SecBot SecBot

DSGX

DESCARTES SYSTEMS GROUP INC
Nasdaq· Services-Prepackaged Software· Inc. A6· CIK 0001050140 Software & IT
$94.77 +0.81 (+0.86%)
Oct 26 4:00 PM ET · prev $93.96
Market cap
$8.0B
Mid cap
Consensus
Buy
80% Buy or better · 10 analysts
Median target
$98.00
+3% · range $90.00–126.00
1 year
−0.8%
from $95.52 · Oct 27
30 days
+20.2%
from $78.85
52-week range
$62.82–96.58
−2% from high · low Feb 23
Avg volume 20D
518.6K
shares / day
Short interest
🔒 Subscribers only
New fund stakes
1
Q2 2026 13F · 2 exits
Filing reports
8
analyzed by SecBot
Congress trades
1
disclosed
SecBot read MIXED 4 reports · 90 days
Balance 1 bearish · 1 bullish · 1 mixed · 1 neutral oldest → newest, height = score
Avg score ·High conf. 3/4
Strongest BEARISH Descartes reported Q2FY27 revenue of $201.1M (+12% YoY) and diluted EPS of $0.57, which missed the consensus…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InstitutionsMIXED

    Q2 2026: 28 added (1 new), 32 trimmed or exited. Largest new: Ninety One Uk $44.3M.

  • AnalystsBULLISH

    8 of 10 rate it Buy or better. Median target $98.00 (+3%).

  • EstimatesFLAT

    Current-quarter EPS estimate $0.705 → $0.705 over 90 days. 2 up, 0 down in 30 days.

  • TrendUPTREND

    17% above its 50-day average.

Who's buying

13F· Q2 2026
1
new positions
2
exits
$44.3M
in new stakes
FundMoveSharesValue
MANUFACTURERS LIFE INSURANCE COMPANY, THEADD2,045,632$141.4M
Temasek Holdings (Private) LtdADD2,011,165$139.1M
WELLINGTON MANAGEMENT GROUP LLPDOUBLED1,363,426$94.4M
Fiera Capital CorpADD1,122,573$77.6M
ROYAL BANK OF CANADAADD1,079,587$74.8M
FIL LtdDOUBLED1,017,929$70.5M
Connor, Clark & Lunn Investment Management Ltd.TRIM849,164$58.8M
PICTON MAHONEY ASSET MANAGEMENTADD822,771$56.8M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

10 analysts
Buy 80% rate it Buy or better
Strong Buy1Buy7Hold2Sell0Strong Sell0
12-month targets · 13 analysts

Price is inside the target range. Median implies +3%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Oct 13, 2026BMO Capital
MAINTAIN
MAINTAINMarket Perform
Oct 8, 2026Loop Capital
MAINTAIN
MAINTAINBuy
Sep 11, 2026Scotiabank
MAINTAIN
MAINTAINSector Outperform
Jun 4, 2026Loop Capital
MAINTAIN
MAINTAINBuy

Earnings setup

Estimates
$0.70
EPS estimate, this quarter
0%
estimate change, 90 days
2↑ 0↓
revisions, 30 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q$0.70$0.58–$0.83-3.4%$214.7M
Next Q🔒 Fresh data, subscribers only
Current FY$2.82$2.29–$3.31-3.5%$830.7M
Next FY🔒 Fresh data, subscribers only
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Oct 6, 2026
Press release
Descartes Unveils Next Step in Supply Chain AI with Agent Control Plane
Debuts at Innovation Forum to Record Attendance
Oct 1, 2026
Contract
Manifests Ireland Grows Customs Operations from 20,000 to 2 Million Annual Declarations with Descartes Customs Compliance Solution
LONDON and ATLANTA , Oct. 01, 2026 (GLOBE NEWSWIRE) -- The Descartes Systems Group (Nasdaq:DSGX) (TSX:DSG), the global leader in uniting…
Sep 24, 2026
Press release
Descartes Expands AI Innovation with Agent that Helps Reduce Global Trade Data Research and Analysis Time by Up to 90%
Descartes Datamyne™ AI Agent draws on data spanning 230 markets with more than 500 million shipment records annually to deliver traceable insights…
Sep 15, 2026
Short interest
Short Interest: DSGX down 53% to 1.9M shares
Settlement 2026-09-15 | Days to cover: 2.21 | ≈2.18% of shares outstanding (est.)
Sep 10, 2026
Earnings
Descartes Announces Fiscal 2027 Second Quarter Financial Results
Record Revenues and Income from Operations

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 6, 2026 Other
Descartes Unveils Next Step in Supply Chain AI with Agent Control Plane
Debuts at Innovation Forum to Record Attendance
Oct 1, 2026 Press
Descartes Systems Group issued a press release highlighting that customer Manifests Ireland scaled customs declaration…
Impact 2/10
Sep 10, 2026 SEC
Descartes reported Q2FY27 revenue of $201.1M (+12% YoY) and diluted EPS of $0.57, which missed the consensus estimate…
PRESS-RELEASE — Impact 6/10
Sep 1, 2026 Press
Descartes Systems Group announced the acquisition of Extensiv, a provider of warehouse management and fulfillment…
Impact 6/10
Aug 12, 2026 SEC
A mixed institutional cluster in DSGX for Q2 2026 shows 7 buyers accumulating $102.9M in new positions, led by Temasek…
INST-CLUSTER — Impact 4/10
Jun 30, 2026 Inst.
MANUFACTURERS LIFE INSURANCE COMPANY, — ADD
2,045,632 shares ($141.4M)
Jun 30, 2026 Inst.
Temasek Holdings (Private) Ltd — ADD
2,011,165 shares ($139.1M)
Jun 30, 2026 Congress
Gilbert Cisneros buy
$1,001 - $15,000 — House
Congressional trades
DSGX trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
DateMemberTypeAmountDisclosed
Jun 30, 2026
Gilbert Cisneros
D· HOUSE· The Descartes Systems Group Inc
BUY$1,001 - $15,000Jul 2, 2026(2d)

SecBot reports

8 filings · 6 press releases · 2 bullish · 3 bearish · 2 mixed · 1 neutral
All DSGX filing & press-release reports (14)