Kinaxis Inc.

Report azionario TSX:KXS

Capitalizzazione di mercato: CA$3.9b

Kinaxis Gestione

Criteri Gestione verificati 2/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Razat Gaurav

Amministratore delegato

n/a

Compenso totale

Percentuale dello stipendio del CEOn/a
Mandato del CEOless than a year
Proprietà del CEOn/a
Durata media del management2.8yrs
Durata media del Consiglio di amministrazione7.8yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento dell'analisi Apr 27

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.
Aggiornamento dell'analisi Apr 11

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.
Aggiornamento dell'analisi Mar 28

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.
Aggiornamento dell'analisi Mar 14

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.
Aggiornamento dell'analisi Feb 27

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.
Nuova analisi Feb 20

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?
Aggiornamento dell'analisi Feb 13

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.
Nuova analisi Feb 06

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?
Articolo di analisi Feb 04

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...
Articolo di analisi Feb 03

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...
Aggiornamento dell'analisi Jan 30

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.
Articolo di analisi Jan 05

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...
Articolo di analisi Nov 07

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...
Aggiornamento dell'analisi Sep 04

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.
Articolo di analisi Aug 09

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...
Articolo di analisi Jun 25

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...
Articolo di analisi May 14

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...
Articolo di analisi Apr 15

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...
Articolo di analisi Mar 01

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...
Articolo di analisi Feb 19

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...
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Nuova analisi Jan 16

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.
Articolo di analisi Dec 24

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...
Articolo di analisi Aug 02

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...
Articolo di analisi May 21

Kinaxis Inc.'s (TSE:KXS) Shares May Have Run Too Fast Too Soon

When you see that almost half of the companies in the Software industry in Canada have price-to-sales ratios (or "P/S...
Articolo di analisi May 01

An Intrinsic Calculation For Kinaxis Inc. (TSE:KXS) Suggests It's 42% Undervalued

Key Insights Kinaxis' estimated fair value is CA$253 based on 2 Stage Free Cash Flow to Equity Kinaxis' CA$147 share...

AMMINISTRATORE DELEGATO

Razat Gaurav

less than a year
Mandato

Mr. Razat Gaurav is Chief Executive Officer & Director of Kinaxis Inc. from January 12, 2026. He serves as Director at Planview Inc. since May 10, 2021 and was its Chief Executive Officer since May 10, 202...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Blaine Fitzgerald
Executive VP & CFO4.8yrsUS$3.62mNessun dato
Megan Paterson
Chief Operating Officer2.8yrsUS$3.15m0.0012%
CA$ 45.7k
David Kelly
Executive Vice President of Global Professional Services10.3yrsUS$2.11m0.0013%
CA$ 50.9k
Mark Morgan
President of Global Commercial Operations1.6yrsUS$4.94m0.048%
CA$ 1.9m
Razat Gaurav
CEO & Directorless than a yearNessun datoNessun dato
Rick Wadsworth
Vice President of Investor Relationsno dataNessun datoNessun dato
James Hollingworth
Chief Legal Officer & Corporate Secretaryno dataNessun dato0.017%
CA$ 680.7k
Martin Dubois
Senior Director of Securityno dataNessun datoNessun dato
Michael Mauger
Chief Customer Success Officer7.2yrsUS$1.95mNessun dato
Andrew Bell
Chief Product Officer2.8yrsNessun dato0.0053%
CA$ 207.5k
2.8yrs
Durata media

Gestione esperta: Il team dirigenziale di KXS è considerato esperto (durata media dell'incarico 2.8 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Razat Gaurav
CEO & Directorless than a yearNessun datoNessun dato
Andrew Gort
Member of Strategic Advisory Councilno dataNessun datoNessun dato
Angel Mendez
Lead Independent Director10.3yrsUS$233.90k0.0051%
CA$ 199.6k
Robert Courteau
Non-Executive Board Chair9.4yrsUS$1.24m0.11%
CA$ 4.2m
Pamela Passman
Independent Director7.8yrsUS$325.00k0.022%
CA$ 867.3k
Jose Duarte
Independent Director1.9yrsUS$512.14k0.0036%
CA$ 142.8k
B. Loewen
Independent Director1.3yrsNessun datoNessun dato
Gillian Denham
Independent Director9.8yrsUS$256.00k0.017%
CA$ 670.5k
Kelly Thomas
Independent Director7.8yrsUS$285.00k0.020%
CA$ 789.2k
7.8yrs
Durata media
63.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di KXS sono considerati esperti (durata media dell'incarico 7.8 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/06 07:10
Prezzo dell'azione a fine giornata2026/05/06 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Kinaxis Inc. è coperta da 18 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Martin TonerATB Cormark
Robert PetersATB Cormark Historical (Cormark Securities)
Thanos MoschopoulosBMO Capital Markets Equity Research