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 $121.82)
- $121.82 P/E (TTM): 53.1X Cap: $10.58B
- View DSG Profile
- View Questions on DSG
- View Reports on DSG
Kinaxis Inc. (KXS $175.45)
- $175.45 P/E (TTM): 106.13X Cap: $4.96B
- View KXS Profile
- View Questions on KXS
- View Reports on KXS
Open Text Corporation (OTEX $45.75)
- $45.75 P/E (TTM): 17.5X Cap: $11.71B
- 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...

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; unbiased stocks research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!

First Name *

Last Name *

E-mail *

Password *

I have read and agree to the Terms of Use

Let us help YOU reach your financial goals today!

Start your FREE trial today and enjoy all the benefits of a 5i Membership including:

Access to a team of experts ready to answer your investments question
Instant access to over 100,000 archived questions
A community of like-minded investors
Peace of mind knowing that 5i Research has only YOUR best interests in mind

First Name *

Last Name *

E-mail *

Password *

I have read and agree to the Terms of Use