Kyndryl (NYSE:KD) Upgraded at Wall Street Zen

Wall Street Zen upgraded shares of Kyndryl (NYSE:KD) from a hold rating to a buy rating in a report published on Sunday.

Several other brokerages have also commented on KD. Guggenheim lowered shares of Kyndryl from a “buy” rating to a “neutral” rating in a research report on Tuesday, February 10th. Susquehanna cut their price target on shares of Kyndryl from $35.00 to $16.00 and set a “positive” rating on the stock in a research note on Friday, February 13th. Scotiabank initiated coverage on shares of Kyndryl in a report on Tuesday, January 27th. They issued an “outperform” rating for the company. JPMorgan Chase & Co. downgraded shares of Kyndryl from an “overweight” rating to an “underweight” rating and set a $16.00 price objective for the company. in a research note on Monday, February 9th. Finally, Zacks Research downgraded Kyndryl from a “hold” rating to a “strong sell” rating in a research report on Wednesday, February 18th. Two investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $29.00.

Kyndryl Stock Performance

Kyndryl stock opened at $11.69 on Friday. The company’s 50-day moving average is $22.37 and its 200 day moving average is $26.51. The firm has a market capitalization of $2.63 billion, a P/E ratio of 11.13 and a beta of 1.85. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.86 and a quick ratio of 0.86. Kyndryl has a 1-year low of $10.10 and a 1-year high of $44.20.

Kyndryl (NYSE:KD) last released its quarterly earnings data on Monday, February 9th. The company reported $0.52 earnings per share for the quarter, missing analysts’ consensus estimates of $0.60 by ($0.08). Kyndryl had a return on equity of 25.91% and a net margin of 1.65%.The business had revenue of $3.86 billion during the quarter, compared to analysts’ expectations of $3.89 billion. During the same period last year, the company earned $0.51 earnings per share. The firm’s revenue was up .6% compared to the same quarter last year. Research analysts forecast that Kyndryl will post 0.73 EPS for the current year.

Insiders Place Their Bets

In related news, SVP Vineet Khurana sold 6,641 shares of the company’s stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $26.69, for a total transaction of $177,248.29. Following the completion of the sale, the senior vice president owned 59,708 shares of the company’s stock, valued at approximately $1,593,606.52. This represents a 10.01% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 1.90% of the company’s stock.

Institutional Investors Weigh In On Kyndryl

A number of hedge funds have recently modified their holdings of the company. Invesco Ltd. increased its position in Kyndryl by 26.6% during the fourth quarter. Invesco Ltd. now owns 2,213,986 shares of the company’s stock worth $58,803,000 after purchasing an additional 465,539 shares during the last quarter. Corient Private Wealth LLC grew its stake in shares of Kyndryl by 6.1% in the 4th quarter. Corient Private Wealth LLC now owns 53,014 shares of the company’s stock valued at $1,378,000 after buying an additional 3,047 shares during the period. Empowered Funds LLC increased its holdings in shares of Kyndryl by 4.9% during the 4th quarter. Empowered Funds LLC now owns 67,083 shares of the company’s stock worth $1,782,000 after buying an additional 3,118 shares during the last quarter. XTX Topco Ltd raised its position in shares of Kyndryl by 216.9% during the 4th quarter. XTX Topco Ltd now owns 126,019 shares of the company’s stock valued at $3,347,000 after buying an additional 86,255 shares during the period. Finally, one8zero8 LLC raised its position in shares of Kyndryl by 5.8% during the 4th quarter. one8zero8 LLC now owns 17,682 shares of the company’s stock valued at $470,000 after buying an additional 970 shares during the period. Hedge funds and other institutional investors own 71.53% of the company’s stock.

Key Kyndryl News

Here are the key news stories impacting Kyndryl this week:

• Positive Sentiment: Kyndryl announced a collaboration with the University of Liverpool to apply its Agentic AI Framework to next‑generation healthcare technologies — a strategic AI partnership that could support long‑term service opportunities and narrative around Kyndryl’s AI capabilities. Kyndryl and University of Liverpool to Spearhead Health Innovation with Agentic AI
• Negative Sentiment: Kyndryl filed amended quarterly and annual reports that disclose material weaknesses in disclosure controls and internal control over financial reporting for multiple 2025 quarters and note the departure of three key executives — a serious governance and SEC‑reporting risk that typically hurts investor confidence. Kyndryl Files Amended Reports Detailing Material Internal Control Weaknesses
• Negative Sentiment: A wave of plaintiff law firms (Rosen, Pomerantz, Faruqi, Schall, Hagens Berman, Bernstein Liebhard, Wolf Haldenstein, Levi & Korsinsky, and many others) have issued notices seeking lead plaintiffs in a securities class action tied to disclosures between Aug. 7, 2024 and Feb. 9, 2026; the lead‑plaintiff deadline is April 13, 2026 — this increases the likelihood of litigation costs, potential settlements, and continued headline volatility. Rosen Law Firm Investor Notice re: Kyndryl
• Negative Sentiment: Litigation firms and media note that prior disclosures triggered a sharp share selloff (reported previously), and the combination of missed/timely‑filed reporting, internal control admissions, exec departures and an SEC document request has already been cited in complaints — expect continued market sensitivity to new filings and legal developments. Hagens Berman Commentary on Kyndryl Litigation and Stock Drop

Kyndryl Company Profile

Kyndryl (NYSE: KD) is a global managed infrastructure services provider formed in November 2021 through the spin-off of IBM’s Managed Infrastructure Services business. The company designs, builds, manages and modernizes critical information technology systems for enterprises worldwide. Kyndryl’s core offerings include cloud migration and management, network and edge computing solutions, digital workplace services and IT resiliency and security capabilities.

With a workforce of approximately 90,000 professionals and operations in more than 60 countries, Kyndryl serves clients across a broad range of industries, including financial services, telecommunications, healthcare, manufacturing and retail.