DSGX The Descartes Systems Group Inc.

bullish · high conviction track record → $67.23 -1.65 (-2.4%)

Mkt Cap $6B P/E 38.7 fwd 22.3 52wk $62.56 - $117.35 Earnings 2026-06-03 3h ago

Insider buying: $24,343,886 bought by 7 insiders (30d)

Factor divergence: DIVERGENCE: price_momentum, analyst_revisions bullish vs estimate_revisions bearish

Est. revisions: -4.5% (2 up, 0 down in 30d)

Backed by structured data (insider trades, analyst ratings, or filings)

Factor Model (net +1.3)

Factor Model

net +1.3

Est. Revisions

-0.3

Insider Activity

+0.0

Momentum

+0.6

Analyst Rev.

+1.0

Narrative Gap

+0.0

Descartes insiders buy $9M shares

Watch: Next earnings release for updated revenue and EPS trends could confirm or challenge the current bullish outlook.

Insiders at Descartes Systems Group repurchased shares totaling around $9 million in multiple transactions near $69-$72 per share. These insider buys form part of a strong buying trend that includes prior purchases exceeding $9 million at prices from $63 to $85. Institutional holders like Renaissance and Citadel show strong convergence, while analysts remain bullish with a $101 average target. Revenue grew 15% YoY with solid margins but has momentum decelerating and EPS estimates slipping 4.5% recently.

Heavy insider buying alongside bullish analyst sentiment signals strong confidence in Descartes despite recent revenue momentum deceleration and minor estimate revisions.

Evidence

23h ago Insider buy by Descartes Systems Group Inc (DSGX): $1,292,020

23h ago Insider buy by Descartes Systems Group Inc (DSGX): $682,005

23h ago Insider buy by Descartes Systems Group Inc (DSGX): $529,988

23h ago Insider buy by Descartes Systems Group Inc (DSGX): $531,952

23h ago Insider buy by Descartes Systems Group Inc (DSGX): $539,130

23h ago Insider buy by Descartes Systems Group Inc (DSGX): $5,565,012

23h ago Insider buy by Descartes Systems Group Inc (DSGX): $1,382,500

23h ago Insider buy by Descartes Systems Group Inc (DSGX): $1,416,500

7 older signals

23h ago Insider buy by Descartes Systems Group Inc (DSGX): $1,389,000

23h ago Insider buy by Descartes Systems Group Inc (DSGX): $2,123,880

23h ago Insider buy by Descartes Systems Group Inc (DSGX): $1,443,280

23h ago Insider buy by Descartes Systems Group Inc (DSGX): $1,413,340

23h ago Insider buy by Descartes Systems Group Inc (DSGX): $893,875

23h ago Insider buy by Descartes Systems Group Inc (DSGX): $539,715

23h ago Insider buy by Descartes Systems Group Inc (DSGX): $770,038

Fundamentals & Data ▾

The Descartes Systems Group Inc. Technology · Software - Application

Mkt Cap

$6B

P/E

38.7 fwd 22.3

Beta

0.18

52w Range

$62.56 - $117.35

Short Interest

1.6M

Days to Cover

3.6 -2%

Technicals downtrend

vs 20d MA

-5.5%

from 52w Hi

-10.4%

Vol (20d)

41%

1w return

-6.6%

1m return

+9.2%

Vol ratio

0.7x

Insiders

buying 14B / 0S

Analysts

bullish 1 up / 0 down

EPS Estimate

$0.63 -4.5% 30d 2up / 0dn

Est. Dispersion

43% 6 analysts

Analyst Target

$101 $82 - $126

Options P/C

1.05

Fund Convergence

strong Renaissance, Citadel, Two Sigma, D.E. Shaw

Financials

Revenue

$193M +15% YoY

FCF

$75M

Gross Margin

78%

Op Margin

31%

Momentum: decelerating

Top Holders

Renaissance $59M

Citadel $30M

Two Sigma $11M

D.E. Shaw $1M

Recent Filings & Data

insider trade 93

net buying · $24,343,886 bought

7 insiders · 93 transactions (30d)

Recent transactions

Descartes Systems Group Inc · buy · $893,875

Descartes Systems Group Inc · other · $1,389,000

Descartes Systems Group Inc · other · $2,123,880

Descartes Systems Group Inc · other · $1,443,280

Descartes Systems Group Inc · other · $1,413,340

Pagan (John Scott) · other

Ryan (Edward J) · other

Descartes Systems Group Inc · other · $893,875

Mowat (Jane) · other · $37,628

Mowat (Jane) · other · $18,990

Mowat (Jane) · other · $5,985

Wood, Kenneth Edward · exercise · $315,753

Wood, Kenneth Edward · other · $429,934

Mowat (Jane) · other · $18,161

Mowat (Jane) · other · $18,149

Pagan (John Scott) · other · $58,512

Nguyen (Peter) · other · $73,037

Roszko (Andrew) · other

Roszko (Andrew) · other · $980,510

Roszko (Andrew) · other · $568,645

Roszko (Andrew) · other · $483,778

Wood, Kenneth Edward · other

Wood, Kenneth Edward · other · $2,200,456

Roszko (Andrew) · other

Roszko (Andrew) · other · $711,432

Roszko (Andrew) · other · $198,015

Roszko (Andrew) · other · $356,545

Roszko (Andrew) · other · $306,865

Roszko (Andrew) · other · $284,939

Roszko (Andrew) · other

Roszko (Andrew) · other · $932,211

Mowat (Jane) · other

Roszko (Andrew) · exercise · $1,083,630

Roszko (Andrew) · other · $3,080,190

Ryan (Edward J) · other · $1,778,729

Ryan (Edward J) · other · $2,067,455

Descartes Systems Group Inc · other · $1,292,020

Descartes Systems Group Inc · other · $1,382,500

Descartes Systems Group Inc · other · $1,416,500

Pagan (John Scott) · exercise · $736,816

Pagan (John Scott) · other · $1,327,874

Ryan (Edward J) · other · $1,249,514

Ryan (Edward J) · other · $2,223,844

Descartes Systems Group Inc · other · $529,988

Descartes Systems Group Inc · other · $539,130

Descartes Systems Group Inc · other · $535,095

Descartes Systems Group Inc · other · $531,952

Descartes Systems Group Inc · other · $682,005

Descartes Systems Group Inc · other · $539,715

Descartes Systems Group Inc · other · $5,565,012

Descartes Systems Group Inc · buy · $779,960