Insight Enterprises (NASDAQ:NSIT) Updates FY 2026 Earnings Guidance

Insight Enterprises (NASDAQ:NSIT) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 11.000-11.500 for the period, compared to the consensus earnings per share estimate of 10.520. The company issued revenue guidance of -.

Analyst Ratings Changes

A number of research firms recently issued reports on NSIT. Canaccord Genuity Group set a $90.00 price objective on shares of Insight Enterprises in a report on Friday. Wall Street Zen upgraded Insight Enterprises from a “hold” rating to a “buy” rating in a research note on Saturday, January 10th. Barrington Research restated an “outperform” rating and set a $120.00 price objective on shares of Insight Enterprises in a research report on Tuesday, January 27th. JPMorgan Chase & Co. restated an “underweight” rating and set a $90.00 price target (down previously from $117.00) on shares of Insight Enterprises in a report on Monday, December 15th. Finally, Weiss Ratings downgraded Insight Enterprises from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, January 5th. One equities research analyst has rated the stock with a Buy rating, one has assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, Insight Enterprises currently has an average rating of “Reduce” and an average target price of $100.00.

Insight Enterprises Trading Up 4.8%

Shares of NASDAQ:NSIT traded up $3.97 during trading on Friday, reaching $86.25. 134,985 shares of the company were exchanged, compared to its average volume of 415,303. The business’s fifty day simple moving average is $83.42 and its 200-day simple moving average is $103.89. The company has a debt-to-equity ratio of 0.88, a current ratio of 1.30 and a quick ratio of 1.27. Insight Enterprises has a 12-month low of $77.10 and a 12-month high of $170.64. The firm has a market capitalization of $2.67 billion, a PE ratio of 20.12, a P/E/G ratio of 0.39 and a beta of 0.93.

Insight Enterprises (NASDAQ:NSIT) last announced its quarterly earnings results on Thursday, February 5th. The software maker reported $2.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.82 by $0.14. Insight Enterprises had a return on equity of 19.20% and a net margin of 1.72%.The business had revenue of $2.05 billion for the quarter, compared to the consensus estimate of $2.08 billion. During the same period last year, the business posted $2.66 EPS. The business’s revenue was down 1.2% compared to the same quarter last year. Insight Enterprises has set its FY 2026 guidance at 11.000-11.500 EPS. On average, research analysts anticipate that Insight Enterprises will post 9.89 EPS for the current year.

Insight Enterprises News Summary

Here are the key news stories impacting Insight Enterprises this week:

• Positive Sentiment: Q4 EPS beat — Insight reported $2.96 EPS vs. consensus $2.82, exceeding estimates and showing year-over-year EPS improvement; this EPS beat supports higher valuation outlook. Zacks: NSIT Surpasses Q4 Earnings Estimates
• Positive Sentiment: Raised FY2026 guidance — Management set adjusted EPS guidance of $11.00–$11.50, above Street expectations, signaling confidence in margin expansion and services growth (a major catalyst for the stock). Seeking Alpha: Guidance & drivers
• Neutral Sentiment: Strategic drivers highlighted — Management emphasized AI, cloud and services as growth engines that underpin the raised outlook; this supports a multi-year story but depends on execution and spending cycles. Seeking Alpha: Guidance & drivers
• Neutral Sentiment: Full results & presentation available — Press release and slide deck provide line-item detail and management commentary for modeling and Q&A review. Useful for investors updating forecasts. Yahoo Finance: Full results
• Negative Sentiment: Revenue slightly missed estimates — Q4 revenue was $2.05B vs. consensus $2.08B and was down ~1.2% YoY, indicating near-term demand softness that could pressure top-line recovery expectations. Yahoo Finance: Sales below estimates
• Negative Sentiment: Tighter margins and modest net margin — The company’s net margin was reported at ~1.72%, a reminder that EPS upside is reliant on margin expansion from higher-margin services; any slowdown in services growth could reverse the positive guidance impact. Laredo Morning Times: Q4 snapshot
• Neutral Sentiment: Earnings call transcript available — Read management’s tone, backlog commentary and segment detail to judge credibility of the raised FY26 outlook. Helpful for refining models. Seeking Alpha: Earnings call transcript

Institutional Trading of Insight Enterprises

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Qube Research & Technologies Ltd lifted its stake in Insight Enterprises by 321.0% in the second quarter. Qube Research & Technologies Ltd now owns 237,201 shares of the software maker’s stock valued at $32,754,000 after buying an additional 180,860 shares during the last quarter. Jane Street Group LLC grew its position in Insight Enterprises by 114.2% during the 2nd quarter. Jane Street Group LLC now owns 285,248 shares of the software maker’s stock worth $39,388,000 after purchasing an additional 152,064 shares during the last quarter. Voloridge Investment Management LLC increased its stake in Insight Enterprises by 432.0% in the third quarter. Voloridge Investment Management LLC now owns 114,099 shares of the software maker’s stock valued at $12,940,000 after purchasing an additional 92,650 shares during the period. Bank of America Corp DE boosted its stake in shares of Insight Enterprises by 55.8% during the second quarter. Bank of America Corp DE now owns 223,255 shares of the software maker’s stock worth $30,828,000 after buying an additional 79,942 shares during the period. Finally, BNP Paribas Financial Markets grew its holdings in shares of Insight Enterprises by 66.3% during the second quarter. BNP Paribas Financial Markets now owns 194,303 shares of the software maker’s stock worth $26,830,000 after buying an additional 77,478 shares during the last quarter.

Insight Enterprises Company Profile

Insight Enterprises, Inc is a global technology provider headquartered in Tempe, Arizona. Founded in 1988, the company specializes in helping organizations harness the power of digital transformation by offering a comprehensive portfolio of IT hardware, software, cloud and licensing management solutions. Insight’s expertise spans across the full technology lifecycle, from initial strategy and consulting to implementation, integration and ongoing managed services.

At the core of Insight’s business are its consulting and professional services, which guide clients through complex technology environments and ensure optimal deployment of solutions.