DSGX
DESCARTES SYSTEMS GROUP INC
$72.97
-0.79%
$6.3B
No data for this timeframe.
Vol
Market Cap$6.3B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (78%)
Inst. Holders50 funds
Inst. Value$2.7B
Inst. Activity25 buys / 23 sells
SEC Reports6
Press Releases3
Recent Activity
Jun 11, 2026
SEC
Descartes Systems Group reported Q1 FY2027 EPS of $0.55, a 20.3% miss vs the $0.69 consensus estimate. The filing is an
PRESS-RELEASE — Impact 6/10
Jun 11, 2026
SEC
DSGX saw a significant institutional cluster in Q3 2025 with 8 buyers (net +$157.5M) and 5 sellers (net -$199.4M), resul
INST-CLUSTER — Impact 5/10
Jun 4, 2026
SEC
Descartes reported record Q1 FY2027 results with total revenues of $193.6M (up 15% YoY), net income of $48.5M (up 34% Yo
6-K — Impact 6/10
Inst.
1832 Asset Management L.P. — ADD
3,833,793 shares ($274.3M)
Inst.
MACKENZIE FINANCIAL CORP — TRIM
2,447,147 shares ($175.3M)
Jun 11, 2026
earnings
Descartes Announces Results of Annual Meeting of Shareholders
<p>WATERLOO, Ontario, June 11, 2026 (GLOBE NEWSWIRE) -- The Descartes Systems Group Inc (Nasdaq:DS
Apr 23, 2026
Press
Descartes Systems Group (DSGX) acquired Idelic, an AI-powered driver safety and performance management platform, for $28
Impact 7/10
Apr 1, 2026
Press
Descartes Systems Group announced that ER2, an IT asset management company, has adopted its Sellercloud solution to stre
Impact 3/10
Price Targets
$100.62
+37.9% upside
Strong Buy
Current $72.97
Low $82.00
Median $95.00
High $126.00
13 analysts
$82.00
$126.00
Analyst Ratings
1Strong Buy
6Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 4, 2026 | Loop Capital | MAINTAIN | Buy → Buy |
| Apr 16, 2026 | Rothschild & Co | UPGRADE | Neutral → Buy |
| Mar 12, 2026 | Morgan Stanley | MAINTAIN | Overweight → Overweight |
| Mar 12, 2026 | BMO Capital | MAINTAIN | Market Perform → Market Perform |
| Mar 12, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.69 ▲ +3.4% | $0.56 — $0.79 | 44% YoY | 5 |
| Next Q | $0.70 ▼ -1.1% | $0.59 — $0.83 | 39% YoY | 4 |
| Current FY | $2.93 ▲ +7.4% | $2.37 — $3.28 | 50% YoY | 6 |
| Next FY | $3.25 | $2.74 — $3.67 | 11% YoY | 7 |
Latest Reports
BEARISH
PRESS-RELEASE
6/10
Descartes Systems Group reported Q1 FY2027 EPS of $0.55, a 20.3% miss vs the $0.69 consensus estimate. The filing is an
Jun 11, 2026
MIXED
INST-CLUSTER
5/10
DSGX saw a significant institutional cluster in Q3 2025 with 8 buyers (net +$157.5M) and 5 sellers (net -$199.4M), resul
Jun 11, 2026
BULLISH
Press
7/10
Descartes Systems Group (DSGX) acquired Idelic, an AI-powered driver safety and performance management platform, for $28
Apr 23, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| NOMURA ASSET MANAGEMENT CO | — | — |
| 1832 Asset Management L.P. | $274.3M | ADD |
| JANUS HENDERSON GROUP PLC | $184.1M | — |
| MACKENZIE FINANCIAL CORP | $175.3M | TRIM |
| VANGUARD CAPITAL MANAGEMENT LLC | $169.9M | — |
50 institutional holders with $2.7B total value (37,106,765 shares) as of 2026-Q1. Top holders: NOMURA, 1832, JANUS. Net buying activity: 25 institutions added/increased vs 23 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | NOMURA ASSET MANAGEMENT CO LTD | — | $0.00 | 0.0% | — |
| 2 | 1832 Asset Management L.P. | 3,833,793 | $274.3M | 10.3% | ADD +47.8% |
| 3 | JANUS HENDERSON GROUP PLC | 2,574,468 | $184.1M | 6.9% | — |
| 4 | MACKENZIE FINANCIAL CORP | 2,447,147 | $175.3M | 6.6% | TRIM -27.4% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2,372,180 | $169.9M | 6.4% | — |
| 6 | BANK OF MONTREAL /CAN/ | 1,526,010 | $109.3M | 4.1% | — |
| 7 | MORGAN STANLEY | 1,488,629 | $106.5M | 4.0% | — |
| 8 | Temasek Holdings (Private) Ltd | 1,464,165 | $104.7M | 3.9% | — |
| 9 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,258,157 | $90.1M | 3.4% | TRIM -27.8% |
| 10 | Connor, Clark & Lunn Investment Management Ltd. | 1,215,678 | $87.1M | 3.3% | DOUBLED +140.2% |
| 11 | TWO SIGMA INVESTMENTS, LP | 1,132,659 | $81.1M | 3.0% | — |
| 12 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,100,755 | $78.8M | 3.0% | DOUBLED +140.5% |
| 13 | Select Equity Group, L.P. | 1,080,155 | $77.1M | 2.9% | DOUBLED +182.5% |
| 14 | CIBC Asset Management Inc | 1,060,128 | $76.7M | 2.9% | — |
| 15 | FMR LLC | 1,040,812 | $74.5M | 2.8% | — |
| 16 | TD ASSET MANAGEMENT INC | 1,014,572 | $72.5M | 2.7% | ADD +48.2% |
| 17 | D. E. Shaw & Co., Inc. | 988,679 | $70.8M | 2.7% | — |
| 18 | RENAISSANCE TECHNOLOGIES LLC | 798,844 | $57.2M | 2.1% | — |
| 19 | GOLDMAN SACHS GROUP INC | 768,973 | $55.0M | 2.1% | — |
| 20 | VANGUARD FIDUCIARY TRUST CO | 749,245 | $53.7M | 2.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| 1832 Asset Management L.P. | ADD | 2,594,300 | 3,833,793 | +47.8% | $274.3M | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | TRIM | 3,371,562 | 2,447,147 | -27.4% | $175.3M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 1,743,262 | 1,258,157 | -27.8% | $90.1M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | DOUBLED | 506,054 | 1,215,678 | +140.2% | $87.1M | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | DOUBLED | 457,684 | 1,100,755 | +140.5% | $78.8M | 2026-Q1 |
| Select Equity Group, L.P. | DOUBLED | 382,354 | 1,080,155 | +182.5% | $77.1M | 2026-Q1 |
| TD ASSET MANAGEMENT INC | ADD | 684,766 | 1,014,572 | +48.2% | $72.5M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 452,770 | 733,483 | +62.0% | $52.5M | 2026-Q1 |
| BlackRock, Inc. | ADD | 368,999 | 650,842 | +76.4% | $46.6M | 2026-Q1 |
| FIL Ltd | DOUBLED | 55,356 | 404,072 | +630.0% | $28.9M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 55,030 | 305,904 | +455.9% | $21.9M | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 140,560 | 281,731 | +100.4% | $20.2M | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | DOUBLED | 6,000 | 183,687 | +2961.5% | $13.2M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 12,353 | 184,081 | +1390.2% | $13.1M | 2026-Q1 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | TRIM | 270,929 | 169,089 | -37.6% | $12.1M | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | TRIM | 347,073 | 169,492 | -51.2% | $12.0M | 2026-Q1 |
| Alberta Investment Management Corp | NEW | — | 156,306 | — | $11.2M | 2026-Q1 |
| DEUTSCHE BANK AG\ | TRIM | 250,768 | 153,725 | -38.7% | $11.0M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | TRIM | 280,803 | 141,045 | -49.8% | $10.4M | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | TRIM | 204,931 | 128,192 | -37.4% | $9.2M | 2026-Q1 |
| Point72 Asset Management, L.P. | TRIM | 291,483 | 128,154 | -56.0% | $9.2M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 88,564 | 114,514 | +29.3% | $8.2M | 2026-Q1 |
| TD Waterhouse Canada Inc. | DOUBLED | 10,434 | 93,179 | +793.0% | $6.5M | 2026-Q1 |
| Nuveen, LLC | TRIM | 179,413 | 86,397 | -51.8% | $6.2M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 261,172 | 84,359 | -67.7% | $6.0M | 2026-Q1 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
6 SEC filing reports analyzed. Sentiment: 2 bullish, 3 bearish, 1 mixed, 0 neutral. Avg impact: 6.2/10.
BEARISH
PRESS-RELEASE
6/10
Descartes Systems Group reported Q1 FY2027 EPS of $0.55, a 20.3% miss vs the $0.69 consensus estimat
Jun 11, 2026
MIXED
INST-CLUSTER
5/10
DSGX saw a significant institutional cluster in Q3 2025 with 8 buyers (net +$157.5M) and 5 sellers (
Jun 11, 2026
BULLISH
6-K
6/10
Descartes reported record Q1 FY2027 results with total revenues of $193.6M (up 15% YoY), net income
Jun 4, 2026
BEARISH
PRESS-RELEASE
7/10
Descartes reported Q1FY27 revenue of $193.6M (+15% YoY, slightly above consensus of $191.4M), but EP
Jun 3, 2026
BEARISH
PRESS-RELEASE
6/10
Descartes Systems Group reported Q4 2026 EPS of $0.52, a 17% miss vs the $0.63 consensus, on revenue
May 4, 2026
BULLISH
6-K
7/10
Descartes Systems Group acquired Idelic, a provider of AI-powered driver safety and performance mana
Apr 23, 2026
BULLISH
7/10
Descartes Systems Group (DSGX) acquired Idelic, an AI-powered driver safety and performance manageme
Apr 23, 2026
NEUTRAL
3/10
Descartes Systems Group announced that ER2, an IT asset management company, has adopted its Sellercl
Apr 1, 2026
BULLISH
8/10
Descartes Systems Group reported strong fiscal 2026 results with record revenues of $729.0 million (
Mar 11, 2026
Current analyst consensus: Buy (78% buy). Based on 9 analysts: 1 strong buy, 6 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$100.62 mean target
+37.9% upside
Strong Buy (1.57)
$82.00 Low
$126.00 High
| Metric | Value |
|---|---|
| Current Price | $72.97 |
| Target Low | $82.00 |
| Target Mean | $100.62 |
| Target Median | $95.00 |
| Target High | $126.00 |
| # Analysts | 13 |
| Recommendation | Strong Buy (1.57) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-07-31 |
$0.69 | $0.56 | $0.79 | 44.0% | +3.4% | 1↑ 0↓ | $0.2B | 11.0% | 5 |
| Next Q 2026-10-31 |
$0.70 | $0.59 | $0.83 | 39.0% | -1.1% | 1↑ 2↓ | $0.2B | 9.7% | 4 |
| Current FY 2027-01-31 |
$2.93 | $2.37 | $3.28 | 49.6% | +7.4% | 4↑ 1↓ | $0.8B | 11.4% | 6 |
| Next FY 2028-01-31 |
$3.25 | $2.74 | $3.67 | 10.9% | +0.5% | 4↑ 1↓ | $0.9B | 11.1% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.690 | |
| 7d ago | $0.667 | +0.022 |
| 30d ago | $0.667 | +0.022 |
| 60d ago | $0.667 | +0.022 |
| 90d ago | $0.640 | +0.050 |
6 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 4, 2026 | Loop Capital | MAINTAIN | Buy | Buy |
| Apr 16, 2026 | Rothschild & Co | UPGRADE | Neutral | Buy |
| Mar 12, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Mar 12, 2026 | BMO Capital | MAINTAIN | Market Perform | Market Perform |
| Mar 12, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Feb 4, 2026 | Scotiabank | MAINTAIN | Sector Outperform | Sector Outperform |
| Jan 12, 2026 | Barclays | UPGRADE | Equal-Weight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 6 | 2 | 0 | 0 | 78% | |
| May 1, 2026 | 1 | 6 | 2 | 0 | 0 | 78% | |
| Apr 1, 2026 | 1 | 6 | 2 | 0 | 0 | 78% | |
| Mar 1, 2026 | 1 | 6 | 2 | 0 | 0 | 78% | |
| Feb 1, 2026 | 1 | 6 | 2 | 0 | 0 | 78% | |
| Jan 1, 2026 | 1 | 6 | 2 | 0 | 0 | 78% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 11, 2026
earnings
Descartes Announces Results of Annual Meeting of Shareholders
<p>WATERLOO, Ontario, June 11, 2026 (GLOBE NEWSWIRE) -- The Descartes Systems Group Inc (Nasdaq:DSGX) (TSX:DSG). announced the voting results from i
Jun 10, 2026
contract
New Castle Building Products Lowers Fuel Costs by Cutting 25,000 Fleet Miles Annually with Descartes Solution
<p>ATLANTA and LONDON, June 10, 2026 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-int
Jun 3, 2026
earnings
Descartes Announces Fiscal 2027 First Quarter Financial Results
<p><strong>Record Revenues and Income from Operations</strong></p>
May 7, 2026
short_interest
FTD: DSGX — 15,462 shares ($1.1M) failed to deliver
Settlement: 20260507, Price: $71.17, FTD Value: $1,100,430.54, DESCARTES SYSTEMS GP INC.
May 4, 2026
earnings
Descartes Sets Date to Announce First Quarter Fiscal 2027 Financial Results
<p align="left">WATERLOO, Ontario and ATLANTA, May 04, 2026 (GLOBE NEWSWIRE) -- Descartes Systems Group (TSX: DSG) (Nasdaq: DSGX), the global leader
Apr 23, 2026
m_and_a
Descartes Acquires Idelic
<p><em>Adds Critical Data to Global Logistics Network and Advances AI-Powered Fleet Safety and Performance Management Capabilities</em></p>
Apr 15, 2026
short_interest
FTD: DSGX — 45,772 shares ($3.1M) failed to deliver
Settlement: 20260415, Price: $68.49, FTD Value: $3,134,924.28, DESCARTES SYSTEMS GP INC.
Apr 14, 2026
other
Descartes Expands AI Innovation on the Global Logistics Network with Fleet Data Intelligence Platform
<p><strong><em>New AI agent and machine learning capabilities transform large volumes of execution data to improve fleet performance </em></strong></p
Apr 1, 2026
contract
ER2 Improves Ecommerce Fulfillment Nationwide with Descartes Solution
<p align="left">ATLANTA, April 01, 2026 (GLOBE NEWSWIRE) -- Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting logistics-
Mar 11, 2026
earnings
Descartes Announces Fiscal 2026 Fourth Quarter and Annual Financial Results
<p><strong>Record Revenues and Income from Operations</strong></p>
Mar 9, 2026
short_interest
FTD: DSGX — 18,558 shares ($1.3M) failed to deliver
Settlement: 20260309, Price: $71.74, FTD Value: $1,331,350.92, DESCARTES SYSTEMS GP INC.
Mar 4, 2026
other
Descartes Expands AI Innovation on Global Logistics Network with AI Agents for Freight Visibility
<p align="left"><strong><em>Over 720,000 AI-powered driver engagements accelerate network expansion, connecting 435,000+ more drivers in just months t
Feb 27, 2026
short_interest
FTD: DSGX — 33,470 shares ($2.3M) failed to deliver
Settlement: 20260227, Price: $67.81, FTD Value: $2,269,600.7, DESCARTES SYSTEMS GP INC.
Feb 4, 2026
short_interest
FTD: DSGX — 27,606 shares ($1.8M) failed to deliver
Settlement: 20260204, Price: $66.36, FTD Value: $1,831,934.16, DESCARTES SYSTEMS GP INC.