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    Should DXC’s New AI-Focused Delivery Leadership Team Require Action From DXC Technology (DXC) Investors?

    Simply Wall St·09/07/2026 08:31:13
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    • DXC Technology recently appointed Arun Melkote as Global Head of Delivery for Consulting & Engineering Services and named Kartik Iyer to lead Customer Value Centers, Workforce Transformation, and Strategic Programs, reshaping leadership across its consulting and engineering delivery operations worldwide.
    • This leadership reshuffle concentrates delivery, talent, and AI-native engineering under experienced executives, potentially sharpening DXC's execution on modernization projects and global capability center expansion.
    • We’ll now examine how Melkote’s focus on AI-native software engineering and delivery excellence could influence DXC Technology’s broader investment narrative.

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    DXC Technology Investment Narrative Recap

    To own DXC, you need to believe its pivot toward AI-led consulting and engineering can eventually offset ongoing organic revenue declines and pressure in its legacy infrastructure business. The Melkote and Iyer appointments speak directly to the near term catalyst of turning strong bookings into reliable delivery, but they do not fundamentally change the biggest current risk: that deal wins and AI partnerships still fail to translate into sustainable, profitable revenue.

    Among recent developments, the multi-year partnership with Anthropic stands out as most relevant here. That agreement to train tens of thousands of Claude-certified engineers and embed agentic AI into DXC’s platforms creates a clear pipeline for the AI-native delivery model Melkote is tasked with scaling, and it ties directly into the key catalyst of higher quality digital and AI services that could, over time, help stabilize revenue.

    Yet, against this ambition, investors should also be aware that...

    Read the full narrative on DXC Technology (it's free!)

    DXC Technology's narrative projects $12.1 billion revenue and $217.1 million earnings by 2029.

    Uncover how DXC Technology's forecasts yield a $11.43 fair value, in line with its current price.

    Exploring Other Perspectives

    DXC 1-Year Stock Price Chart
    DXC 1-Year Stock Price Chart

    While this leadership reshuffle aims to strengthen AI delivery, the most pessimistic analysts were still expecting revenue to shrink to about US$11.6 billion and earnings to only reach roughly US$155.7 million by 2029, reminding you that opinions diverge widely and that this new chapter in DXC’s execution story could shift both the bullish and bearish narratives.

    Explore 4 other fair value estimates on DXC Technology - why the stock might be worth 23% less than the current price!

    The Verdict Is Yours

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

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    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.