AU · rank #20 · 2026-10-19
DSGX
NASDAQ · $7.45B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.861 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.19 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 6 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.186 |
| Analyst upside Consensus target $102.62 | +17.9% |
| Momentum acceleration 3-month minus 12-month momentum. | +25.02% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.43 |
| Gross margin TTM | +77.6% |
| 52w high | $97.71 |
| Market cap (USD) | $7.45B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Descartes Systems operates a logistics network and data platform spanning customs, freight, transportation management, warehouse management, and trade intelligence across 230 markets.
Rationale
100% revision agreement across 6 analysts, a 17.9% consensus upside, a 9.17% earnings surprise, and accelerating momentum (+25%) collectively reinforce the analyst_upside signal as grounded in fundamental earnings delivery rather than pure sentiment drift.
Material risks
- 1SAP, Oracle, Manhattan, and Blue Yonder can bundle transportation, trade-compliance, and WMS functionality into enterprise contracts, directly threatening Descartes' cross-sell thesis for the freshly acquired Tai and Extensiv platforms before integration is proven.
- 2Two acquisitions totaling ~$220M closed within two weeks of each other (Tai Aug 24, Extensiv Sep 1) create simultaneous integration execution risk; failure to cross-sell or scale either acquired AI/WMS capability would undercut the revenue-growth narrative underpinning analyst target raises.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.