• In June 2026, DXC Technology expanded its long-standing relationship with Norske Skog to design, implement, and operate a new SD-WAN over four years while serving as the company’s primary technology partner across its wider IT estate.
• DXC Technology also entered a multi-year global partnership with Anthropic to embed Claude-powered generative AI into mission-critical enterprise systems, signaling a push to scale AI-enabled managed services across heavily regulated industries.
• We’ll now examine how DXC’s deepening AI alliance with Anthropic reshapes its investment narrative built around digital modernization and efficiency.

AI is about to change healthcare. These 40 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.

DXC Technology Investment Narrative Recap

To own DXC today, you need to believe that its shift from legacy outsourcing toward AI enabled managed services and higher quality, longer duration contracts can offset ongoing organic revenue declines and pressure in its Global Infrastructure Services segment. The Anthropic alliance and Norske Skog renewal reinforce that pivot but do not, on their own, remove the near term risk around continued top line erosion and margin compression.

The Anthropic partnership looks most relevant here, because it directly ties DXC’s AI investments to mission critical workloads for large banks, insurers, manufacturers and governments. If DXC can convert Claude powered OASIS deployments and its growing Claude certified workforce into larger, stickier deals, that could support the bookings momentum analysts already see as the key catalyst for stabilizing revenue and improving earnings over time.

Yet beneath this AI story, investors should be aware that shrinking demand for traditional outsourcing and legacy IT services could still...

DXC Technology's narrative projects $12.1 billion revenue and $208.6 million earnings by 2028. This implies a 1.7% yearly revenue decline and an earnings decrease of $170.4 million from $379.0 million today.

Uncover how DXC Technology's forecasts yield a $14.50 fair value, a 69% upside to its current price.

Exploring Other Perspectives

Some analysts are far more optimistic, assuming revenues hold near US$12.3 billion and earnings climb toward US$310.9 million by 2029, while recent AI wins and risks around legacy demand show just how differently you might interpret DXC’s path from here.

Explore 4 other fair value estimates on DXC Technology - why the stock might be worth just $13.00!

Form Your Own Verdict

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

• A great starting point for your DXC Technology research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free DXC Technology research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate DXC Technology's overall financial health at a glance.

Seeking Other Investments?

Markets shift fast. These stocks won't stay hidden for long. Get the list while it matters:

• Find 45 companies with promising cash flow potential yet trading below their fair value.
• Explore 31 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.
• The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 14 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.