Kinaxis (KXS) was one of the only tech names up on the day following its latest agentic AI release, which comes a day after it shared plans to double the buyback…

… on the belief that the market is overstating the risks posed by generative AI, which has impaired its valuation alongside most software names.

Management frames the new technology as additive to its core offering, which is deeply entrenched in supply chain operations. With Y/Y growth stabilizing in the mid-teens…

… it’s tough to argue that positioning.

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