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  5. KXS: Strong market today but KXS drops over 3%. [Kinaxis Inc.]

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Q: Strong market today but KXS drops over 3%. It's been a lacklustre performer for some time. How serious a threat is AI? How strong a product do they have? KXS has been identified as a potential good performer in 2026 by some analysts. What is your take on the company? Is it worth keeping?
Asked on January 07, 2026
5i Research Answer:
We don't want to shrug off the threat of AI on software, but we have a hard time seeing how a...
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