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

Insight Enterprises (NASDAQ:NSIT) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 12.200-12.700 for the period, compared to the consensus estimate of 11.300. The company issued revenue guidance of -.

Insight Enterprises Stock Up 1.7%

Shares of NASDAQ:NSIT traded up $2.56 on Friday, hitting $151.75. 101,614 shares of the company traded hands, compared to its average volume of 471,443. The stock has a 50 day simple moving average of $117.37 and a 200-day simple moving average of $93.55. The company has a quick ratio of 1.17, a current ratio of 1.22 and a debt-to-equity ratio of 0.92. The company has a market cap of $4.58 billion, a PE ratio of 26.57, a PEG ratio of 1.29 and a beta of 1.07. Insight Enterprises has a 52 week low of $63.62 and a 52 week high of $154.57.

Insight Enterprises (NASDAQ:NSIT) last announced its quarterly earnings results on Thursday, August 6th. The software maker reported $3.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.93 by $0.93. The company had revenue of $2.40 billion for the quarter, compared to analysts’ expectations of $2.18 billion. Insight Enterprises had a net margin of 2.17% and a return on equity of 20.89%. Insight Enterprises’s revenue was up 14.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.45 EPS. Insight Enterprises has set its FY 2026 guidance at 12.200-12.700 EPS. As a group, research analysts expect that Insight Enterprises will post 10.89 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on NSIT. Wall Street Zen cut shares of Insight Enterprises from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 2nd. JPMorgan Chase & Co. upgraded shares of Insight Enterprises from an “underweight” rating to a “neutral” rating and set a $105.00 price objective for the company in a report on Wednesday, May 27th. Needham & Company LLC raised Insight Enterprises to an “overweight” rating in a research report on Wednesday, May 27th. Weiss Ratings upgraded Insight Enterprises from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday. Finally, Zacks Research raised Insight Enterprises from a “hold” rating to a “strong-buy” rating in a report on Tuesday, July 7th. One research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $118.75.

Insider Buying and Selling at Insight Enterprises

In other news, CFO James A. Morgado purchased 2,290 shares of the stock in a transaction dated Monday, May 11th. The shares were purchased at an average cost of $87.25 per share, with a total value of $199,802.50. Following the acquisition, the chief financial officer directly owned 17,246 shares of the company’s stock, valued at $1,504,713.50. This represents a 15.31% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 1.21% of the stock is owned by insiders.

Key Insight Enterprises News

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

• Positive Sentiment: Q2 results exceeded expectations: Revenue rose 14.7% year over year to $2.40 billion, above the $2.18 billion consensus estimate, while adjusted EPS of $3.86 surpassed estimates near $2.93-$2.95. Adjusted EPS increased 44% from the prior year. Insight Enterprises Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Profitability improved: Gross profit increased 18% to $521.6 million, and gross margin expanded 60 basis points to 21.7%. Consolidated net earnings climbed 65% to $77.6 million, with diluted EPS up 76% to $2.57. Insight Enterprises Q2 net sales rise 15% as earnings jump 65%
• Positive Sentiment: Full-year guidance was raised: Insight now expects 2026 adjusted EPS of $12.20-$12.70, above the approximately $11.30 analyst consensus, and lifted its gross-profit growth outlook to 8%-10%. The improved forecast strengthens the case that demand and operating leverage are exceeding prior expectations. Insight outlines 2026 adjusted EPS guidance
• Positive Sentiment: Growth was broad-based: North American sales rose 15% to $1.9 billion, EMEA increased 8% to $375.2 million, and APAC surged 46% to $85.6 million, supporting the positive earnings reaction.
• Neutral Sentiment: The stock is trading close to its 52-week high, with valuation metrics including a P/E ratio of roughly 26.7. Strong results and guidance support momentum, but the elevated valuation may leave less room for disappointment in future quarters.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in NSIT. Invesco Ltd. grew its position in shares of Insight Enterprises by 31.9% during the 4th quarter. Invesco Ltd. now owns 224,884 shares of the software maker’s stock valued at $18,321,000 after acquiring an additional 54,376 shares during the period. Vident Advisory LLC lifted its position in Insight Enterprises by 38.8% during the fourth quarter. Vident Advisory LLC now owns 9,786 shares of the software maker’s stock valued at $797,000 after purchasing an additional 2,734 shares in the last quarter. First Citizens Bank & Trust Co. lifted its position in Insight Enterprises by 14.6% during the fourth quarter. First Citizens Bank & Trust Co. now owns 3,835 shares of the software maker’s stock valued at $312,000 after purchasing an additional 488 shares in the last quarter. Mackenzie Financial Corp bought a new stake in Insight Enterprises during the fourth quarter valued at about $496,000. Finally, XTX Topco Ltd purchased a new stake in Insight Enterprises in the fourth quarter worth about $287,000.

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.