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DSDSGX

The Descartes Systems Group Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 17% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (5 mentions/wk)
$DSGX·$6.4B·Software - Application·Technology
$74.16-2.3%YTD-15.6%1Y-29.6%
Mentions · last 7 days
2026-07-11: 0 posts2026-07-12: 1 posts2026-07-13: 1 posts2026-07-14: 0 posts2026-07-15: 1 posts2026-07-16: 0 posts2026-07-17: 2 posts5+50%
Price updated 19h ago·X counts updated 18h ago
DSDSGX
$DSGXThe Descartes Systems Group Inc.
$74.16-2.31%5 posts+50%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $DSGX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-17

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Descartes Systems Group at 29% of range with 30% operating margin — the specific logistics-tech compounder is coiled.

Descartes Systems Group is the specific logistics-and-supply-chain software specialist whose specific SaaS-network mix positions it as a specific supply-chain-tech compounder. The stock is at 29% of its 52-week range with today's +6.4% move signaling positioning.

Where the setup reads clean:

  • Fundamentals are best-in-class SaaS: 30% operating margin, 10% return on invested capital, and 74% gross margin at 41x TTM P/E — the specific numbers that let Descartes earn a durable premium multiple in the supply-chain SaaS category.
  • The specific network-effect moat is durable: Descartes's global logistics-network platform is a specific competitive advantage that compounds with each customer addition.
  • The tape is coiled with volume: sitting 6.1% above the 50-day but 3% below the 200-day at 29% of the 52-week range with volume 17% above average — the specific pattern of a stock repositioning into a specific catalyst.
  • The check is the specific 41x P/E multiple: leaves specific room for compression if supply-chain-tech mix specifically decels.

Sept 2 earnings is the trigger. A number confirming continued network-services revenue plus specific commentary on M&A activity extends the leg; a specific soft services print with muted M&A commentary is the specific setup that would compress the multiple.

What to watch: The Sept 2 print — network-services revenue, M&A activity commentary, and any FY guide change. Above-consensus services extend the leg; a soft print activates compression risk.

On the calendar: 2026-09-02 — Q2 earnings

Read the AI verdict + X sentiment for $DSGX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Cloud logistics platform handling customs compliance, transportation management, and last-mile routing for global shippers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $DSGX.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $DSGX

Partial — Cloud logistics platform handling customs compliance, transportation management, and last-mile routing for global shippers; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.9%YTD
-16.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
40.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
29.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
9.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
74.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 3, 2026$0.42$0.53-20.8%
Q1 2026Jun 3, 2026$0.56$0.52+7.3%
Q4 2025Mar 11, 2026$0.52$0.50+4.8%
Q4 2025Mar 11, 2026$0.52$0.50+4.0%
Next earningsWed, Sep 2·consensus EPS $0.58

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$196.3M+17.2%66.7%33.7%$0.54$75.9M
Q3 FY26$185.8M+10.1%66.3%33.1%$0.51$71.5M
Q2 FY26$179.8M+10.0%76.9%26.8%$0.44$62.1M
Q1 FY26$168.7M+11.5%76.4%27.4%$0.42$51.7M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$736.0M$734.0M – $738.9M$1.87$1.62 – $2.348
FY27$797.6M$792.0M – $806.1M$2.27$2.21 – $2.348
FY28$886.6M$868.0M – $906.7M$2.63$2.07 – $3.058
FY29$994.0M$977.5M – $1.0B$3.03$2.96 – $3.084
FY30$1.1B$1.1B – $1.2B$3.53$3.46 – $3.604

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.25%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-5.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 85.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.195-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 12 other (6 6-Ks · 2 13Gs · 1 F-X · 1 F-10EF) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Descartes vs. nCino: Which Technology Stock Is a Better Buy in 2026?fool.com·3d agoDescartes Acquires Drivinglobenewswire.com·12d agoNew AuditLog Capability from Descartes Helps Organizations Create Auditable, Transparent Carrier Selection Processes Amidst Rising Regulatory Scrutinyglobenewswire.com·25d agoThe Descartes Systems Group Inc (DSGX) Stock Down 4.3% -- Now Undervalued? GF Score: 87/100gurufocus.com·30d agoDescartes Announces Results of Annual Meeting of Shareholdersglobenewswire.com·37d ago

In themes

Explore the broader themes this ticker is being talked about under.

Trending on X

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Voices on X · last 7 days

No standout posts about $DSGX on X in the last 7 days.

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