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The Descartes Systems Group (MX:DSGN)
:DSGN

The Descartes Systems Group (DSGN) Price & Analysis

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DSGN Stock Chart & Stats

$1783.23
$0.00(0.00%)
At close: 4:00 PM EDT
$1783.23
$0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Very High And Durable ProfitabilityDescartes exhibits structurally high margins across gross, operating and net lines. Sustained ~74% gross and ~30% EBIT margins indicate strong pricing power, low variable cost intensity and operating leverage in its SaaS/services mix, supporting long-term cash generation and reinvestment.
Strong Cash Conversion And Conservative Balance SheetNear-1.0x free cash flow to net income and a large cash balance with minimal leverage create durable financial flexibility. This cash profile funds buybacks, M&A and R&D without refinancing risk, enabling sustained investment in products and opportunistic deployment through cycles.
Recurring SaaS + Network Effects And Strategic M&A/AIThe business combines subscription/transactional revenues with network-driven data and connectivity; AI investments and acquisitions (e.g., Idelic) expand proprietary data, improve product stickiness and create multi-sided network effects that support durable cross-sell and usage growth.
Bears Say
Slowing Top-line Growth Vs. Prior YearsRevenue growth has materially decelerated to low single digits after prior double-digit expansion, suggesting market maturation or tougher organic momentum. Slower top-line expansion limits leverage of high margins into faster earnings growth and constrains long-term upside absent new product adoption or tuck-ins.
Exposure To Macro And Shipping VolatilityA significant portion of Descartes’ transaction volume ties to global logistics flows; persistent geopolitical disruptions, rate volatility and capacity shifts can depress shipments and transactional revenue for extended periods, introducing structural cyclicality and variability to recurring and usage-based revenue.
Rising Regulatory/compliance ComplexityEvolving regulatory rulings and tougher cross-border rules raise compliance burdens for customers and product complexity for Descartes. This can increase development and support costs, slow sales cycles for regulated offerings, and create liability or insurance burdens that depress adoption among smaller customers.

The Descartes Systems Group News

DSGN FAQ

What was The Descartes Systems Group’s price range in the past 12 months?
The Descartes Systems Group lowest stock price was $1510.00 and its highest was $1783.23 in the past 12 months.
    What is The Descartes Systems Group’s market cap?
    The Descartes Systems Group’s market cap is $113.41B.
      When is The Descartes Systems Group’s upcoming earnings report date?
      The Descartes Systems Group’s upcoming earnings report date is Sep 09, 2026 which is in 40 days.
        How were The Descartes Systems Group’s earnings last quarter?
        The Descartes Systems Group released its earnings results on Jun 03, 2026. The company reported $9.447 earnings per share for the quarter, beating the consensus estimate of $8.804 by $0.643.
          Is The Descartes Systems Group overvalued?
          According to Wall Street analysts The Descartes Systems Group’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does The Descartes Systems Group pay dividends?
            The Descartes Systems Group does not currently pay dividends.
            What is The Descartes Systems Group’s EPS estimate?
            The Descartes Systems Group’s EPS estimate is 9.55.
              How many shares outstanding does The Descartes Systems Group have?
              The Descartes Systems Group has 85,690,830 shares outstanding.
                What happened to The Descartes Systems Group’s price movement after its last earnings report?
                The Descartes Systems Group reported an EPS of $9.447 in its last earnings report, beating expectations of $8.804. Following the earnings report the stock price went same 0%.
                  Which hedge fund is a major shareholder of The Descartes Systems Group?
                  Currently, no hedge funds are holding shares in MX:DSGN
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    The Descartes Systems Group

                    Descartes Systems Group Inc. provides cloud-hosted solutions specifically designed for managing logistics and supply chain operations. Its core mission is to enhance the productivity, overall performance, and security for businesses worldwide that operate with intensive logistics demands. The company's proprietary Logistics Technology platform offers a versatile collection of modular, cloud-based, and interoperable web and mobile applications for logistics oversight. This platform effectively connects a diverse community of logistics-focused stakeholders, enabling them to conduct business transactions effortlessly. Descartes' extensive suite of offerings includes tools for route optimization, mobile operations, and telematics; comprehensive transportation management and e-commerce integration; services for customs and regulatory compliance; global trade data insights; worldwide logistics network connectivity; and specialized enterprise systems for brokers and freight forwarders. Leveraging its flexible Software-as-a-Service (SaaS) and data-driven solutions, customers gain the ability to efficiently plan, schedule, monitor, and evaluate their delivery resources; orchestrate and execute shipments; process, audit, and settle transportation invoices; access and analyze global trade information; research and calculate trade tariffs and duties; file customs and security documentation for imports and exports; and manage a wide array of other logistics processes. Additionally, Descartes supplies cloud-based e-commerce warehouse management solutions, alongside a full range of consulting, implementation, and training services, as well as ongoing maintenance and support. The company primarily serves transportation and logistics service providers, distribution-intensive enterprises, manufacturers, retailers, distributors, and mobile business service providers. Founded in 1981, Descartes Systems Group Inc. is headquartered in Waterloo, Canada.

                    The Descartes Systems Group (DSGN) Earnings & Revenues

                    DSGN Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call emphasized multiple record financial metrics (revenue, net income, adjusted EBITDA, cash generation) and a strong balance sheet, alongside active AI investments, product momentum (MacroPoint, Global Trade Intelligence, NetCHB) and strategic M&A (Idelic). Management acknowledged significant macro and geopolitical headwinds — shipping volatility from the Iran war, higher ocean rates, trucking volume declines, regulatory uncertainty, and potential quarter-to-quarter variability — but positioned the company as well-capitalized and positioned to invest and gain share. Overall, the positive operational and financial achievements substantially outweigh the highlighted external challenges.View all MX:DSGN earnings summaries

                    DSGN Stock 12 Month Forecast

                    Average Price Target

                    $1,953.64
                    ▲(9.56% Upside)
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