What did Oppenheimer change in the KD analyst rating on February 9, 2026?

Oppenheimer downgraded KD from **Outperform** to **Perform** on February 9, 2026. The firm cited extended sales cycles and margin pressure. The move caused a **-2.44% (-$0.26)** intraday reaction.

How should investors interpret the KD downgrade for their portfolios?

A KD analyst rating downgrade signals higher near-term execution risk. Investors should reassess position size, monitor upcoming earnings for revenue timing, and track gross margin trends before changing major allocations.

Did the Oppenheimer downgrade include a new KD price target?

The initial Oppenheimer note did not publish a new explicit price target. Consensus price estimates remain wide, with a high of **$55** and a low of **$28** per Investing.com.

What is Meyka AI's view after the KD downgrade?

Meyka AI rates KD with a grade of **B+**. The grade balances sector performance, financial growth, key metrics, and analyst consensus while noting the downgrade's focus on sales cycles and margins.

Analyst Ratings

KD: Kyndryl Holdings, Inc. downgraded to Perform at Oppenheimer Feb 2026

ByHuzaifa Zahoor February 10, 2026February 10, 2026

Oppenheimer downgraded KD (Kyndryl Holdings, Inc.) from Outperform to Perform on February 9, 2026. The move led to an immediate reaction in the market, with the stock falling -2.44% (-$0.26) on the update. Investors tracking the KD analyst rating should note Oppenheimer cited extended sales cycles and margin pressure. This note summarizes the downgrade, price context, and what the change means for holders and prospective buyers.