Kinaxis Inc.

TSX:KXS 주식 리포트

시가총액: CA$4.0b

Kinaxis 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Razat Gaurav

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간less than a year
CEO 지분 보유율n/a
경영진 평균 재임 기간2.8yrs
이사회 평균 재임 기간7.8yrs

최근 경영진 업데이트

Recent updates

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

Feb 04
Kinaxis Inc.'s (TSE:KXS) Stock Retreats 28% But Earnings Haven't Escaped The Attention Of Investors

When Should You Buy Kinaxis Inc. (TSE:KXS)?

Feb 03
When Should You Buy Kinaxis Inc. (TSE:KXS)?

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

Jan 05
Kinaxis Inc.'s (TSE:KXS) Intrinsic Value Is Potentially 90% Above Its Share Price

Kinaxis Inc. Just Beat EPS By 23%: Here's What Analysts Think Will Happen Next

Nov 07
Kinaxis Inc. Just Beat EPS By 23%: Here's What Analysts Think Will Happen Next

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

Aug 09
Kinaxis Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Risks To Shareholder Returns Are Elevated At These Prices For Kinaxis Inc. (TSE:KXS)

Jun 25
Risks To Shareholder Returns Are Elevated At These Prices For Kinaxis Inc. (TSE:KXS)

Kinaxis' (TSE:KXS) Conservative Accounting Might Explain Soft Earnings

May 14
Kinaxis' (TSE:KXS) Conservative Accounting Might Explain Soft Earnings

Is It Time To Consider Buying Kinaxis Inc. (TSE:KXS)?

Apr 15
Is It Time To Consider Buying Kinaxis Inc. (TSE:KXS)?

Earnings Update: Kinaxis Inc. (TSE:KXS) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts

Mar 01
Earnings Update: Kinaxis Inc. (TSE:KXS) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts

Kinaxis Inc. (TSE:KXS) Investors Are Less Pessimistic Than Expected

Feb 19
Kinaxis Inc. (TSE:KXS) Investors Are Less Pessimistic Than Expected
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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

Dec 24
Kinaxis (TSE:KXS) Is Reinvesting At Lower Rates Of Return

Kinaxis Inc. Just Beat EPS By 23%: Here's What Analysts Think Will Happen Next

Aug 02
Kinaxis Inc. Just Beat EPS By 23%: Here's What Analysts Think Will Happen Next

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

May 21
Kinaxis Inc.'s (TSE:KXS) Shares May Have Run Too Fast Too Soon

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

May 01
An Intrinsic Calculation For Kinaxis Inc. (TSE:KXS) Suggests It's 42% Undervalued

CEO

Razat Gaurav

less than a year
재임 기간

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...


리더십 팀

이름직위재임 기간보수지분
Blaine Fitzgerald
Executive VP & CFO4.8yrsUS$3.62m데이터 없음
Megan Paterson
Chief Operating Officer2.8yrsUS$3.15m0.0012%
CA$ 46.4k
David Kelly
Executive Vice President of Global Professional Services10.3yrsUS$2.11m0.0013%
CA$ 51.6k
Mark Morgan
President of Global Commercial Operations1.6yrsUS$4.94m0.048%
CA$ 1.9m
Razat Gaurav
CEO & Directorless than a year데이터 없음데이터 없음
Rick Wadsworth
Vice President of Investor Relationsno data데이터 없음데이터 없음
James Hollingworth
Chief Legal Officer & Corporate Secretaryno data데이터 없음0.017%
CA$ 690.6k
Martin Dubois
Senior Director of Securityno data데이터 없음데이터 없음
Michael Mauger
Chief Customer Success Officer7.2yrsUS$1.95m데이터 없음
Andrew Bell
Chief Product Officer2.8yrs데이터 없음0.0053%
CA$ 210.4k
2.8yrs
평균 재임 기간

경험이 풍부한 관리: KXS의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.8 년).


이사회 구성원

이름직위재임 기간보수지분
Razat Gaurav
CEO & Directorless than a year데이터 없음데이터 없음
Andrew Gort
Member of Strategic Advisory Councilno data데이터 없음데이터 없음
Angel Mendez
Lead Independent Director10.3yrsUS$233.90k0.0051%
CA$ 202.4k
Robert Courteau
Non-Executive Board Chair9.4yrsUS$1.24m0.11%
CA$ 4.2m
Pamela Passman
Independent Director7.8yrsUS$325.00k0.022%
CA$ 879.8k
Jose Duarte
Independent Director1.9yrsUS$512.14k0.0036%
CA$ 144.8k
B. Loewen
Independent Director1.3yrs데이터 없음데이터 없음
Gillian Denham
Independent Director9.8yrsUS$256.00k0.017%
CA$ 680.2k
Kelly Thomas
Independent Director7.8yrsUS$285.00k0.020%
CA$ 800.6k
7.8yrs
평균 재임 기간
63.5yo
평균 나이

경험이 풍부한 이사회: KXS의 이사회경험이 있음으로 간주됩니다(평균 재임 7.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/05 21:17
종가2026/05/05 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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분석가 소스

Kinaxis Inc.는 18명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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