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
WAIT
B to B is slowing. Will need a longer term. Volatile
WAIT
Good company/mngmnt. Not sure of this sectors valuations.
DON'T BUY
Expects more downsize in technology
BUY
Likes. Not cheap but position is great
BUY
Likes this company. Should bump up in 6/12 months
BUY
Exciting company. Great products. Great partners
WAIT
Has been hit with B to B downturn. Well positioned
BUY
Stocks hit by market mentality
TOP PICK
Alliance with BCE Emergis was a good deal. Descarte filling a spot in B2B. Can't find anyone else that does what they do.
WAIT
Competition's stock is cheaper
BUY
Good company
STRONG BUY
A lot of cash. Still making deals
WAIT
Some great contracts. Earnings probably up $1 a share next year. Good long term. Short term will probably stay down
BUY
Good company and good price
WAIT
Wait for the tech sector to settle down. Good company
Showing 301 to 315 of 323 entries