Kyndryl Strengthens Collaboration with Google Cloud to Drive IT Modernization
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy KD?
Kyndryl has continued to expand and strengthen its collaboration with Google (GOOG) Cloud aiming to help customers modernize their IT infrastructure, unlock data-driven insights, and advance AI-powered innovation. Customer adoption of solutions powered by Kyndryl and Google Cloud includes: in Mexico, Kyndryl is working with Google Cloud to support PiSA Farmaceutica's technology modernization; partnering with Southbay, Nike's official distributor in Argentina and Uruguay, Kyndryl will modernize the retailer's data management on Google Cloud to deliver real-time visibility into inventory and sales; Kyndryl recently launched an agentic AI-powered Aviation Industry Cloud Solution designed to run on Google Cloud; Kyndryl has also expanded its Google Cloud capabilities to support customers' sustainability goals.
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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: 13.460
Low
28.00
Averages
33.25
High
40.00
Current: 13.460
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 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
Strait of Hormuz Reopening Boosts IT Stocks
- Positive Market Reaction: Following Iran's announcement to reopen the Strait of Hormuz, IT service companies like Kyndryl and TransUnion saw stock increases of 3.4% and 3.5% respectively, reflecting market optimism regarding corporate IT spending outlooks amid improving global macroeconomic conditions.
- Increased Long-Term Contract Confidence: With the threat of prolonged Middle East conflict receding, enterprise clients are more likely to commit to multi-year digital transformation and cloud migration projects, which will provide IT service providers with stable revenue streams, enhancing their market valuations and investment appeal.
- Reduced Operational Costs: The decreased risk of global travel has improved labor mobility for specialized consultants, allowing IT firms to more accurately forecast wage and overhead expenses, thereby improving profit margins and boosting investor confidence in the sector, leading to a return of capital inflows.
- Significant Oil Price Impact: As inflation expectations moderate alongside oil prices, airlines like American Airlines and United Airlines saw stock increases of 4.9% and 4.5%, respectively, illustrating how lower fuel costs can positively impact profit margins and further stimulate market interest in related industries.
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
Strait of Hormuz Reopening Boosts IT Stocks
- Positive Market Reaction: Following Iran's announcement to reopen the Strait of Hormuz, IT service companies like Kyndryl and TransUnion saw stock increases of 3.4% and 3.5% respectively, reflecting market optimism regarding corporate IT spending outlooks amid improving global macroeconomic conditions.
- Increased Long-Term Contract Confidence: With the threat of prolonged Middle East conflict receding, enterprise clients are more likely to commit to multi-year digital transformation and cloud migration projects, which will provide IT service providers with stable revenue streams, enhancing their market valuations and investment appeal.
- Reduced Operational Costs: The decreased risk of global travel has improved labor mobility for specialized consultants, allowing IT firms to more accurately forecast wage and overhead expenses, thereby improving profit margins and boosting investor confidence in the sector, leading to a return of capital inflows.
- Significant Oil Price Impact: As inflation expectations moderate alongside oil prices, airlines like American Airlines and United Airlines saw stock increases of 4.9% and 4.5%, respectively, illustrating how lower fuel costs can positively impact profit margins and further stimulate market interest in related industries.
See More
