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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
0
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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Similar
UNP
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.
DON'T BUY
Haven't worked out how to make profits yet. Not sure of the value of the product. Has a strong balance sheet.
WEAK BUY
Needs some contracts. When economy picks up it should do well.
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