11:28 AM EDT, 08/26/2025 (MT Newswires) -- Shopify ( SHOP ) , Constellation Software ( CNSWF ) , Kinaxis ( KXSCF ) and Lumine Group ( LMGIF ) are the most compelling investment ideas in RBC Capital Markets' Canadian technology coverage universe, according to a Tuesday note.

RBC said the second-quarter performance of its coverage universe was slightly better than that of the 100 largest tech stocks in Canada, where 60% exceeded revenue expectations.

While the impact of tariffs on the macro environment remains uncertain, RBC said near-term demand has been resilient.

"If this trend continues, we expect growth to improve for our coverage universe in the second half of the year, which we believe will help sustain the rallies in most stocks," RBC said.

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