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Stock Ratings / Technology / DSGX / earnings
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Descartes Systems Group Inc. (DSGX) Next Earnings Date & Expected ±5.7% Move

$91.40 +0.86% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $91.76

Descartes Systems Group Inc. (DSGX) earns a Roarable Rating of B+ (Buy) with 79/100 RQD Confidence. High-quality cash engine (77.1% gross margin, 12% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

ROARABLE B+ • BUY Cap $7.75B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on DSGX Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is DSGX stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Descartes Systems Group Inc. (NASDAQ: DSGX) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 79/100 at a spot price of $91.40 (+0.86% 1D, market cap $7.75B). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 17/20, SEC Balance-Sheet Forensics 18/20, FRED Macro Regime Fit 16/20, and Executive Insider Alignment 12/20. Across 715 tracked Technology issuers, DSGX ranks #15 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does DSGX compare to QLYS and ZETA in the Technology sector?
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Within the Technology sector (Computer Software: Prepackaged Software), DSGX carries a Roarable B+ (79/100 RQD), trailing P/E of 48.1x, gross margin of 77.1%, and ROIC of 12.0%. By comparison, QLYS (Qualys Inc.) holds a A- grade (85/100 RQD, P/E 40.2x, ROIC 27.5%, cap $7.75B) and ZETA (Zeta Global Holdings Corp.) posts a C- grade (59/100 RQD, P/E N/A, ROIC 0.6%, cap $7.82B). Among the 5-stock peer group, QLYS leads on earnings multiple (40.2x) while QLYS leads on capital efficiency (27.5% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for DSGX?
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Per DSGX's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-31, CIK 0001050140), Descartes Systems Group Inc. generated $729.0M in revenue (+12.0% YoY), $163.8M in net income, and $260.5M in free cash flow against $1.90B in total assets and $124.5M in total debt. Key quantitative strengths: Strong cash generator (77.1% gross margin)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Priced at 48x earnings—high expectations leave less room for a lukewarm quarter. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $91.76 (+0.39%)🧬 Cannibal Buyback (-1.24% YoY Shares)⚙️ Cash Engine: 16/20 (B+) • 35.7% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 79/100 (B+) historically ranked in the Top 9% of excess returns over the next 90 days (+8.1% avg 90D alpha vs SPY • 71.0% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERBUY • B+
025507510079
3-of-3 Quant Analysts Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR RQD RADARRw B · Rk A-
Cash (16)Whales (17)SEC (18)Macro (16)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+9.5% Base Target
$118 Bull$100 Base$75 Bear
📬 FREE DSGX RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for DSGX)Realized 20D OHLCV Swing Band: ±5.7%
Deterministic 5-Pillar Attribution (79/100 Composite)
🔍 WHY DSGX SCORES 79/100 (B+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+18/20 pts (23% of score)

Altman Z-Score 18.37 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 9/9

▲ #2 Bullish Driver: Whale & Options Positioning+17/20 pts (22% of score)

20D Institutional Volume Accumulation (±5.7% realized swing band)

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution12/20 pts (-8 pt drag)

Cannibal Buyback (-1.24% YoY Shares) & executive Form 4 sales trim 8 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
71
Grade B$85.34+8.3% Next Q
Q2 (-2Q)
74
Grade B+$92.39+0% Next Q
Q3 (-1Q)
76
Grade B+$92.36-1% Next Q
Current
79
Grade B+$91.40+8.1% Hist 90D α
Trajectory: B (71) → B+ (79)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the DSGX Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 79/100 (B+) score, DSGX faces multiple-compression risk if 48.1x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Priced at 48x earnings—high expectations leave less room for a lukewarm quarter.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-1.24% YoY Shares) — any gross margin slip below 74.6% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($83.12) or 200D SMA ($74.79) invalidates the momentum regime and cuts Target Base ($100.04) toward Bear Floor ($74.95).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $DSGX• $4.8M Crowd Pool • Kalshi / Polymarket Composite
Contract: “DSGX Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”
YES 79%NO 21%Trade / Inspect Odds →
NEXT EST. WINDOW: Jan 30, 2027 (~87 DAYS)

Historical OHLCV Volatility ±5.7% Swing Band

±$5.21 Expected Swing
$86.19 (-5.7%)Spot $91.40$96.61 (+5.7%)
MODEL EARNINGS SETUP GAUGE

DSGX Quantitative Pre-Earnings Setup: 79/100

Trailing EPS: $1.91 • YoY Revenue Growth: 16.5%

Model Bullish Setup (79/100)Model Risk Weight (21/100)
Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).
LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

PeriodFiledRevenueNet ProfitFree Cash FlowGross Margin
FY 20252026-01-31$729.0M$163.8M$260.5M77.1%
FY 20242025-01-31$651.0M$143.3M$212.5M75.6%
FY 20232024-01-31$400.0M$115.9M$207.7M77.1%
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Options & Swing Structure Desk

Whale Flow & Momentum Playbook: Evaluating DSGX & AI Leaders Without Chasing Tops

  • ✓Institutional whale strikes & implied earnings move audit on DSGX
  • ✓How disciplined traders manage risk using pre-published trigger & invalidation levels
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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DSGX // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +23.98%▲ ASCENDING CHANNEL
2026-11-03O $92.03H $92.03L $90.62C $91.40VOL 455.5K
RES: $96.79SUP: $76.15SMA50: $83.12SMA200: $74.79
$97.07$88.49$79.92$71.34$62.77RES $96.79SUP $76.15$91.402026-05-042026-06-182026-08-052026-09-212026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

DSGX Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 DSGX Butterfly Map → + Track DSGX →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
35.3%/yr Implied 5Y Growth

vs. +12.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on DSGX today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for DSGX. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for DSGX today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (DSGX)

Technology Rank #15 of 715 ⚔️ QLYS vs DSGX Full Matrix →

1. Head-to-Head Technology Peer Comparison (DSGX vs. QLYS, ZETA, APPF, TTAN)

Industry: Computer Software: Prepackaged Software (222 Tracked Issuers)

Across 715 tracked Technology securities in the Roarable RQD universe, Descartes Systems Group Inc. (DSGX) ranks #15 by composite RQD confidence (79/100, grade B+) and #171 by equity capitalization ($7.75B). Within this direct 5-issuer industry benchmark cohort, QLYS leads on earnings valuation at 40.2x trailing P/E, while QLYS leads on capital efficiency and profitability with 27.5% ROIC and 82.8% gross margin. QLYS currently holds the highest overall quantitative score in the immediate peer group at 85/100 (A-) compared with DSGX at 79/100 (B+).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
DSGX ACTIVE
Descartes Systems Group Inc.
B+ 79/100 48.1x 77.1% 12.0% +0.86% $7.75B Benchmark Subject
QLYS
Qualys Inc.
A- 85/100 40.2x 82.8% 27.5% -7.37% $7.75B /qlys-vs-dsgx →
ZETA
Zeta Global Holdings Corp.
C- 59/100 — 60.6% 0.6% -2.08% $7.82B /zeta-vs-dsgx →
APPF
AppFolio Inc.
B+ 76/100 52.1x — 20.6% +5.44% $7.56B /appf-vs-dsgx →
TTAN
ServiceTitan Inc.
C+ 68/100 — 70.1% -11.2% -1.60% $8.13B /ttan-vs-dsgx →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-01-31 • CIK 0001050140 ↗

In its most recent audited fiscal period (FY2025, filed 2026-01-31), Descartes Systems Group Inc. (DSGX) reported GAAP revenue of $729.0M (+12.0% vs. FY2024 revenue of $651.0M , and +82.3% cumulative change since FY2023) , GAAP net income of $163.8M, operating cash flow of $266.2M, and free cash flow of $260.5M (+22.6% YoY). On the balance sheet, DSGX closed FY2025 with $1.90B in total assets against $124.5M in total debt (Altman Z-Score: 18.37, Piotroski F-Score: 9/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2026-01-31 $729.0M $163.8M $266.2M $260.5M $1.90B $124.5M
FY2024 (FY) 2025-01-31 $651.0M $143.3M $219.3M $212.5M $1.65B $118.1M
FY2023 (FY) 2024-01-31 $400.0M $115.9M $207.7M $207.7M $4.33B $1.01B

3. DSGX Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is DSGX stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Descartes Systems Group Inc. (NASDAQ: DSGX) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 79/100 at a spot price of $91.40 (+0.86% 1D, market cap $7.75B). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 17/20, SEC Balance-Sheet Forensics 18/20, FRED Macro Regime Fit 16/20, and Executive Insider Alignment 12/20. Across 715 tracked Technology issuers, DSGX ranks #15 in composite RQD confidence.

How does DSGX compare to QLYS and ZETA in the Technology sector?

Within the Technology sector (Computer Software: Prepackaged Software), DSGX carries a Roarable B+ (79/100 RQD), trailing P/E of 48.1x, gross margin of 77.1%, and ROIC of 12.0%. By comparison, QLYS (Qualys Inc.) holds a A- grade (85/100 RQD, P/E 40.2x, ROIC 27.5%, cap $7.75B) and ZETA (Zeta Global Holdings Corp.) posts a C- grade (59/100 RQD, P/E N/A, ROIC 0.6%, cap $7.82B). Among the 5-stock peer group, QLYS leads on earnings multiple (40.2x) while QLYS leads on capital efficiency (27.5% ROIC).

What are the biggest fundamental strengths and SEC risk factors for DSGX?

Per DSGX's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-31, CIK 0001050140), Descartes Systems Group Inc. generated $729.0M in revenue (+12.0% YoY), $163.8M in net income, and $260.5M in free cash flow against $1.90B in total assets and $124.5M in total debt. Key quantitative strengths: Strong cash generator (77.1% gross margin)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Priced at 48x earnings—high expectations leave less room for a lukewarm quarter. Institutional options positioning shows a 50% call / 50% put premium split.

Where is DSGX trading relative to its 50-day, 200-day, and 52-week technical levels?

DSGX last traded at $91.40 (+0.86% on volume of 379,973 shares), positioning the stock +9.96% above its 50-day simple moving average ($83.12) and +22.21% above its 200-day simple moving average ($74.79). Across its 52-week range of $62.56 to $95.41, DSGX sits at the 87.8% percentile with a 14-day RSI of 58.5 (BULLISH MOMENTUM) and an implied next-earnings move of ±5.7% ($86.19 to $96.61).

Direct Sub-Reports: DSGX RQD Cockpit DSGX 12M Forecast DSGX Earnings & Move DSGX Dividends & DRIP DSGX Insiders & 13F DSGX Whale Options DSGX Profit Sankey DSGX News & Why
ROARABLE RATING BRIEF • RQD 79/100 (B+) ✓ SEC XBRL & RQD VERIFIED

DSGX — Descartes Systems Group Inc.: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2026-01-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Descartes Systems Group Inc. (DSGX) earns a live Roarable RQD composite score of 79/100, corresponding to a B+ letter grade (Roarable Buy) at a spot price of $91.40 (+0.86% 1D, market capitalization $7.75B).

  • Fundamental Cash Engine (16/20): Anchored by return on invested capital (ROIC) of 12.0%, gross margin of 77.1%, operating margin of 28.8%, and free cash flow yield of 3.31%.
  • Whale 13F & Options Flow (17/20) + Insider Conviction (12/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (16/20) + Forensic Balance Sheet (18/20): Incorporates a 1.34x equity beta, Altman Z-Score of 18.37, Piotroski F-Score of 9/9, and Debt/Equity of 0.07x.

2. Business Model, Unit Margins & SEC Financial Trajectory

Descartes Systems Group Inc. (DSGX) is a NASDAQ-listed issuer in the Technology sector, Computer Software: Prepackaged Software industry..9B.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2026-01-31), Descartes Systems Group Inc. (DSGX) reported $729.0M in annual revenue (up from $651.0M in FY2024, +12.0% YoY) and $163.8M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($400.0M revenue, $115.9M net income) through FY2025, DSGX scaled operating cash flow to $266.2M and free cash flow to $260.5M, backed by $1.90B in total assets against $124.5M in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (B+ • RQD 79/100): Strong cash generator (77.1% gross margin)—profits are backed by real money, not accounting tricks. Big institutional funds and options desks are actively positioning on the bullish side. With Fundamental Cash Engine at 16/20 and Institutional Whale Flow at 17/20, sustained execution supports upside toward the upper end of the $62.56 – $95.41 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Priced at 48x earnings—high expectations leave less room for a lukewarm quarter. Investors must weigh 48.1x trailing P/E and 35.5x EV/EBITDA against 28.8% operating margins and a 1.34x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Operating in Computer Software: Prepackaged Software (Technology), DSGX carries a macro regime beta of 1.34 and gross margin of 77.1%.

  • Key Question #1: Can DSGX sustain or expand its 28.8% operating margin and 12.0% ROIC against Computer Software: Prepackaged Software peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $729.0M and free cash flow of $260.5M, how will capital allocation balance growth reinvestment against $124.5M in total debt?
  • Key Question #3: How sensitive is DSGX's 40.4x forward P/E multiple to Technology capital spending cycles and macro interest-rate shifts (Beta 1.34x)?

DSGX Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Descartes Systems Group Inc. (DSGX) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to DSGX Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

DSGX Bull vs. Bear Conversation Board — What's Your Call at $91.40?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON DSGX 🐻 33% BEARISH CONVICTION
1. Pick Your Side on DSGX:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
BR BreakoutHunter RQD DEBATE OPENER • Swing & Catalyst Trader 🐂 BULLISH 🎯 Target: $115.99 (+28.0%)
📌 Pinned Debate

Institutional accumulation (17/20) and a near-zero-leverage, top-scoring forensic balance sheet (Altman Z 18.37, Piotroski 9/9) support

Picked up a starter position in DSGX in my $100K Virtual Cash book at $90.62. Institutional accumulation (17/20) and a near-zero-leverage, top-scoring forensic balance sheet (Altman Z 18.37, Piotroski 9/9) support the B+ rating.. Trading inside a $62.56–$95.41 52-week range with 3.31% FCF yield gives solid downside support if Computer Software: Prepackaged Software multiples expand this quarter.

RetailWhale_TX 🐂 BULL

@MeanReversion_88 Shorting a 17/20 institutional whale-flow stock at $90.62 is dangerous when funds are rotating into Technology.

ME MeanReversion_88 RQD DEBATE OPENER • Quantitative Statistical Arb 🐻 BEARISH 🎯 Target: $76.12 (-16.0%)
Spot @ $90.62

Trading at a P/E (TTM) of 48.1 and EV/EBITDA of 35.5 with only a 3.31% FCF yield leaves limited valuation cushion against a 1.34 beta.

Here is the bear case nobody on the bull side wants to address on DSGX: Trading at a P/E (TTM) of 48.1 and EV/EBITDA of 35.5 with only a 3.31% FCF yield leaves limited valuation cushion against a 1.34 beta.. At 48.1x trailing P/E, even a small guidance miss in Computer Software: Prepackaged Software triggers a 12-15% air pocket.

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