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

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Kinaxis Inc (KXS.TO)

147.60

+4.78 (3.35%)

as of Jul 24, 2026, 8:00:00 pm Market Open.

230 watching

Investor Insights

Jul 25, 2026, 12:00 am

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

Kinaxis Inc (KXS-T) is currently facing significant scrutiny as investors weigh the potential impacts of AI disruption in the supply chain management space. While experts agree that the company excels in its software offerings for logistics, many express caution due to the lumpiness of its execution and the ongoing pressures from the industry. The stock has experienced a notable de-rating from its previously premium valuation, leading analysts to suggest that while it may not be an immediate sell, investors should be cautious and consider incremental purchases. Despite recent improvements in performance, experts believe it may take time for the company to fully leverage AI innovations. Overall, there is a mixture of optimism for a turnaround and skepticism about the company's ability to navigate competitive pressures effectively.

Consensus

Cautious

Valuation

Undervalued

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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.

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

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Kinaxis Inc (KXS.TO)