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
BUY
Expects good numbers.
BUY
Good product.
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.
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