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

Home

Daily Stock Opinions and Ratings

Kinaxis Inc (KXS.TO)

156.28

-1.21 (0.77%)

as of Jul 3, 2026, 8:00:00 pm Market Open.

231 watching

Investor Insights

Jul 5, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Kinaxis Inc. (KXS-T) is facing a challenging environment as the software sector grapples with the looming threat of AI disruption. Experts emphasize that while the company has historically struggled to maintain consistent profitability, it continues to hold a significant place in the complex supply chain software landscape due to its deep customer relationships. Despite a recent de-rating from its previously premium valuation, there are indications of potential turnaround, making it worth monitoring in upcoming quarters. With a strong balance sheet highlighted by $260M in net cash and rising earnings per share expectations, Kinaxis presents a more conservative investment option, albeit less exciting than its peers. As the market evaluates software solutions, analysts recommend a cautious approach to investment, suggesting incremental purchasing rather than aggressive acquisitions.

Consensus

Cautious

Valuation

Fair Value

Similar

MSFT

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.

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

BUY

They have grown revenues at 25%+. All board rooms are talking about supply chains. It is also about the ESG model. Still has a long runway in front of them. RapidStart has tightened bringing the solution to market. They have a growing addressable market. Reasonably valued.

BUY ON WEAKNESS

Part of the supply chain solution right now. At the top of the food chain analyzing data. In a really good spot. High margin, recurring SaaS-type revenue, though lumpy at times. Growing global customer base. Buy on a dip. Huge addressable market.

Showing 16 to 30 of 112 entries

Most Recent Experts

Malcolm Ethridge, Mgn. partner, Capital Area Planning Group

Capital Area Planning Group

Kevin Simpson

Capital Wealth Planning

Josh Brown, CEO, Ritholtz Wealth Management

Ritholtz Wealth Management

Michael Hakes - CFA, MBA

Murray Wealth Group

Stephanie Link, Chief investment strategist, Hightower

Hightower

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)