TSE:DSG

Descartes (DSG.TO)

103.17
-0.12 (0.12%)
as of Jul 3, 2026, 8:00:00 pm Market Open.
175 watching
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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
valuation icon
Valuation
Undervalued
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WEAK BUY
Needs some contracts. When economy picks up it should do well.
DON'T BUY
Has had difficulty making money
PAST TOP PICK
(Was a top pick on March 5 down 18%) Still likes. Has $5 cash per share and no debt.
BUY
Has good solutions for companies. Has cash.
DON'T BUY
Expensive. Has high multiple to its sales.
TOP PICK
(Was a top pick on Oct 18 down 6&) Still likes. Good cash balances. Spending by companies is starting to pick up. A good value.
BUY
Changing their model which is good.
DON'T BUY
No revenue growth. Will take a long time.
DON'T BUY
Building to recurring revenues. Limited near term visibility.
BUY ON WEAKNESS
Good company/products/management/balance sheet. A lot of cash. Higher risk.
BUY
Strong balance sheet. Somewhat speculative. Good price.
BUY
Signing good deals. Long term is good.
DON'T BUY
Needs some contracts. Will have to get some direction from management re: visibility.
BUY
Growing well in Europe. Good acquisitions.
DON'T BUY
High P/E of 140. Reporting at the end of February.
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