Descartes Systems (DSGX) could be a solid addition to your portfolio given a notable revision in the company's earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving.The upward trend in estimate revisions for this logistics provider reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estima ...

Its scale, recurring revenue model, and comprehensive suite of interoperable applications provide a competitive edge in the global logistics technology market.The company focuses on enhancing operational efficiency and regulatory compliance for logistics-intensive businesses worldwide.Descartes is a leading provider of SaaS-based logistics and supply chain management solutions, leveraging a modular technology platform to streamline complex logistics operations.Operates a modular, software-as-a-service (SaaS ...

The Descartes Systems Group Inc. (NASDAQ: DSGX ) is a Canadian technology company that works in the logistics space. It focuses on the intersection of global trade, transportation, and government rules. The company provides a cloud-based system thatI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets. ...

The Descartes Systems Group Inc. (NASDAQ: DSGX ) is a Canadian technology company that works in the logistics space. It focuses on the intersection of global trade, transportation, and government rules. The company provides a cloud-based system thatI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets. ...

The Zacks Computer Software industry participants are positioned for solid growth as businesses around the globe accelerate their digital transformation efforts. The migration to cloud and the widespread adoption of Software-as-a-Service (SaaS) models continue to provide recurring revenue visibility for vendors while giving customers the scalability, flexibility and cost efficiency they increasingly demand.At the same time, rapid advances in artificial intelligence (“AI”) and machine learning (“ML”) are res ...

Core Viewpoint - Descartes Systems Group Inc. has announced the initiation of a Normal Course Issuer Bid (the Bid) to repurchase up to 8,568,582 common shares, approximately 10% of its public float, to enhance shareholder value and manage its capital position [1][2][6]. Group 1: Bid Details - The Bid will commence on December 11, 2025, and will conclude on December 10, 2026, or upon completion of the share purchases [2]. - Descartes plans to repurchase shares on the open market, with a daily purchase limit of 51,176 common shares based on the average daily trading volume [3]. - The repurchases will be funded using existing cash resources, and any shares repurchased will be cancelled [4]. Group 2: Automatic Share Purchase Plan - Descartes has established an automatic share purchase plan (ASPP) with a designated broker to facilitate share purchases during periods when the company is typically restricted from buying shares [5]. Group 3: Share Structure - As of November 30, 2025, Descartes had 85,986,823 issued and outstanding common shares, with a public float of 85,685,826 common shares [6].

The Descartes Systems Group Inc. (NASDAQ:DSGX) is one of the best logistics-tech stocks to buy now. On December 4, Raymond James upgraded Descartes to 'Outperform' from 'Market Perform' and assigned a price target of $118. The firm highlighted that shares were trading near the bottom of their 10-year EV/EBITDA range, presenting a compelling valuation setup. Raymond James Upgrade and Strong Q3 Margins Push Descartes Systems Group Into High-Conviction Buy Territory Travel mania/Shutterstock.com They poin ...

Core Insights - Durable Capital Partners LP has fully liquidated its stake in The Descartes Systems Group, selling 2,253,704 shares for an estimated $229.08 million, marking a significant portfolio shift [1][2]. Company Overview - The Descartes Systems Group is a leading provider of cloud-based logistics technology, focusing on optimizing and automating complex supply chain processes [5][7]. - As of December 4, 2025, Descartes shares were priced at $94.87, with a market capitalization of $8.2 billion, revenue of $704 million, and net income of $156 million [4]. Financial Performance - Descartes Systems' stock has underperformed the S&P 500 by 36 percentage points over the past year, with a 23% decline in share price [3][8]. - The company has demonstrated steady sales growth of 14% annually over the last one, five, and ten years [10]. Market Position - Descartes operates a modular, software-as-a-service (SaaS) business model, generating revenue through subscriptions and data-driven logistics services, serving various industries globally [7][9]. - The company has emerged as a leader in its niche, leveraging its expertise as a serial acquirer to adapt to the shift towards omnichannel sales [9]. Investment Considerations - Despite the recent stock pullback, some analysts view Descartes as a potential buy-the-dip opportunity, given its historical performance and market leadership [10][11]. - The company's premium valuation, trading at 36 times free cash flow, may have influenced Durable Capital's decision to exit its position [11].

Welcome back to Market on Close. I'm Sam Bardis live from the floor of the New York Stock Exchange. It's time now for overlooked stocks.Shares of Daycart Systems are rallying after earnings. So, I'm joined by George Sllis, senior markets correspondent to get us across this one. What are you seeing as far as the earning.We're seeing a nice rally up 15%. What did they say which the street is rewarding today, George. >> Yeah, so kind of a it is an overlooked stock for sure.I I didn't know this company before t ...

U.S. equity markets presented a nuanced picture on Thursday, December 4, 2025, as investors digested a mixed bag of labor market data and looked ahead to crucial inflation figures. Major indexes saw modest gains, with the Dow Jones Industrial Average (DJIA) leading the charge, while the tech-heavy Nasdaq Composite (IXIC) also edged higher. The overarching sentiment remained cautious, heavily influenced by expectations surrounding the Federal Reserve's next policy moves.Major Market Indexes Show ResilienceTh ...