Insight Enterprises Stock (NSIT) Opinions on Q4 Earnings and Congressional Trades
Insight Enterprises (NSIT) reported strong Q4 earnings, driven by record gross margins and a services revenue surge, despite a modest revenue dip. The stock gained attention due to congressional trades, specifically Rep. Michael McCaul's "buy the dip" purchases, and is seen by some as an underappreciated AI infrastructure play. Analyst ratings and hedge fund activity show mixed outlooks, with a median price target of $100.0 from recent analyses.
Insight Enterprises Inc (NSIT) Shares Up 3.43% on Feb 20
Insight Enterprises Inc (NSIT) saw its shares rise by 3.43% on February 20, reaching an intraday high of $88.23 before closing at $86.80. Wall Street analysts have an average target price of $121.22 for NSIT, implying a 39.65% upside, with a consensus "Hold" rating. GuruFocus estimates the fair value (GF Value) at $159.99, suggesting an 84.32% upside from the current price.
Investors Can Find Comfort In Insight Enterprises' (NASDAQ:NSIT) Earnings Quality
Insight Enterprises (NASDAQ:NSIT) reported soft earnings, but analysis suggests investors see promising signs beyond the statutory profit figures. The company's profit was reduced by US$137 million due to unusual items, which are not expected to recur. This indicates the company's earnings potential might be better than it appears, despite a shrinking EPS in the last twelve months.
Q4 Rundown: Insight Enterprises (NASDAQ:NSIT) Vs Other IT Distribution & Solutions Stocks
This article provides a Q4 performance rundown for IT distribution & solutions stocks, focusing on Insight Enterprises (NSIT) and comparing it to peers like ePlus (PLUS), ScanSource (SCSC), Avnet (AVT), and TD SYNNEX (SNX). While the sector showed strong overall Q4 revenues, some companies like ScanSource experienced significant misses, while others like ePlus and Avnet saw strong growth and outperformed expectations. Insight Enterprises reported a revenue decline but still had a satisfactory quarter with a stock price increase post-reporting.
INSIGHT ENTERPRISES INC SEC 10-K Report
Insight Enterprises Inc. has released its 2025 10-K report, detailing a 5% decrease in total net sales to $8,247 million, despite an expanded gross margin. The company faced a 14% drop in earnings from operations and a significant reduction in net earnings to $157 million. Insight continues to pursue strategic acquisitions and AI-first strategies to enhance its service offerings and navigate a competitive IT market with shifts towards cloud-based solutions and economic uncertainties.
5 Must-Read Analyst Questions From Insight Enterprises's Q4 Earnings Call
Insight Enterprises's Q4 2025 earnings call revealed mixed results with strong cloud and core services performance offsetting a revenue decline due to the shift from on-premises to cloud solutions. Analysts questioned management on the conservative 2026 outlook, lingering impacts of partner program changes, repeatability of AI data center engagements, rising memory costs, and AI resource availability. The company highlighted record gross profit and adjusted earnings from operations, while also addressing future challenges and opportunities in the AI sector.
Assessing Insight Enterprises (NSIT) Valuation After Record Gross Profit And New AI Partnerships
Insight Enterprises (NSIT) is being re-evaluated by investors after reporting record gross profit, wider margins, and new AI-focused partnerships, despite a modest revenue decline. The stock saw a quick positive reaction, contrasting with its one-year and three-year declines. The article suggests NSIT is significantly undervalued, with a fair value estimate of $121.25, driven by anticipated demand from AI infrastructure modernization, but also notes risks like slower enterprise AI spending.
Insight Enterprises Balances Record Margins With Cautious Outlook
Insight Enterprises reported record profitability and expanding margins in its Q4 earnings call, driven by a strategic shift towards higher-margin cloud and services, successful acquisitions, and disciplined cost control. Despite these gains, revenue faced pressure from declines in on-premise software, partner program changes, and subdued large-enterprise spending, leading to conservative guidance for 2026. The company emphasizes its focus on profitability, cash generation, and strategic positioning in AI, data, and security.
Analysts Conflicted on These Technology Names: Insight Enterprises (NSIT) and Silicon Laboratories (SLAB)
Analysts are divided on two technology companies, Insight Enterprises (NSIT) and Silicon Laboratories (SLAB). Barrington maintained a Buy rating on Insight Enterprises with a $120 price target, aligning with a general Hold consensus for NSIT. For Silicon Laboratories, Morgan Stanley maintained a Hold rating with a $231 price target, with the overall analyst consensus also being a Hold.
Insight Enterprises, Inc. (NASDAQ:NSIT) Q4 2025 Earnings Call Transcript
Insight Enterprises reported strong Q4 2025 results, exceeding earnings expectations with an EPS of $2.96. The company achieved record gross profit and adjusted earnings from operations margin, driven by strong cloud and core services growth despite a modest revenue decline. For 2026, Insight anticipates low single-digit gross profit growth and adjusted diluted EPS between $11 to $11.50, reflecting cautious optimism and continued investment in AI, security, and cloud modernization.
Does Record Q4 Margins Amid Lower 2025 Sales Reshape the Bull Case for Insight (NSIT)?
Insight Enterprises (NSIT) reported strong Q4 2025 results with record gross profit and margins, despite a slight revenue decline and overall lower full-year earnings. This performance, driven by cloud, data, AI, and cybersecurity services, suggests a successful pivot towards higher-margin profitability even with softer sales. The article examines whether this shift and improved Q4 metrics can reshape the investment narrative for NSIT, especially in light of a significant share price drop and ongoing concerns about its debt load.
Ibotta, Insight Enterprises, ScanSource, Pure Storage, and Xerox Shares Skyrocket, What You Need To Know
Shares of Ibotta, Insight Enterprises, ScanSource, Pure Storage, and Xerox surged following a broad market rebound, strong U.S. consumer sentiment, and significant AI-related investments. The rally was driven by a recovery in technology stocks and Bitcoin, with the Dow Jones Industrial Average surpassing 50,000 for the first time. Pure Storage, in particular, saw a significant jump after announcing a new $400 million share repurchase authorization, reflecting management's confidence in its business momentum.
NSIT Q4 Deep Dive: Cloud and Services Margins Offset Revenue Decline Amid AI Investment
Insight Enterprises (NASDAQ:NSIT) reported Q4 CY2025 results, with revenue falling short of expectations but non-GAAP profit surpassing estimates due to robust cloud and core services performance. The company saw improved margins and profit driven by recent acquisitions and growth in EMEA markets, despite a revenue decline primarily caused by the shift from on-premises software to higher-margin cloud solutions. Looking ahead, Insight Enterprises plans continued investment in cloud modernization, cybersecurity, and AI adoption, expecting client spending to remain subdued.
Insight Enterprises (NASDAQ:NSIT) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings
Insight Enterprises (NASDAQ:NSIT) reported Q4 CY2025 earnings where sales of $2.05 billion fell below analyst estimates, marking a 1.2% year-on-year decline. Despite the revenue miss, the company's non-GAAP adjusted EPS of $2.96 beat analysts' consensus by 4.2%. The IT solutions integrator's operating margin improved, and it provided optimistic adjusted EPS guidance for the upcoming financial year 2026, beating analyst estimates by 7% at the midpoint.
Insight Enterprises Q4 2025: Revenue Miss, Profitability Beats
Insight Enterprises (NASDAQ:NSIT) reported fourth-quarter 2025 results that missed revenue expectations with sales of $2.05 billion, a 1.2% year-over-year decline. However, the company exceeded profitability estimates, with non-GAAP earnings per share of $2.96 and adjusted EBITDA of $156.2 million. Despite recent soft revenue growth, Insight Enterprises provided optimistic guidance for the 2026 financial year, projecting adjusted EPS at $11.25.
Insight Enterprises: Fourth Quarter Earnings Overview
Insight Enterprises Inc. reported a net income of $52 million for the fourth quarter, with adjusted earnings of $2.96 per share, surpassing Wall Street expectations. The IT company generated $2.05 billion in revenue for the quarter and $8.25 billion for the full year. For the upcoming year, Insight Enterprises forecasts earnings between $11 and $11.50 per share.
Earnings Flash (NSIT) Insight Enterprises, Inc. Reports Q4 Revenue $2.05B, vs. FactSet Est of $2.08B
Insight Enterprises, Inc. (NSIT) reported its Q4 revenue at $2.05 billion, falling short of FactSet's estimated $2.08 billion. This financial news, alongside the reported Q4 Adjusted EPS of $2.96 per share which exceeded the FactSet estimate of $2.84, provides a mixed financial picture for the company. The report also includes recent partnerships and stock repurchase plan updates.
Insight Enterprises (NSIT) Surpasses Q4 Earnings Estimates
Insight Enterprises (NSIT) reported Q4 earnings of $2.96 per share, exceeding the Zacks Consensus Estimate of $2.82 per share and outperforming its earnings from a year ago. While the company surpassed EPS estimates, its revenue of $2.05 billion for the quarter ended December 2025 missed the consensus estimate by 1.73%. The stock currently holds a Zacks Rank #3 (Hold), indicating it is expected to perform in line with the market.
INSIGHT ENTERPRISES ($NSIT) Releases Q4 2025 Earnings
INSIGHT ENTERPRISES (NSIT) reported Q4 2025 earnings, beating estimates with $2.96 per share while revenue of $2.048 billion missed expectations. Hedge fund activity shows mixed sentiment with more institutions decreasing positions, though some made significant additions. Analyst ratings are split, with one "Outperform" and one "Underweight" rating recently issued.
Insight Enterprises: Q4 Earnings Snapshot
Insight Enterprises Inc. (NSIT) reported fourth-quarter net income of $52 million, or $1.67 per share, topping analyst expectations with adjusted earnings of $2.96 per share against an estimated $2.82. However, the information technology provider's revenue of $2.05 billion fell short of Street forecasts of $2.08 billion. For the full year, the company had a profit of $157.3 million on $8.25 billion in revenue and anticipates full-year earnings in the range of $11 to $11.50 per share.
Insight Enterprises, Inc. Reports Fourth Quarter and Full Year Results
Insight Enterprises, Inc. released its financial results for the fourth quarter and full year ending December 31, 2025, showing mixed outcomes with a slight decrease in net sales but significant growth in gross profit and diluted EPS for Q4. The company's Cloud and Core Services businesses were key growth drivers. For the full year 2026, Insight Enterprises anticipates adjusted diluted EPS between $10.10 and $10.60, along with low single-digit gross profit growth.
Insight Enterprises Q4 Earnings Call Highlights
Insight Enterprises reported mixed Q4 2025 results, with net revenue down 1% to $2.0 billion due to a drop in on-prem software, but profitability improved significantly with gross profit up 9% and adjusted EPS up 11%. The company is strategically shifting towards cloud and higher-margin services, including the acquisition of Inspire11 and the launch of its Prism AI platform, to drive future growth. For 2026, Insight provided guidance reflecting "cautious optimism," expecting low-single-digit gross profit growth and adjusted diluted EPS of $10.10–$10.60, while acknowledging risks like memory price inflation and elevated debt.
Insight Enterprises (NSIT) Reports Earnings Tomorrow: What To Expect
Insight Enterprises (NSIT) is set to announce its earnings results, with analysts expecting flat year-on-year revenue at $2.09 billion and adjusted earnings of $2.84 per share. The company missed revenue and EPS estimates last quarter. Peers in the tech hardware & electronics segment, Avnet and TD SYNNEX, reported positive Q4 results, outperforming estimates.
Insight Enterprises: Fourth Quarter Earnings Overview
Insight Enterprises reported net income of $52 million for the fourth quarter, with adjusted earnings of $2.96 per share, surpassing analyst expectations of $2.82 per share. The company generated $2.05 billion in revenue, slightly below expectations. For the full year, Insight Enterprises reported $157.3 million in profit and $8.25 billion in revenue, and forecasts 2027 earnings between $11 and $11.50 per share.
Insight Enterprises Inc. Q4 Profit Increases, beats estimates
Insight Enterprises Inc. announced an increase in its Q4 profit, surpassing Street estimates. The company reported earnings of $77.477 million, or $2.13 per share, which was higher than $62.133 million, or $1.69 per share, in the same period last year. Adjusted earnings were $2.53 per share, exceeding analyst expectations of $2.12 per share, despite a slight decrease in revenue.
Insight Enterprises (NSIT) Projected to Post Earnings on Thursday
Insight Enterprises (NSIT) is expected to announce its Q4 2025 earnings before market open on Thursday, February 5th, with analysts forecasting $2.82 EPS and $2.0786 billion in revenue. The company previously missed Q3 2025 estimates, reporting $2.43 EPS against an expected $2.49, and its revenue decreased by 4% year-over-year. NSIT shares are currently trading around $84.19, with a market cap of $2.61 billion, and analysts have a "Reduce" consensus rating with a $103.33 price target.
Investors Who Have Held Insight Enterprises (NASDAQ:NSIT) Over the Last Year Have Watched Its Earnings Decline Along With Their Investment
Insight Enterprises (NASDAQ:NSIT) shareholders have experienced a significant decline, with the share price plunging 51% over the last year, mirroring a 52% drop in earnings per share. This indicates that market sentiment hasn't changed much despite the weak results, as the share price remains a similar multiple of EPS. Longer-term investors, however, would have seen a modest annual gain of 1.1% over five years.
Insight Enterprises' (NSIT) "Outperform" Rating Reiterated at Barrington Research
Barrington Research has reiterated an "Outperform" rating for Insight Enterprises (NSIT), setting a new price target of $120, which suggests a 44.13% upside. Despite this, the average analyst consensus is "Reduce" with a target of $103.33, reflecting mixed sentiment. The software maker recently missed revenue and EPS expectations, and its stock is currently trading around $83.26.
Earnings Miss And Stripe AI Commerce Pact Might Change The Case For Investing In Insight Enterprises (NSIT)
Insight Enterprises (NSIT) recently reported a Q4 2025 revenue decline and missed analyst estimates, impacting its stock price. Simultaneously, the company announced an expanded global partnership with Stripe to modernize financial infrastructure and enable AI-driven commerce. This development suggests that despite near-term financial challenges, the Stripe collaboration could enhance Insight's long-term investment narrative by leveraging high-value AI and cloud services.
Press Release: Insight Enterprises, Inc. to Report Fourth Quarter and Full Year 2025 Financial Results on February 5, 2026
Insight Enterprises, Inc. (NSIT) is scheduled to report its fourth-quarter and full-year 2025 financial results on February 5, 2026. This announcement follows Unity Software's recent earnings report, which indicated a 35% year-over-year revenue increase to $609 million, surpassing estimates, despite a quarterly loss of 66 cents per share. The broader article serves as a financial news portal, but the primary news item is the forthcoming Insight Enterprises report.
Insight Enterprises schedules Feb. 5 webcast to discuss 2025 results
Insight Enterprises, Inc. announced it will release its fourth-quarter and full-year 2025 financial results on February 5, 2026, before market open. The company will also host a conference call and live webcast at 9:00 a.m. ET to discuss these results. Interested parties can access the webcast and register for the conference call through the investor relations section of Insight's website.
Massachusetts Financial Services Co. MA Buys 53,159 Shares of Insight Enterprises, Inc. $NSIT
Massachusetts Financial Services Co. (MFS) increased its stake in Insight Enterprises Inc. by 8.6%, acquiring an additional 53,159 shares to bring its total holding to 672,517 shares, valued at approximately $76.27 million. This move comes as Insight Enterprises faces mixed analyst sentiment, with a consensus "Reduce" rating and a target price of $103.33, while the stock recently traded down about 4.7% at $79.57. The company also slightly missed its latest quarterly revenue and EPS estimates and provided FY2025 guidance of 9.600–9.900 EPS.
IT Distribution & Solutions Stocks Q3 Recap: Benchmarking Insight Enterprises (NASDAQ:NSIT)
This article reviews the Q3 earnings for IT Distribution & Solutions stocks, focusing on Insight Enterprises (NASDAQ:NSIT) and its peers. While the sector faces challenges like cloud migration's impact on hardware demand and supply chain risks, revenue beat consensus estimates by 1.1% collectively, though share prices generally fell. Insight Enterprises missed revenue and EPS estimates, while ePlus showed strong revenue growth and beat expectations, and Connection reported a disappointing quarter.
IT Distribution & Solutions Stocks Q3 Recap: Benchmarking Insight Enterprises (NASDAQ:NSIT)
This article reviews the Q3 earnings for IT distribution and solutions stocks, focusing on Insight Enterprises (NASDAQ:NSIT) and its peers. While the sector faces complexities and potential supply chain disruptions, cloud adoption and cybersecurity demands are driving growth. Insight Enterprises experienced a softer quarter with significant misses on revenue and EPS, while ePlus (NASDAQ:PLUS) outperformed, and Connection (NASDAQ:CNXN) had a disappointing quarter.
Country Trust Bank Raises Stock Position in Insight Enterprises, Inc. $NSIT
Country Trust Bank increased its stake in Insight Enterprises by 7.0% during the third quarter, holding 191,837 shares valued at approximately $21.8 million. Insight Enterprises reported third-quarter EPS of $2.43, missing estimates, and a 4% year-over-year revenue decline. The company currently holds a "Reduce" consensus rating from analysts, with various firms issuing "hold," "sell," and "outperform" ratings recently.
How Insight’s AI‑Driven Stripe Partnership and Agentic Commerce Push Will Impact Insight Enterprises (NSIT) Investors
Insight Enterprises recently announced an expanded global partnership with Stripe, focusing on modernizing financial infrastructure, complex billing, and AI-driven commerce through its new Stripe Center of Excellence. This partnership, especially its "agentic commerce" aspect, aligns with Insight's strategy of shifting towards higher-value cloud, managed services, and AI-led solutions, reinforcing its push into AI consulting and integration. Investors need to consider if large enterprises will accelerate IT and AI project spending, as this will significantly influence Insight's performance and margin improvement expectations.
Insight and Stripe Partner to Modernize Enterprise Commerce
Insight Enterprises has partnered with Stripe to modernize enterprise commerce through AI-driven solutions. This collaboration aims to help large organizations update financial infrastructure, improve checkout processes, and enable new digital revenue models and global scaling. The partnership leverages Stripe's programmable financial services platform and Insight's Solutions Integrator capabilities, focusing on modern checkout, complex billing, agentic commerce, and end-to-end Stripe Terminal lifecycle management.
│Insight and Stripe Partner to Modernise Enterprise Commerce
│Insight Enterprises has announced an expanded global partnership with Stripe to modernize enterprise commerce through AI-driven solutions. This collaboration aims to help large organizations evolve their financial infrastructure, improve checkout conversions, and launch new digital revenue models by leveraging Stripe's programmable financial services platform and Insight's Solutions Integrator capabilities. The partnership will focus on modern checkout, complex billing, agentic commerce experiences in platforms like ChatGPT, and end-to-end Stripe Terminal lifecycle management.
|Insight and Stripe Partner to Modernize Enterprise Commerce
Insight Enterprises and Stripe have expanded their global partnership to help businesses modernize financial infrastructure, improve checkout conversion, and leverage AI-driven commerce. Insight, named an exclusive launch partner for Stripe’s next-generation AI-driven commerce, will combine its Solutions Integrator capabilities with Stripe’s financial services platform to accelerate new digital revenue models and global scaling for large organizations. The collaboration addresses the need for modern financial systems to support evolving market strategies, usage-based pricing, real-time payouts, and AI experiences, with a focus on agentic commerce and end-to-end Stripe Terminal lifecycle management.
Insight Enterprises (BIT:1NSIT) Price Target Increased by 10.33% to 120.80
The average one-year price target for Insight Enterprises (BIT:1NSIT) has been increased by 10.33% to €120.80 per share, up from €109.50. This new target represents a 59.00% increase from the last reported closing price of €75.98. The article also details institutional ownership changes, with several major holders decreasing their stakes in the company over the last quarter.
Price-Driven Insight from (NSIT) for Rule-Based Strategy
This article provides a price-driven insight for Insight Enterprises Inc. (NASDAQ: NSIT) based on AI models from Stock Traders Daily. It highlights strong near and mid-term sentiment but a weak long-term outlook, identifying a short setup with a significant risk-reward ratio. The analysis presents institutional trading strategies, including position, momentum breakout, and risk hedging, along with multi-timeframe signal strengths.
3 Profitable Stocks with Questionable Fundamentals
This article identifies three profitable companies—Insight Enterprises (NSIT), Franklin Resources (BEN), and Essent Group (ESNT)—that, despite their current profitability, possess questionable fundamental issues. The author suggests investors steer clear of these stocks due to concerns like flat sales, declining earnings per share, and increasing expenses, and instead advocates for high-quality alternatives offered by StockStory.
Does Insight Enterprises (NASDAQ:NSIT) Have A Healthy Balance Sheet?
Insight Enterprises' debt increased to US$1.63 billion by September 2025, resulting in a net debt of US$1.09 billion. Despite this, its net debt to EBITDA ratio of 2.2 and EBIT covering interest expenses 5.2 times suggest a manageable debt load. However, a 12% decline in EBIT over the last year and current liabilities exceeding short-term assets warrant caution.
Does Insight Enterprises (NASDAQ:NSIT) Have A Healthy Balance Sheet?
Insight Enterprises (NASDAQ:NSIT) utilizes debt, which can be a double-edged sword for companies. The company's net debt is 2.2 times its EBITDA, and its EBIT covered interest expenses 5.2 times last year, suggesting some burden. While the conversion of EBIT to free cash flow is strong, a 12% decline in EBIT over the last year raises caution regarding its debt levels.
46,001 Shares in Insight Enterprises, Inc. $NSIT Acquired by CX Institutional
CX Institutional has acquired a new stake of 46,001 shares in Insight Enterprises (NASDAQ:NSIT) during the third quarter, valued at approximately $5.217 million. This acquisition makes CX Institutional a significant holder, owning about 0.15% of the company. The news comes as Insight Enterprises recently missed Q3 earnings and revenue estimates and issued cautious FY2025 EPS guidance, leading to a "Reduce" consensus rating from analysts.
Insight Enterprises (NASDAQ:NSIT) Receives Outperform Rating from Barrington Research
Barrington Research has reissued an "outperform" rating for Insight Enterprises (NASDAQ:NSIT), setting a $120 price target, which implies a potential 41.8% upside. Despite this, other analysts offer a mixed outlook, resulting in an average "Hold" rating and a $103.33 price target. The company recently missed quarterly revenue and EPS estimates and provided FY2025 guidance that aligns with consensus.
Insight Enterprises, Inc. (NSIT) bolsters credit line to $2 billion & approves $299 buyback program
Insight Enterprises, Inc. (NSIT) has announced a significant financial move, increasing its credit facility to $2 billion and approving a new share repurchase program of up to $299 million. These actions demonstrate the company's commitment to financial flexibility and enhancing shareholder value.
Allspring Global Investments Holdings LLC Has $21.42 Million Position in Insight Enterprises, Inc. $NSIT
Allspring Global Investments Holdings LLC increased its stake in Insight Enterprises, Inc. (NASDAQ:NSIT) by 32.3% in Q3, now holding 190,522 shares valued at $21.42 million. Despite this, the company's Q3 results missed expectations, with EPS of $2.43 against a $2.49 consensus and revenue of $2.0 billion against $2.15 billion. Analyst sentiment remains lukewarm, with a consensus "Hold" rating and a target price of $103.33.
Insight Enterprises unites cloud data AI to drive business forward
Insight Enterprises is championing a unified strategy that integrates cloud, data, AI, and security to help businesses overcome innovation hurdles caused by siloed systems. The company aims to consolidate digital capabilities to enable organizations to fully leverage their technological assets for growth and innovation. This approach emphasizes breaking down organizational silos to maximize the potential of integrated technologies.
Insight Enterprises, Inc. (NSIT) Bolsters Credit Line to $2 Billion & Approves $299 Buyback Program
Insight Enterprises Inc. (NASDAQ: NSIT) has strengthened its financial flexibility by increasing its asset-based lending credit facility from $1.8 billion to $2 billion and extending its maturity to December 19, 2030. Concurrently, the company's board approved a $299 million stock repurchase program, including $149 million carried over from a previous authorization. Cannaccord initiated coverage with a Hold rating and a $100 price target, while the average analyst price target is $103.33, indicating a 29.53% upside potential.
