Kyndryl(KD.US)突破历史新高在望！奥本海默上调目标价至55美元

智通财经

Jul 09

智通财经APP获悉，Kyndryl(KD.US)凭借持续推进的业务转型及出色执行，在昨日盘中一度飙涨至44.2美元，收涨42.63美元。截至发稿，这家IT基础设施公司夜盘上涨0.05%，报43.4美元，有望于下一交易日突破2月5日创下的43.45美元历史峰值。该股今年以来累计涨幅已达26%。奥本海默对Kyndryl的评级为“跑赢大盘”，并将其目标价从47美元上调至55美元。

奥本海默分析师伊恩·扎菲诺与艾萨克·塞尔豪森在一份投资者报告中表示：“过去三年多来，该公司在业务转型方面取得显著进展，管理层的执行能力持续在线。2025财年，公司签约额同比增长46%，达183亿美元。值得关注的是，随着分拆前的旧合同陆续重新定价，预计2026财年高利润率签约额占营收的比例将从2025财年的50%提升至约67%。”

Kyndryl于2021年末从IBM分拆独立。Kyndryl咨询业务也为公司贡献了可观增长，在新增签约额中占比约24%。

分析师补充道：“总体而言，Kyndryl仍是我们的首选标的之一。在新增签约、高利润率业务的重新定价与扩张，以及股票回购等因素推动下，2028财年每股收益(EPS)有望达到约5美元。

此外，我们注意到，到2028财年，公司自由现金流(FCF)预计将较2026财年的约5.5亿美元大致翻倍，达到约10亿美元，这部分资金除用于回购外，还有望支持股息发放。”

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