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Bullboard - Stock Discussion Forum Descartes Systems Group Inc T.DSG

Alternate Symbol(s):  DSGX

The Descartes Systems Group Inc. is focused on logistics and supply chain management business processes. It provides on-demand, software-as-a-service (SaaS) solutions focused on improving the productivity, security and sustainability of logistics-intensive businesses. It allows customers to use its modular, SaaS solutions to route, track and help improve the safety, compliance of delivery... see more

Bullboard (TSX:DSG)

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Post by retiredcfon May 11, 2025 12:26pm

Assessment

DSG is a $12.7B global logistics SaaS company. It has grown its sales and earnings at a 15% and 31% annualized rate over the past five years, respectively. Sales have grown nicely over the years, it ...more  
Post by retiredcfon Mar 28, 2025 10:18am

RBC 2

Their upside scenario target is US$145.00. GLTA March 28, 2025 The Descartes Systems Group Inc. On the road with management Our view: We hosted ...more  
Post by retiredcfon Mar 26, 2025 8:54am

Scotia Capital Raises Target

Following The Descartes Systems Group Inc.’s announcement on Tuesday of the US$115-million acquisition of Ohio-based 3GTMS on the heels of an “eventful” M&A year in fiscal 2025 that included five ...more  
Post by retiredcfon Mar 25, 2025 11:08am

RBC

March 25, 2025 The Descartes Systems Group Inc. Descartes makes its third largest acquisition NASDAQ: DSGX | USD 102.92 | Outperform | Price Target USD 130.00 ...more  
Post by retiredcfon Mar 25, 2025 9:26am

CIBC

Obviously this is a USD target. GLTA EQUITY RESEARCH March 25, 2025 Flash Research DESCARTES SYSTEMS GROUP INC. Descartes Acquires 3GTMS Our Conclusion Descartes announced the acquisition of 3GTMS, ...more  
Post by retiredcfon Mar 13, 2025 7:34am

Stockchase Insights

HOLD Descartes(DSG-T) Mar 12, 2025 Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Its customers are facing difficulty with making decisions given the uncertain trade ...more  
Post by retiredcfon Mar 11, 2025 9:26am

CIBC

This is obviously a USD target. GLTA EQUITY RESEARCH March 10, 2025 Company Update DESCARTES SYSTEMS GROUP INC. A Look At Past Transportation Downturns Our Conclusion Descartes is off 13% since ...more  
Comment by retiredcfon Mar 09, 2025 1:19pm

RE:Hang In There

Also their view of earnings. GLTA EPS of 43c missed estimates of 55c (GAAP). Revenue rose 13% to $167.5M but missed estimates of $169.9M.  Cash flow rose 19% to $60.7M. Net income rose 18%. EPS ...more  
Post by retiredcfon Mar 09, 2025 1:05pm

Hang In There

These five companies have pulled back pretty significantly. In what order would you buy these names and are there any you would not buy? Some are on the smaller side, so we would ensure than an ...more  
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