# The Descartes Systems Group Inc. (DSGX)

> Source: Nexqual · https://nexqual.com/DSGX · data as of 2026-10-15 20:00 UTC · cite as "Nexqual, The Descartes Systems Group Inc. (DSGX), nexqual.com/DSGX" · informational, not investment advice.

**Price:** USD 88.64 (+3.87% on the day) · last close of Oct 15, 2026; US market closed, not a live price. Prev close 85.34 · day 85.96–89.14 · 52w 62.56–97.71 · market cap $7.58B · NMS

## Key facts
- 1 of 80 tracked superinvestors hold DSGX (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
- Analysts: Buy (mean 1.64 on a 1–5 scale) (14 analysts), mean target USD 102.62 (range 90–126).
- Total return with dividends: 1Y -6.8% vs S&P 500 +18.1%; 5Y +6.4% vs S&P 500 +85.1%.
- Next earnings: 2026-12-02, EPS estimate USD 0.71, revenue estimate $215M.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold DSGX. Change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Polen Capital | Polen Capital Management | <0.01% | $484K | New position |

## Analysts
Consensus Buy (mean 1.64 on a 1–5 scale), 14 analysts; mean target USD 102.62 (low 90, high 126).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-13 | BMO Capital | Target raised | Market Perform | $82 → $90 |
| 2026-10-08 | Loop Capital | Maintained | Buy | $96 |
| 2026-09-11 | Scotiabank | Target raised | Sector Outperform | $95 → $98 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-16) | 5Y (from 2021-10-11) |
|---|---|---|
| Total return | -6.8% | +6.4% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | -6.9% | +1.3% |
| Volatility (annualized) | 40.9% | 30.4% |
| Max drawdown | -35.5% (Oct 2025→Feb 2026) | -48.0% (Dec 2024→Apr 2026) |

## Peers (Software - Application)
APPF (AppFolio, Inc.) USD 218.61 +9.84% · TTAN (ServiceTitan, Inc.) USD 76.11 +6.06% · IDCC (InterDigital, Inc.) USD 328.06 -1.45% · PCOR (Procore Technologies, Inc.) USD 58.6 +4.29% · PCTY (Paylocity Holding Corporation) USD 166.25 +5.15% · YMM (Full Truck Alliance Co. Ltd.) USD 8.82 +0.68%

## More
Full page: https://nexqual.com/DSGX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt