Kinaxis stock prices in raised guidance below its 52-week high

Published on 09/28/2026 at 09:17 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Kinaxis stock was last at CAD 176.22 on September 25, 2026, while Q2 revenue reached USD 158.8 million. Analysts set a CAD 203.12 average target.

KXS, CA4825221092, Illustration mit AI erstellt.

Kinaxis (ISIN CA4825221092) was last at CAD 176.22 on the Toronto Stock Exchange on September 25, 2026 at 4:00 p.m. ET, down 0.25 percent from the prior close. The quotation stood 5.75 percent below its 52-week high of CAD 186.98, putting the raised 2026 outlook alongside a market value of CAD 4.8 billion.

Raised guidance meets recurring growth

ScanX reported that Kinaxis generated USD 158.8 million of total revenue in Q2 2026, up 16 percent year over year. SaaS revenue rose 20 percent to USD 106.5 million, and adjusted EBITDA reached USD 41.4 million at a 26 percent margin.

The company raised its full-year 2026 total revenue guidance to USD 625 million to USD 640 million, equivalent to 14 percent to 17 percent growth, while SaaS revenue growth is expected at 18 percent to 20 percent. Adjusted EBITDA margin guidance remains 25 percent to 26 percent, so recurring software growth is now the central test for delivery against the outlook.

Analysts see CAD 203.12 target

According to MarketBeat on September 26, 2026, seven covering analysts rated the shares Buy and assigned an average 12-month price target of CAD 203.12. That target is 15.28 percent above CAD 176.22, giving the consensus a concrete valuation reference rather than a purely qualitative signal.

The same report listed Royal Bank of Canada with a CAD 210.00 target and an Outperform rating dated August 26, 2026. National Bank Financial raised its target to CAD 210.00 on August 7, 2026, while BMO Capital Markets lifted its target to CAD 200.00 on the same date.

Recurring revenue drives the case

Reuters identifies Kinaxis as an enterprise software company whose Maestro platform applies artificial intelligence to supply-chain orchestration. The Q2 figures show why the subscription transition matters: SaaS accounted for USD 106.5 million of USD 158.8 million in quarterly revenue, or 67.11 percent.

Kinaxis stock stays below yearly high

Kinaxis stock was last at CAD 176.22 on the Toronto Stock Exchange on September 25, 2026 at 4:00 p.m. ET, with a 52-week range of CAD 117.22 to CAD 186.98 and volume of 89,162 shares. The next market checkpoint is execution against the USD 625 million to USD 640 million revenue range and the 25 percent to 26 percent adjusted EBITDA margin guidance.