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 12.200-12.700 for the period, compared to the consensus estimate of 11.300. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the stock. Wall Street Zen cut shares of Insight Enterprises from a “strong-buy” rating to a “buy” rating in a research report on Sunday, August 2nd. Raymond James Financial reaffirmed an “outperform” rating and set a $175.00 price objective on shares of Insight Enterprises in a research report on Thursday. Needham & Company LLC raised Insight Enterprises to an “overweight” rating in a report on Wednesday, May 27th. JPMorgan Chase & Co. raised their price target on shares of Insight Enterprises from $135.00 to $160.00 and gave the company a “neutral” rating in a research report on Friday. Finally, Zacks Research upgraded 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. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $132.50.

Insight Enterprises Stock Performance

NASDAQ NSIT traded up $0.13 on Friday, hitting $149.32. 547,834 shares of the company traded hands, compared to its average volume of 442,385. The business’s 50 day moving average price is $118.23 and its 200-day moving average price is $93.94. Insight Enterprises has a 52-week low of $63.62 and a 52-week high of $154.57. The company has a current ratio of 1.18, a quick ratio of 1.17 and a debt-to-equity ratio of 0.92. The company has a market capitalization of $4.51 billion, a price-to-earnings ratio of 21.86, a P/E/G ratio of 1.37 and a beta of 1.07.

Insight Enterprises (NASDAQ:NSIT) last released its earnings results on Thursday, August 6th. The software maker reported $3.86 EPS for the quarter, topping analysts’ consensus estimates of $2.93 by $0.93. Insight Enterprises had a net margin of 2.45% and a return on equity of 22.70%. The company had revenue of $2.40 billion for the quarter, compared to analysts’ expectations of $2.18 billion. During the same quarter last year, the business earned $2.45 EPS. The firm’s revenue was up 14.7% compared to the same quarter last year. Insight Enterprises has set its FY 2026 guidance at 12.200-12.700 EPS. Equities analysts expect that Insight Enterprises will post 10.89 earnings per share for the current year.

Insider Buying and Selling

In other news, CFO James A. Morgado purchased 2,290 shares of the business’s stock in a transaction on Monday, May 11th. The stock was acquired at an average price of $87.25 per share, for a total transaction 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 position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 1.21% of the company’s stock.

Key Stories Impacting Insight Enterprises

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

• Positive Sentiment: Strong Q2 earnings beat: Insight reported adjusted diluted EPS of $3.86, well above the roughly $2.93-$2.95 consensus estimate and up 44% from the prior year. Revenue increased 14.7% to $2.40 billion, exceeding analysts’ $2.18 billion forecast. Insight Enterprises Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Profitability improved: Gross profit rose 18% to $521.6 million, gross margin expanded 60 basis points to 21.7%, and consolidated net earnings climbed 65% year over year to $77.6 million. North America sales rose 15%, while APAC sales jumped 46%. Insight Enterprises Q2 net sales rise 15% as earnings jump 65%
• Positive Sentiment: 2026 guidance raised: Management reiterated adjusted EPS guidance of $12.20-$12.70, above the approximately $11.30 analyst consensus, and increased its full-year gross-profit growth outlook to 8%-10%. Insight outlines 2026 adjusted EPS and gross profit outlook
• Neutral Sentiment: JPMorgan raised its price target for NSIT from $135 to $160 but maintained a “neutral” rating. The higher target signals improved earnings expectations, although the unchanged rating suggests the bank sees the shares as fairly valued after their substantial advance. Benzinga

Institutional Investors Weigh In On Insight Enterprises

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