This IT Stock Represents An 'Interesting Investment Opportunity'
This IT Stock Represents An 'Interesting Investment Opportunity'
Kyndryl Holdings Inc (NYSE:KD) shares were climbing in early trading on Thursday, just days after the news of the company considering a joint bid for DXC Technology Co (NYSE:DXC).
在公司考慮競標DXC科技公司消息公佈幾天後，Kyndryl Holdings Inc. (NYSE: KD)的股票在週四早盤上漲。
The stock is an "interesting investment opportunity," as the company is poised to return to revenue growth, with margin expansion and earnings of more than $3 in fiscal 2027, according to Oppenheimer.
據Oppenheimer稱，該股票是“有趣的投資機會”，因爲該公司有望實現收入增長、提高利潤率，並在2027財年實現3美元以上的收益。
The Kyndryl Holdings Analyst: Ian Zaffino initiated coverage of Kyndryl Holdings with an Outperform rating and price target of $33.
Kyndryl Holdings分析師Ian Zaffino給Kyndryl Holdings評級爲表現優異，目標價爲33美元。
The Kyndryl Holdings Thesis: After its spinoff from IBM (NYSE:IBM), Kyndryl has been repricing its legacy no- and low-margin contracts, Zaffino said in the initiation note.
在其從IBM(NYSE: IBM)分拆後，Kyndryl一直在重新定價其舊的零利潤和低利潤合同，Zaffino在此啓動通知中表示。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
As of the fourth quarter of fiscal 2024, the company had repriced around half 50% of these contracts and "approximately two-thirds will be repriced this year," he added.
截至2024財年第四季度，該公司已重新定價了約50%的這些合同，“這一年約有三分之二的合同將被重新定價，”他補充道。
The company has also been able to "strike deals with major hyperscalers, move its customer to its cost-saving operating platform (Kyndryl Bridge), and grow its Consult business by double digits," the analyst wrote.
分析師寫道，該公司還能夠“與大型超大規模協議達成交易，將客戶遷移到成本節約的運營平台（Kyndryl Bridge），並將諮詢業務增長兩位數”。
"These tailwinds should continue for the foreseeable future, and help transform the company, which was previously viewed as a bad business or loss-leader under IBM, into an interesting GARP investment," he further stated.
他進一步指出：“這些有利條件將在可見的未來持續存在，並幫助轉變該公司，將其從IBM視爲糟糕的業務或資金流失方向轉變爲有趣的GARP投資。”
KD Price Action: Shares of Kyndryl Holdings had risen by 2.02% to $25.79 at the time of publication on Thursday.
截至週四發佈時，Kyndryl Holdings的股價上漲2.02%，至25.79美元。
Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。