The Globe and Mail reports in its Thursday, Jan. 8, edition that RBC Dominion Securities analyst Paul Treiber calls Kinaxis one of his top Canadian technology ideas for 2026. The Globe's David Leeder writes in the Eye On Equities column that Mr. Treiber continues to rate Kinaxis "outperform," with an unchanged $235 share target. Analysts on average target the shares at $229.50. Mr. Treiber says in a note: "Our 'outperform' rating is based on: 1) Kinaxis's compelling long-term growth story; 2) SaaS and ARR growth appear likely to re-accelerate; 3) operating leverage is likely to drive margin expansion; and 4) valuation is below peers and at trough levels. Compelling long-term growth story. Kinaxis is leading a transformation of supply chains and has the unique combination of double-digit organic revenue growth and top-quartile profitability. The company's software is highly differentiated and well positioned to capture a portion of increased supply chain investments. Kinaxis has high win rates (more than 60 per cent) and industry-high gross retention (95 to 100 per cent), which further affirms the strength of the company's competitive position and value proposition."