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TSE:DSG

Descartes (DSG.TO)

101.33
-0.69 (0.68%)
as of Jun 15, 2026, 8:00:00 pm Market Open.
175 watching
0
Investor Insights
star iconJun 14, 2026, 12:00 am

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

The reviews for Descartes (DSG-T) reflect a mixed but generally positive outlook on the company's performance despite challenges posed by AI advancements and trade uncertainties. Several experts apologize for the recent stock decline, attributing it to broader market themes affecting software companies, including perceptions of AI disruption. Descartes is recognized for its dominant position in logistics, boasting a deep moat that is difficult to replicate due to its extensive network built over two decades. Many analysts view the current price as a potential buying opportunity for long-term gains, citing its healthy free cash flow, recurring revenue model, and substantial growth prospects despite being down in the short term. Concerns about valuations are noted, with opinions split on whether it is currently overvalued or fairly valued, especially given its projected earnings growth and market conditions.

consensus icon
Consensus
Positive
valuation icon
Valuation
Overvalued
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Similar
UNP
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.
DON'T BUY
Underlying business is weak. Has cash.
Showing 226 to 240 of 321 entries