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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CSU,TO
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.
DON'T BUY
No earnings yet. Will only rise on sentiment.
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