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
Leading technology. Continuing to diversify their product line into other industries. Good long term.
BUY
B to B sector has been crushed. Well run and good technology.
BUY
Likes. Making good progress.
WEAK BUY
Not a bad stock. Some good growth.
BUY ON WEAKNESS
One of his favourites, but be prepared for volatility. Good business model.
PAST TOP PICK
(Was a top pick on Nov 27 down 34%) Build out of network is growing. Real products. Good value and is still buying.
BUY
Excellent balance sheet.
TOP PICK
Likes their product. Valuation is high, but not a problem.
BUY ON WEAKNESS
Prices are good now. Mngmnt and software is good. Buy below $20.
DON'T BUY
Sector under too much pressure.
DON'T BUY
Smart mngmnt, but no profitability. A risk.
DON'T BUY
In the bottom quartile of their database requirements.
DON'T BUY
Too expensive. Worries about B to B.
STRONG BUY
At a good price. Good contacts.
WAIT
A premier company in the B to B with a good future. Pressures in the near term.
Showing 271 to 285 of 323 entries