilient modernization pathways for regulated industries, which further solidifies its competitive position in the market.
- Customer Demand Response: Kyndryl's comprehensive mainframe consulting services can support discrete projects and multi-year transformations, addressing clients' urgent needs for modernized mainframe environments while combining deep mainframe expertise with strong governance to enhance clients' modernization readiness.
See More
Kyndryl Holdings Featured in David Einhorn's Top Stock Picks
- Shareholding Changes: Since Q4 2021, Greenlight Capital has steadily increased its stake in Kyndryl Holdings from 922,000 shares to over 9 million by Q4 2024, indicating strong long-term confidence in the company.
- Reduction Trend: By Q4 2025, Greenlight trimmed its holdings to 3.8 million shares, down over 12% from the previous quarter, reflecting a cautious approach to market dynamics.
- Strategic Transformation: Since becoming independent, Kyndryl has actively replaced low-margin legacy contracts with high-margin consulting work, achieving profit growth despite relatively flat overall revenue, demonstrating the effectiveness of its business model.
- AI Platform Launch: The company recently launched an AI-native platform for autonomous IT workflows and signed strategic partnerships with Google Cloud, Microsoft Azure, and AWS to modernize mainframes and migrate legacy systems to the cloud, enhancing its competitive position in the market.
See More
Kyndryl (KD) Q4 2025 Earnings Call Transcript
See More
