Pessimists declare that at the moment’s synthetic intelligence (AI) growth mirrors the dot.com explosion in March 2000. A pop of the AI bubble may end in big losses for traders. Nevertheless, in contrast to the state of affairs 25 years in the past, worthwhile tech giants, not simply startups, are all-in on AI and its real-world functions.
There’s heightened curiosity in AI in all places, from Earth to house. The expertise is driving a deeper transformation in how people work together with machines. Fashionable computing is now the spine of innovation, with most firms becoming a member of the AI race to unlock worth for his or her companies.
In the meantime, AI has fueled an enormous rally within the TSX’s expertise sector. One Canadian inventory is especially worthy of consideration because it may very well be the subsequent large AI winner. Kinaxis (TSX:KXS) trades at $180.42 per share and is well-positioned for a breakout, given its new generative and agentic AI capabilities.
Driving enterprise worth
AI will be present in fashionable provide chains, the place Kinaxis drives enterprise worth. The $5.2 billion firm gives cloud-based subscription software program for provide chain operations globally. At the moment, it has a powerful market place in AI-powered provide chain administration.
The Ottawa-based tech agency developed the Kinaxis Maestro, an AI-powered orchestration platform that helps companies navigate provide chain disruptions. Extra importantly, customers can simulate and consider numerous eventualities, enabling them to reply shortly to produce and demand fluctuations.
On October 17, 2025, Kinaxis launched Maestro Brokers. This new AI-powered choice intelligence instrument is embedded within the Maestro provide chain platform. It is rather totally different from generic AI assistants; as an alternative, it accelerates the agentic period for provide chain orchestration. The enlargement of the Maestro ecosystem may strengthen the funding case for KXS within the AI house.
Basis to ship better worth
Kinaxis shaped a partnership with Workday, an American cloud-based software program firm offering enterprise software program for human capital administration, finance, and analytics. The brand new companions will mix an AI-enabled, agentic framework throughout Kinaxis Maestro and Workday Adaptive Planning.
Robert Courteau, interim CEO of Kinaxis, stated, “With an agentic framework connecting Kinaxis and Workday, executives can act in minutes with confidence, defending margins, preserving buyer commitments, and constructing resilience by means of related state of affairs planning. With a whole lot of joint clients already utilizing each platforms, this partnership builds on that basis to ship better worth.
Monetary highlights
Within the first half of 2025, Kinaxis reported a 257% year-over-year soar in revenue to US$34.3 million. Notably, whole income and revenue in Q2 2025 elevated 15% and 437% to US$136.4 million and US$18.4 million, respectively, versus Q2 2024. In response to Courteau, it was the strongest second quarter ever for brand new enterprise. There’s a stability between new buyer wins and enlargement orders.
Courteau added, “On account of this robust efficiency, together with file profitability, we achieved our fourth consecutive Rule of 40 quarter and are growing Software program-as-a-Service (SaaS) development steerage for 2025.” The Rule of 40 means the sum of the income development fee and the revenue margin of a well-performing SaaS firm is 40% or increased.
Breakout is coming
Kinaxis performs a vital position within the fashionable provide chain. With its robust monetary outcomes and sturdy SaaS income development, the AI inventory is a compelling alternative for development traders.
