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

Kinaxis Inc (KXS.TO)

146.46

+0.03 (0.02%)

as of Jun 19, 2026, 8:00:00 pm Market Open.

169 watching

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has done a round trip over the last year Double digit top-line growth rate that is expected to grow in 2022. Gross margins are in the 60% range. Balance sheet is also strong. The focus on supply chains will be good for the company. Earnings have been volatile, and valuation is still elevated. Likes the company. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has shown strong historical performance with an amazing track record. Many companies are looking for ways to better manage supply chains and they will benefit from this. Not a cheap stock but merits its premium through revenue growth, profitability and balance sheet. Unlock Premium - Try 5i Free

TOP PICK

Supply chain management and logistics company. Addresses the supply chain issue head on. Seeing a pickup in business. Numbers continue to get better. Thinks it will be a similar story to Shopify. (Analysts’ price target is $225.80)

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They announced a solid quarter with both revenues and EPS beating estimates. The company also acquired an AI supply chain company. Revenue growth should continue as it enters new markets. Solid cash balance, good cash flow and strong recurring growth. Unlock Premium - Try 5i Free

BUY

They have grown revenues at 25%+. All board rooms are talking about supply chains. It is also about the ESG model. Still has a long runway in front of them. RapidStart has tightened bringing the solution to market. They have a growing addressable market. Reasonably valued.

BUY ON WEAKNESS

Part of the supply chain solution right now. At the top of the food chain analyzing data. In a really good spot. High margin, recurring SaaS-type revenue, though lumpy at times. Growing global customer base. Buy on a dip. Huge addressable market.

DON'T BUY

Performed well over time. Challenge is it's expensive, plus a relatively small client base. Client and revenue concentration risk. Better opportunities elsewhere.

HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The growth story still remains intact and 5i would continue to hold for the long term. If you want to trim to secure some cash, this could make sense. The supply chain focus should remain interesting, considering issues at this time in this domain. Unlock Premium - Try 5i Free

SELL ON STRENGTH

Even if earnings tumbled back to their Feb. 2019 peak level, this stock would still be overvalued. But cloud computing stocks are hot, so Kinaxis has enjoyed a nice recovery. Technically, shares have broken out of $172 resistence and can easily reach $222. This is the same peak level of 2020. That would be the ceiling. Take profits.

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company reported good Q2 earnings and was well ahead of estimates. There have been some upgrades in August too. The stock was probably oversold earlier this year. Unlock Premium - Try 5i Free

DON'T BUY

Leery about the valuation. Great business that helps manage supply chains. Trades at 230x 2021 earnings, too rich. A 45% correction because of a stumble. Growth rate of 12% doesn't justify valuation. Sales are growing more rapidly than earnings, margins are shrinking.

PAST TOP PICK

(A Top Pick Jun 03/20, Up 24%) Suffering because supply chain issues should flow through to revenue, but that's taking longer. #1 company that helps companies fix supply chain issues on the fly. Will have a great few years ahead.

BUY

It had a pretty severe pull back. It is a name he likes and holds. They continue to take market share. The concerns right now are the sales-cycle, winning new business and accelerating through the pandemic.

PAST TOP PICK

(A Top Pick Jun 03/20, Down 9%) A supply chain management software company which is seeing growing demand with pandemics and trade wars. The challenge was their sales cycle is a lot longer than the typical software business. Covid really slowed down sales in Q4. The street expected robust revenues by end of 2020, but numbers were flat. This should improve this year. He's sticking with it. Has great EBITDA margins and balance sheet. Post-Covid, this will do very well.

DON'T BUY

This is like SHOP-T. It is pricey and the market has high-expectations. There will be some structural spend but it may not be enough to justify the PE. There will be difficult comparisons to last year, a banner year.

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Kinaxis Inc (KXS.TO)