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

Home

Daily Stock Opinions and Ratings

Kinaxis Inc (KXS.TO)

173.22

-1.89 (1.08%)

as of Aug 14, 2026, 8:00:00 pm Market Open.

232 watching

Investor Insights

Aug 15, 2026, 12:00 am

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

Kinaxis Inc. (KXS-T) is recognized as a leader in supply chain management software, particularly with advancements in AI technology that could bring both disruption and opportunity. Despite the company's strong execution, its stock has been volatile and the broader logistics sector faces challenges from the potential risks of AI disruption. Experts note the firm has experienced a significant de-rating from its previous premium valuation, leading to caution among investors. There's an overall sentiment to watch the effects of AI in subsequent quarters, as some analysts believe a turnaround might be on the horizon, though they recommend incrementally investing rather than making substantial purchases. The ongoing shifts in the sector suggest that it may still be too early to definitively determine whether the current pricing reflects a bottom or if further declines are possible.

Consensus

Cautious

Valuation

Overvalued

Similar

MSFT,MSFT

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)

PAST TOP PICK

(A Top Pick Dec 15/17, Up 9%) They had a couple of clients who delayed rolling out their services, but the stock has still done well. He still likes the growth potential. They are sitting on $200 million in cash.

TOP PICK

One of the leaders in supply chain management. A tough Q3, but since then they've announced a couple of big contracts, like Unilever and Novartis. Not cheap, but he continues to buy. No dividend. (Analysts’ price target is $97.77)

DON'T BUY

He likes the balance sheets of the tech companies in general. However, with there not being many Canadian software companies to find, he sees better value in the US space. (Analysts’ price target is $98.00)

PAST TOP PICK

(A Top Pick Jan 24/18, Down 10%) Over the next five years he expects them to continue to grow. They have signed some deals with healthcare providers and he thinks they will probably be taken out by SAP or someone similarly.

BUY

He owns a small position. They are competing with larger companies like SAP. KXS-T has been growing very rapidly. It is possible they could get acquired. You would get good solid revenue and earnings but it is expensive because of the growth potential. In a correction it can get hid harder, though.

SHORT

A growth stock, but missed on a recent quarter and get hammered. He has a small short on it. Price momentum has rolled over. Scores in the top 25% in valuation. Has a decent ROE and great balance sheet. It's getting there for him.

COMMENT

He likes it. The whole software space has been on fire the past two years, but valuations are getting stretched, with some STOCKS showing weakness in the past month. Long term, though, there's lots of growth, and KXS will do well.

PAST TOP PICK

(Past Top Pick, Nov. 14, 2017, Up 34%) One of the strongest tech companies in Canada. They do logistics and machine learning. They "land and expand" by landing a client, then grow the contract value as the client becomes used to their services. They have global customers including Toyota. Valuation is high because it's a high-growth company. Still likes it.

BUY ON WEAKNESS

This software company is one of the best four Canadian public offerings along with the likes of Shopify. He bought the IPO at $13. There was a dispute with Samsung that resulted in them exiting an agreement with them. He took money off the table then under that uncertainty. It trades at 70 times earnings. He likes the management team.

HOLD

He bought it last January. They were making decent profits. The revenue growth rate is only in the mid-teens. He thinks the stock will go sideways for a while.

BUY

It's alwasy been an expensive stock. He doesn't like Canadian tech stocks, but this is an amazing company. They're involved in supply chain management. Their software bolts onto existing companies well. This is a winning story and he likes it.

BUY

One of the leaders in the enterprise software market. They lost a big client in mid-2017. A good company. (Analysts’ price target is $93.92)

BUY

You need to give it a multi-year view. It is not cheap. It solves a complex problem for their customers. It takes a multi-year trial of their software. They have done a really good job of growing at a pace that has allowed them to be profitable. They have met or exceeded his two to three year expectations every year that he has owned it.

Showing 61 to 75 of 114 entries

Most Recent Experts

Bill Baruch, Founder, Blue Line Capital

Blue Line Capital

Richard Orrell

RN Croft Financial Group

Stan Wong

Private Wealth Management, ScotiaMcleod

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

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)