We just covered 10 Stocks That Tanked: Why Larry Robbins’ Top Picks Are Struggling in 2026 and DXC Technology Company (NYSE:DXC) ranks 7th on this list.
DXC Technology Company (NYSE:DXC) has been a constant feature in the 13F portfolio of Glenview Capital since the second quarter of 2017. Back then, this position comprised just under 10 million shares. The fund has regularly made changes to this stake in the coming years but has not sold off the position completely at any time. Filings for the fourth quarter of 2025 show that the fund owned 8.3 million shares in the company, down slightly compared to filings for the previous quarter. DXC provides information technology services and solutions in the United States, the United Kingdom, the Rest of Europe, Australia, and internationally.
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DXC Technology Company (NYSE:DXC) has been unable to find a floor for sales. The company reported Q4 2026 revenue of $3.13 billion, a 6.6% year-over-year decline. This marks the fourth consecutive quarter of revenue contraction. Analysts fear that the Global Infrastructure Services segment of the firm, the traditional plumbing of IT, is being permanently cannibalized by the shift to public cloud providers like AWS and Azure. Even with new AI initiatives, the new business is not yet large enough to offset the decay. DXC has pinned its future on DXC OASIS, an AI-driven managed services platform launched in April. However, there are question marks over ability to compete with AI-native firms or giants like Accenture and IBM, who have far deeper pockets.
While we acknowledge the potential of DXC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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