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.

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Consensus
Positive
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Valuation
Undervalued
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Similar
Cargill, CAG
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.
PAST TOP PICK
(Was a top pick on Dec 5/02. Down 42%.) Transport and Asian business is down for them. Has a ton of cash.
BUY
Trading below its cash position. Looks like its up for sale. Buy as a trade right now, not for the company or management.
BUY
Trading at its cash value. Earnings weren't even close to expectations. Treat as a trading stock.
HOLD
Will have to be patient. Need more orders and bigger revenues.
WEAK BUY
Have had problems getting to profitability, but they have a fair amount of cash. Fair degree of risk.
TOP PICK
Making money. Good growth. Good price.
DON'T BUY
Not a fan.
WEAK BUY
Has more cash per share than the share price. Will do well when the sector recovers.
WAIT
Working on getting sign ups and they hope that cash burn will be over soon.
DON'T BUY
Seems to be working, but the market is punishing.
BUY
Its trading at almost its cash value. Will eventually turn around.
WEAK BUY
Good technology, but not making a profit yet. A good play if you are interested in techs.
DON'T BUY
Have to wait for corporate spending to increase.
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