National Bank Financial analyst Richard Tse maintained Kinaxis (Kinaxis Stock Quote, Chart, News, Analysts, Financials TSX:KXS) as a Top Pick in a May 7 report after stronger-than-expected first-quarter results. “All in, Q1 showed execution on the efforts laid out over the past year and fortified by new strategic leadership,” Tse said. Kinaxis reported Q1 revenue […]
Will AI kill Shopify?National Bank Financial analyst Richard Tse said the impact of AI on tech valuations is becoming more company-specific, with names like Shopify (Shopify Stock Quote, Chart, News, Analysts, Financials TSX:SHOP) and Kinaxis (Kinaxis Stock Quote, Chart, News, Analysts, Financials TSX:KXS) emerging as relative winners because of clearer monetization pathways. On Shopify (“Outperform”; PT: US$200.00), Tse […]