Kyndryl Extends Agreement with Hertz for Five Years
Kyndryl (KD) announced a five-year extension to its agreement with The Hertz Corporation (HTZ). Under the extension, Kyndryl will continue working with Hertz to advance Hertz's technology ecosystem by leveraging its Agentic AI Framework and Kyndryl Consult services. Kyndryl's transformation services are designed to advance and improve Hertz's system reliability and support Hertz's operational requirements as the company continues to evolve its technology estate. Key components include migrating mainframe systems to cloud-based architectures, consolidating IT platforms to create a more integrated technology environment, and leveraging Kyndryl's Agentic AI Framework to integrate AI-driven automation capabilities to optimize operational workflows.
Trade with 70% Backtested Accuracy
Analyst Views on KD
About KD
About the author

- Earnings Announcement: Kyndryl Holdings (KD) is set to release its FQ3 earnings on February 9 before market open, with consensus EPS estimate at $0.60 and revenue at $3.89 billion, which could positively impact stock price if met.
- Historical Performance: Over the past two years, KD has beaten EPS estimates 75% of the time and revenue estimates 50% of the time, indicating a level of stability in profitability that may bolster investor confidence.
- Estimate Revisions: In the last three months, there have been no upward revisions for EPS estimates and three downward revisions, while revenue estimates also saw no upward revisions and two downward adjustments, reflecting market caution regarding the company's future performance and potentially affecting short-term stock performance.
- Market Attention: With Guggenheim initiating a “Buy” rating on Kyndryl, market interest in its growth potential is rising, especially given the current perception of the stock being deeply undervalued, which may attract more investors to the stock.
- AI-Driven Transformation: Kyndryl has launched the SAP Transformations Center of Excellence, bringing together over 500 professionals to leverage the Kyndryl Agentic AI Framework to accelerate customer SAP transformations, enhancing the resilience of digital infrastructures and long-term growth potential.
- Efficiency Gains: In collaboration with Nova Intelligence, Kyndryl supported a leading Austrian industrial food company in its transition from ECC to SAP S/4HANA using the new Clean Core approach, significantly reducing project duration and labor requirements.
- Deepening Strategic Partnerships: The SAP CoE builds on Kyndryl's longstanding strategic partnership with SAP and its recent recognition as a global RISE with SAP delivery partner, further solidifying its market position.
- Scalable Solutions: The center will enable customers to co-create large-scale SAP solutions with Kyndryl experts, driving widespread adoption of AI solutions and resulting in significant business impact.
- SAP Center Launch: Kyndryl has unveiled the SAP Transformations Center of Excellence, bringing together over 500 professionals to leverage the Kyndryl Agentic AI Framework, accelerating customer SAP transformations and enhancing resilient digital foundations for long-term growth.
- Clean Core Approach: By employing the Clean Field approach, Kyndryl integrates Nova Intelligence AI agents and its Data Transformation Suite to simplify the transition from SAP ECC to SAP S/4HANA, reducing technical debt and enabling faster, more cost-effective modernization.
- Data Cloud Integration: Kyndryl utilizes the SAP Business Data Cloud to unify enterprise data and integrates with Databricks for AI training, providing a trusted foundation for scalable, responsible AI that delivers rapid business impact.
- Accelerated Cloud Migration: Kyndryl has expanded its partnership with SAP to offer SAP S/4HANA Cloud Private Edition services, assisting organizations in accelerating cloud migration and modernizing SAP environments to build a strong foundation for scaling AI.
- Earnings Release Schedule: Kyndryl will announce its Q3 2026 earnings on February 9, 2026, at 7:00 a.m., reflecting the company's performance in providing critical technology services across over 60 countries.
- Executive Conference Call: On the same day, CEO Martin Schroeter and CFO David Wyshner will host an earnings call at 8:30 a.m., expected to discuss financial results and future outlook, thereby enhancing investor confidence.
- Live Webcast Access: Investors can access the earnings call live via Kyndryl's investor relations website, ensuring transparency and improving engagement with stakeholders.
- Replay Availability: Following the event, a replay will be available on Kyndryl's investor relations site for up to 12 months, allowing investors who missed the live event to catch up on the information shared.
- Earnings Release Schedule: Kyndryl will announce its Q3 2026 earnings on February 9, 2026, at 7:00 a.m. ET, providing crucial financial data and business performance insights for investors.
- Conference Call Details: On the same day, CEO Martin Schroeter and CFO David Wyshner will host an earnings conference call at 8:30 a.m. ET, aimed at analyzing financial results and addressing investor inquiries.
- Webcast Access: Investors can access the live webcast of the conference call via Kyndryl's investor relations website, ensuring broad investor participation and transparency.
- Information Availability: Following the event, the earnings call replay will be available on Kyndryl's investor relations website for up to 12 months, allowing investors to access relevant information at their convenience.
- Stock Volatility: Quantum Computing (QCi) has experienced significant stock price fluctuations since its uplisting on July 15, 2021, dropping from $6.60 to a low of $0.42 on July 1, 2024, before rebounding to around $12, reflecting investor confidence in its future potential amid market enthusiasm for quantum computing.
- Technological Advantages and Challenges: QCi's photonic quantum chips are manufactured at room temperature, theoretically offering cost-effectiveness and scalability over traditional electron and ion-driven quantum chips; however, they currently face higher error rates and manufacturing costs, limiting their competitive edge in the market.
- Revenue Sources: Despite opening its first foundry last May and beginning chip deliveries, QCi still generates most of its revenue from professional services contracts and its cloud-based Dirac-3 quantum computing platform rather than chip sales, indicating that its business model has not fully transitioned.
- Market Outlook: Analysts project QCi will generate only $2.8 million in revenue by 2026, while its market cap stands at $2.69 billion, resulting in a staggering price-to-earnings ratio of 960 times, which may limit its upside potential and make it a target for short sellers in the next market downturn.










