Kinaxis (TSX:KXS) is back in focus after STL selected its Planning One platform to support global supply chain planning, highlighting the company’s growing partner-led expansion in India and through Google Marketplace. See our latest analysis for Kinaxis. Recent news on STL, the IDC research release and raised 2026 revenue guidance has come alongside a 26.08% 3 month share price return for Kinaxis, although the 1 year total shareholder return is down 10.89% and the 5 year total shareholder...

Kinaxis stock has climbed 13.4% over the past month, yet investors are confronted with a split verdict on value as a Discounted Cash Flow (DCF) intrinsic value estimate points to upside while market multiples suggest the shares already trade on the rich side. The 13.4% gain over the past month suggests sentiment around Kinaxis has improved recently and raises the bar for what counts as good value from here. New wins such as STL adopting Kinaxis Planning One can support expectations for...

The research surveyed more than 2,000 supply chain leaders and found a chasm between their AI ambition and their AI adoption.

Kinaxis (TSE:KXS) reported fiscal second-quarter 2026 revenue growth led by its software-as-a-service business, higher expansion activity among existing customers and increased demand for supply-chain planning and orchestration tools. The company raised its full-year revenue and SaaS revenue outlook

SaaS revenue surges 20% with record expansion bookings, as the company raises full-year guidance amid strong demand for its agentic AI solutions.

Kinaxis says manufacturers are increasingly relying on AI-powered supply chain orchestration to evaluate tariffs, nearshoring strategies and sourcing decisions. The post AI shifts from planning to execution as manufacturers confront tariff uncertainty appeared first on FreightWaves.

Even though Kinaxis Inc.'s ( TSE:KXS ) recent earnings release was robust, the market didn't seem to notice. Our...

Kinaxis Inc. ( TSE:KXS ) investors will be delighted, with the company turning in some strong numbers with its latest...