TSE:DSG

Descartes (DSG.TO)

107.31
-0.30 (0.28%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
175 watching
0
Investor Insights
star iconAug 16, 2026, 12:00 am

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

Descartes (DSG-T) is a highly regarded logistics company that has experienced recent stock price pressure primarily due to fears of AI disruption within the software sector. Despite these challenges, many experts believe the company possesses a durable competitive advantage and has robust underlying operating performance. Analysts highlight the firm's unique logistics network that is difficult to replicate and its ability to incorporate AI to enhance operations, potentially benefiting from increased demand amid trade complexities. While some experts suggest that current market conditions may afford a buying opportunity, others express caution, emphasizing the stock's recent underperformance and the broader impacts of trade tariffs. Overall, Descartes is viewed as a strong long-term investment, but its short-term prospects are influenced by external economic factors and market sentiment.

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Consensus
Positive
valuation icon
Valuation
Undervalued
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Similar
Cargill, CAG
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.
BUY
Good revenue model. Close to profitability. Have a lot of cash.
DON'T BUY
If it goes below $6.80, SELL. Wait for the write offs to happen.
DON'T BUY
No credibility and don't know where their business model is.
DON'T BUY
Wait until techs turn around.
DON'T BUY
Interesting business. Has been profitable until the last quarter. Good cash position ($3/4 per share.) Wait for sales to pick up.
WAIT
Likes their technology, but sales/earnings have dropped. Need a turnaround.
DON'T BUY
Good company. In a tough space as they have to rely on companies spending money. Long term 2/3 years OK, but short term no.
DON'T BUY
Lack of new contracts creates concern. Has cash for 3/4 quarters.
BUY
Stock hurt by pre-announcement of earnings problems. Good business model. Has closed some deals now. Should bounce up.
DON'T BUY
Bought in $20 range. Customers are not buying at this time. Slowdown has hit. Will be under pressure. Will be a survivor.
WAIT
Has been hit hard. Not sure about mngmnt. Stock is cheap. Moving from software into networking. Could be a big winner.
DON'T BUY
A weakness in the sector.
DON'T BUY
Revenues have been down and expect it will hit the bottom in the next 12 months.
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