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CGI Inc. Class A Subordinate Voting Shares (GIB.A $112.92)
- $112.92 P/E (TTM): 15.4X Cap: $24.25B
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Descartes Systems Group Inc. (The) (DSG $91.25)
- $91.25 P/E (TTM): 39.54X Cap: $7.84B
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Kinaxis Inc. (KXS $127.42)
- $127.42 P/E (TTM): 73.24X Cap: $3.57B
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Open Text Corporation (OTEX $34.26)
- $34.26 P/E (TTM): 11.75X Cap: $8.63B
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Q: It is said that AI will decrease the need for software or processes provided by software technology companies. Some fund managers have said that they have reduced their software holdings. Of the companies listed, are any more "immune" to the effects of AI?

Asked by Theodore on September 17, 2025

5i Research Answer:

We see OTEX as being the most exposed to disruption by AI - parts of document handling and...

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