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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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
WAIT
Earnings report due Jan 21. Influenced by Areba (B to B) Long term OK PEG = .6
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