TSE:DSG

Descartes (DSG.TO)

103.17
-0.12 (0.12%)
as of Jul 3, 2026, 8:00:00 pm Market Open.
175 watching
0
Investor Insights
star iconJul 5, 2026, 12:00 am

This summary was created by AI, based on 11 opinions in the last 12 months.

Descartes (DSG-T) has received mixed reviews from experts, with many expressing concerns about the impact of AI on its business model. Despite the recent downturn in stock price, which has seen a decline of approximately 29-32%, analysts note the company's robust underlying operating performance and durable market position. They argue that the logistics network Descartes has built over the past 20 years is difficult to replicate, suggesting that the company has a significant moat. Additionally, there is optimism that it will reap benefits from AI advancements in the long term. Although there's apprehension around AI competition and broader market pressures, many analysts believe current valuations present a buying opportunity for the stock, indicating a strong growth story and recurring revenue elements despite its current technical weaknesses.

consensus icon
Consensus
Hold
valuation icon
Valuation
Undervalued
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DON'T BUY
Don't know if the troublea are behind them. Has come back a bit. Have consistantly disappointed.
DON'T BUY
In a stage where it will either consolidate and build a base or disappear. If you own and it does not rally with the technology sector, don't buy more.
DON'T BUY
This company is a mess. Would have to see substantial changes in earnings estimates before he would look at it.
DON'T BUY
Some analysts are saying it is worth $2.50 and you should buy at this price in the hopes that it will get taken over. Very high risk.
DON'T BUY
When key personnel are let go, wait to see what happens. Also some accounting issues.
DON'T BUY
Is interested in small caps that become large, not large caps that become small. Not enough earnings.
DON'T BUY
Continues to struggle. Has some interesting software, but unfortunately it's long on promises and short on delivery. Year-over-year earnings are down 30%. Very speculative.
DON'T BUY
A troubled company. Just released their earnings and they were not very attractive. A loss of aggressive accounting.
DON'T BUY
Have a lot of cash on their books. They've had a tough time selling their service to their customer base. Not enough visibility in the operations of this company.
DON'T BUY
Have had a lot of problems. Uncertainty with the management. Has cash. High risk.
DON'T BUY
Continues to struggle. Ranks in the bottom third of their Quant database model. Earnings estimates have taken a nose dive. Cheap.
DON'T BUY
No earnings.
BUY
Going to buy back 2o% of their shares. Well financed An interesting entry point. Watch for better traction.
HOLD
Has $3 a share in cash. Share buy-back is going on. Business model will take another year to evolve fully.
HOLD
Nice software, but companies aren't spending.
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