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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
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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
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.
BUY
Has pulled back. Growth could drop.Good company and a lot of cash.
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