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

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Kinaxis Inc (KXS.TO)

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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

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)

PAST TOP PICK

(A Top Pick Feb 05/19, Up 1%) They've had some middling quarters. They are trying to grow their European presence and that costs money. That's caught investors off-guard, so he's reduced his holdings.

WEAK BUY

Longer trend of lower highs, lower lows. Today it spiked, and breached level of upper resistance. Overhang in supply is being alleviated. Nothing significant yet in momentum. You can see significantly higher highs ahead. (Analysts’ price target is $94.82)

Showing 46 to 60 of 112 entries

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Kinaxis Inc (KXS.TO)