<div id="readability-page-1"><div><ul> <li>Earlier this week, Kyndryl announced a renewed three-year partnership with Vodafone Idea to modernize the telecom operator’s IT operations, enhance cyber resilience, and deploy advanced automation frameworks. In tandem, Kyndryl also unveiled new Agentic AI offerings and released a sustainability study with Microsoft, highlighting its deepening influence in digital transformation, security, and ESG-driven IT solutions globally.</li> <li>Kyndryl’s rapid rollout of AI-driven service models, particularly the Agentic AI Digital Trust platform, illustrates the company’s key role in bridging security, compliance, and innovation needs for enterprises undergoing digital change.</li> <li>We’ll examine how the Vodafone Idea partnership renewal and AI expansion reinforce Kyndryl’s positioning in large-scale IT transformations.</li> </ul><p>Trump has pledged to &#34;unleash&#34; American oil and gas and these 22 US stocks have developments that are poised to benefit.</p><h2>Kyndryl Holdings Investment Narrative Recap</h2><p> An investor in Kyndryl Holdings needs to believe in the company’s ability to replace legacy, lower-margin revenue with higher-margin, digital transformation and AI-powered service contracts. The Vodafone Idea renewal highlights ongoing demand for Kyndryl's modernization capabilities, supporting the most important near-term catalyst: sustained growth in consulting, cloud, and automation revenues. However, risks surrounding continued exposure to non-renewed, pre-spin contracts remain, and this announcement does not fundamentally remove the primary overhang of legacy revenue erosion. </p> <p> The launch of Kyndryl Agentic AI Digital Trust stands out, as it aligns tightly with the Vodafone Idea collaboration’s focus on automation and cyber resilience. As enterprises accelerate AI adoption and regulatory demands increase, this platform could enhance Kyndryl’s positioning, making its solutions even more integral for organizations undergoing IT modernization. The intersection of these announcements is especially relevant to the company’s push for margin expansion. </p> <p> Yet, despite visible progress, investors should be aware that contract transitions, and the uncertain timing of legacy account replacements... </p> <p>Read the full narrative on Kyndryl Holdings (it's free!)</p><p>Kyndryl Holdings is forecast to reach $16.7 billion in revenue and $1.1 billion in earnings by 2028. This outlook requires annual revenue growth of 3.6% and reflects an increase in earnings of $803 million from the current $297 million.</p><p>Uncover how Kyndryl Holdings' forecasts yield a $39.50 fair value, a 67% upside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/032e3e8d-2308-419e-97de-14b4179553de/chart/community-fair-value?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/032e3e8d-2308-419e-97de-14b4179553de/chart/community-fair-value"/><figcaption>KD Community Fair Values as at Nov 2025</figcaption></figure> <p> Seven community members on Simply Wall St set fair values for Kyndryl ranging from US$26.06 to US$88.96 per share. While many expect margin expansion from AI-driven services, the pace of replacing older contracts could significantly influence future results; consider the breadth of these views when forming your own outlook. </p><p>Explore 7 other fair value estimates on Kyndryl Holdings - why the stock might be worth over 3x more than the current price!</p><h2>Build Your Own Kyndryl Holdings Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Kyndryl Holdings research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.</li><li>Our free Kyndryl Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Kyndryl Holdings' overall financial health at a glance.</li></ul><h2>Want Some Alternatives?</h2><p>Our top stock finds are flying under the radar-for now. Get in early:</p><ul><li>The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.</li><li>Rare earth metals are the new gold rush. Find out which 38 stocks are leading the charge.</li><li>These 11 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p></div></div>

<p>Kyndryl has renewed a three-year partnership with Vodafone Idea to modernize IT operations and enhance cyber resilience. The company also launched new AI offerings and a sustainability study with Microsoft, emphasizing its role in digital transformation and security. Kyndryl's AI-driven service models, like the Agentic AI Digital Trust platform, are key to its strategy in IT transformations. Despite progress, challenges remain with legacy revenue erosion. Kyndryl is forecasted to reach $16.7 billion in revenue by 2028, with a fair value estimate suggesting a 67% upside to its current price.</p>

Will Kyndryl (KD) Leverage AI Partnerships to Strengthen Its Edge in Enterprise IT Transformation?