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

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Kinaxis Inc (KXS.TO)

166.78

-1.03 (0.61%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

228 watching

Investor Insights

Jun 6, 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 significant challenges as the sector grapples with the risks posed by AI disruption. The company has struggled to achieve consistent profitability and is currently in a phase of reshuffling within the software industry, with opinions divided on whether the current price represents a bottom. Previously enjoying a premium valuation, Kinaxis has seen its market standing deteriorate, prompting some experts to advise caution and the need for incremental investment rather than aggressive purchasing. Despite these challenges, the company boasts a strong balance sheet with $260 million in net cash and is experiencing good cash flow. Recent financial performance shows potential for improvement, making it a candidate for consideration but not an immediate buy. The outlook includes a projected surge in earnings and robust customer retention, lending some optimism about its long-term prospects as a supplier of complex software solutions.

Consensus

Cautious

Valuation

Fair Value

Similar

MSFT

DON'T BUY

Performed well over time. Challenge is it's expensive, plus a relatively small client base. Client and revenue concentration risk. Better opportunities elsewhere.

HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The growth story still remains intact and 5i would continue to hold for the long term. If you want to trim to secure some cash, this could make sense. The supply chain focus should remain interesting, considering issues at this time in this domain. Unlock Premium - Try 5i Free

SELL ON STRENGTH

Even if earnings tumbled back to their Feb. 2019 peak level, this stock would still be overvalued. But cloud computing stocks are hot, so Kinaxis has enjoyed a nice recovery. Technically, shares have broken out of $172 resistence and can easily reach $222. This is the same peak level of 2020. That would be the ceiling. Take profits.

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company reported good Q2 earnings and was well ahead of estimates. There have been some upgrades in August too. The stock was probably oversold earlier this year. Unlock Premium - Try 5i Free

DON'T BUY

Leery about the valuation. Great business that helps manage supply chains. Trades at 230x 2021 earnings, too rich. A 45% correction because of a stumble. Growth rate of 12% doesn't justify valuation. Sales are growing more rapidly than earnings, margins are shrinking.

PAST TOP PICK

(A Top Pick Jun 03/20, Up 24%) Suffering because supply chain issues should flow through to revenue, but that's taking longer. #1 company that helps companies fix supply chain issues on the fly. Will have a great few years ahead.

BUY

It had a pretty severe pull back. It is a name he likes and holds. They continue to take market share. The concerns right now are the sales-cycle, winning new business and accelerating through the pandemic.

PAST TOP PICK

(A Top Pick Jun 03/20, Down 9%) A supply chain management software company which is seeing growing demand with pandemics and trade wars. The challenge was their sales cycle is a lot longer than the typical software business. Covid really slowed down sales in Q4. The street expected robust revenues by end of 2020, but numbers were flat. This should improve this year. He's sticking with it. Has great EBITDA margins and balance sheet. Post-Covid, this will do very well.

DON'T BUY

This is like SHOP-T. It is pricey and the market has high-expectations. There will be some structural spend but it may not be enough to justify the PE. There will be difficult comparisons to last year, a banner year.

DON'T BUY

He has not quite pulled the trigger on them yet. Their return on equity has been falling. Their growing free cash flow has been held or used for acquisitions, but they have not been accretive. They are expensive. He does own a similar company in the US who use their excess cash to buy back shares.

HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Blue Yonder that has a suit against the company is pointing to only $20 million in lost sales. With an annual revenue of $200M, it is not particularly material. There is not too much concern with this news. Unlock Premium - Try 5i Free

DON'T BUY

A falling knife. Earnings forecast scheduled to fall year over year. Price to book is 9x, intrinsic value is 80% below current price. Technical failure at $185 down to $143. ROE is only 8.7%.

PAST TOP PICK

(A Top Pick Jan 23/20, Up 46%) When China started to shut down from Covid earlier this year, Kinaxis benefitted from many companies suddenly stopped receiving shipments from China because Chinese factories closed; Kinaxis offered solutions to ensure this stoppage wouldn't happen again. Kinaxis picked up a lot of business. Tech, including this, has sold off lately, with the vaccine rally, but this remains a solid company.

HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company was able to grow pre-pandemic and 5i sees no reason why it cannot continue even after COVID. Profit-taking and sector rotation can be painful but the long term prospect remains positive. Unlock Premium - Try 5i Free

HOLD

Tremendous business in supply chain management. Opportunity for it to continue to gain market share. A long-term hold despite its runup.

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Kinaxis Inc (KXS.TO)