Kyndryl's Transformation Is Real - And The Market Is Sleeping On It
Portfolio Pulse from
Kyndryl Holdings (NYSE: KD) is undergoing a strategic transformation, focusing on high-margin IT consulting, hybrid cloud, cybersecurity, and AI. Despite market skepticism, its partnerships with major tech companies and shift to asset-light models suggest significant growth potential.
March 18, 2025 | 1:45 pm
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Kyndryl Holdings is transforming its business model to focus on high-margin IT consulting, hybrid cloud, cybersecurity, and AI. Partnerships with Amazon, Microsoft, and Google, along with a shift to asset-light models, are expected to drive revenue growth and margin expansion.
Kyndryl's strategic focus on high-margin areas and partnerships with major tech companies like Amazon, Microsoft, and Google position it for growth. The shift to asset-light models and improving financial metrics like EBITDA and free cash flow suggest potential undervaluation and upside.
CONFIDENCE 85
IMPORTANCE 90
RELEVANCE 100