Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Kyndryl Holdings, Inc. (KD) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Kyndryl Holdings, Inc. current ...

Kyndryl Holdings (KD -6.09%) is the target of a report from a short-seller that accuses the IT infrastructure company of manipulating financial metrics. Investors are heading for the exits, sending shares of Kyndryl down as much as 15% on Thursday morning and 11% as of 12:00 p.m. ET.Questions about accountingKyndryl is a data center business that was spun out of IBM in 2021. The stock has been a big winner over the past three years, but according to a new short report, not all is as it seems inside the comp ...

NEW YORK, March 27, 2025 /PRNewswire/ -- Kyndryl Holdings, Inc. (NYSE: KD), the world's largest IT infrastructure services provider, today issued a statement in response to a short seller report. "The short seller report issued this morning in relation to Kyndryl contains claims that are inaccurate and deliberately misleading.   Kyndryl rejects in the strongest possible terms the conclusion reached within the report, which was clearly designed to manipulate the company's stock for the short seller's benefi ...

ATLANTA, March 27, 2025 (GLOBE NEWSWIRE) -- Holzer & Holzer, LLC is investigating whether Kyndryl Holdings, Inc. (“Kyndryl” or the “Company”) (NYSE: KD) complied with federal securities laws. On March 27, 2025, Gotham City Research published a report alleging that Kyndryl “manipulates reported Adj EBITDA + Adj. FCF to artificially give the appearance that it generates profits and cash flow.” Following this report, the price of the Company’s stock dropped.  If you purchased Kyndryl stock and suffered a loss ...

Kyndryl Holdings (KD -13.48%) looks like an expensive stock. The IT infrastructure specialist trades at 61 times GAAP earnings, and its free cash flows have been negative across the past four quarters. That's a lofty price-to-earnings (P/E) ratio, and many value investors will just walk away from Kyndryl's recent cash consumption habits.But then you're missing the big picture. Kyndryl's separation from former parent company IBM (IBM -0.85%) left the company with lots of low-margin client contracts, resultin ...

Group 1 - Kyndryl Holdings, Inc. shares fell over 14% on March 27, 2025, following a report from Gotham City Research alleging inflated profitability through capitalizing routine costs and failing to disclose risks related to its relationship with IBM [2] - Block & Leviton is investigating Kyndryl Holdings for potential securities law violations and may file actions to recover losses for affected investors [4][6] - Investors who purchased Kyndryl Holdings stock and experienced losses are encouraged to contact Block & Leviton for potential recovery options [3][5] Group 2 - Block & Leviton is recognized as a leading securities class action firm, having recovered billions for defrauded investors and representing many top institutional investors [7] - Whistleblowers with non-public information about Kyndryl Holdings may assist in the investigation and could receive rewards from the SEC [6]

BOSTON, March 27, 2025 (GLOBE NEWSWIRE) -- Block & Leviton is investigating Kyndryl Holdings, Inc. (NYSE: KD) for potential securities law violations. Investors who have lost money in their Kyndryl Holdings, Inc. investment should contact the firm to learn more about how they might recover those losses. For more details, visit https://blockleviton.com/cases/kd. What is this all about? Shares of Kyndryl Holdings fell over 14% during trading on March 27, after Gotham City Research released a report alleging t ...

 Kyndryl certified as a specialized Google Cloud partner for Gemini models NEW YORK and SUNNYVALE, Calif., March 27, 2025 /PRNewswire/ -- Kyndryl (NYSE: KD), the world's largest IT infrastructure services provider, today announced an expanded partnership with Google Cloud to leverage generative AI to help streamline and accelerate the modernization of mainframe applications and data. As part of the partnership, Kyndryl has been certified as a specialized partner for Google Cloud's AI and Gemini models. The ...

Market Overview - The stock market is experiencing volatility due to concerns over tariffs, trade wars, inflation, and a potential recession, leading to a decline in investor sentiment [1] - The bull run that began after the pandemic is potentially coming to an end as economic realities set in [1] Investment Opportunities - Investors are encouraged to prepare for potential buying opportunities in high-quality stocks as prices may tumble [2] - Cloudflare (NET) and Kyndryl (KD) are highlighted as attractive long-term investment options [2] Cloudflare Insights - Cloudflare's stock has decreased approximately 35% from its peak earlier this year due to market uncertainties [3] - Despite the decline, Cloudflare's price-to-earnings ratio remains high at 140 based on fiscal 2025 estimates, indicating it is still considered an expensive stock [3] - The company has a robust edge computing network across over 335 cities, providing significant growth potential [4] - Cloudflare's total addressable market is projected to reach $222 billion by 2027, driven by the expansion of its product offerings, including AI services [4] - The company aims to deliver fast and cost-effective AI inference, integrating its AI platform with serverless computing services [5] - If priced appropriately, Cloudflare stock could represent a strong long-term investment opportunity [6] Kyndryl Insights - Kyndryl, an IT services provider spun out of IBM, is transitioning from lower-margin legacy contracts to higher-margin opportunities, with significant improvements expected in its financial performance [7] - By fiscal 2025, Kyndryl anticipates that about 50% of its revenue will come from higher-margin deals, increasing to over 90% by fiscal 2028 [8] - The company expects to more than double its pre-tax profit and triple its adjusted free cash flow over the next three years, with a projected $1 billion in free cash flow by fiscal 2028 [9] - Kyndryl's current market capitalization of $8 billion is viewed as undervalued given its growth potential [9] - The company operates in a highly competitive industry sensitive to economic conditions, which may impact its profit and cash flow plans [10] - Despite current economic uncertainties, Kyndryl is positioned for long-term success with a focus on high-margin contracts, making it a company to watch [11]

Editor's note: Seeking Alpha is proud to welcome Kirill Derevytskyy as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.I am an aspiring equity research analyst with a passion for understanding businesses, uncovering mispriced opportunities, and generating alpha. My investing philosophy follows a growth at a reasonable price (GARP) approach, blending fund ...