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The Descartes Systems Group (DSGX)
NASDAQ:DSGX

The Descartes Systems Group (DSGX) Price & Analysis

240 Followers

DSGX Stock Chart & Stats

$77.49
$2.45(3.73%)
At close: 4:00 PM EDT
$77.49
$2.45(3.73%)

Bulls Say, Bears Say

Bulls Say
Recurring SaaS And Network Revenue ModelRecurring subscriptions and network transaction fees create durable revenue visibility, while connectivity across supply-chain participants can deepen customer reliance and support retention as logistics workflows become more digitized.
Strong Margins And Cash ConversionHigh gross and operating margins indicate scalable software economics, while free cash flow closely tracking earnings supports reinvestment, acquisitions and shareholder returns without depending heavily on external financing.
Conservative Balance Sheet Supports Strategic InvestmentMinimal leverage and substantial liquidity give Descartes resilience through industry volatility and capacity to fund product development, acquisitions and market expansion while limiting balance-sheet risk.
Bears Say
Recent Revenue Growth Has DeceleratedSlower underlying revenue growth can limit operating leverage and make future earnings expansion more dependent on acquisitions, pricing or sustained margin improvement rather than broad-based customer demand.
Logistics Volumes Remain Exposed To Macro ConditionsDescartes benefits from supply-chain complexity, but weaker trade and transportation activity can reduce transaction volumes and customer spending, creating a structural sensitivity to global commerce and freight conditions.
Regulatory Complexity May Increase Compliance CostsEvolving tariff and broker-liability rules can increase compliance requirements for customers and partners, potentially slowing implementations, raising service costs and creating execution risk across cross-border trade workflows.

The Descartes Systems Group News

DSGX FAQ

What was The Descartes Systems Group’s price range in the past 12 months?
The Descartes Systems Group lowest stock price was $62.55 and its highest was $109.00 in the past 12 months.
    What is The Descartes Systems Group’s market cap?
    The Descartes Systems Group’s market cap is $6.90B.
      When is The Descartes Systems Group’s upcoming earnings report date?
      The Descartes Systems Group’s upcoming earnings report date is Sep 10, 2026 which is in 5 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 $0.552 earnings per share for the quarter, beating the consensus estimate of $0.515 by $0.038.
          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 0.56.
              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 $0.552 in its last earnings report, beating expectations of $0.515. Following the earnings report the stock price went up 5.128%.
                  Which hedge fund is a major shareholder of The Descartes Systems Group?
                  Currently, no hedge funds are holding shares in DSGX
                  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 (DSGX) Earnings & Revenues

                    DSGX 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 DSGX earnings summaries

                    DSGX Stock 12 Month Forecast

                    Average Price Target

                    $113.00
                    ▲(45.83% Upside)
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                    Ownership Overview

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