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    Does DXC’s AI Turnaround Plan And Anthropic Deal Reshape The Bull Case For DXC Technology (DXC)?

    Simply Wall St·07/23/2026 15:39:38
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    • Earlier in July 2026, DXC Technology outlined a multi-year turnaround plan through fiscal 2029 centered on AI-infused offerings, operational improvements, and a new global partnership with Anthropic, while shareholders at its annual meeting elected all directors and ratified Deloitte as auditor.
    • An interesting twist was stockholders rejecting an expansion of DXC’s 2017 Omnibus Incentive Plan even as they approved executive pay and a director equity plan amendment, signaling nuanced views on management’s proposed use of equity compensation.
    • We’ll now examine how DXC’s Anthropic partnership and long-term turnaround framework could reshape the company’s investment narrative for investors.

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    DXC Technology Investment Narrative Recap

    To own DXC today, you have to believe its multi‑year turnaround can convert AI‑infused offerings and operational fixes into steadier revenue and healthier margins, despite recent organic declines and weak share performance. The new fiscal 2029 framework and Anthropic partnership directly support that thesis, but the immediate risk remains execution: turning bookings and AI buzz into actual revenue, while managing cost pressures and client churn. This news does not remove that execution risk in the near term.

    The Anthropic partnership is the announcement that ties most closely to this update, because it sits at the heart of DXC’s AI‑led turnaround story. Training tens of thousands of Claude‑certified engineers and embedding Anthropic models into platforms like OASIS speaks directly to the key catalyst of winning higher‑value digital and AI deals. Whether that advantage is enough to counter persistent declines in legacy GIS and intense competition is what investors will be watching most closely.

    Yet beneath the AI story, investors should be aware that DXC’s ability to reverse organic revenue declines and margin pressure still depends on...

    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, a 21% upside to its current price.

    Exploring Other Perspectives

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

    Compared with the consensus, the most pessimistic analysts saw DXC’s revenue sliding to about US$11.6 billion by 2029 and earnings only reaching roughly US$156 million, which shows how sharply views can differ on whether AI partnerships and turnaround plans can truly offset contract and margin risks, so you may want to weigh several scenarios before deciding how this fits your portfolio.

    Explore 4 other fair value estimates on DXC Technology - why the stock might be worth over 3x more than the current price!

    Reach Your Own Conclusion

    Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

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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.