Kinaxis Inc delivered a strong second quarter, exceeding earnings expectations and showing impressive growth in its SaaS segment.
Recent earnings trend
Advertisement
Kinaxis Inc
KXS.TO
KXS.TO
Kinaxis Inc
WealthAwesomeMarket cap
$4.64B
P/E
41.2x
52W high
$204.85
52W low
$117.22
1W change
+4.65%
Beta
0.74
Analyst Price Targets
Based on analyst covering KXS
Wall Street analysts forecast KXS stock price to rise 22.5% over the next 12 months.
Consensus
BullishBased on avg. target vs last close (formal rating unavailable for Canadian listings)
Avg. Target
C$208.15
+22.5% Upside
Current Price
C$169.96
Last close
Analyst ratings and price targets are updated periodically. Not financial advice.
Wealth Awesome Price Forecast
WA ModelStatistical 90-day price range based on KXS's historical volatility
30-Day Vol
44.3%
Annualized
90-Day Vol
47.2%
Annualized
Trend (90d)
+50.0%
Annualized drift
90d Mean
C$203.19
Expected price
| Horizon | Expected | 68% Range (1σ) |
|---|---|---|
| 30 trading days | C$180.38 | C$154.79 – C$210.21 |
| 60 trading days | C$191.45 | C$154.19 – C$237.70 |
| 90 trading days | C$203.19 | C$155.88 – C$264.85 |
Methodology: Range is calculated using 30-day realized volatility via geometric Brownian motion (log-normal model). 68% band = ±1σ, 95% band = ±2σ. This is a statistical model, not a prediction. Past volatility does not guarantee future results. Not financial advice.
Analyst coverage: 5 analyst(s) cover this name; upcoming EPS consensus is available.
Beat estimates in 4 of the last 4 comparable quarter(s).
| Fiscal period | Report date | Actual EPS | Estimate | Surprise |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-05 | 1.1960 | 0.9700 | +23.3% |
| 2026-03-31 | 2026-05-06 | 1.3400 | 1.1400 | +17.5% |
| 2025-12-31 | 2026-03-04 | 1.0100 | 0.9100 | +11.0% |
| 2025-09-30 | 2025-11-05 | 0.9300 | 0.8500 | +9.4% |
| 2025-06-30 | 2025-08-06 | 1.0000 | 0.7500 | +33.3% |
| 2025-03-31 | 2025-05-07 | 0.8800 | 0.7800 | +12.8% |
Advertisement
In its recent earnings report for Q2 2026, Kinaxis Inc (KXS.TO) reported earnings per share (EPS) of $1.196, which is 23.3% higher than the consensus estimate of $0.97. This marks the fourth consecutive quarter where the company has outperformed expectations, highlighting a consistent trend of growth and operational success.
Investor takeaway: Kinaxis' solid performance in SaaS revenue and adjusted EBITDA positions it well in the competitive landscape of supply chain planning software. Investors should keep an eye on ongoing foreign exchange challenges and the company’s strategic shifts as they assess future growth potential.
23.3% EPS Surprise Reflects Strong Demand and Execution
Kinaxis' EPS of $1.196 not only beats estimates but also highlights strong operational performance in a competitive market, with SaaS revenue growth boosting the bottom line.
Bull case
The company is seeing impressive SaaS growth, with a 20% year-over-year increase in revenue and strong annual recurring revenue (ARR) growth. Kinaxis has raised its full-year guidance, showing confidence in its continued momentum and a strong pipeline of opportunities.
Bear case
Despite its strong earnings, Kinaxis faces challenges such as foreign exchange headwinds and increasing competition in the supply chain planning space, which could affect future margins and revenue growth.
Advertisement
Advertisement
Wealth Awesome
Timely coverage of Canadian stocks, earnings, dividends, and market movers for DIY investors. Stories are checked against exchange data and public filings.
View Full Profile →✅ Reviewed by Certified Financial Professionals
This content has been reviewed by CFA® charterholders and Certified Financial Planners (CFP®) with over a decade of experience in Canadian financial markets. All information is fact-checked against official Canadian sources and regulations.
Why these credentials matter: CFA® charterholders complete 900+ hours of rigorous study in investment analysis and ethics. CFP® professionals are held to the highest standards of financial planning competency and fiduciary duty in Canada.
⚠️ Professional Disclaimer
This content is for educational purposes only and should not be considered personalized financial advice. While our team brings professional expertise, individual circumstances vary. For personalized guidance, consult with a qualified financial advisor, tax professional, or mortgage specialist.
