Descartes SystemsDSGX
DSGX
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
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
3.22% less ownership
Funds ownership: 79.75% [Q4 2024] → 76.53% (-3.22%) [Q1 2025]
5% less funds holding
Funds holding: 367 [Q4 2024] → 349 (-18) [Q1 2025]
11% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 143
14% less funds holding in top 10
Funds holding in top 10: 7 [Q4 2024] → 6 (-1) [Q1 2025]
15% less capital invested
Capital invested by funds: $7.78B [Q4 2024] → $6.63B (-$1.15B) [Q1 2025]
21% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 47
64% less call options, than puts
Call options by funds: $3.15M | Put options by funds: $8.72M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$108
9%
upside
Avg. target
$120
21%
upside
High target
$127
28%
upside
3 analyst ratings
2 positive
67%
1 neutral
33%
0 negative
0%
RBC Capital Paul Treiber | 27%upside $126 | Outperform Maintained | 5 Jun 2025 |
Barclays Raimo Lenschow | 9%upside $108 | Equal-Weight Maintained | 5 Jun 2025 |
Scotiabank Kevin Krishnaratne | 28%upside $127 | Sector Outperform Maintained | 26 Mar 2025 |
Financial journalist opinion
Based on 13 articles about DSGX published over the past 30 days
Neutral
GlobeNewsWire
2 days ago
Descartes Announces Results of Annual Meeting of Shareholders
WATERLOO, Ontario, June 12, 2025 (GLOBE NEWSWIRE) -- The Descartes Systems Group Inc. (Nasdaq:DSGX) (TSX:DSG), announced the voting results from its annual meeting of shareholders held on Thursday, June 12, 2025 (the “Meeting”).
Neutral
Accesswire
4 days ago
Did The Descartes Systems Group Inc. Mislead Investors? Shareholder Rights Advocates at Levi & Korsinsky Investigate - DSGX
NEW YORK, NY / ACCESS Newswire / June 11, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of The Descartes Systems Group Inc. ("The Descartes Systems Group Inc.") (NASDAQ:DSGX) concerning possible violations of federal securities laws. On June 4, 2025, Descartes issued a press release announcing first quarter fiscal 2026 results, which ended below market expectations with income decreasing sequentially.
Neutral
Accesswire
5 days ago
Investors who Lost Money on The Descartes Systems Group Inc. Should Contact Levi & Korsinsky About an Ongoing Investigation - DSGX
NEW YORK, NY / ACCESS Newswire / June 10, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of The Descartes Systems Group Inc. ("The Descartes Systems Group Inc.") (NASDAQ:DSGX) concerning possible violations of federal securities laws. On June 4, 2025, Descartes issued a press release announcing first quarter fiscal 2026 results, which ended below market expectations with income decreasing sequentially.
Negative
Reuters
6 days ago
US ocean container imports tumble in May as China tariffs take hold
U.S. seaborne imports of goods from China dropped 28.5% year-over-year in May, the sharpest decline since the pandemic, as President Donald Trump's 145% tariffs took hold, supply chain technology provider Descartes said on Monday.
Neutral
Accesswire
6 days ago
Lost Money on The Descartes Systems Group Inc. (DSGX)? You May Have Been Affected by Fraud - Contact Levi & Korsinsky
NEW YORK, NY / ACCESS Newswire / June 9, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of The Descartes Systems Group Inc. ("The Descartes Systems Group Inc.") (NASDAQ:DSGX) concerning possible violations of federal securities laws. On June 4, 2025, Descartes issued a press release announcing first quarter fiscal 2026 results, which ended below market expectations with income decreasing sequentially.
Neutral
Accesswire
1 week ago
Levi & Korsinsky Investigating Whether The Descartes Systems Group Inc. (DSGX) Misled Investors - Securities Law Violations Possible
NEW YORK, NY / ACCESS Newswire / June 5, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of The Descartes Systems Group Inc. ("The Descartes Systems Group Inc.") (NASDAQ:DSGX) concerning possible violations of federal securities laws. On June 4, 2025, Descartes issued a press release announcing first quarter fiscal 2026 results, which ended below market expectations with income decreasing sequentially.
Negative
Zacks Investment Research
1 week ago
DSGX Misses on Q1 Earnings & Sales, to Trim 7% Workforce, Stock Down
Descartes stock slides 8.3% as fiscal Q1 2026 top and bottom lines miss estimates despite growth from acquisitions and service sales.
Neutral
Seeking Alpha
1 week ago
Descartes Systems Group: Great Company, Overpriced Stock
The Descartes Systems Group Inc. excels in logistics tech, leveraging AI and compliance solutions, but faces slowing organic growth and margin pressure amid industry disruption. Recurring revenue remains strong and acquisitions are integrated well, yet organic services growth and free cash flow are decelerating versus historical averages. DSGX stock valuation is extremely high, with the stock trading at a premium despite moderating growth, making future returns less compelling unless fundamentals improve.
Neutral
Seeking Alpha
1 week ago
The Descartes Systems Group Inc. (DSGX) Q1 2026 Earnings Call Transcript
The Descartes Systems Group Inc. (NASDAQ:DSGX ) Q1 2026 Earnings Conference Call June 4, 2025 5:30 PM ET Company Participants Allan J. Brett - Chief Financial Officer Edward J.
Negative
Zacks Investment Research
1 week ago
Descartes Systems (DSGX) Lags Q1 Earnings and Revenue Estimates
Descartes Systems (DSGX) came out with quarterly earnings of $0.41 per share, missing the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.40 per share a year ago.
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