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The Descartes Systems Group (DSGX)
NASDAQ:DSGX

The Descartes Systems Group (DSGX) Price & Analysis

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DSGX Stock Chart & Stats

$71.98
$1.58(1.41%)
At close: 4:00 PM EST
$71.98
$1.58(1.41%)

Bulls Say, Bears Say

Bulls Say
Recurring SaaS Model & Connected Logistics NetworkDescartes’ business is built on recurring SaaS and usage fees tied to a broad Global Logistics Network. That creates sticky, repeatable revenue, network effects and data advantages that support cross-sell, predictable cashflows and long-term product-led adoption.
High Profitability And Cash ConversionSustained high gross and EBITDA margins alongside operating cash flow exceeding net income show durable earnings quality. Reliable FCF conversion supports reinvestment, M&A and balance sheet strength without reliance on external financing over the medium term.
Conservative Balance Sheet And Acquisition CapacityA debt-free position, substantial cash and an undrawn credit line give Descartes durable financial flexibility. This supports disciplined inorganic growth (e.g., Finale Inventory), funds product investment, and reduces solvency risk during industry cyclicality.
Bears Say
Uneven Revenue Growth ProfileRevenue growth has been lumpy, with a notable slowdown in 2025 followed by re-acceleration. This unevenness makes long-term forecasting and operational planning harder, increasing the risk that investment and hiring outpace sustainable demand in future quarters.
Gross Margin Compression Versus Prior YearsA decline from mid/high-70% gross margins to ~66% suggests structural mix shifts, pricing pressure or higher cost of delivery. Persistent compression would erode software economics and limit the upside from operating leverage despite strong operating margins today.
Exposure To Trade And Regulatory UncertaintyDescartes’ end customers operate in global trade flows; tariffs, geopolitical disruption and regulatory changes can reduce shipping volumes or force costly product changes. These structural external risks can depress demand and require ongoing product investment to maintain compliance.

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 $117.35 in the past 12 months.
    What is The Descartes Systems Group’s market cap?
    The Descartes Systems Group’s market cap is $6.19B.
      When is The Descartes Systems Group’s upcoming earnings report date?
      The Descartes Systems Group’s upcoming earnings report date is Jun 03, 2026 which is in 80 days.
        How were The Descartes Systems Group’s earnings last quarter?
        The Descartes Systems Group released its earnings results on Mar 11, 2026. The company reported $0.519 earnings per share for the quarter, beating the consensus estimate of $0.496 by $0.023.
          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 0.52.
              How many shares outstanding does The Descartes Systems Group have?
              The Descartes Systems Group has 85,986,824 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 $0.519 in its last earnings report, beating expectations of $0.496. Following the earnings report the stock price went up 4.168%.
                  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

                    The Descartes Systems Group Inc. provides cloud-based logistics and supply chain management business process solutions that focuses on enhancing the productivity, performance, and security of logistics-intensive businesses worldwide. Its Logistics Technology platform offers a range of modular, cloud-based, and interoperable web and wireless logistics management applications, which unites a community of logistics-focused parties, allowing them to transact business. The company provides a suite of solutions that include routing, mobile and telematics; transportation management and e-commerce enablement; customs and regulatory compliance; trade data; global logistics network services; and broker and forwarder enterprise systems. It offers its customers to use its modular, software-as-a-service, and data solutions to route, schedule, track, and measure delivery resources; plan, allocate, and execute shipments; rate, audit, and pay transportation invoices; access and analyze global trade data; research and perform trade tariff and duty calculations; file customs and security documents for imports and exports; and various other logistics processes. The company also provides cloud-based ecommerce warehouse management solutions; consulting, implementation, and training services; and maintenance and support services. It primarily focuses on serving transportation providers, logistics service providers, and distribution-intensive companies, as well as manufacturers, retailers, distributors, and mobile business service providers. The company was incorporated in 1981 and is headquartered in Waterloo, Canada.

                    The Descartes Systems Group (DSGX) Earnings & Revenues

                    DSGX Company Deck

                    DSGX Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The earnings call highlighted record-breaking financial performance and strategic growth through acquisitions and AI integration. However, it acknowledged challenges in the global trade environment and potential impacts from regulatory changes. Overall, the positive highlights significantly outweigh the lowlights.View all DSGX earnings summaries

                    DSGX Stock 12 Month Forecast

                    Average Price Target

                    $103.67
                    ▲(44.03% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 15,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":101.87,"date":1743465600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 13,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":104.9,"date":1746057600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n          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16,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":104.46,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 22,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 11, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":98.4,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 34,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 15, \t&nbsp;</span>\n  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","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":81.96,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 36,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 16, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":87.66,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 32,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 14, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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