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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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.

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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.

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Kinaxis Inc (KXS.TO)