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
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Valuation
Undervalued
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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.
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.
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