DSGX
DESCARTES SYSTEMS GROUP INC
$72.51
+2.79%
$6.1B
No data for this timeframe.
Vol
Market Cap$6.1B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (78%)
Inst. Holders9 funds
Inst. Value$792.0M
Inst. Activity5 buys / 1 sells
SEC Reports2
Press Releases3
Recent Activity
May 4, 2026
SEC
Descartes Systems Group reported Q4 2026 EPS of $0.52, a 17% miss vs the $0.63 consensus, on revenue of $191.4M (in line
PRESS-RELEASE — Impact 6/10
Apr 23, 2026
SEC
Descartes Systems Group acquired Idelic, a provider of AI-powered driver safety and performance management solutions, fo
6-K — Impact 7/10
Inst.
MORGAN STANLEY — ADD
1,584,393 shares ($138.9M)
Inst.
NORGES BANK — NEW
1,144,488 shares ($100.4M)
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
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
$100.85
+39.1% upside
Strong Buy
Current $72.51
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 |
|---|---|---|---|
| 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.63 ▼ -4.5% | $0.48 — $0.75 | 41% YoY | 6 |
| Next Q | $0.67 | $0.56 — $0.78 | 39% YoY | 4 |
| Current FY | $2.73 ▼ -2.7% | $2.08 — $3.25 | 39% YoY | 8 |
| Next FY | $3.24 ▲ +0.5% | $2.73 — $3.66 | 19% YoY | 7 |
Latest Reports
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 of $191.4M (in line
May 4, 2026
BULLISH
6-K
7/10
Descartes Systems Group acquired Idelic, a provider of AI-powered driver safety and performance management solutions, fo
Apr 23, 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 |
|---|---|---|
| VANGUARD GROUP INC | $316.0M | — |
| MORGAN STANLEY | $138.9M | ADD |
| NORGES BANK | $100.4M | NEW |
| FMR LLC | $83.9M | DOUBLED |
| RENAISSANCE TECHNOLOGIES LLC | $59.0M | ADD |
9 institutional holders with $792.0M total value (9,030,869 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES. Net buying activity: 5 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 3,602,652 | $316.0M | 39.9% | — |
| 2 | MORGAN STANLEY | 1,584,393 | $138.9M | 17.5% | ADD +97.2% |
| 3 | NORGES BANK | 1,144,488 | $100.4M | 12.7% | NEW |
| 4 | FMR LLC | 957,399 | $83.9M | 10.6% | DOUBLED +153.9% |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 672,944 | $59.0M | 7.4% | ADD +36.8% |
| 6 | BANK OF AMERICA CORP /DE/ | 452,770 | $39.7M | 5.0% | TRIM -29.6% |
| 7 | TWO SIGMA INVESTMENTS, LP | 414,909 | $36.4M | 4.6% | DOUBLED +207.6% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 189,533 | $16.6M | 2.1% | NEW |
| 9 | WELLS FARGO & COMPANY/MN | 11,781 | $1.0M | 0.1% | DOUBLED +102.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 803,536 | 1,584,393 | +97.2% | $138.9M | 2025-Q4 |
| NORGES BANK | NEW | — | 1,144,488 | — | $100.4M | 2025-Q4 |
| FMR LLC | DOUBLED | 377,033 | 957,399 | +153.9% | $83.9M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 491,844 | 672,944 | +36.8% | $59.0M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 642,817 | 452,770 | -29.6% | $39.7M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 5,825 | 11,781 | +102.2% | $1.0M | 2025-Q4 |
| MORGAN STANLEY | ADD | 451,126 | 803,536 | +78.1% | $75.7M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 293,300 | 642,817 | +119.2% | $60.6M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 390,000 | 491,844 | +26.1% | $46.3M | 2025-Q3 |
| FMR LLC | DOUBLED | 147,918 | 377,033 | +154.9% | $35.5M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 117,649 | 361,901 | +207.6% | $34.1M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 8,637 | 5,825 | -32.6% | $548.9K | 2025-Q3 |
| NORGES BANK | EXIT | 1,157,701 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 1,157,701 | — | $117.7M | 2025-Q2 |
| MORGAN STANLEY | ADD | 247,725 | 451,126 | +82.1% | $45.9M | 2025-Q2 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 58,855 | 9,700 | -83.5% | $978.1K | 2025-Q1 |
| NORGES BANK | EXIT | 1,117,953 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | ADD | 63,685 | 123,150 | +93.4% | $14.0M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 31,315 | 58,855 | +87.9% | $6.7M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 4,610 | 6,587 | +42.9% | $748.3K | 2024-Q4 |
| MORGAN STANLEY | ADD | 283,342 | 357,173 | +26.1% | $36.8M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 172,166 | — | $17.7M | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
2 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 0 neutral. Avg impact: 6.5/10.
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
$100.85 mean target
+39.1% upside
Strong Buy (3.00)
$82.00 Low
$126.00 High
| Metric | Value |
|---|---|
| Current Price | $72.51 |
| Target Low | $82.00 |
| Target Mean | $100.85 |
| Target Median | $95.00 |
| Target High | $126.00 |
| # Analysts | 13 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-04-30 |
$0.63 | $0.48 | $0.75 | 41.3% | -4.5% | 2↑ 0↓ | $0.2B | 13.4% | 6 |
| Next Q 2026-07-31 |
$0.67 | $0.56 | $0.78 | 39.3% | +0.0% | 2↑ 0↓ | $0.2B | 10.3% | 4 |
| Current FY 2027-01-31 |
$2.73 | $2.08 | $3.25 | 39.3% | -2.7% | 1↑ 0↓ | $0.8B | 10.9% | 8 |
| Next FY 2028-01-31 |
$3.24 | $2.73 | $3.66 | 18.6% | +0.5% | 1↑ 0↓ | $0.9B | 11.0% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.627 | |
| 7d ago | $0.656 | -0.029 |
| 30d ago | $0.656 | -0.029 |
| 60d ago | $0.605 | +0.022 |
| 90d ago | $0.605 | +0.022 |
6 analyst firms have rated this stock: 3 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| 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 |
| Dec 9, 2025 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Dec 4, 2025 | Scotiabank | MAINTAIN | Sector Outperform | Sector Outperform |
| Dec 4, 2025 | Raymond James | UPGRADE | Market Perform | Outperform |
| Dec 4, 2025 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Dec 4, 2025 | BMO Capital | MAINTAIN | Market Perform | Market Perform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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.
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.