Is DXC (DXC) turning humanity’s AI bet into a lasting edge in enterprise IT?

• In June 2026, DXC Technology expanded its long-standing relationship with Norske Skog to design, implement, and operate a new SD-WAN for four years, as well as serve as a key technology partner across the company’s extensive IT estate.
• DXC Technology also entered into a multi-year global partnership with Anthropic to incorporate Claude-powered generative AI into mission-critical enterprise systems, demonstrating its commitment to scaling AI-enabled managed services across highly regulated industries.
• Here, we explore how DXC’s deepening AI partnership with Anthropic will reshape the investment narrative built around digital modernization and efficiency.

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DXC Technology Investment Story Summary

To own DXC today, you must believe that the transition from traditional outsourcing to AI-enabled managed services and high-quality, long-term contracts can offset continued organic revenue declines and pressures in the global infrastructure services sector. The Anthropic Alliance and Norske Skog renewals strengthen that turnaround, but alone cannot eliminate near-term risks of continued topline erosion and margin compression.

The Anthropic partnership appears most relevant here, as it directly connects DXC’s AI investments to mission-critical workloads for large banks, insurance companies, manufacturers, and governments. If DXC can convert its Claude-powered OASIS implementation and growing Claude-certified workforce into larger, more sticky deals, it could support the booking momentum that analysts already see as a key catalyst for revenue stabilization and long-term revenue improvement.

However, investors should be aware that underlying this AI story may still be a continued decline in demand for traditional outsourcing and legacy IT services.

Read all about DXC technology (it’s free!)

The DXC Technology story projects revenue of $12.1 billion and revenue of $208.6 million by 2028. This would mean a 1.7% decline in annual revenue and a decrease in revenue of $170.4 million from the current $379 million.

We reveal how DXC Technology’s forecasts yield a fair value of $14.50, 69% above the current price.

explore other perspectives

Some analysts take a much more optimistic view, assuming revenue will remain close to USD 12.3 billion and revenue will grow towards USD 310.9 million by 2029, but recent AI wins and risks surrounding legacy demand show how DXC’s path forward can be interpreted differently.

Check out 4 other fair value estimates for DXC Technology – Find out why the stock is worth just $13.00.

Create your own verdict

Don’t agree with the existing narrative? Following the herd rarely yields exceptional investment returns. Follow your intuition.

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

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