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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 (11 mentions/wk)
$DSGX·$7.4B·Software - Application·Technology
$87.05-1.8%YTD+0.8%1Y-8.5%
Price updated 19h ago·X counts updated 6d ago
DSDSGX
$DSGXThe Descartes Systems Group Inc.
$87.05-1.79%11 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $DSGX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

11X posts · last 7 days
Sep 29Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DSGX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

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

Descartes with 17% revenue growth and 33.7% operating margins — the logistics-tech compounder into Dec 2 earnings.

Descartes Systems Group is the global supply-chain-and-logistics-software leader whose 2026 story is operational-execution meeting specific customs-compliance market expansion.

  • The P&L is firing: Q2 revenue grew 17.2% YoY to $196M at a 33.7% operating margin and $0.54 EPS, with trailing EPS prints inline and beating by 3.8% — these are consistent quality-SaaS surprises typical of a specialty-logistics compounder.
  • The specific operational catalysts are substantive: Manifests Ireland growing customs operations from 20K to 2M annual declarations with Descartes Customs Compliance Solution plus the Descartes 2026 Innovation Forum showcase — these are coordinated customer-case-study and ecosystem signals.

At 49% of its 52-week range going into Dec 2 earnings, the setup is a mid-range coil on validation. Another 5%+ EPS surprise plus continued customs-compliance customer-additions is the trigger; a soft Logistics Technology segment or any specific competitive-dynamic signal is the invalidation.

What to watch: Dec 2 Q3 earnings — logistics-technology revenue growth, operating margin direction, named enterprise customers, and FY27 guide. 5%+ EPS surprise plus customs-compliance growth is the trigger; segment softness is the invalidation.

On the calendar: 2026-12-02 — Q3 earnings

logistics techcustoms compliance

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $DSGX

Partial — Cloud logistics platform handling customs compliance, transportation management, and last-mile routing for global shippers.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%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
Q2 2026Sep 10, 2026$0.57$0.570.0%
Q1 2026Jun 3, 2026$0.55$0.53+3.8%
Q4 2025Mar 11, 2026$0.52$0.50+4.0%
Q3 2025Dec 3, 2025$0.50$0.46+8.7%
Next earningsWed, Dec 2·consensus EPS $0.61

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$809.8M$797.0M – $819.9M$2.27$2.24 – $2.308
FY28$913.8M$897.3M – $925.1M$2.62$2.55 – $2.788
FY29$1.0B$994.8M – $1.0B$2.94$2.88 – $3.014
FY30$1.2B$1.2B – $1.2B$3.34$3.27 – $3.414

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.69%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.+9.6%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.+16.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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.

+ 13 other (8 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.

The Descartes Systems Group (NASDAQ:DSGX) & Sprinklr (NYSE:CXM) Critical Contrastdefenseworld.net·6d agoBetterInvesting™ Magazine Update on Descartes Systems Group and McDonald's Corp.prnewswire.com·9d agoThe Descartes Systems Group Inc. (NASDAQ:DSGX) Receives Consensus Recommendation of “Moderate Buy” from Brokeragesdefenseworld.net·11d agoDescartes Unveils Next Step in Supply Chain AI with Agent Control Planeglobenewswire.com·11d agoManifests Ireland Grows Customs Operations from 20,000 to 2 Million Annual Declarations with Descartes Customs Compliance Solutionglobenewswire.com·16d 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.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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