RE:Hang In ThereMore details. GLTA
KXS is relatively small, doesn't trade so well, and is not cheap. It does not get that much attention so when there is no news, it often will see some selling. There has been some insider selling which may worry some investors and it has not had a press release since mid November (a new contract).
But this does not make it a bad stock. It is not as sexy as other tech stocks, and its small size may also hold back some interest (DSG is about 3X as big). But in addition to other qualities, the reason we like KXS is that cash continues to grow with EPS expected to go from $0.68 in 2022 to $2.06 this year. The stock is up 10X since its IPO in 2014. It's clearly not perfect, but taking a wider view certainly makes it look better. It also has big earnings leverage to single new contracts, and more leverage as existing customers add seats. EPS last quarter beat estimates by 68%. Recent shipping issues in the Middle East may again raise the importance of supply chain management. (5iResearch)