The quarter is looking so rough and it’s hard to imagine 2025 closing above $10 a share. By mid-2026 exits from both institutional investors and larger accounts can only speed up, meaning the stock will see under $8 and more like the upper fives by end of 2026. The second half of 2026 will very likely be brutal on the layoffs front, we will see daily scrambles to cut costs and preserve every single cent. Some of CES’s best bits will probably cheaply end up in the hands of third-tier and fourth-tier competitors just to raise cash. Then comes 2027 and a Chapter 11 filing will look much less like a possibility and more like a certainty. Honestly Rawul should already be on the phone with a seasoned bankruptcy lawyer.
For short sellers out there the momentum is on your side.
11 replies (most recent on top)
Please fill that newly invented 5th timesheet regularly.
Endless people claiming they are busy. All they are doing is escalating things. Email after email. Endless status updates. Spreadsheets. Meetings to discuss spreadsheets. If they stopped and read it and actually understood it, they wouldn't need to keep asking. WHat insensitive is there to finish? None at all.
@hc "The Newcastle lot are just power hungry narrow thinking id--ts who can't deliver anything"
The reason Ieft !
Couldn't deliver a pizza !
@hc they are hiring more in UKI for AI. The Muppet who is now GM for UKI could not deliver for years that he's been in the region and still thinks hiring more people for AI is the answer. Good luck to all of us current employees who will continue to be paid less as they try to bring new people on.
The day this company looses the all talking none delivering a--holes from Newcastle it’ll be much better in the UK.
On my account, out of 8 people I work with, 6 are re--rds who talk the talk but deliver fu-k all.
I quizzed one two weeks ago and the only thing he repeatedly said was I’ve done what I need to, rest is not my responsibility, when clearly it was his responsibility.
No team players there.
Good to see DXC execs joining these threads talking about how great things are....lol. This is spot on. Firing everyone and keeping the same mediocre people for years. Please ramnath and CES unleash some more special sauce 😂
@av it's not peachy, it's the same as it has been since 2017.
It's not however the apocalypse you predict.
Lots of things are wrong, but the end isn't in sight yet.
The company is slimming down. Buildings and data centres are sold, 16,000 headcount gone in the last year... At some point it will be right sized and work out what it's market actually is... Which isn't the same one csc and hpes was, it's much smaller.
I and the company is honestly at breaking point. The account’s struggling to hire people with the right skillset, so they’re throwing money at contractors while completely ignoring the staff who are already in post — the same staff who are holding everything together. Unsurprisingly, we’re all leaving.
It’s baffling. The work requires niche skills, but then act like someone can walk in, get an hour of KT, and hit the ground running. If it’s that simple, why are you paying premium rates for contractors?
The message is loud and clear: loyalty and experience are worth less than a short-term fix. They’re not just failing to retain people — they’re actively pushing them out. I honestly don’t know how they think this model is going to hold until 2027. But I’m not sure I can wait it out.
@am Peachy outlook? You sound like a frog in a slow cooker. Institutional shareholders are already staring at -50% total return today. Count on revenue consistently falling short each quarter. Layoffs and restructuring at leaders like Accenture plus AI hype means ramping sell pressure. It only takes one of the big three to move. Once they act, retail and other institutions bail fast. Shares plunge → book value shrinks → credit lines dry → cash cycle breaks. Not sure your job’s safe today? Buckle up. DXC of 2027 will test you like never before. You’ve got about 15 months to act.
Only thing I'd say is that this level of doom has been around as long as dxc has existed.
While it hasn't exactly lit up wall street it has kept it's head above water and not by a small margin.
I'm no cheerleader for dxc but I'm not all in on the dead by dawn scenario you paint by a long way.
What is a great investment isn't the same as a company just ticking along. We might not be growing but the ins and outs do balance... Unless of course the losership try something stupid to boost the stock price...
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