Dec 25, 2025 • The Globe and Mail
BULLISH
Descartes Systems Group Posts Record Results, Eyes AI-Led Growth
Descartes Systems Group Inc. (TSE:DSG) reported record-breaking Q3 results, with revenues up 11% and net income climbing 20%, driven by high-margin services, strategic acquisitions, and emerging AI integration. The company boasts a strong balance sheet with $279 million in cash and no debt, providing flexibility for future growth despite global trade headwinds and regulatory changes. Management remains confident in its ability to sustain growth and profitability through continued investment in AI-enabled solutions and strategic acquisitions.
Dec 24, 2025 • MarketBeat
BULLISH
The Descartes Systems Group (TSE:DSG) Shares Cross Above 50-Day Moving Average - Here's Why
The Descartes Systems Group (TSE:DSG) shares have recently risen above their 50-day moving average, signaling positive momentum, though they remain below the 200-day average. Analysts from TD Securities and Raymond James have upgraded the stock, contributing to an average "Strong Buy" rating. The company, which provides software solutions for the shipping industry, has a market cap of C$10.50 billion and a P/E ratio of 68.58.
Dec 22, 2025 • MarketBeat
NEUTRAL
The Descartes Systems Group Inc. $DSGX Stake Decreased by Riverbridge Partners LLC
Riverbridge Partners LLC reduced its stake in The Descartes Systems Group Inc. (NASDAQ:DSGX) by 7.7% in Q3, now holding shares valued at approximately $55.48 million. Despite this, institutional investors collectively own 77.73% of the company. The Descartes Systems Group beat Q3 earnings estimates with an EPS of $0.50 and revenue of $186.78 million, and analysts currently have a "Moderate Buy" consensus rating with an average target price of $116.30.
Dec 12, 2025 • MarketBeat
NEUTRAL
Quantum Capital Management LLC NJ Trims Position in The Descartes Systems Group Inc. $DSGX
Quantum Capital Management LLC NJ reduced its stake in The Descartes Systems Group Inc. (NASDAQ:DSGX) by 11.5% in the second quarter, selling 14,952 shares and retaining 114,629 shares valued at approximately $11.65 million. The Descartes Systems Group recently exceeded earnings expectations, reporting $0.50 EPS against an estimated $0.46, with revenue up 11.2% year-over-year. Analyst sentiment remains mixed but leans positive, with an average "Moderate Buy" rating and a consensus price target of $118.45.
Dec 11, 2025 • MarketBeat
BULLISH
The Descartes Systems Group Inc. (NASDAQ:DSGX) Receives Consensus Recommendation of "Moderate Buy" from Brokerages
The Descartes Systems Group Inc. (NASDAQ:DSGX) has received a "Moderate Buy" consensus recommendation from thirteen brokerages, with an average 12-month price target of $118.45. The company recently exceeded quarterly expectations, posting an EPS of $0.50 and revenue of $186.78 million, an 11.2% year-over-year increase. Institutional investors hold approximately 77.7% of the stock.
Dec 10, 2025 • The Globe and Mail
BULLISH
Analysts Offer Insights on Technology Companies: The Descartes Systems Group (DSGX) and GlobalFoundries Inc (GFS)
Analysts have provided insights on two technology companies: The Descartes Systems Group (DSGX) and GlobalFoundries Inc (GFS). Scotiabank maintained a Buy rating for Descartes Systems with a $115.00 price target, while Citi analyst Christopher Danely maintained a Hold rating for GlobalFoundries. The consensus for Descartes Systems is a Moderate Buy with a 22.0% upside, and for GlobalFoundries, it is a Hold with a -1.8% downside.