Insight Enterprises

Digital Transformation And AI Will Empower IT Services

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

23 Apr 25

Updated

03 Jun 26

Views

19

03 Jun

US$110.53

AnalystHighTarget's Fair Value

US$120.00

7.9% undervalued

1Y

-18.6%

7D

1.2%

Loading

1Y

-18.6%

7D

1.2%

Author's Valuation

US$1207.9% undervalued

AnalystHighTarget Fair Value

Shared on 03 Jun 26

NSIT: AI Security Launch And Upgraded Ratings Will Shape Future Returns

Wall Street turns less cautious on Insight Enterprises as demand holds up and cloud business starts to re-accelerate, with a stronger pipeline from delayed hardware orders adding near-term visibility. The company also rolls out an AI-focused managed security service and installs a new CEO, setting up new ways to grow as expectations reset higher.

2 views

Shared on 14 May 26

NSIT: New Leadership And Upgraded Rating Will Support Long Term Upside

Insight Enterprises brings in a new CEO, and at least one major analyst turns more positive on how the company is being run—suggesting the market may be underestimating its progress. At the same time, analysts trim some expectations as they update their models, creating a clearer split between near-term caution and long-term upside.

0 views

Shared on 29 Apr 26

NSIT: Reset Assumptions And Upcoming CEO Transition Will Support Long Term Upside

Analysts have reduced their price targets on Insight Enterprises by $10, citing updated assumptions around discount rates, revenue growth, profit margins and forward P/E multiples. These changes leave their fair value view broadly unchanged at $120.

2 views

Shared on 14 Apr 26

NSIT: Reset Assumptions And New Leadership Will Support Long Term Upside

Analysts have trimmed their price target on Insight Enterprises by $10. This reflects updated assumptions around discount rates, modestly adjusted revenue growth and profit margin expectations, and a slightly revised future P/E outlook.

0 views

Shared on 17 Mar 26

Fair value Decreased 49%

NSIT: High Conviction Listing And Buybacks Will Support Long Term Upside

Analysts have reset their price target on Insight Enterprises to $120 from $235, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E, even though the stock remains included on some firms' high-conviction idea lists for 2026. Analyst Commentary Bullish analysts are still highlighting Insight Enterprises as one of their preferred ideas for 2026, even with price targets reset to reflect updated assumptions on discount rate, revenue, margins and future P/E.

3 views

Shared on 30 Apr 25

Fair value Increased 1.91%

AnalystHighTarget made no meaningful changes to valuation assumptions.

3 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$120

7.9% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

2.40%

Historical revenue growth rate

-2.82%

Electronic Equipment and Components revenue growth rate

0.72%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.46%

Calculation

US$278.04m

Earnings '29

x

15.03x

PE Ratio '29

=

US$4.18b

Market Cap '29

US$4.18b

Market Cap '29

/

26.70m

No. shares '29

=

US$156.50

Share Price '29

US$156.50 Share Price '29

Discounted to 2026 @ 10.23% p.a.

=

US$116.85

Fair Value '26