TSE:DSG

Descartes (DSG.TO)

100.43
+4.19 (4.35%)
as of Jul 27, 2026, 8:00:00 pm Market Open.
175 watching
0
Investor Insights
star iconJul 27, 2026, 12:00 am

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

Descartes (DSG-T) has faced significant challenges recently, primarily due to fears surrounding AI disruptions within the software industry. However, several experts maintain a positive outlook, emphasizing the company's strong foundational performance and its unique logistically integrated network built over two decades, which creates a deep moat against competition. Despite the decline in stock performance, experts believe the current valuation presents a buying opportunity for long-term growth. The market challenges, such as the tariff wars and competition from AI, have contributed to a perceived undervaluation; nonetheless, many analysts assert that Descartes remains an essential player in logistics and supply chain management with potential benefits from AI innovations. The stock continues to show resilience and growth prospects, even amidst the market turmoil.

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Consensus
Positive
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Valuation
Undervalued
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Similar
GTY,GTY
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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