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
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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