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Kinaxis Inc. (KXS.TO)

Toronto - Toronto Real Time Price. Currency in CAD
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146.00+5.35 (+3.80%)
At close: 03:59PM EDT
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  • D
    Daniel
    I share my thoughts on Kinaxis in this video and why I'm bullish on it. Its a smaller Canadian company but it is definitely poised for growth with COVID-19. Companies are scrambling to get their supply chain in order and Kinaxis has the most user friendly software which leads to a quicker installation time!
    https://www.youtube.com/watch?v=JHMammHqtJo
    2 Wealthsimple Trade Stocks on the TSX for your portfolio! I conduct an analysis of two Canadian stocks, one dividend stock and one growth stock, which I thi...
    2 Wealthsimple Trade Stocks on the TSX for your portfolio! I conduct an analysis of two Canadian stocks, one dividend stock and one growth stock, which I thi...
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  • M
    MLP
    Kinaxis Inc. Reports Fourth Quarter 2021 Results

    • SaaS revenue grows 18% to $46.9 million, adjusted EBITDA1 margin of 16%
    • FY 2021 new customer wins double previous year
    • Record Q4 and full year 2021 incremental bookings support 23-25% SaaS revenue growth and 34-38% total revenue growth for FY 2022
  • M
    MLP
    Kinaxis Inc. Reports First Quarter 2021 Results
    SaaS revenue grows 19% to $40.6 million
    Adjusted EBITDA(1) margin of 16%
    Top line $57.7M revenue +9% YoY
  • C
    CrazyCanadianPete
    Just reading a CIBC report on earnings from yesterday. All good with even an outperform rating, but they gave a price target for 12-18 months at $125. Doesn't make sense if it's presently over $150.
  • M
    MLP
    "We won a record number of new customers this quarter, and year-to-date we have more than tripled new customer wins compared to the same time last year. That success is reflected in very strong year-over-year growth in our annual recurring revenue2 and a slightly improved outlook for 2021," said John Sicard, President and CEO of Kinaxis. "Supply chain issues continue to be at the centre of boardroom conversations and daily newsfeeds, and we are helping companies navigate the complexities. The sustained, positive momentum in our market gives us confidence in our mid-term target of 23-25% growth in SaaS revenue, including for next year."
  • M
    Manuel
    SOLID GAINS today and new all time high! Congrats to all!
  • R
    Ralph
    Price has run up alot faster than I thought it would. I was initially thinking $200 by spring. It's only end of August and it's touching $200 already. Any realistic thoughts on where this stock is going from here? What are the analysts predicting over the next year on this stock?

    Any thoughtful views would be helpful here. Cheers to all!
  • M
    MLP
    Kinaxis Inc. Reports First Quarter 2020 Results
    SaaS revenue grows 24% to $34.0 million
    Total revenue grows 15% to $52.8 million
    Adjusted EBITDA(1) margin of 29%

    https://investors.kinaxis.com/news-releases/news-release-details/2020/Kinaxis-Inc-Reports-First-Quarter-2020-Results/default.aspx
  • I
    Ivano
    RBC is giving a $260 price target. Seems interesting.
  • T
    Tutorial11
    Today will be a rough day. Hold the line. The company is solid
  • S
    Shari
    The chart on this stock with the knowledge that the companies financials are looking great and business is looking heavy during the coming years in supply chain management , this stock is a no brainer to watch rise back and above its former highs
  • M
    MLP
    • SaaS revenue grows 14% to $44.7 million, adjusted EBITDA margin of 19%
    • Record new customers wins, 23% ARR growth supports outlook for accelerated growth ahead
    • Updates guidance for FY 2021
  • M
    MLP
    Anyone care to chime in as to why Kinaxis has seen such a sharp sell off since Q3 earnings?
  • v
    vincent
    Simply a buy, if you don’t see it get out! Second best tsx stock to shop... could go back to 100 to reach 500 after , rollercoaster ride of the best of the best... if you can’t Stomach it just go with fortis and stay healthy and safe
  • R
    Ralph
    I was lucky to get in at 135.00 after it was mentioned on Marketcall yesterday afternoon. I liquidated a stock that had a good run up and thought that Kinaxis had enough potential for a 10 - 20 % gain. Alot of big companies are running into supply chain issues that they can't solve by themselves. Kinaxis will be able to benefit from these problems, their second quarter results will easily exceed the analysts estimates. Looking to see at least $200 per share by next spring.

    Cheers to all.
  • R
    R
    From Globe & Mail: TD Securities raised target to $190CAD
  • J
    Jesse
    Chief Commercial Officer recently bought CA$184k worth of stock:

    On the 3rd of December, Paul Carreiro bought around 975 shares on-market at roughly CA$189 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold CA$2.2m more in shares than they bought in the last 12 months.

    Simply Wall St
  • M
    MLP
    Kinaxis Inc. Reports Fourth Quarter 2020 Results
    SaaS revenue grows 24% to $39.8 million in fourth quarter, and grows 25% for the year

    Adjusted EBITDA(1) margin of 11% in fourth quarter, and 24% for the year
  • M
    MLP
    While Shopify and Lightspeed stocks have been riding on the bull of holiday season sales, Kinaxis stock saw a correction. It fell 10% in November on slightly slower growth in the third quarter. Its revenue rose 17% year-over-year but fell 10% sequentially.
    The right way to look at Kinaxis’ revenue is annually rather than quarterly figures. It signs two to five-year contracts with customers and gets payments in advance.
    The pandemic has delayed some contract renewals and the signing of new contracts. But its overall growth prospect is strong. It’s supply chain planning solutions will be in demand as business-to-business trade picks up.
    Kinaxis’s stock has surged 77% so far this year. The stock is trading at its June level and has the potential to grow as the economy recovers.
  • M
    MLP
    Kinaxis Inc. to Host Second Quarter 2020 Investor
    Conference Call on August 6, 2020