Update shared on04 Sep 2025
Despite steady consensus revenue growth forecasts, Kinaxis’s Future P/E multiple has increased sharply, indicating a higher valuation multiple for unchanged growth expectations, while the analyst price target remained flat at CA$227.33.
What's in the News
- PL Developments selected Kinaxis Maestro to replace manual processes, accelerating healthcare product delivery to major U.S. retailers and enhancing agility, accuracy, and supply chain visibility.
- From April 1 to June 30, Kinaxis repurchased 125,869 shares for $18.26 million, completing a total buyback of 440,453 shares for $55.65 million under an ongoing buyback program.
- Kinaxis updated its 2025 financial guidance, projecting total revenue between $535 million and $550 million.
- Kinaxis renewed its three-year partnership with the Ottawa Senators and Belleville Senators, supporting community initiatives, bolstering brand visibility, and enhancing employee engagement.
- Tosoh Corporation and SEKO Logistics selected Kinaxis Maestro to replace manual processes, streamline operations, and enhance supply chain responsiveness and visibility across global operations.
Valuation Changes
Summary of Valuation Changes for Kinaxis
- The Consensus Analyst Price Target remained effectively unchanged, at CA$227.33.
- The Future P/E for Kinaxis has significantly risen from 49.40x to 68.17x.
- The Consensus Revenue Growth forecasts for Kinaxis remained effectively unchanged, at 13.0% per annum.
Disclaimer
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