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
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.
DON'T BUY
Has been disappointing. Overvalued.
BUY
At a reasonable valuation.
DON'T BUY
Concerned about high valuation. Caution.
TOP PICK
(Was a top pick on Oct 18 up 63%) As software picks up, they are well positioned.
BUY
Just bought. Has a lot of liquidity so is able to acquire other companies. Expanding globally.Good growth.
BUY
Starting to recover. Has cash. Good price.
WEAK BUY
Not a leader in software, but they have good technology. Revenue is growing. Use a stop loss.
DON'T BUY
Have had disappointing results. Will take time.
BUY
Good business model.
DON'T BUY
Increasing subscribers but revenues are not there.
BUY
Expects a better growth rate. Good position.
DON'T BUY
Growth rate at this price is not attainable.
DON'T BUY
Not a fan. Low earnings. Speculative. Don't expect a lot of upside.
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