Descartes Systems Group (DSGX) Fell After the Force Reduction News
In its second quarter 2025 investor letter, Conestoga Capital Advisors highlighted stocks such as The Descartes Systems Group Inc. (NASDAQ:DSGX). Headquartered in Waterloo, Canada, The Descartes Systems Group Inc. (NASDAQ:DSGX) provides cloud-based logistics and supply chain solutions. The one-month return of The Descartes Systems Group Inc. (NASDAQ:DSGX) was 4.28%, and its shares gained 6.96% of their value over the last 52 weeks. On July 24, 2025, The Descartes Systems Group Inc. (NASDAQ:DSGX) stock closed at $106.45 per share, with a market capitalization of $9.155 billion.
Conestoga Capital Advisors stated the following regarding The Descartes Systems Group Inc. (NASDAQ:DSGX) in its second quarter 2025 investor letter:
"Within Technology, The Descartes Systems Group Inc. (NASDAQ:DSGX) and Simulations Plus, Inc. (SLP) were the largest detractors from relative return. DSGX, which provides software services to assist in logistics and global shipping invoice management, fell after announcing a reduction in force as they plan for the impact of global trade uncertainty."
A warehouse filled with packages and parcels, signifying the scale of e-commerce enablement.
The Descartes Systems Group Inc. (NASDAQ:DSGX) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 22 hedge fund portfolios held The Descartes Systems Group Inc. (NASDAQ:DSGX) at the end of the first quarter compared to 22 in the previous quarter. In the first quarter of 2025, The Descartes Systems Group Inc. (NASDAQ:DSGX) reported revenues of $168.7 million, reflecting an increase of approximately 11.5% from Q1 of last year. While we acknowledge the potential of The Descartes Systems Group Inc. (NASDAQ:DSGX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered The Descartes Systems Group Inc. (NASDAQ:DSGX) and shared Conestoga Capital Advisors' views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.
READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.
Disclosure: None. This article is originally published at Insider Monkey.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
28 minutes ago
- Yahoo
AI Cuts Software Switch Costs In Half
AI is tearing down the biggest hurdle in enterprise software swaps, and that's bad news for Microsoft (NASDAQ:MSFT), Palantir (NASDAQ:PLTR), Salesforce (NYSE:CRM), ServiceNow (NYSE:NOW) and SAP (NYSE:SAP). What used to be a months?long slog of license fees, data migrations, integrations and training can now be cut in half with AI helpers. Take a Minnesota company that used ChatGPT to whip up code moving data from Dynamics to a new sales platform in hours instead of weeks. Warning! GuruFocus has detected 10 Warning Signs with STLA. IT execs say AI automates mapping, testing and consolidation, slashing both time and cost roughly 50%. That means firms feel freer to chase best?of?breed point solutions rather than stick with incumbents. For legacy vendors, churn risk is rising and renewal talks are getting tougher. That said, it will critical to keep tabs on vendor renewal rates, churn-related metrics and any bundling AI?powered lock?in moves you might see in the hotly-anticipated earnings season. This article first appeared on GuruFocus.
Yahoo
28 minutes ago
- Yahoo
Loss of central bank independence could lead to instability, IMF warns
By Andrea Shalal (Reuters) -The International Monetary Fund on Tuesday warned that any loss of central bank independence could undermine efforts to keep inflation expectations in check, potentially triggering a wave of financial, monetary and macroeconomic instability. The IMF hammered home that message in an update to its World Economic Outlook, released Tuesday, and in a separate interview with IMF chief economist Pierre-Olivier Gourinchas. In the update, the IMF said the current economic climate of prolonged trade tensions and uncertainty over evolving tariffs heightened the need for robust policies to safeguard financial stability and ensure central bank independence. In some cases, if tariff shocks resulted in disruptive movements in foreign exchange and risk premiums, it said it might be suitable for countries to implement temporary foreign exchange interventions or capital flow management measures. "Crucially, the ambiguous and volatile landscape also requires clear and consistent messaging from central banks and the protection of central bank independence, not only in legal terms, but also in practice," the global lender said. U.S. President Donald Trump has repeatedly exhorted the U.S. Federal Reserve to cut interest rates while questioning the leadership and continued tenure of Chair Jerome Powell, whose term at the Fed's helm is due to end in May 2026. Those statements have unsettled markets, worried about a loss of the longstanding principle of Fed independence. The two men sparred over cost overruns on a Fed renovation project on Friday, as Trump repeated his call for lower rates. Asked about Trump's efforts to push Powell out of office, Gourinchas underscored the importance of maintaining central bank independence to keep inflation expectations anchored. "This is really a core plank for macroeconomic stability overall. That's one of the hard learned lessons of the last 40 years," the IMF chief economist told Reuters in an interview, without mentioning the Fed specifically. "We have a very, very clear message on this - it's very important to keep central bank independence and to implement it," he said. Central bank independence was foundational to macroeconomic frameworks in both advanced and emerging economies, he said. Despite the recent era of large price increases from 2021 to 2024, markets and consumers maintained confidence in policymakers' determination to keep inflation in check over the medium term, averting a broad de-anchoring of inflation expectations. "They think that someone is at the helm, someone is in the driving seat and is going to implement monetary policy to achieve price stability," he said. "That's the credibility." Should that credibility become called into question or threatened, the link from inflation to inflation expectations would become "much more brittle," he said. Inflation could rise again suddenly due to myriad shocks, and if people did not trust central banks to do their jobs, inflation expectations would start rising, triggering wage increases, which would beget higher prices, higher interest rates and ultimately a need to "crash the economy." "So now you have macroeconomic instability. You have monetary instability and you have financial instability," he said, underscoring the need to ensure consumers and financial markets were certain that central banks would act on their own. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
28 minutes ago
- Yahoo
Ansys 2025 R2 Enables Next-Level Productivity by Leveraging AI, Smart Automation, and Broader On-Demand Capabilities
Foster synergy, streamline workflows, and shorten time-to-market with new AI-driven tools and enhancements to Ansys simulation technology / Key Highlights Ansys Engineering Copilot™, a new multifunctional virtual AI assistant integrated into Ansys, now part of Synopsys, products, equips users with one-click access to over 50 years of simulation expertise, learning resources, and AI-powered support from within the Ansys user interface (UI) Seven Ansys products feature built-in AI functionality called AI+ that make simulations easier, faster, and more accessible, including the new Ansys Missions AI+ ODTK™ tool for orbital accuracy The latest release enhances data management and workflow automation, improves AI for smarter design insights, and empowers businesses to efficiently track, organize, and utilize the data required to maximize the benefits of AI integration PITTSBURGH, July 29, 2025 /PRNewswire/ -- Ansys, now part of Synopsys, (NASDAQ: SNPS) today announced 2025 R2, featuring new AI-powered capabilities across the portfolio that accelerate simulation and expand accessibility. R2 also delivers enhanced solvers, streamlined workflows, and improved engineering agility with expanded Python compatibility and on-demand cloud computing. Ansys technology drives impact by enabling teams to scale models, explore more innovative design possibilities, and make intelligent product decisions earlier, from next-generation satellites to datacenter design. "Ansys simulation is the touchstone of reality when it comes to physics, bridging the theoretical with the experimental," said Shane Emswiler, senior vice president of products at Ansys. "With over 50 years of expertise in advanced physics computation, 2025 R2 continues to push the envelope by delivering enhancements for smarter, faster, and more complex simulations. Ansys technology provides the framework to make data meaningful through models, metadata, traceability, and standards — empowering more innovative products now and in the future." Ansys 2025 R2 amplifies human ingenuity with AI-driven tools and features that simplify simulation adoption, encourage collaboration, and boost productivity across teams. Physics-based AI for Intuitive Simulations Ansys 2025 R2 introduces Ansys Engineering Copilot — a secure, robust, and reliable virtual assistant built on decades of Ansys technical expertise. It delivers AI-driven assistance directly within Ansys products with a consistent, seamless user experience and instant access to a vast knowledge base. This includes AnsysGPT™ — which integrates Microsoft Azure AI Foundry, including Azure OpenAI in Foundry Models — all Ansys websites, thousands of articles, over 800 innovation courses, a global user forum, and enables the creation and tracking of support cases. "We're pleased to collaborate with Ansys as they continue to develop and integrate innovative AI solutions for their customers," said Nidhi Chappell, Vice President, Azure AI Infrastructure at Microsoft. "Integrating Microsoft Azure AI Foundry with AnsysGPT allows engineers to quickly access critical information and take advantage of the deep engineering expertise from Ansys to enhance productivity and accelerate innovation." 2025 R2 adds AI capabilities across the Ansys portfolio to automatically create, validate, and optimize high-fidelity simulation — speeding model creation, reducing manual effort, and mitigating human error. Ansys Engineering Copilot is available in Ansys Mechanical™, Ansys Discovery™, Ansys Fluent®, Ansys HFSS™, Ansys Electronics Desktop (AEDT)™, Ansys Scade One™, Ansys Speos®, Ansys Maxwell®, Ansys optiSLang®, and Ansys Lumerical products, connecting engineers to engineering expertise with one click 17x faster results for radiation pattern calculations and more precise phased array antenna beam steering simulations with HFSS — critical to applications like 5G/6G, radar sensors, and satellite communications Seven Ansys products feature built-in AI functionality called AI+ that make simulations easier, faster, and more accessible, including the new Ansys Missions AI+ ODTK tool for orbital accuracy Integrating optiSLang and the Ansys SimAI™ platform accelerates dataset creation and AI training Combining these capabilities with improved data handling and automation allows organizations to unlock new efficiencies and create streamlined, scalable workflows. Maximize Results Through Improved Data Handling and Automation The latest release advances digital engineering by simplifying data handling and management tasks — boosting efficiency and collaboration across the enterprise. Robust data management strategies enable companies to unlock the full utility of their data throughout the product life cycle, train AI models, and generate synthetic data with confidence. In addition, enhancements in model-based systems engineering (MBSE) enable teams to collaborate from a single source of truth, ensuring digital continuity and cross-team collaboration. Expanded Python compatibility adds another layer of flexibility, allowing engineers to create customized automation that accelerates workflows, boosts data management, and ensures project repeatability. For example, Danfoss Drives, a global leader in energy-efficient motor control solutions, uses Ansys simulation to validate complex system designs, empowering industries to optimize performance, reduce energy consumption, and enhance operational reliability through innovative drive technology. "PyAnsys™ is critical to enabling custom workflow automation, integration, and scalability across our simulation environment," said Michael Laursen, head of virtual design, test & optimization, Danfoss Drives. "The open ecosystem allows us to connect tools and leverage AI for an accelerated end-to-end workflow. Ansys technology helps our teams advance and maximize our digital design processes to keep pace with an ever-changing industry, all while reducing costs and speeding product development." Over 40 Python libraries within the PyAnsys™ collection, now featuring PySTK™ and PyChemkin™, which offers a Python interface to Ansys solutions to automate workflows and drives higher productivity and efficiency across applications Reduce cybersecurity risks by automating threat analysis and vulnerability management in the new web-based, fully cooperative solution Ansys medini® Cybersecurity SE Directly connect software, safety, and simulation in one solution with the SysML v2 web-based platform Ansys System Architecture Modeler (SAM)™ Enterprise, delivering a comprehensive MBSE methodology Embracing smart automation and comprehensive data management enables teams across the enterprise to work more seamlessly. With advanced computational tools, insights quickly transform into action, empowering teams to execute with confidence and precision. Replicate Reality with Advanced Computation Solving complex design challenges requires advanced physics models and simulations that replicate real-world conditions. To help customers drive innovation, Ansys continues to enhance its core technology to empower users to achieve significantly faster results and unlock new opportunities in product development. Faster performance on large transient models with the new mixed solver in Ansys Mechanical, now supporting efficient analysis of thermal changes over time Eliminate manual setup and improve the speed, rendering, and usability of meshing complex, stacked electronics systems with the new mesh flow in Mechanical Ansys Rocky™ and Ansys FreeFlow™ provide advanced multiphysics capabilities, including thermal, fluid-structure, and electromagnetic coupling for detailed simulations and performance optimization Ansys PowerX™ debugging tool significantly reduces design time in semiconductor power devices by quickly identifying parasitic issues, streamlining setup tasks, and enabling efficient 2D meshing To illustrate, Ampleon, a pioneer in RF power, leverages advanced simulation technology to design dependable, high-performance GaN and LDMOS solutions for 4G LTE, 5G NR infrastructure, as well as for industrial, scientific, medical, broadcast, navigation and safety radio applications. "Designing RF power products is challenging when managing electromagnetic, thermal, and mechanical interactions effectively," said Dr. Vittorio Cuoco, Team Lead of Modeling and Characterization Group, Ampleon. "Ansys' solutions offer precise simulations that tackle these challenges head-on, minimizing design risks and improving reliability. The results are immeasurable — higher performance, energy savings, and greater efficiency." This acceleration is further amplified by the flexibility of cloud-based simulation. By leveraging on-demand technologies, businesses can drive digital transformation with ease. Drive Digital Change with Cloud-based Simulation Additional highlights include maximizing computations with cloud technology, high-performance computing (HPC), and GPU-optimized infrastructure. These capabilities allow customers to explore more design possibilities in less time through faster, more scalable simulations. With expanded web-based and on-demand capabilities, engineers can seamlessly access tools, streamline workflows, and push the boundaries of product development beyond the desktop. Ansys Icepak® electronics cooling software gets a powerful boost with GPU acceleration, delivering faster iterations, more simulations, and deeper insights into the most challenging electrothermal applications Improved meshing capabilities in Ansys Discovery enhance simulation reliability and quality, accelerating time-to-solution and enabling faster, more confident setup with new GPU capabilities The Ansys Cloud Burst Compute™ on-demand HPC capability is now available within six Ansys products, including Ansys Speos and Ansys Lumerical FDTD™, eliminating the need for setup, IT support, or HPC expertise Click here to learn more about Ansys 2025 R2. About Synopsys Synopsys, Inc. (Nasdaq: SNPS) is the leader in engineering solutions from silicon to systems, enabling customers to rapidly innovate AI-powered products. We deliver industry-leading silicon design, IP, simulation and analysis solutions, and design services. We partner closely with our customers across a wide range of industries to maximize their R&D capability and productivity, powering innovation today that ignites the ingenuity of tomorrow. Learn more at © 2025 Synopsys, Inc. All rights reserved. Synopsys, the Synopsys logo, and other Synopsys trademarks are available at Other company or product names may be trademarks of their respective owners. ANSS-T Contacts Media Mary Kate corp-pr@ Investors Kelsey Synopsys-IR@ View original content to download multimedia: SOURCE Ansys Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
