Kinaxis Inc (KXS.TO) Buy, Sell or Hold

Home

Daily Stock Opinions and Ratings

Kinaxis Inc (KXS.TO)

173.22

-1.89 (1.08%)

as of Aug 14, 2026, 8:00:00 pm Market Open.

232 watching

Investor Insights

Aug 15, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

Kinaxis Inc. (KXS-T) is recognized as a leader in supply chain management software, particularly with advancements in AI technology that could bring both disruption and opportunity. Despite the company's strong execution, its stock has been volatile and the broader logistics sector faces challenges from the potential risks of AI disruption. Experts note the firm has experienced a significant de-rating from its previous premium valuation, leading to caution among investors. There's an overall sentiment to watch the effects of AI in subsequent quarters, as some analysts believe a turnaround might be on the horizon, though they recommend incrementally investing rather than making substantial purchases. The ongoing shifts in the sector suggest that it may still be too early to definitively determine whether the current pricing reflects a bottom or if further declines are possible.

Consensus

Cautious

Valuation

Overvalued

Similar

MSFT,MSFT

BUY

Will continue to do well. Growing really fast. Hit an EPS growth target of 15% every year for the last decade. Really likes the story.

WEAK BUY

Nice niche. SaaS in the cloud, but caters to supply chains with a rapid response platform. An example of SaaS that can incorporate generative AI. Swings between profitability and not. For such a big company, it should be more consistent. Price target of $220.

DON'T BUY

Strong company with good underlying economics.
High share price a concern.
Would wait for share price to fall before investing (max 30x cash earnings).

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. 50% increase in workforce; positive sign. Reduced margins expected to normalize. Backlog remains healthy. Fair valuation compared to software peers.

HOLD

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. 50% increase in workforce; positive sign. • Reduced margins expected to normalize. • Backlog remains healthy. • Fair valuation compared to software peers.

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Consecutive quarterly revenue growth. Strong player in supply chain management. Increased FY2022 guidance. Continues to be acquisitive.

DON'T BUY

Too far too fast. Their rise was sharp, but is now coming down to Earth. The tech space still has a ways to go. There are serious job cuts in tech that will persist.

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. RapidResponse continues to provide edge. Raised guidance on all aspects of business. Signed several new large global clients.

Wealthica Track your Stocks in your Watch List

PAST TOP PICK

(A Top Pick Nov 19/21, Down 38%) Surprised that company trading at such low multiple. Tech companies hit hard in selloff. Supply chain technology is in demand during Covid-19. Has sold shares.

BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Consecutive quarterly revenue growth. Strong market position. Expanding into targeting the mid-market. Strong recent results and outlook for 2022.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has done a round trip over the last year Double digit top-line growth rate that is expected to grow in 2022. Gross margins are in the 60% range. Balance sheet is also strong. The focus on supply chains will be good for the company. Earnings have been volatile, and valuation is still elevated. Likes the company. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has shown strong historical performance with an amazing track record. Many companies are looking for ways to better manage supply chains and they will benefit from this. Not a cheap stock but merits its premium through revenue growth, profitability and balance sheet. Unlock Premium - Try 5i Free

TOP PICK

Supply chain management and logistics company. Addresses the supply chain issue head on. Seeing a pickup in business. Numbers continue to get better. Thinks it will be a similar story to Shopify. (Analysts’ price target is $225.80)

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They announced a solid quarter with both revenues and EPS beating estimates. The company also acquired an AI supply chain company. Revenue growth should continue as it enters new markets. Solid cash balance, good cash flow and strong recurring growth. Unlock Premium - Try 5i Free

Showing 16 to 30 of 114 entries

Most Recent Experts

Bill Baruch, Founder, Blue Line Capital

Blue Line Capital

Richard Orrell

RN Croft Financial Group

Stan Wong

Private Wealth Management, ScotiaMcleod

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Kinaxis Inc (KXS.TO)