DesCartes Seen as Sheltered from AI Through Proprietary Network -- Market Talk

Dow Jones03-24

1425 ET - Despite the AI jitters that have hit software companies in recent weeks, DesCartes Systems still has a proprietary network mote that sets it apart. "DesCartes continues to support its considerable data advantage across over 170,000 trade parties in 140 countries providing meaningful opportunity to embed AI capabilities," William Blair's Dylan Becker says in a note. The analyst notes that roughly 65% of global trade flows through the company's network, so it retains an "unparalleled" proprietary data asset that continues to compound, which will support its ability to drive customer value. Since global supply chains continue to grapple with dynamic challenges, Becker says the company is well-positioned to continue layering value-added services, keeping it financially viable over the next several years. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

March 23, 2026 14:25 ET (18:25 GMT)

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The analyst notes that roughly 65% of global trade flows through the company's network, so it retains an \"unparalleled\" proprietary data asset that continues to compound, which will support its ability to drive customer value. Since global supply chains continue to grapple with dynamic challenges, Becker says the company is well-positioned to continue layering value-added services, keeping it financially viable over the next several years. 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The analyst notes that roughly 65% of global trade flows through the company's network, so it retains an \"unparalleled\" proprietary data asset that continues to compound, which will support its ability to drive customer value. Since global supply chains continue to grapple with dynamic challenges, Becker says the company is well-positioned to continue layering value-added services, keeping it financially viable over the next several years. 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The analyst notes that roughly 65% of global trade flows through the company's network, so it retains an \"unparalleled\" proprietary data asset that continues to compound, which will support its ability to drive customer value. Since global supply chains continue to grapple with dynamic challenges, Becker says the company is well-positioned to continue layering value-added services, keeping it financially viable over the next several years. 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Since global supply chains continue to grapple with dynamic challenges, Becker says the company is well-positioned to continue layering value-added services, keeping it financially viable over the next several years. 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