Industry ChallengesThe industry view is downgraded to Cautious due to AI crowding out IT budgets, mounting pricing pressure, and expected ROIC dilution.
Investor SkepticismThe year-to-date share decline of 14% reflects investor caution and mounting skepticism around Kyndryl Holdings' ability to achieve its FY28 targets.
Return On Invested CapitalCurrent Return on Invested Capital (ROIC) is below industry benchmarks, indicating potential challenges for Kyndryl Holdings.