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The Descartes Systems Group Inc.
DSGX
NASDAQ·Technology·Software - Application·Mkt cap $6.1B
$73.37
▲ +3.43%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$62.56 - $109.00
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 30.1% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Integrated logistics platform with network effects connecting multiple stakeholders
- Deep domain expertise in customs compliance and global trade regulations
- Modular SaaS architecture enabling flexible deployment and cross-selling
- Established customer base with high switching costs and retention rates
Bear Case
2 risks
- Low volatility (beta 0.2).
- Significant premium - growth priced in
Growth
Stable outlook
Rising e-commerce volumes requiring advanced logistics and fulfillment solutions
Value
Significant premium - growth priced in
Momentum
Stable
-0.7% over 3m
Quality
Excellent
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying DSGX right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Sep 2, 2026
JUN 3, 2026
Reported EPS of $0.56 vs $0.52 consensus (+7.3% surprise). Revenue of $197.9M vs $193.6M expected (+2.3%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+7.3%
Next: Sep 2, 2026
Revenue trend · last 8Q
—
—
—
—
+11%
+10%
+10%
+17%
Q1 24
Q2 24
Q3 24
Q4 25
Q1 25
Q2 25
Q3 25
Q4 26
$151.3M
$163.4M
$168.8M
$167.5M
$168.7M
$179.8M
$185.8M
$196.3M
Margins · last 8Q
Gross
66.7%
Operating
33.7%
Profit
23.7%
Wall Street consensus
6 analysts · 83% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
83%
Hold
17%
Sell
0%
Median Price Target
$90.00
▲ +22.7% vs $73.37
Latest: CIBC · Jun 4, 2026
1 analyst covering