Descartes Systems Group (DSGX) has an average rating of buy and mean price target of $101.75, according to analysts polled by FactSet.
(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target price to $86 from $78, reflecting FLEX's data center dominance as a powerful tailwind. We raise our FY 27 (Mar.) EPS estimate to $3.90 from $3.56 while maintaining FY 26 at $3.23. FLEX continues to demonstrate impressive execution, capitalizing on the AI data center market's projected 28%+ CAGR through 2030. We believe the power segment is particularly compelling, with growth rates likely to exceed the overall data center target as AI workloads drive higher power requirements. FLEX's recent completion of the industry's first fully integrated gigawatt data center solution represents a significant catalyst, positioning the company to capture accelerating global demand. We expect data center growth to more than offset traditional market weakness, while improving operating leverage from favorable business mix shift. We believe these tailwinds and FLEX positioning in the market warrant our increased multiple of 22x FY 27 EPS.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our price target from $272 to $320, ~22x our FY 27 EPS view, reflecting strengthened confidence in JBL's favorable business mix shift toward higher-margin Intelligent Infrastructure. We raise our FY 27 EPS view to $14.70 from $14.00 and keep our FY 26 estimate at $12.25. Our increased conviction is due to multiple converging factors. The ongoing recovery in Regulated Industries is gaining momentum as customers resume capital spending on critical infrastructure projects. Simultaneously, segments like Connected Living & Digital Commerce are undergoing a meaningful transformation toward higher-margin automation and robotics solutions, moving away from lower-margin traditional manufacturing. This positions JBL for accelerating earnings power in FY 27, with initial momentum building throughout FY 26. While we believe JBL is successfully executing its transformation toward a more profitable business model, we think much of this positive trajectory is now reflected in the current valuation.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our price target from $246 to $357, 41x our CY 2027 EPS view ($8.70), well above COHR's three-year average (~20x) given substantial AI demand and above our prior view (31x) on emerging upside in co-packaged optics (CPO). We keep our FY 26 (Jun.) EPS view at $5.61, lift FY 27's by $0.63 to $7.58, and initiate FY 28's at $9.60. Our price target increase primarily reflects growing NVDA-driven momentum around CPO in recent weeks. On March 2, NVDA announced a $2B equity investment in COHR alongside a multibillion-dollar, multiyear purchase commitment revolving around CPO/silicon photonics innovation. At GTC 2026 in mid-March, NVDA also provided a view of future computing platforms that would be much more CPO-heavy relative to copper, with CPO set to be used (rather than copper) for a portion of interconnects on the Rubin Ultra platform (2027) and 100% of utilization in Feynman (2028) vs. 0% in the Blackwell/Rubin architectures. We see massive upside here, with sales starting to roll in by CYE 2026.