Kinaxis (KXS) Aperçu de l'action
Kinaxis Inc. fournit des logiciels d'abonnement basés sur le cloud pour les opérations de la chaîne d'approvisionnement aux États-Unis, en Europe, en Asie et au Canada. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 4/6 |
| Croissance future | 2/6 |
| Performances passées | 6/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
Aucun risque n'a été détecté pour KXS à partir de nos contrôles de risques.
KXS Community Fair Values
Create NarrativeSee what 41 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Kinaxis Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | CA$154.81 |
| Plus haut sur 52 semaines | CA$212.45 |
| Plus bas sur 52 semaines | CA$117.22 |
| Bêta | 0.76 |
| Variation sur 1 mois | -5.33% |
| Variation sur 3 mois | 10.53% |
| Variation sur 1 an | -21.01% |
| Variation sur 3 ans | -16.74% |
| Variation sur 5 ans | -1.72% |
| Évolution depuis l'introduction en bourse | 1,089.02% |
Nouvelles et mises à jour récentes
KXS: Expanded Supply Chain Wins Will Support Future Execution Upside
Kinaxis moves into this Narrative Update with a higher implied fair value, shifting from CA$153.51 to CA$185.84. Analysts point to recent price target increases from firms such as CIBC, RBC Capital and BMO Capital, partially offset by reductions from Stifel and Rothschild & Co Redburn, and are adjusting their assumptions around discount rate, profit margin and future P/E to reflect updated views on the company.
KXS: AI Supply Chain Partnerships And Orchestration Will Support Future Upside
Analysts have nudged their fair value estimate for Kinaxis to roughly CA$207 per share, reflecting a modest increase in Street price targets, including CIBC's move to CA$205, as well as updated assumptions for revenue growth, profit margins and future P/E levels. Analyst Commentary Recent Street research on Kinaxis shows a mix of optimism and caution, with several price target revisions in both directions as analysts reassess growth assumptions, execution risks and appropriate P/E levels.KXS: AI Supply Chain Execution And Orchestration Will Drive Future Upside
Analyst price targets for Kinaxis have increased to CA$206.88 from CA$203.80, as analysts cite recent target raises from CIBC, RBC Capital, and BMO Capital, which more than offset reductions from Stifel and Rothschild & Co Redburn. Analyst Commentary Recent price target changes for Kinaxis give a mixed but useful snapshot of how the stock is being viewed on execution, growth potential, and valuation.Recent updates
KXS: Expanded Supply Chain Wins Will Support Future Execution Upside
Kinaxis moves into this Narrative Update with a higher implied fair value, shifting from CA$153.51 to CA$185.84. Analysts point to recent price target increases from firms such as CIBC, RBC Capital and BMO Capital, partially offset by reductions from Stifel and Rothschild & Co Redburn, and are adjusting their assumptions around discount rate, profit margin and future P/E to reflect updated views on the company.KXS: AI Supply Chain Partnerships And Orchestration Will Support Future Upside
Analysts have nudged their fair value estimate for Kinaxis to roughly CA$207 per share, reflecting a modest increase in Street price targets, including CIBC's move to CA$205, as well as updated assumptions for revenue growth, profit margins and future P/E levels. Analyst Commentary Recent Street research on Kinaxis shows a mix of optimism and caution, with several price target revisions in both directions as analysts reassess growth assumptions, execution risks and appropriate P/E levels.KXS: AI Supply Chain Execution And Orchestration Will Drive Future Upside
Analyst price targets for Kinaxis have increased to CA$206.88 from CA$203.80, as analysts cite recent target raises from CIBC, RBC Capital, and BMO Capital, which more than offset reductions from Stifel and Rothschild & Co Redburn. Analyst Commentary Recent price target changes for Kinaxis give a mixed but useful snapshot of how the stock is being viewed on execution, growth potential, and valuation.KXS: AI Supply Chain Advancements And Margin Gains Will Support Future Upside
Kinaxis' updated analyst price target has been cut by about CA$6 to reflect slightly softer growth assumptions and a lower future P/E, even as analysts factor in higher profit margin expectations. Analyst Commentary Recent Street research on Kinaxis points to a more cautious stance on valuation, with several price targets reset around CA$200 after previous levels closer to CA$225 to CA$229 and one cut of CA$40.KXS: AI Supply Chain Acceleration And Agent Workflows Will Support Future Upside
Analysts have trimmed their price targets on Kinaxis to CA$200. This reflects updated assumptions around discount rates and long term P/E levels, while maintaining a constructive view on the stock.KXS: AI Supply Chain Orchestration And GPU Acceleration Will Support Future Upside
Kinaxis' updated fair value estimate edges up to CA$209.65 from CA$205.52, even as Street price targets consolidate around CA$200. Analysts point to recent target trims at several firms while still backing the long term earnings profile reflected in slightly adjusted discount rate, profit margin and future P/E assumptions.KXS: AI Supply Chain Platform And Leadership Shift Will Support Future Upside
Narrative Update on Kinaxis Kinaxis's updated fair value estimate has been trimmed to CA$205.52 from CA$213.65, reflecting analysts' recent price target cuts toward CA$200, along with adjustments to revenue growth, profit margin expectations, and assumed future P/E levels. Analyst Commentary Recent Street research on Kinaxis has centered on lowered price targets clustered around CA$200, while maintaining generally positive ratings on the shares.KXS: AI Supply Chain Platform And New CEO Will Support Future Upside
Kinaxis' updated analyst price target has been trimmed by CA$40, as analysts factor in more tempered revenue growth assumptions along with steadier profit margin and P/E expectations reflected in recent research. Analyst Commentary Analysts lowering their price target by CA$40 are largely reacting to updated assumptions around how fast Kinaxis can grow revenue, while keeping profit margin and P/E expectations relatively steady.AI Supply Chain Adoption Risks Will Persist Yet Eventually Support A Healthier Business Mix
Catalysts About Kinaxis Kinaxis provides cloud-based supply chain planning and orchestration software for large enterprises globally. What are the underlying business or industry changes driving this perspective?KXS: AI Agent Platform And New CEO Will Support Future Upside
Analysts have trimmed their fair value and price target assumptions for Kinaxis, with one firm lowering its target by CA$40. This reflects slightly higher discount rates and modestly adjusted expectations for growth and valuation multiples.
AI Supply Chain Adoption Will Drive Long Runway For This Cloud Planning Leader
Catalysts About Kinaxis Kinaxis provides cloud based supply chain planning and orchestration software to large enterprises worldwide. What are the underlying business or industry changes driving this perspective?Kinaxis Inc.'s (TSE:KXS) Stock Retreats 28% But Earnings Haven't Escaped The Attention Of Investors
The Kinaxis Inc. ( TSE:KXS ) share price has fared very poorly over the last month, falling by a substantial 28...When Should You Buy Kinaxis Inc. (TSE:KXS)?
Kinaxis Inc. ( TSE:KXS ), might not be a large cap stock, but it saw significant share price movement during recent...KXS: Share Buybacks And New CEO Will Support Future Upside
Analysts have trimmed their fair value estimate for Kinaxis from about $227.33 to $219.45 as they factor in updated assumptions around discount rates, revenue growth, profit margins, and a lower projected future P/E multiple. What's in the News Kinaxis appointed Razat Gaurav as Chief Executive Officer effective January 12, 2026.Kinaxis Inc.'s (TSE:KXS) Intrinsic Value Is Potentially 90% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Kinaxis fair value estimate is CA$327 Kinaxis' CA$172 share...Kinaxis Inc. Just Beat EPS By 23%: Here's What Analysts Think Will Happen Next
It's been a good week for Kinaxis Inc. ( TSE:KXS ) shareholders, because the company has just released its latest...AI And Cloud Solutions Will Revolutionize Global Supply Chains
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.Kinaxis Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
TSX:KXS 1 Year Share Price vs Fair Value Explore Kinaxis's Fair Values from the Community and select yours Kinaxis Inc...Risks To Shareholder Returns Are Elevated At These Prices For Kinaxis Inc. (TSE:KXS)
When close to half the companies in the Software industry in Canada have price-to-sales ratios (or "P/S") below 3.2x...Kinaxis' (TSE:KXS) Conservative Accounting Might Explain Soft Earnings
The market was pleased with the recent earnings report from Kinaxis Inc. ( TSE:KXS ), despite the profit numbers being...Is It Time To Consider Buying Kinaxis Inc. (TSE:KXS)?
Kinaxis Inc. ( TSE:KXS ), might not be a large cap stock, but it received a lot of attention from a substantial price...Earnings Update: Kinaxis Inc. (TSE:KXS) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts
Kinaxis Inc. ( TSE:KXS ) came out with its annual results last week, and we wanted to see how the business is...Kinaxis Inc. (TSE:KXS) Investors Are Less Pessimistic Than Expected
With a price-to-sales (or "P/S") ratio of 6.8x Kinaxis Inc. ( TSE:KXS ) may be sending very bearish signals at the...
Maestro Gen AI And Accenture Collaboration Will Drive Future Success
Strategic partnerships and AI innovation focus are expected to drive future revenue growth and enhance margins.Kinaxis (TSE:KXS) Is Reinvesting At Lower Rates Of Return
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Kinaxis Inc. Just Beat EPS By 23%: Here's What Analysts Think Will Happen Next
Kinaxis Inc. ( TSE:KXS ) shareholders are probably feeling a little disappointed, since its shares fell 8.8% to CA$155...Rendement pour les actionnaires
| KXS | CA Software | CA Marché | |
|---|---|---|---|
| 7D | -0.9% | -1.4% | 0.05% |
| 1Y | -21.0% | -36.6% | 29.5% |
Rendement vs Industrie: KXS a dépassé le secteur Canadian Software qui a rapporté -36.6 % au cours de l'année écoulée.
Rendement vs marché: KXS a sous-performé le marché Canadian qui a rapporté 29.5 % au cours de l'année écoulée.
Volatilité des prix
| KXS volatility | |
|---|---|
| KXS Average Weekly Movement | 6.8% |
| Software Industry Average Movement | 11.9% |
| Market Average Movement | 9.6% |
| 10% most volatile stocks in CA Market | 16.7% |
| 10% least volatile stocks in CA Market | 3.7% |
Cours de l'action stable: KXS n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché Canadian.
Volatilité au fil du temps: La volatilité hebdomadaire de KXS ( 7% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1984 | 1,837 | Razat Gaurav | www.kinaxis.com |
Kinaxis Inc. fournit des logiciels d'abonnement basés sur le cloud pour les opérations de la chaîne d'approvisionnement aux États-Unis, en Europe, en Asie et au Canada. La société propose RapidResponse, une orchestration de la chaîne d'approvisionnement de bout en bout infusée d'IA pour la concurrence, l'intelligence artificielle, l'analyse avancée, l'expérience utilisateur, le studio de développement, l'intégration et la sécurité. Elle fournit également des services d'optimisation des stocks à plusieurs échelons, de planification de la production, de planification du recyclage et de planification du transport ; de planification des ventes et des opérations, de planification de la demande, de planification de l'approvisionnement, de planification d'entreprise, de gestion des stocks, de chaîne d'approvisionnement durable et de centre de commande et de contrôle ; ainsi que des services de visibilité de la chaîne d'approvisionnement, de tour de contrôle, de gestion des commandes, du transport, des retours et des pièces de rechange.
Kinaxis Inc. Résumé des fondamentaux
| KXS statistiques fondamentales | |
|---|---|
| Capitalisation boursière | CA$4.22b |
| Bénéfices(TTM) | CA$119.20m |
| Recettes(TTM) | CA$822.21m |
Le site KXS est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| KXS compte de résultat (TTM) | |
|---|---|
| Recettes | US$580.81m |
| Coût des recettes | US$199.06m |
| Marge brute | US$381.76m |
| Autres dépenses | US$297.55m |
| Les revenus | US$84.21m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 3.09 |
| Marge brute | 65.73% |
| Marge bénéficiaire nette | 14.50% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de KXS?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/12 22:06 |
| Cours de l'action en fin de journée | 2026/07/10 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Kinaxis Inc. est couverte par 19 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Martin Toner | ATB Cormark |
| Robert Peters | ATB Cormark Historical (Cormark Securities) |
| Thanos Moschopoulos | BMO Capital Markets Equity Research |