Descartes Systems

DSGX

Market cap $8.96B

Overview Fund Activity

104.30 USD

-2.69

2.51%

At close Updated Sep 12, 4:00 PM EDT

Pre-market

After hours

104.30

0.00

0%

1 day

-2.51%

5 days

-3.79%

1 month

4.97%

3 months

3.61%

6 months

4.6%

Year to date

-8.11%

1 year

6.49%

5 years

95.06%

10 years

475.61%

About: Descartes Systems Group provides a software solution that allows users in the shipping industry to communicate with one another. Its core product is the Global Logistics Network, which is best understood as transaction-driven. Descartes charges clients to send/receive messages, data, and documents on the GLN. Customers typically contract for a monthly minimum over a multiyear period. The GLN platform allows Descartes to upsell additional software modules as well, typically provided via a software-as-a-service model.

Employees: 2,524

Technology Software - Application

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

12% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 34

2.39% more ownership

Funds ownership: 76.55% [Q1] → 78.94% (+2.39%) [Q2]

8% more call options, than puts

Call options by funds: $6.84M | Put options by funds: $6.33M

4% more capital invested

Capital invested by funds: $6.63B [Q1] → $6.9B (+$266M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 6 [Q1] → 6 (+0) [Q2]

0% less funds holding

Funds holding: 352 [Q1] → 351 (-1) [Q2]

23% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 153

See Fund Rankings

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

Low target

$110

5% upside

Avg. target

$110

5% upside

High target

$110

5% upside

1 analyst rating

0 positive

0%

1 neutral

100%

0 negative

0%

Morgan Stanley

Chris Quintero

$110

Equal-Weight

Initiated

14 Jul 2025

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Financial journalist opinion

Based on 7 articles about DSGX published over the past 30 days

Customs Assured Realizes 30% Productivity Gain by Streamlining Customs Declarations with Descartes and AiDock

LONDON and ATLANTA, Sept. 08, 2025 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced that U.K.-based customs consultancy Customs Assured is streamlining and automating large portions of the customs documentation process for its clients by using Descartes e-Customs™. Enhanced by artificial intelligence (AI) from AiDock, the combined solution reduces the time spent on repetitive manual tasks associated with completing declarations, which has translated into a 30% productivity gain for the organization.

Customs Assured Realizes 30% Productivity Gain by Streamlining Customs Declarations with Descartes and AiDock

Zacks Investment Research

Descartes Q2 Earnings Lag, Top Line Up Y/Y Despite Global Trade Woes

DSGX posts 10% revenue growth and record EBITDA in fiscal Q2 2026, fueled by acquisitions and strong recurring services momentum.

Descartes Q2 Earnings Lag, Top Line Up Y/Y Despite Global Trade Woes

The Descartes Systems Group Inc. (DSG:CA) Q2 2026 Earnings Call Transcript

The Descartes Systems Group Inc. (TSX:DSG:CA ) Q2 2026 Earnings Call September 3, 2025 5:30 PM EDT Company Participants J. Pagan - President & COO Edward Ryan - CEO & Director Allan Brett - Chief Financial Officer Conference Call Participants Jackson Bogli - William Blair & Company L.L.C.

The Descartes Systems Group Inc. (DSG:CA) Q2 2026 Earnings Call Transcript

Zacks Investment Research

Descartes Systems (DSGX) Reports Q2 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for Descartes Systems (DSGX) give a sense of how its business performed in the quarter ended July 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Descartes Systems (DSGX) Reports Q2 Earnings: What Key Metrics Have to Say

Zacks Investment Research

Descartes Systems (DSGX) Lags Q2 Earnings Estimates

Descartes Systems (DSGX) came out with quarterly earnings of $0.43 per share, missing the Zacks Consensus Estimate of $0.49 per share. This compares to earnings of $0.4 per share a year ago.

Descartes Systems (DSGX) Lags Q2 Earnings Estimates

Descartes Announces Fiscal 2026 Second Quarter Financial Results

Record Revenues and Income from Operations WATERLOO, Ontario and ATLANTA, Sept. 03, 2025 (GLOBE NEWSWIRE) -- The Descartes Systems Group Inc. (TSX:DSG) (Nasdaq:DSGX) announced its financial results for its fiscal 2026 second quarter (Q2FY26).

Descartes Announces Fiscal 2026 Second Quarter Financial Results

Golf Superstore Uses Descartes Sellercloud™ to Unify Omnichannel Operations

ATLANTA, Aug. 25, 2025 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced that Chattanooga-based Golf Superstore is using Descartes Sellercloud™ integrated with its Lightspeed point-of-sale (POS) system to drive order and inventory management efficiencies by unifying operations across its brick-and-mortar store and multiple ecommerce channels. With a single platform to manage inventory, orders, fulfillment and product listings across all of its sales channels, Golf Superstore has enhanced productivity, improved inventory handling and eliminated overselling.

Golf Superstore Uses Descartes Sellercloud™ to Unify Omnichannel Operations

Descartes Named Top Provider of Cloud-based TMS Solutions and Top Fleet Management Provider in ARC Advisory Group's Transportation Management Systems Global Report

LONDON and ATLANTA, Aug. 14, 2025 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced it was named in ARC Advisory Group's Transportation Management Systems Global Market Research (2024 – 2029) report as the leading provider of software as a service (SaaS) and cloud-based hosting services for transportation management systems (TMS) and also as the leading provider of fleet management applications. The report encompasses planning and execution applications (freight moves involving a carrier) and fleet management applications (freight moves involving transportation assets owned by the company).

Descartes Named Top Provider of Cloud-based TMS Solutions and Top Fleet Management Provider in ARC Advisory Group's Transportation Management Systems Global Report

Descartes Helps Reduce False Positives with AI-Enabled Denied Party Screening Solution

LONDON and ATLANTA, Aug. 06, 2025 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced the release of Descartes Visual Compliance™ AI Assist, the latest advancement in denied party screening that uses new artificial intelligence (AI) capabilities to help trade compliance teams automatically reduce the effort required to review and clear false positives. False positives are alerts that appear to match restricted, sanctioned and denied party entities but are, in fact, benign matches that lead to unnecessary reviews, wasted time and delayed shipments for import or export.

Descartes Helps Reduce False Positives with AI-Enabled Denied Party Screening Solution

Descartes Acquires Finale Inventory

Broadens Multi-Channel Inventory Management Capabilities to Scale Across Ecommerce Operations of all Sizes WATERLOO, Ontario and ATLANTA, Aug. 04, 2025 (GLOBE NEWSWIRE) -- Descartes Systems Group (TSX:DSG) (Nasdaq:DSGX), the global leader in uniting logistics-intensive businesses in commerce, announced that it has acquired Finale Inventory (“Finale”), a U.S.-based provider of cloud-based inventory management solutions designed to support ecommerce businesses across their growth lifecycle. Finale Inventory helps growing ecommerce sellers keep stock levels accurate across multiple ecommerce sales and fulfillment channels.

Descartes Acquires Finale Inventory

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