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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Descartes Systems Group Inc. (The) (DSG $116.15)
- $116.15 P/E (TTM): 49.98X Cap: $10.17B
- View DSG Profile
- View Questions on DSG
- View Reports on DSG
Kinaxis Inc. (KXS $177.18)
- $177.18 P/E (TTM): 147.64X Cap: $4.99B
- View KXS Profile
- View Questions on KXS
- View Reports on KXS
Open Text Corporation (OTEX $48.71)
- $48.71 P/E (TTM): 18.11X Cap: $12.33B
- View OTEX Profile
- View Questions on OTEX

Q: Hi 5i team,

Do you think software can serve as a hedge against AI? If that's the case, and since they are mostly down, is it a good idea to start accumulating? Please provide some solid names in Canada (I have CSU family), the US, and internationally.

Best,
Matt

Asked by Matt on November 10, 2025

5i Research Answer:

We don't know if we would view it as a 'hedge' to AI exposure but regardless we do think softwre is due for a rebound. Some names to consider are DSG, KXS and OTEX.

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