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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MSFT

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.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A cloud-based subscription software for supply chain operation. It has a great balance sheet with high growth potential. Global growth is also a possibility. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

A great Canadian tech company that helps optimize supply chains. It's now more relevant than ever with covid disrupting supply chains. It should see its sales accelerate. One of their largest holdings.

BUY

Allan Tong’s Discover Picks Kinaxis offers cloud-based supply chain management software to businesses in defence, cars, consumers products, electronics, pharma and elsewhere. Business isn't good; it's great. Kinaxis has beat its last four quarters (and next reports on August 5). YOY revenue growth is 27.57% and the company boasts a one-year return of 141% and 433% over five. Read Top 5 Canadian Tech Stocks (DOCKS): Can they skyrocket like the FAANGs? for our full analysis.

WATCH

To sell or buy more depends on your gain so far. Canadian success story. Somewhat slow to acquire new assets. If you're value agnostic, it's a great company. If valuation is a concern, stay away from it. If the market moves higher, it will too. If there's a correction, it will suffer.

BUY

A great company, and COVID has further shown its strength. They are in the supply chain optimization business. The addressable market is huge, and penetration of existing clients is small. Highly recurrent revenue and they have high quality clients. He would still buy it at these prices.

TOP PICK

A growth name to add involved in monitoring supply chain activity. They are knocking it out the park with 20% sales growth annually and a large backlog of orders with good margins. Yield 0% (Analysts’ price target is $173.33)

BUY ON WEAKNESS

They are being accelerated to warp speed against old competition. They don’t lose customers. The stock has been a stellar performer and it took only a week and a half to come back to market highs. It is just pulling back now to fill a market gap. He would buy it now on this market weakness.

HOLD

Is among good Canadian tech stocks or else buy XIT ETF. KXS has been volatile, but lately has been improving. Its November move upwards was good. Stick with it, if you already own.

TOP PICK

They had a significant break out last quarter. It is supply chain management software. He likes their global clients. The last quarter was spectacular. Another quarter like that and people will really pay attention. (Analysts’ price target is $110.33)

BUY

Shopify Shopify is a great company, but the valuation is scary. For Canadian growth, he prefers Kinaxis which has half the growth but the valuation is nowhere as high. If there's a pullback, Shopify will fall further.

DON'T BUY

It is insanely expensive. A good company and a great Canadian success story. It will probably have a good quarter. SAP is launching a similar product. There is always a possibility that they get taken out but it would be hard to make it accretive.

PARTIAL SELL

Good chart. It's had a head and shoulders in 2017 then 2018 when it sold off, and now we have another H&S, now at the top. Lighten up until it proves it can go higher. History shows it fails to move up.

TOP PICK

They do supply chain planning software. It flags problems and predicts impact. It is software as a service and recurring revenues grow above 20%. Their earnings are soft right now because of investment back into the company. They are trading on the lower end of the valuations that these companies trade at. (Analysts’ price target is $94.36)

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Kinaxis Inc (KXS.TO)