Kyndryl Holdings, Inc. (KD)

Kyndryl Holdings, Inc. (KD) is the world’s largest IT infrastructure services provider, headquartered in New York City. Led by Chairman and CEO Martin Schroeter, Kyndryl’s strategic mission is to "design, build, manage, and modernize the complex, mission-critical information systems that the world depends on every day." The company holds a dominant industry position, serving over 75 of the Fortune 100 and managing the core infrastructure for the world’s leading banks, airlines, and retailers. The company’s vision is to be "at the heart of customer progress" by simplifying the world’s most complex IT environments. By late 2025, KD stock has undergone a massive "Transformation Rally," with the KD stock price reflecting the company’s successful pivot from low-margin legacy IBM contracts toward high-growth cloud and AI consulting services.

The business operations of Kyndryl are organized into six global practices: Cloud, Enterprise & zCloud, Data & AI, Security & Resilience, Network & Edge, and Digital Workplace. In fiscal 2025, the company reported a record 26% growth in "Kyndryl Consult" revenue, as enterprises sought help integrating generative AI into their legacy systems. A primary growth driver is the "Agentic AI Digital Trust" framework, launched in November 2025, which provides the governance and security needed for AI-native enterprises. The 2026 strategic roadmap focuses on "Margin Expansion," aiming for adjusted pretax income of $482 million as it continues to shed "no-margin" inherited contracts. Kyndryl holds a "Complexity Moat" that is unparalleled; the specialized knowledge required to maintain the mainframe systems of global banks is a talent pool that competitors struggle to replicate. With a 95% customer retention rate and over 40,000 employees trained in sustainability services, the company is effectively the "digital plumber" for the global economy, making KD stock a unique turnaround-to-growth story in the tech sector.

Kyndryl Holdings, Inc. (KD) is listed on the New York Stock Exchange (NYSE). For investors tracking KD stock, the company’s 2025 financial results showed a significant improvement in adjusted free cash flow to $446 million. The KD stock price is increasingly tied to the company’s success in its "Three-A" strategy: Alliances (with hyperscalers like AWS/Azure), Advanced Delivery (AI-driven automation), and Accounts (improving contract profitability). For those researching KD stock, the company’s recent designation as a leader in "Agentic AI" by ISG highlights its transformation from a legacy infrastructure manager to a modern AI consultant. As the "Big Iron" world meets the "AI-Native" future, KD stock stands at the center of the intersection.