Kyndryl Hldgs Inc Stock Price, News & Analysis

Kyndryl (NYSE: KD) announced on November 10, 2025 an expanded collaboration with Dow (NYSE: DOW) to modernize Dow's infrastructure applications using AI and automation. The multi-decade relationship will extend Kyndryl's application management, consulting and infrastructure services—including cloud, network, digital workplace, security and resiliency—to boost operational agility, enhance efficiency and accelerate innovation across Dow's global technology stack. The companies said the engagement has delivered measurable cost savings during prior phases.

Kyndryl (NYSE: KD) on Nov 5, 2025 entered into an agreement to acquire privately held Solvinity, a Netherlands-based provider of secure managed private and hybrid sovereign cloud platforms and services. The acquisition is intended to broaden Kyndryl's portfolio for modernizing, securing and automating sensitive workloads and to help customers meet evolving data sovereignty and regulatory requirements. Terms were not disclosed. Closing remains subject to customary conditions, regulatory approval and required consultation with employee representatives.

Kyndryl (NYSE: KD) reported Q2 fiscal 2026 results for the quarter ended September 30, 2025: revenues $3.7B, pretax income $98M, net income $68M (EPS $0.29), adjusted EBITDA $641M and adjusted net income $89M. The company reaffirmed fiscal 2026 guidance and announced an additional $400M share repurchase authorization, on top of a prior $300M program.

Key operational highlights include $440M hyperscaler-related revenue (+65% YoY), trailing twelve-month signings of $15.6B exceeding TTM revenue of $15.0B, and continued growth in Kyndryl Consult and AI initiatives.

Kyndryl (NYSE: KD) was named one of America's Top 100 Most Loved Workplaces® by the Wall Street Journal on October 23, 2025.

The recognition highlights Kyndryl's focus on respect, care and employee appreciation and cites its investments in AI integration, continuous learning and leadership development. The company reports that its AI Learning Hub and tailored skilling programs support workforce readiness; its 2025 Readiness Report found 87% of surveyed organizations expect AI to reshape roles within 12 months. Since 2021, Kyndryl has earned more than 100 workplace accolades and in 2025 received 34 global awards, including Newsweek #19 globally and Great Place to Work certification in 10 countries.

Kyndryl (NYSE: KD) released its 2025 Readiness Report based on responses from 3,700 senior leaders across 21 countries, finding rising AI ROI but persistent readiness gaps. 54% report positive returns from AI (up 12 points vs 2024) while 62% remain at pilot stage. 90% say tools/processes can scale innovation, but >50% cite their tech stack as a barrier and only 29% say workforce is ready for AI.

Other findings: AI spending rose 33% year-over-year; cybersecurity is the top AI use case; 75% cite geopolitical cloud risks and 65% changed cloud strategy.

Kyndryl (NYSE: KD) will release results for the quarter ended September 30, 2025 after market close on Tuesday, November 4, 2025.

Chairman and CEO Martin Schroeter and CFO David Wyshner will host an earnings conference call and webcast at 8:30 a.m. ET on Wednesday, November 5, 2025. A slide presentation will be posted on Kyndryl's investor relations website shortly before the call. Replays of the webcast will be available for twelve months at investors.kyndryl.com.

Sysco (NYSE: SYY) named Kyndryl (NYSE: KD) its inaugural Tech Partner of the Year on October 14, 2025.

The award recognizes Kyndryl's delivery on a multiyear ERP upgrade and IT modernization that supports Sysco's distribution reliability, scalability and efficiency across its foodservice supply chain. Sysco cited accelerated progress on its IT roadmap and reduced operating costs from the partnership. Kyndryl highlighted work optimizing distribution systems, modernizing infrastructure and automating operations to support uninterrupted delivery to restaurants, hotels, hospitals, schools and other customers.

Kyndryl (NYSE: KD) on October 7, 2025 launched the Aviation Industry Cloud Solution, an agentic AI‑powered platform designed to modernize airline operations and customer experiences. The solution runs on Google Cloud, connects core systems (finance, HR, reservations, retail), and targets airlines plus the broader travel ecosystem including travel agencies and cruise lines. Kyndryl said the offering uses its Agentic AI Framework to deliver real‑time insights, speed deployment, and enable personalized digital services while supporting scalable, secure adoption of intelligent AI agents.

Kyndryl (NYSE:KD) has unveiled enhanced capabilities for its Agentic AI Framework, designed to help enterprises scale AI adoption across their operations. The framework features advanced orchestration capabilities that securely build and deploy AI agents, supported by a unique design process and engagement methodology through Kyndryl Vital.

The company reports that 25% of its current signings contain AI-related content, including data architecture, cloud, and digital workplace services. Kyndryl is actively implementing the framework across various sectors, including insurance, government, and banking, creating automated workflows and streamlining processes through AI agents.

The framework includes an agent builder utilizing industry reference architectures and a catalog of AI agents, designed to help enterprises deploy AI solutions while maintaining compliance and security standards. Kyndryl is also partnering with universities globally to develop future AI professionals.