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TSE:DSG

Descartes (DSG.TO)

101.33
-0.69 (0.68%)
as of Jun 15, 2026, 8:00:00 pm Market Open.
175 watching
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Investor Insights
star iconJun 14, 2026, 12:00 am

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

The reviews for Descartes (DSG-T) reflect a mixed but generally positive outlook on the company's performance despite challenges posed by AI advancements and trade uncertainties. Several experts apologize for the recent stock decline, attributing it to broader market themes affecting software companies, including perceptions of AI disruption. Descartes is recognized for its dominant position in logistics, boasting a deep moat that is difficult to replicate due to its extensive network built over two decades. Many analysts view the current price as a potential buying opportunity for long-term gains, citing its healthy free cash flow, recurring revenue model, and substantial growth prospects despite being down in the short term. Concerns about valuations are noted, with opinions split on whether it is currently overvalued or fairly valued, especially given its projected earnings growth and market conditions.

consensus icon
Consensus
Positive
valuation icon
Valuation
Overvalued
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UNP
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.
HOLD
Business is slow. Have a lot of cash. Buying back a lot of their debt and some stock. Needs a turn in the technology sector.
Showing 151 to 165 of 321 entries