Insight Enterprises (NASDAQ:NSIT) Issues 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 10.880. The company issued revenue guidance of -.

Insight Enterprises Stock Performance

Shares of NSIT stock traded up $13.42 during mid-day trading on Friday, reaching $83.79. The stock had a trading volume of 1,316,308 shares, compared to its average volume of 456,329. Insight Enterprises has a one year low of $63.62 and a one year high of $148.58. The firm has a market cap of $2.54 billion, a PE ratio of 16.86, a P/E/G ratio of 0.68 and a beta of 0.96. The firm’s 50 day simple moving average is $74.94 and its 200 day simple moving average is $83.05. The company has a quick ratio of 1.22, a current ratio of 1.25 and a debt-to-equity ratio of 0.83.

Insight Enterprises (NASDAQ:NSIT) last issued its earnings results on Thursday, May 7th. The software maker reported $2.88 EPS for the quarter, beating analysts’ consensus estimates of $2.45 by $0.43. The business had revenue of $2.13 billion during the quarter, compared to analyst estimates of $2.12 billion. Insight Enterprises had a return on equity of 19.61% and a net margin of 1.91%.Insight Enterprises’s revenue was up 1.2% on a year-over-year basis. During the same period in the prior year, the company posted $2.06 earnings per share. Insight Enterprises has set its FY 2026 guidance at 11.000-11.500 EPS. On average, analysts forecast that Insight Enterprises will post 11.25 EPS for the current year.

Analyst Ratings Changes

A number of equities analysts have recently commented on NSIT shares. JPMorgan Chase & Co. reduced their price objective on shares of Insight Enterprises from $90.00 to $80.00 and set an “underweight” rating for the company in a report on Thursday, April 16th. Raymond James Financial raised shares of Insight Enterprises from a “market perform” rating to an “outperform” rating and set a $100.00 price target for the company in a research report on Thursday. Wall Street Zen cut shares of Insight Enterprises from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Canaccord Genuity Group set a $75.00 price objective on Insight Enterprises in a report on Friday. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of Insight Enterprises in a research note on Thursday, April 2nd. Two investment analysts have rated the stock with a Buy rating, one has given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $93.75.

Key Headlines Impacting Insight Enterprises

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

• Positive Sentiment: Q1 adjusted EPS of $2.88 beat estimates of $2.45, while revenue of $2.13 billion also slightly topped forecasts, signaling better-than-expected operating performance. Insight Enterprises, Inc. Reports First Quarter Results
• Positive Sentiment: Gross profit rose 14% year over year to $462.2 million, and gross margin expanded by 240 basis points to 21.7%, showing improved profitability in the quarter. Insight Enterprises, Inc. Reports First Quarter Results
• Positive Sentiment: The company lifted FY2026 EPS guidance to $11.00-$11.50, above the consensus estimate of $10.88, which likely reinforced investor confidence in the outlook. Insight Enterprises, Inc. Reports First Quarter Results
• Positive Sentiment: Net earnings more than doubled year over year to $30.0 million, indicating strong bottom-line improvement. Insight Enterprises, Inc. Reports First Quarter Results
• Neutral Sentiment: Investors are also digesting the Q1 earnings call transcript and related coverage, which may provide additional color on demand trends, margin sustainability, and the company’s FY2026 priorities. Insight Enterprises, Inc. Q1 2026 Earnings Call Transcript

Hedge Funds Weigh In On Insight Enterprises

Several institutional investors have recently added to or reduced their stakes in NSIT. Morgan Stanley boosted its position in Insight Enterprises by 15.6% in the fourth quarter. Morgan Stanley now owns 2,681,920 shares of the software maker’s stock valued at $218,496,000 after buying an additional 362,258 shares in the last quarter. Paradigm Capital Management Inc. NY raised its stake in shares of Insight Enterprises by 35.9% in the fourth quarter. Paradigm Capital Management Inc. NY now owns 810,764 shares of the software maker’s stock valued at $66,053,000 after acquiring an additional 214,064 shares during the last quarter. Qube Research & Technologies Ltd boosted its holdings in shares of Insight Enterprises by 321.0% in the 2nd quarter. Qube Research & Technologies Ltd now owns 237,201 shares of the software maker’s stock worth $32,754,000 after acquiring an additional 180,860 shares in the last quarter. Jacobs Levy Equity Management Inc. bought a new stake in Insight Enterprises during the 4th quarter worth approximately $12,478,000. Finally, 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 acquiring an additional 152,064 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.