10 Best Stocks to Buy According to Billionaire David Einhorn

4. Kyndryl Holdings, Inc. (NYSE:KD)

Greenlight Capital’s Stake Value: $130.1 million

Number of Hedge Fund Holders: 41

Kyndryl Holdings, Inc. (NYSE:KD) operates as a technology services company and IT infrastructure services provider.  Scotiabank upped the price target on the company’s stock to $45 from $35, keeping an “Outperform” rating. As per the analyst, the company reported another strong quarter, surpassing the profitability expectations considering its strong execution. Notably, the firm continues to maintain its bullish stance on Kyndryl Holdings, Inc. (NYSE:KD)’s stock due to its execution capabilities, healthy market position, and differentiated business offering.

In Q3 2025, the company delivered another quarter of healthy signings growth and strong margin expansion, led by Kyndryl Consult, Kyndryl Bridge, and the alliances with hyperscalers. Given the sustained momentum in Kyndryl Holdings, Inc. (NYSE:KD)’s signings, together with increased operating margins, the company remains on track to deliver constant-currency revenue growth in Q4 2025. Over the next 3 years, Kyndryl Holdings, Inc. (NYSE:KD) expects to triple adjusted FCF and more than double adjusted pretax earnings.  Furthermore, it initiated a $300 million share repurchase program, demonstrating its confidence in the future growth trajectory.

Rewey Asset Management, an investment management company, released its Q4 2024 investor letter. Here is what the fund said:

“Kyndryl Holdings, Inc. (NYSE:KD), which we highlighted in our 3Q24 letter, was our top performer in 4Q24, up 50.2%. KD held a well-received analyst day November 21st, where they reaffirmed 2025 financial guidance and set aggressive goals for 2028 margin improvement and Free Cash Flow growth. Investors also cheered the announcement of a $300 million share buyback. We see strong long-term upside in the shares and think KD could be an attractive acquisition target for a consulting or technology services company.”