Kinaxis Inc (KXS-T) Stock Predictions - Stockchase
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Kinaxis Inc (KXS-T)

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Kinaxis Inc

KXS-T

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Kinaxis Inc (KXS-T) SAVE Apr, 25, 2019, 10:56 am

72.74 0.3 (0.41%)

What the experts are saying about KXS-T



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Signal Opinion Expert
PAST TOP PICK
Kinaxis Inc(KXS-T) 

February 20, 2019

(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.
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(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.
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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$81.250
Owned Owned
Yes

TOP PICK
Kinaxis Inc(KXS-T) 

February 5, 2019

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)
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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)
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Gerard Ferguson

CEO & Port, Jemekk Capital Manag...

Price Price
$79.940
Owned Owned
Yes

DON'T BUY
Kinaxis Inc(KXS-T) 

February 1, 2019

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)
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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)
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$78.310
Owned Owned
No

PAST TOP PICK
Kinaxis Inc(KXS-T) 

January 30, 2019

(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.
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(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.
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Bruce Campbell

President , Stone Castle Investm...

Price Price
$77.500
Owned Owned
Yes

BUY
Kinaxis Inc(KXS-T) 

January 7, 2019

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.
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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.
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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$66.230
Owned Owned
Yes

SHORT
Kinaxis Inc(KXS-T) 

November 28, 2018

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.
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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.
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$72.780
Owned Owned
Yes

COMMENT
Kinaxis Inc(KXS-T) 

October 2, 2018

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.

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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.

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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$93.170
Owned Owned
Yes

PAST TOP PICK
Kinaxis Inc(KXS-T) 

September 13, 2018

(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. 

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(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. 

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Ryan Modesto

Managing P, 5i Research...

Price Price
$94.180
Owned Owned
Yes

BUY on WEAKNESS
Kinaxis Inc(KXS-T) 

June 13, 2018

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. 

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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. 

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Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$85.250
Owned Owned
No

HOLD
Kinaxis Inc(KXS-T) 

May 28, 2018

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. 

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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. 

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$83.860
Owned Owned
Yes

BUY
Kinaxis Inc(KXS-T) 

May 28, 2018

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.

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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.

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Wolfgang Klein

Senior inv, Canaccord Genuity We...

Price Price
$83.860
Owned Owned
Unknown

BUY
Kinaxis Inc(KXS-T) 

May 4, 2018

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)

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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)

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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$81.240
Owned Owned
Yes

BUY
Kinaxis Inc(KXS-T) 

April 9, 2018

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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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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Greg Dean

Principal , Cambridge Global Ass...

Price Price
$81.680
Owned Owned
Yes

BUY on WEAKNESS
Kinaxis Inc(KXS-T) 

March 27, 2018

He has looked at this company many times. It creates supply chain management software and is very richly valued. There’s a lot of organic growth. The stock has corrected a few times and those offered good buy points.

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He has looked at this company many times. It creates supply chain management software and is very richly valued. There’s a lot of organic growth. The stock has corrected a few times and those offered good buy points.

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$81.980
Owned Owned
No

BUY
Kinaxis Inc(KXS-T) 

March 1, 2018

It is a top tech growth company in Canada.  They are still adding customers, some big.  They are growing the top line 25% and growing the margins.

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It is a top tech growth company in Canada.  They are still adding customers, some big.  They are growing the top line 25% and growing the margins.

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Ryan Modesto

Managing P, 5i Research...

Price Price
$84.250
Owned Owned
Unknown

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