TSE:DSG

Descartes (DSG.TO)

103.17
-0.12 (0.12%)
as of Jul 3, 2026, 8:00:00 pm Market Open.
175 watching
0
Investor Insights
star iconJul 5, 2026, 12:00 am

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

Descartes (DSG-T) has received mixed reviews from experts, with many expressing concerns about the impact of AI on its business model. Despite the recent downturn in stock price, which has seen a decline of approximately 29-32%, analysts note the company's robust underlying operating performance and durable market position. They argue that the logistics network Descartes has built over the past 20 years is difficult to replicate, suggesting that the company has a significant moat. Additionally, there is optimism that it will reap benefits from AI advancements in the long term. Although there's apprehension around AI competition and broader market pressures, many analysts believe current valuations present a buying opportunity for the stock, indicating a strong growth story and recurring revenue elements despite its current technical weaknesses.

consensus icon
Consensus
Hold
valuation icon
Valuation
Undervalued
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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.
DON'T BUY
Has good ideas, but has to rely on other business's.
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