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TSE:DSG

Descartes (DSG.TO)

99.18
-0.68 (0.68%)
as of Jun 17, 2026, 8:00:00 pm Market Open.
175 watching
0
Investor Insights
star iconJun 17, 2026, 12:00 am

This summary was created by AI, based on 11 opinions in the last 12 months.

Descartes Systems Group (DSG-T) is viewed positively by several experts despite challenges affecting the broader software sector, primarily due to fears surrounding AI disruptions. The company is recognized for its strong position in logistics and supply chain management, boasting a durable moat built over two decades. Experts note that it continues to grow its market share and revenues, leveraging AI innovations to enhance its services. However, the stock has experienced significant pressure recently due to external factors like tariffs and its classification within the struggling software sector. Overall, analysts see potential for long-term growth and view the current price as a buying opportunity, although some express cautious optimism due to recent technical trends.

consensus icon
Consensus
Positive
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Valuation
Overvalued
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PAST TOP PICK
(Was a top pick on Aug 8 down 22%) Has bought more.
DON'T BUY
Lots of cash. In a transition from software licensing to transactional model.
BUY
A good business plan, but software sector is down. Have a lot of cash.
DON'T BUY
Good company, but has concerns on their customer base.
DON'T BUY
Have had two disappointing quarters. Expects more downside.
TOP PICK
(Was a top pick on May 18 down 328%) Still likes and is at a really good price.
DON'T BUY
Wait for the third quarter results to see where they are.
DON'T BUY
Prefers others. Too small a player.
DON'T BUY
Faces near term challenges. Good cash reserves. Sales will remain slow for the near term. :long term OK.
BUY
Sector has survived, but would buy today. The price is equivalent to their cash.
PAST TOP PICK
(Was a top pick on Mar5 down 68%) Companies are not buying new software. No new contracts. Will be challenged for the next 6/9 months.
DON'T BUY
Software is down, but this company will survive. Short term no.
BUY
Gets a royalty on their systems. Affected by the slowdown. Should go up in a tech turnaround.
DON'T BUY
Have to wait for techs to start recovery. Good company. Well managed.
BUY
Excellent company. Fell with techs. Will be a weak demand. Good price.
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