Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$6.7B
86M shares
52-week range
$62.56 – $109.00
32% from low
Exchange
NASDAQ
CS
Descartes Systems Group provides a software solution that allows users in the shipping industry to communicate with one another. Its core product is the Global Logistics Network, which is best understood as transaction-driven. Descartes charges clients to send/receive messages, data, and documents on the GLN. Customers typically contract for a monthly minimum over a multiyear period. The GLN platform allows Descartes to upsell additional software modules as well, typically provided via a software-as-a-service model.
www.descartes.comNo one on the platform currently holds DSGX.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 798,844 | $57.2M |
No one on the platform has traded DSGX yet.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $807M | +9.7% | $2.30 | $2.24–$2.38 | 33.6× | 4 |
| 2028 | $898M | +11.2% | $2.67 | $2.09–$3.08 | 29.0× | 5 |
| 2029 | $1.0B | +12.3% | $3.05 | $2.98–$3.11 | 25.3× | 1 |
| 2030 | $1.1B | +13.9% | $3.57 | $3.49–$3.64 | 21.6× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-06-03 | $0.53 | $0.55 | +3.8% |
| 2026-03-11 | $0.50 | $0.52 | +4.0% |
| 2025-12-03 | $0.46 | $0.50 | +8.7% |
| 2025-09-03 | $0.49 | $0.43 | -12.2% |
| 2025-06-04 | $0.46 | $0.41 | -10.9% |
| 2025-03-05 | $0.43 | $0.43 | +0.0% |
| 2024-12-03 | $0.40 | $0.42 | +5.0% |
| 2024-09-04 | $0.38 |
| $0.40 |
| +5.3% |
| $6.5B |
| — |
| MTCHMatch Group, Inc. | $37.28 | +1.91% | $8.7B | — |
| NICENICE Ltd. | $105.25 | +6.79% | $6.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
🔥 Current names showing up on the top AI stocks list: (Part 2) $XE $CEG $RVMD $CGNT $DSGX AI opportunities are expanding beyond the obvious names. The next winners may come from companies improving energy capacity, automation, software solutions, and businesses quietly benefiting from AI adoption. I’m watching these names for their positioning, growth potential, and ability to capitalize on the AI cycle as it continues to mature. The market usually rewards companies that can turn technology trends into real earnings growth. Which AI-related stocks are you watching? 👀 I will share my observations in real time. Stay tuned.
View on StockTwits ↗$DSGX (-0.0% pre) Descartes acquires Drivin for $30M https://ooc.bz/l/106869
View on StockTwits ↗Wall St is expecting 0.55 EPS for $DSGX Q2 [Reporting 09/09 AMC] http://www.estimize.com/intro/dsgx?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗$DSGX $NFLX $T $C Even the Fast Money team agrees on $T. #Oversold.
View on StockTwits ↗Final Trade: DSGX, NFLX, T, C $dsgx $nflx $t $c https://www.cnbc.com/video/2026/06/04/final-trade-dsgx-nflx-t-c.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension
View on StockTwits ↗@Jblack500 @No_Face_character @WAJeff @cynicaloptimist @IsabellaDC @BustaCapital $DSGX SaaS for logistic$ / distribution$ / WMS - mostly muted after ER AH yesterday $MANH
View on StockTwits ↗$DSGX reported 0.55 EPS and 193.62 revenue for Q1. http://www.estimize.com/intro/dsgx?chart=historical&metric_name=eps&utm_content=DSGX&utm
View on StockTwits ↗7/8: Descartes Systems (DSGX) posts fiscal 2027 Q1 record revenue/operating income; cash rises to $377M; buyback active and Idelic acquisition closed $DSGX $XLI $IYT
View on StockTwits ↗https://marketbeat.com/a/8691134/ $DSGX The Descartes Systems Group Q1 Earnings Call Highlights
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-6-3-the-descartes-systems-group-inc-stock/ $DSGX The Descartes Systems Group Earnings Tra
View on StockTwits ↗Despite the strength in software stocks over the past six weeks, total short interest is at record or multi-year highs for 34% of the stocks in $IGV. For example, $GTLB, which reports earnings tomorrow. The same holds true for $CXM $AI and $DSGX , which report on Wednesday. https://www.earningswhispers.com/wrs
View on StockTwits ↗Wall St is expecting 0.52 EPS for $DSGX Q1 [Reporting 06/03 AMC] http://www.estimize.com/intro/dsgx?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗$SMX Launches Digital Material Passport Platform 🌐 SMX has launched its Digital Material Passport Platform, enabling verified material identity, traceability, and real world asset digitization. This allows materials to move through global supply chains with verifiable data attached at every stage. What this enables: 🔹 Turns materials into traceable, data backed assets across multi trillion dollar supply chains 🔹 Brings transparency to industries where over $2 trillion is lost annually to inefficiency and counterfeiting 🔹 Lays the foundation for digitizing a global materials market worth tens of trillions What’s next: ⚡ Initial rollout underway with early customer onboarding in 2026 ⚡ Expansion across plastics, metals, and advanced materials Recent business updates and upcoming catalysts around partnerships, commercialization, and broader adoption could help drive adoption Communicated Disclaimer: https://tinyurl.com/TherealshortsqueezySMX Sector Peers: $CTSH $VRNT $DSGX $AVY
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.