MarketBeat
07 Nov 2026, 16:16 UTC · 1h ago
What Kyndryl (KD) Said on Its Q2 Earnings Call
Impact · against what's priced in
Kyndryl shows progress on margin expansion and workforce cost-cutting, though consulting growth is decelerating. For ServiceNow, the partnership with Kyndryl is a marginal positive but does not materially shift the needle on the Agentic AI growth expectations already baked into the stock.
- NOW+0.10
Already priced in
- The price assumes
The current wave of Agentic AI bookings and 9x deployment growth
The co-developed offering combining AI-powered workflows with Kyndryl Bridge supports the ongoing trend of Agentic AI deployment the market has already absorbed.
What NOW's price assumes · Sep 3
