TSE:DSG

Descartes (DSG.TO)

107.31
-0.30 (0.28%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
175 watching
0
Investor Insights
star iconAug 16, 2026, 12:00 am

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

Descartes (DSG-T) is a highly regarded logistics company that has experienced recent stock price pressure primarily due to fears of AI disruption within the software sector. Despite these challenges, many experts believe the company possesses a durable competitive advantage and has robust underlying operating performance. Analysts highlight the firm's unique logistics network that is difficult to replicate and its ability to incorporate AI to enhance operations, potentially benefiting from increased demand amid trade complexities. While some experts suggest that current market conditions may afford a buying opportunity, others express caution, emphasizing the stock's recent underperformance and the broader impacts of trade tariffs. Overall, Descartes is viewed as a strong long-term investment, but its short-term prospects are influenced by external economic factors and market sentiment.

consensus icon
Consensus
Positive
valuation icon
Valuation
Undervalued
review icon
Similar
Cargill, CAG
DON'T BUY
Have had management problems and are now on their 3rd CEO. In the penalty box.
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.
Showing 151 to 165 of 323 entries