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Insight Enterprises Community
NasdaqGS:NSIT Community
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Insight Enterprises
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Gen AI And Cloud Services Will Improve Consulting Efficiency
Key Takeaways Leveraging AI technologies and expanding services could enhance client engagement, boost revenue, and improve net margins through higher-margin service offerings. Strategic targeting of mid-market and corporate clients, along with effective expense management, could stabilize profits and expand market reach, enhancing shareholder value.
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US$157.00
FV
n/a
intrinsic discount
4.88%
Revenue growth p.a.
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narrative
Insight Enterprises
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AnalystHighTarget
Consensus Narrative from 4 Analysts
Digital Transformation And AI Will Empower IT Services
Key Takeaways Momentum in AI, cloud, and managed services is driving higher-margin revenue growth, increased recurring income, and improved client retention through new partnerships and acquisitions. Operational efficiencies, automation, and cost-saving initiatives are enhancing scalability, operating leverage, and profitability as hardware upgrade cycles and pent-up demand approach.
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US$235.00
FV
49.0% undervalued
intrinsic discount
4.38%
Revenue growth p.a.
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3 months ago
author updated this narrative
Insight Enterprises
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Cloud Adjustments And Cost Cuts Will Reinvigorate Future Outlook
Key Takeaways Shifts in cloud enterprise agreements and delayed device refresh cycles may hinder cloud and hardware revenue growth. Cost reductions aim to offset SG&A pressures, but rising interest expenses will impact short-term net earnings.
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US$156.00
FV
23.1% undervalued
intrinsic discount
4.34%
Revenue growth p.a.
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3 months ago
author updated this narrative
Your Valuation for
NSIT
NSIT
Insight Enterprises
Your Fair Value
US$
Current Price
US$119.91
0.7% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
11b
2015
2018
2021
2024
2025
2027
2030
Revenue US$10.6b
Earnings US$189.1m
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