DSGX

Descartes Systems Group Inc

Add to Watchlist

Advanced Chart

105.390

-0.560(-0.530%)

Overview
Forecast
Valuation

Line

Candle

YTD

High

105.390

Open

104.990

VWAP

104.62

Vol

267.40K

Mkt Cap

8.31B

Low

103.660

Amount

27.97M

EV/EBITDA(TTM)

34.31

Total Shares

85.39M

8.85B

EV/OCF(TTM)

40.37

P/S(TTM)

14.24

The Descartes Systems Group Inc. is focused on logistics and supply chain management business processes. It provides on-demand, software-as-a-service (SaaS) solutions focused on improving the security and sustainability of logistics-intensive businesses. The Company allows customers to use its modular, SaaS solutions to route, track and help improve the safety, compliance of delivery resources; plan, allocate and execute shipments; rate, audit and pay transportation invoices; access global trade data; file customs and security documents for imports and exports; and complete other logistics processes by participating in the multimodal logistics community. Its solutions include cloud-based and consist of B2B service connectivity and messaging, broker and forwarder enterprise systems, global trade intelligence, regulatory compliance, e-commerce shipping, transportation management and routing. It also provides customs declaration software for logistics services providers and shippers.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q3

FY2026Q2

FY2026Q1

184.73M

+9.46%

0.650

+49.63%

179.31M

+9.72%

0.623

+56.09%

169.98M

+12.31%

0.588

+36.09%

Estimates Revision

The market is revising Downward the revenue expectations for The Descartes Systems Group Inc. (DSGX) for FY2026, with the revenue forecasts being adjusted by -1.41% over the past three months. During the same period, the stock price has changed by -8.89%.

Revenue Estimates for FY2026

Revise Downward

-1.41%

In Past 3 Month

EPS Estimates for FY2026

Revise Downward

-2.59%

In Past 3 Month

Stock Price

Go Down

-8.89%

In Past 3 Month

7 Analyst Rating

17.50% Upside

Wall Street analysts forecast DSGX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DSGX is 123.83 USD with a low forecast of 113.00 USD and a high forecast of 137.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

4 Buy

3 Hold

0 Sell

Moderate Buy

17.50% Upside

Current: 105.390

Low

113.00

Averages

123.83

High

137.00

17.50% Upside

Current: 105.390

Low

113.00

Averages

123.83

High

137.00

RBC Capital

Paul Treiber

Buy

Reiterates

$130

2025-03-28

Reason

RBC Capital

Paul Treiber

Price Target

$130

2025-03-28

Reiterates

Buy

Reason

Scotiabank

Kevin Krishnaratne

Buy

Maintains

$125 → $127

2025-03-26

Reason

Scotiabank

Kevin Krishnaratne

Price Target

$125 → $127

2025-03-26

Maintains

Buy

Reason

Scotiabank raised the firm's price target on Descartes Systems to $127 from $125 and keeps an Outperform rating on the shares. The firm expects to see more opportunities for mergers & acquisitions, M&A, in FY26 and believes the company is one of the best positioned for M&A in its coverage, the analyst tells investors.

Stephens & Co.

John Campbell

Buy

Maintains

$145 → $137

2025-03-06

Reason

Stephens & Co.

John Campbell

Price Target

$145 → $137

2025-03-06

Maintains

Buy

Reason

Stephens lowered the firm's price target on Descartes Systems to $137 from $145 and keeps an Overweight rating on the shares. The firm views Descartes as positioned to benefit from global trade turmoil, but thinks that "the timing of that 'benefit' does not necessarily always coincide with the worst of the challenges," the analyst tells investors. This year could offer up "a challenging run," particularly in the early stages, but Stephens believes that near-term challenging market conditions "likely serve up" added tailwinds in the years ahead, the analyst added.

Barclays

Raimo Lenschow

Hold

Maintains

$125 → $118

2025-03-06

Reason

Barclays

Raimo Lenschow

Price Target

$125 → $118

2025-03-06

Maintains

Hold

Reason

Barclays lowered the firm's price target on Descartes Systems to $118 from $125 and keeps an Equal Weight rating on the shares post the Q4 report. The company reported a mixed quarter and concerns about the negative impact from lower trade volumes from potential tariffs will likely weigh on the shares, the analyst tells investors in a research note.

RBC Capital

Paul Treiber

Buy

Maintains

$133 → $130

2025-03-06

Reason

RBC Capital

Paul Treiber

Price Target

$133 → $130

2025-03-06

Maintains

Buy

Reason

RBC Capital lowered the firm's price target on Descartes Systems to $130 from $133 and keeps an Outperform rating on the shares. Despite the tailwind from increased demand for Descartes' Global Trade Intelligence subscriptions, Q4 revenue and Q1 baseline were lighter than expected, but while the firm is reducing its financial estimates, it also believes that tariff uncertainty will be a long-term driver of increased uptake of supply chain management software, the analyst tells investors in a research note.

BMO Capital

Thanos Moschopoulos

Hold

Maintains

$120 → $113

2025-03-06

Reason

BMO Capital

Thanos Moschopoulos

Price Target

$120 → $113

2025-03-06

Maintains

Hold

Reason

BMO Capital analyst Thanos Moschopoulos lowered the firm's price target on Descartes Systems to $113 from $120 and keeps a Market Perform rating on the shares. The company can continue to deliver on its target of 10%-15% annual EBITDA growth, but tariff uncertainty might weigh on shipping volumes and organic growth in the near-term, the analyst tells investors in a research note.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Descartes Systems Group Inc (DSGX.O) is 43.27, compared to its 5-year average forward P/E of 46.34. For a more detailed relative valuation and DCF analysis to assess Descartes Systems Group Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Fair

5Y Average PE

46.34

Current PE

43.27

Overvalued PE

53.11

Undervalued PE

39.56

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

N/A

5Y Average EV/EBITDA

27.78

Current EV/EBITDA

0.00

Overvalued EV/EBITDA

31.25

Undervalued EV/EBITDA

24.32

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

N/A

5Y Average PS

12.36

Current PS

0.00

Overvalued PS

13.66

Undervalued PS

11.05