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キナキシスの目標株価が、第1四半期決算発表を前にスティフェル・カナダによって200.00ドルに引き下げられた。

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-- Stifel Canadaは、本日市場取引終了後に発表されるKinaxis（KXS.TO）の第1四半期決算を前に、同社の株価目標を45.00ドル引き下げ、200.00ドルとした。 アナリストのSuthan Sukumar氏は、同社株の買い推奨を維持しており、世界的なサプライチェーンにおける関税や地政学的混乱が続く中で、需要環境は良好であると見ている。 「AIの普及はまだ初期段階にあるものの、KXSは独自のリアルタイムサプライチェーンデータ、専門知識、そして強固な顧客基盤へのワークフローへの深い統合といった強みを活かし、AIを収益化する上で独自の地位を確立しており、今後1年間で成長が見込まれる」とSukumar氏は述べている。 Sukumar氏は、株価は「割安ではない」と認めつつも、業界の持続的な追い風と、既存の受注残高で既に約90%がカバーされている2026年度のSaaS事業の業績見通しは、今後の業績予想の上方修正の可能性を示唆していると述べている。 「KXSは引き続き当社の推奨銘柄の一つですが、最近のソフトウェアセクターにおける株価収益率の若干の低下を反映し、目標株価を1株あたり200ドルに引き下げます。」

Price: $139.55, Change: $-3.09, Percent Change: -2.17%

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