Insight Enterprises Inc (NSIT) Stock Up 4.4% and Still Undervalued -- GF Score: 65/100
Insight Enterprises Inc (NSIT) saw its stock rise 4.4% to $97.69, which is significantly below its GF Value™ of $156.51, suggesting it is undervalued. Despite a "Possible Value Trap" warning and low momentum, the company has a GF Score™ of 65/100 and recent insider purchases indicate confidence in its future.
Insight Enterprises and Arlo Technologies Shares Are Soaring, What You Need To Know
Insight Enterprises (NSIT) and Arlo Technologies (ARLO) saw their share prices jump after the Dow Jones Industrial Average climbed and market sentiment improved due to falling Treasury yields and progress on the Iran peace deal. Business services companies are expected to benefit from increased corporate confidence and reduced financing costs for their clients. Despite recent volatility, Arlo Technologies has shown significant long-term growth, with a $1,000 investment five years ago now worth over $2,000.
Momentum Stocks to Buy and Sell: SMCI, DaVita, Insight Enterprises Analysis - News and Statistics
This article analyzes three momentum stocks, recommending one Buy and two Sells based on recent performance and underlying financial health. Super Micro Computer (SMCI) is rated a Buy due to significant revenue and EPS growth, while DaVita (DVA) and Insight Enterprises (NSIT) are flagged as Sells due to concerns over flat growth, increased capital intensity, and lagging EPS growth, despite recent stock price gains.
Is Profitability Shift And Real Estate Impairment Altering The Investment Case For Insight (NSIT)?
Insight Enterprises (NSIT) reported Q1 2026 results with a significant jump in net income despite modest revenue growth, indicating a shift in profitability quality. The company also booked a US$1.37 million real estate impairment loss. This financial performance, coupled with the impairment, prompts a re-evaluation of the investment narrative, focusing on execution in higher-margin services and potential risks from hyperscalers and OEMs.
Insight Enterprises (NSIT) director’s trust converts 405 RSUs into common stock
Insight Enterprises director Timothy A. Crown, through a trust, converted 405 Restricted Stock Units (RSUs) into common stock on May 17, 2026. This transaction increased the trust's indirect holdings of common stock to 92,840 shares, with the RSUs having been granted on May 17, 2023, and vesting in three equal annual installments beginning May 17, 2024. The filing indicates a neutral impact and sentiment regarding this insider trading activity.
Insight Enterprises (NSIT) director converts 405 RSUs into common shares
Insight Enterprises director Linda M. Breard exercised 405 restricted stock units (RSUs) which converted into an equal number of common shares. This transaction was compensation-related, not an open-market purchase or sale, and followed a vesting schedule from RSUs granted in May 2023. Post-transaction, Ms. Breard directly holds 12,811 shares of Insight Enterprises common stock.
Director Catherine Courage converts 405 RSUs into NSIT stock holdings
Insight Enterprises director Catherine Courage converted 405 restricted stock units (RSUs) into common shares of NSIT on May 17, 2026. This transaction increased her direct holdings to 12,636 shares. The RSUs were granted on May 17, 2023, and vested in three equal annual installments.
[Form 4] INSIGHT ENTERPRISES INC Insider Trading Activity
A Form 4 filing indicates that INSIGHT ENTERPRISES INC director Rishi Girish D, through a trust, exercised 405 restricted stock units into common shares on May 17, 2026. These RSUs were granted on May 17, 2023, and vested routinely with a stated price of $0.00 per share. Following this transaction, the trust indirectly holds 13,237 common shares, reflecting a modest position change without open-market buying or selling.
Insight Enterprises (NSIT) director reports RSU grant and conversion via trust
Insight Enterprises director Janet Foutty reported equity compensation activity through a trust, including the conversion of 482 restricted stock units (RSUs) into common stock and a new grant of 2,291 RSUs. The transactions were indirect and related to routine vesting schedules. After these activities, Foutty's trust holds 700 shares of common stock and 963 outstanding RSUs.
Insight Enterprises (NASDAQ: NSIT) director Richard Allen awarded 2,291 RSUs
Insight Enterprises director Richard E. Allen, via a trust, was granted 2,291 new restricted stock units (RSUs) on May 13, 2026, which will vest in three equal annual installments starting May 13, 2027. The trust also exercised 482 RSUs into common stock, resulting in a total of 26,895 indirectly held common shares and 963 remaining RSUs. This transaction represents equity-based compensation and not an open market trade, as detailed in a Form 4 SEC filing.
Insight Enterprises (NSIT) director exercises 482 RSUs and gains new grant
Insight Enterprises director Anthony Ibarguen recently reported equity compensation activity, exercising 482 derivative securities into common stock and receiving a new grant of 2,291 Restricted Stock Units (RSUs). After these transactions, his direct holdings in Common Stock increased to 21,463 shares, with an additional 963 RSUs remaining from a previous award. The RSUs vest in three equal annual installments, beginning on specified future dates.
Insight Enterprises (NSIT) director trust acquires RSUs and common shares
Insight Enterprises director Rishi Girish D, through a trust, received 2,291 Restricted Stock Units (RSUs) and converted 482 RSUs into common shares. Following these transactions, the trust holds 12,832 common shares and 963 RSUs indirectly. The RSU grants vest in three equal annual installments starting May 13, 2026, and May 13, 2027.
Insight Enterprises stockholders approve changes to voting standards at annual meeting
Insight Enterprises (NASDAQ:NSIT) stockholders approved changes to the company's certificate of incorporation, eliminating supermajority voting requirements and instituting a simple majority vote standard. This decision, approved at the annual meeting, was immediately effective upon filing with the Delaware Secretary of State. The company also reported strong Q1 2026 earnings, surpassing analyst expectations, and received an "Outperform" rating upgrade from Raymond James.
Shareholders at Insight Enterprises (NASDAQ: NSIT) approve directors and eliminate supermajority votes
Insight Enterprises (NASDAQ: NSIT) shareholders have approved several key measures, including the re-election of all ten board directors and the elimination of supermajority voting requirements. The change mandates that future governance proposals will now require a simple majority of outstanding shares, simplifying decision-making. Additionally, shareholders ratified KPMG LLP as the independent auditor and provided advisory approval for executive officer compensation, indicating strong support for current leadership and financial oversight.
Insight Enterprises, PAR Technology, Sinclair, CECO Environmental, and HNI Shares Are Soaring, What You Need To Know
Shares of Insight Enterprises, PAR Technology, Sinclair, CECO Environmental, and HNI jumped after the 10-year Treasury yield eased and Cisco Systems raised its AI infrastructure guidance, signaling increased demand for consulting services. The easing yields lower the cost of debt for enterprise projects, which boosts revenue for business services and IT providers. HNI, in particular, saw a 3% jump, following a previous drop due to geopolitical concerns.
Insight Enterprises stockholders approve changes to voting standards at annual meeting
Insight Enterprises (NASDAQ: NSIT) stockholders approved changes to the company's certificate of incorporation at their annual meeting, eliminating supermajority voting requirements in favor of a simple majority vote. The company also elected ten directors, approved executive compensation, and ratified KPMG LLP as its independent accounting firm. This news follows strong first-quarter 2026 earnings for Insight Enterprises and an upgrade to their stock rating by Raymond James.
Why Insight Enterprises (NSIT) May Be Positioned For Another Year Of Steady Growth
Insight Enterprises (NASDAQ: NSIT) is projected for continued growth in 2026, with anticipated adjusted diluted EPS between $11.00 and $11.50, representing about 5% growth. The company reported strong Q1 revenue and double-digit gross profit growth across all regions, particularly in Cloud and Core Services. Insight's strategy of evolving into a solutions integrator with a focus on AI-optimized devices and digital transformation positions it well for future success in the IT infrastructure market.
Insight Enterprises stock (US45765U1034): CFO James Morgado buys 2,290 shares
Insight Enterprises CFO James Morgado recently purchased 2,290 shares, indicating strong insider confidence. The IT solutions provider has shown solid EPS growth over the past five years despite flat revenue. The company positions itself as a key solutions integrator in the growing IT services market, focusing on AI, cloud migration, and cybersecurity for global businesses.
Insight Enterprises Balances Profit Surge With Caution
Insight Enterprises reported strong Q1 earnings with double-digit EPS growth and significant margin expansion driven by cloud and services, yet maintained a cautious outlook due to modest revenue growth, hardware margin pressure, and macro uncertainties. The company announced a strategic pivot towards AI and the mid-market, accelerated share buybacks, and plans to pause M&A for the rest of 2026. Despite increased profitability and capital returns, management issued conservative guidance for 2026, reflecting a watchful stance on future growth.
[Form 4] INSIGHT ENTERPRISES INC Insider Trading Activity
Insight Enterprises Inc.'s Chief Financial Officer, James A. Morgado, reported an open-market purchase of 2,290 shares of company stock at $87.255 per share on May 11, 2026. This transaction increased his direct ownership to 17,246 shares, reflecting a modest positive change in his personal equity stake. The filing was made public on May 13, 2026.
Insight Enterprises, Inc. (NASDAQ:NSIT) Q1 2026 Earnings Call Transcript
Insight Enterprises (NASDAQ: NSIT) reported strong Q1 2026 results, exceeding expectations with double-digit gross profit growth across all geographies and significant increases in adjusted earnings from operations and diluted EPS. New CEO Jack Azagury outlined priorities for accelerating the company's pivot to a leading solution integrator in the age of AI, focusing on organic growth, operational excellence, and a revised capital allocation strategy including pausing M&A and executing a $224 million share repurchase authorization. The company maintains a cautious but optimistic outlook for 2026, reaffirming previous guidance.
Insight CEO and CFO to speak at J.P. Morgan 2026 tech summit
Insight Enterprises (Nasdaq: NSIT) announced that its CEO, Jack Azagury, and CFO, James Morgado, are scheduled to participate in J.P. Morgan's 2026 Global Technology, Media and Communications Conference on May 19, 2026, at 1:35 PM ET. The company, a leading Solutions Integrator, will broadcast its presentation live online for investors.
Insight Enterprises Inc (NSIT) Stock Price Today & Analysis
This article provides an analysis of Insight Enterprises Inc (NSIT) stock, including its current price, fundamental financials, and corporate actions. It details how to buy NSIT stock on the Gotrade app, explains the minimum investment, and addresses dividend policies. The piece also offers guidance on evaluating if NSIT stock is expensive or cheap and lists related news.
Is Insight Enterprises (NSIT) Margin Expansion Under a No‑M&A Strategy a Durable Shift or a Blip?
Insight Enterprises (NSIT) reported strong Q1 2026 results with significant gross profit growth and margin expansion, driven by higher-margin services and cloud offerings, combined with a decision to pause acquisitions. This shift aims to improve internal operations and could redefine the company's investment narrative, with analysts projecting continued earnings growth despite slower top-line revenue increases. Investors are evaluating whether this margin expansion is a sustainable strategic shift or a temporary gain that could be affected by lingering cloud headwinds and delayed hardware refresh cycles.
Is Insight Enterprises (NSIT) Margin Expansion Under a No‑M&A Strategy a Durable Shift or a Blip?
Insight Enterprises reported strong Q1 2026 results, showing significant gross profit growth and margin expansion, largely due to higher-margin services and cloud offerings. This shift, coupled with CEO Jack Azagury's decision to pause acquisitions and focus on internal operations, suggests a potential durable change in the company's investment narrative, even as revenue growth remains slow. Forecasts project continued revenue and earnings growth, leading to an estimated fair value of $103.75 for NSIT.
Insight Enterprises (NSIT) institutional filings show Morgan Stanley 9.5% stake
A recent Schedule 13G/A filing for Insight Enterprises (NSIT) reveals that Morgan Stanley's reporting units hold a 9.5% beneficial ownership stake. The filing also details beneficial ownership by Atlanta Capital (8.9%) and Eaton Vance (5.8%). This amended filing clarifies reporting responsibilities and aggregated holdings without indicating a change in company control.
NSIT Jumps As Insight Enterprises Beats EPS And Lands Bullish Upgrade
Insight Enterprises (NSIT) stock surged 19.32% due to strong demand for IT solutions, robust Q1 earnings exceeding expectations, and a bullish analyst upgrade. The company reported impressive gross profit growth and margin expansion driven by higher-margin services and cloud offerings, despite modest revenue growth. Management's optimistic FY26 EPS guidance and a high Street target further support the positive sentiment and strong technical breakout.
Insight Enterprises (NSIT) Q1 2026 Thin 2.2% Margin Tests Bullish Earnings Narratives
Insight Enterprises reported Q1 2026 revenue of US$2.13 billion and basic EPS of US$0.97, with a trailing net margin of 2.2%. The company's P/E ratio of 11.8x is significantly lower than the industry average, suggesting a potential discount despite declining five-year earnings. Concerns remain about thin margins and debt coverage, though earnings are forecast to grow 12.75% annually against modest revenue growth.
Insight Enterprises 1Q 2026: Revenue $2.13B, EPS $0.97— 10-Q Summary
Insight Enterprises reported strong first-quarter 2026 results, with revenue reaching $2.13 billion and diluted EPS of $0.97, significantly up from the prior year. The company saw a substantial increase in net income, driven by growth in services and hardware, international expansion, and improved gross margins. Strategic acquisitions also contributed to the services revenue growth.
Insight Enterprises Surges 11.3% Amid Sector-Wide Rally
Insight Enterprises (NSIT) shares surged 11.3% due to a sector-wide rally in electronics distribution, closing at $78.32 with increased trading volume. This significant gain, outpacing peers like Arrow Electronics and ScanSource, suggests shifting sentiment on end-market demand or broader optimism for IT spending. Investors should monitor the persistence of this sector strength and any future reports on IT demand trends.
Insight Enterprises Reports Strong Q1 2026 Financial Results | Revenue & Profit Beat Estimates - News and Statistics
Insight Enterprises exceeded Wall Street's expectations for Q1 2026, reporting revenue of $2.13 billion and a non-GAAP profit of $2.88 per share, surpassing analyst estimates. The company achieved double-digit gross profit growth across all geographic regions and in key strategic areas like cloud and core services, despite a slight decline in free cash flow margin and revenue over the past two years. Management reaffirmed its full-year adjusted earnings per share guidance at a midpoint of $11.25.
Insight Enterprises (Nasdaq:NSIT) - Stock Analysis
This Simply Wall St analysis provides a detailed look at Insight Enterprises (NSIT), highlighting its valuation, future growth, past performance, financial health, and dividend information. The stock is considered trading at a good value, despite recent share price declines and reported impairment charges. The company is actively pursuing AI and digital transformation initiatives and has seen recent management changes, including a new CEO appointment.
Press Release: Insight Enterprises, Inc. Reports First Quarter Results
This press release from Insight Enterprises, Inc. announces their first-quarter financial results. Investors can access further details about the earnings and company performance through the provided link to their investor relations page. The report covers key financial metrics for the quarter.
Insight Enterprises (NSIT) Upgraded by Raymond James to Outperfo
Raymond James upgraded Insight Enterprises (NSIT) from Market Perform to Outperform, setting a target price of $100, citing strategic changes under new CEO Jack Azagury, who is prioritizing organic growth and reevaluating capital allocation. The company has paused acquisitions for fiscal 2026, and its current P/E ratio suggests a relatively low valuation. Insight Enterprises has a GF Score of 63/100, indicating moderate long-term performance potential, despite some insider selling and a moderate growth rank.
Insight Enterprises (NSIT) Q1 2026 EPS jumps as services and cloud lift margins
Insight Enterprises reported a significant increase in profitability for Q1 2026, with diluted EPS rising to $0.97 from $0.22 a year earlier, despite a modest 1% increase in net sales to $2.13 billion. This improved performance was primarily driven by the expansion of gross margin to 21.7% due to the increased contribution of higher-margin services and cloud offerings. The company also repurchased $75.0 million of stock during the quarter and saw increased earnings from operations.
Insight Enterprises (NSIT) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Insight Enterprises (NSIT) reported Q1 2026 revenue of $2.13 billion, a 1.2% year-over-year increase, and EPS of $2.88, significantly up from $2.06 in the prior-year quarter. While revenue missed the Zacks Consensus Estimate slightly, EPS surpassed expectations by 17.71%. The company saw strong growth in Net Sales-Services, up 16.6%, though Net Sales-Products declined by 2.4%.
Earnings Flash (NSIT) Insight Enterprises, Inc. Posts Q1 Adjusted EPS $2.88 per Share, vs. FactSet Est of $2.37
Insight Enterprises, Inc. (NSIT) announced its Q1 adjusted EPS of $2.88 per share, surpassing the FactSet estimated $2.37. The company also reported Q1 revenue of $2.13 billion, slightly above the FactSet estimate of $2.12 billion. These strong Q1 results led to a rise in Insight Enterprises shares.
Insight Enterprises Q1 Sales USD 2,127.986 Mi
Insight Enterprises reported Q1 sales of $2,127.986 million. This key financial metric indicates the company's revenue performance for the first quarter.
Insight Enterprises (NSIT) lifts Q1 2026 margins and boosts adjusted EPS
Insight Enterprises reported strong Q1 2026 results with a 1% increase in net sales to $2.13 billion and a significant 14% rise in gross profit to $462.2 million, leading to a gross margin of 21.7%. The company saw substantial growth in profitability metrics, with adjusted diluted EPS up 26% to $2.88 and adjusted EBITDA growing 27% to $152.0 million, driven by strong performance in services and cloud segments. Despite a decrease in operating cash flow and an operating loss in APAC, Insight provided a positive full-year 2026 outlook, projecting adjusted diluted EPS of $11.00–$11.50 and a gross margin of approximately 21.5%, reinforcing its strategy as a solutions integrator.
INSIGHT ENTERPRISES ($NSIT) Releases Q1 2026 Earnings
Insight Enterprises ($NSIT) reported its Q1 2026 earnings, beating analyst estimates for earnings per share with $2.88 against an expected $2.49, but missing revenue estimates with $2.13 billion against an expected $2.16 billion. The article also highlights recent hedge fund activity, showing both increases and decreases in positions by institutional investors, and lists significant government contracts awarded to NSIT. Analyst ratings are mixed, with one "Outperform" and one "Underweight" rating, and a median price target of $100.0 from recent analyses.
Insight Enterprises: Q1 Earnings Snapshot
Insight Enterprises Inc. reported strong first-quarter earnings, with adjusted profit of $2.88 per share, surpassing Wall Street expectations of $2.45 per share. The company's revenue for the quarter was $2.13 billion, meeting forecasts. Insight Enterprises also provided a full-year earnings guidance ranging from $11 to $11.50 per share.
Cloud, services lift Insight gross profit 14% as sales edge up 1%
Insight Enterprises (NASDAQ: NSIT) reported its first-quarter 2026 financial results, with consolidated net sales increasing 1% year over year to $2.1 billion and gross profit rising 14% to $462.2 million. The company delivered double-digit gross profit growth across all geographies, driven by a 35% increase in Cloud gross profit and a 19% increase in Core Services gross profit. Diluted earnings per share more than doubled to $0.97, while adjusted diluted EPS grew 26% year over year to $2.88.
Insight Enterprises (NSIT) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Insight Enterprises (NSIT) reported its Q1 2026 earnings, with revenues up 1.2% year-over-year to $2.13 billion and EPS at $2.88, significantly exceeding analyst estimates. While revenue was slightly below the consensus, EPS surprised positively by 17.71%. Key metrics showed strong performance in Net Sales-Services, which increased by 16.6% year-over-year, alongside a Zacks Rank #2 (Buy) rating, indicating potential near-term outperformance.
Insight Enterprises earnings in focus as new CEO takes helm
Insight Enterprises is set to report its first-quarter earnings, which will be the first under its new CEO, Jack Azagury. Analysts are focusing on margin performance, given expected lower sequential profit despite higher revenue forecasts. The company's strategy in the AI-driven IT services market and its ability to sustain profitability gains from cloud and AI partnerships will be key areas of investor interest.
Insight Enterprises earnings in focus as new CEO takes helm
Insight Enterprises is set to report its first-quarter earnings, a crucial event as new CEO Jack Azagury takes the helm amidst a challenging revenue environment. Analysts expect EPS of $2.37 on $2.12 billion in revenue, with margin performance being a key focus for investors. The company's strategic priorities under new leadership and its ability to sustain profitability gains, particularly in AI and cloud services, will be closely scrutinized.
FMR LLC holds 8.9% of Insight Enterprises (NSIT) in Schedule 13G/A
FMR LLC has reported a passive stake of 8.9% in Insight Enterprises (NSIT) through a Schedule 13G/A filing, indicating beneficial ownership of 2,689,961.86 shares. Abigail P. Johnson is noted as having sole dispositive power over these shares. This filing is an administrative disclosure of beneficial ownership and does not imply an intent to control the company.
Vanguard Group Inc. Lowers Holdings in Insight Enterprises, Inc. $NSIT
Vanguard Group Inc. reduced its stake in Insight Enterprises by 0.6% in the fourth quarter, selling 25,602 shares and now holding 4,065,439 shares valued at $331.2 million. This reduction comes as Insight Enterprises reported stronger-than-expected Q4 results, with EPS of $2.88 against an estimated $2.45 and revenue of $2.13 billion, and provided positive FY2026 guidance. While analysts have mixed ratings, the consensus is a "Hold" with an average price target of $97.50.
Wall Street Zen Downgrades Insight Enterprises (NASDAQ:NSIT) to Hold
Wall Street Zen has downgraded Insight Enterprises (NASDAQ:NSIT) from "buy" to "hold." Despite beating Q4 EPS estimates, the company's revenue slightly missed, and its FY2026 EPS guidance is aligned with analyst forecasts. NSIT shares are currently trading near their one-year low, significantly below the average analyst target price, reflecting a cautious outlook from analysts.
13,819 Shares in Insight Enterprises, Inc. $NSIT Acquired by M&T Bank Corp
M&T Bank Corp has acquired 13,819 shares of Insight Enterprises (NASDAQ:NSIT), valued at approximately $1.126 million, during the fourth quarter. Insight Enterprises recently reported beating EPS estimates for the quarter but slightly missed revenue expectations, and provided FY2026 guidance. Analyst sentiment for the company is mixed, with a consensus rating of "Reduce" and a price target of $96.67.
CapEx per share of Insight Enterprises, Inc. – TRADEGATE:IEI
This page provides financial data on the CapEx per share for Insight Enterprises, Inc. (IEI) listed on the Tradegate Exchange. It includes a table with period values and changes, and states that select market data is provided by ICE Data Services and reference data by FactSet. The article is primarily a data display referring to financial metrics.
