TSE:DSG

Descartes (DSG.TO)

100.43
+4.19 (4.35%)
as of Jul 27, 2026, 8:00:00 pm Market Open.
175 watching
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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
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.
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.
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