DXC Technology Company (DXC): Larry Robbins Admires This Stock

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 risk and potential of DXC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than DXC and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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