Financial PerformanceKXS had a record quarter of new ARR bookings—representing a strong recovery from weakness in Q3/24—helped in part by a growing mix of expansion deals.
Market PositionKinaxis is very well-positioned in its core markets, based on strong customer and industry feedback, impressive customer list, and long-term growth rate.
ValuationAnalyst views valuation as attractive, and believes the uncertainty pertaining to the CEO transition is adequately priced in.