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 7,312 funds
–
Analysts bullish %
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
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$108
7%
upside
Avg. target
$117
16%
upside
High target
$126
25%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
RBC Capital Paul Treiber | 25%upside $126 | Outperform Maintained | 5 Jun 2025 |
Barclays Raimo Lenschow | 7%upside $108 | Equal-Weight Maintained | 5 Jun 2025 |
Financial journalist opinion
Based on 5 articles about DSGX published over the past 30 days
Neutral
Zacks Investment Research
3 days ago
Descartes Launches FraudGuard 2.0 to Combat Freight and Cargo Fraud
DSGX rolls out FraudGuard 2.0, boosting shipment security with real-time alerts and smarter carrier risk detection tools.
Neutral
GlobeNewsWire
4 days ago
Descartes MacroPoint™ FraudGuard 2.0 Provides Transportation Industry with Next-Generation Solution for Freight Fraud Defense
ATLANTA, July 07, 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 MacroPoint™ FraudGuard 2.0, the latest advancement in freight fraud technology designed to help shippers, freight brokers, and third-party logistics providers (3PL) safeguard their business against increasingly sophisticated fraud and cargo theft schemes. With new capabilities for pre-tender, pre-pickup and in-transit shipments, companies can maintain a high-performing, compliant carrier network, enhance the reliability of critical decision-making insights, and better detect and mitigate potential identity fraud or double brokering to avoid insurance, liability, and reputational risks.
Neutral
GlobeNewsWire
2 weeks ago
Walking Comfort Accelerates Ecommerce Growth with Descartes Sellercloud™
ATLANTA, June 24, 2025 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-intensive businesses in commerce, announced that Utah-based Walking Comfort, a leading retailer in the local and online footwear market, is using Descartes Sellercloud™ to help drive ecommerce growth by centralizing and synchronizing the management of product listings, inventory, orders and fulfillment across multiple online sales channels.
Neutral
GlobeNewsWire
3 weeks ago
Descartes Acquires PackageRoute
Strengthens Final-Mile Carrier Capabilities WATERLOO, Ontario and ATLANTA, June 19, 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 PackageRoute, a leading provider of final-mile carrier solutions. Based in the US, PackageRoute's mission is to simplify and optimize the daily operations of final-mile carriers.
Neutral
GlobeNewsWire
4 weeks 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
1 month 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
1 month 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
1 month 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
1 month 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 month 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.
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