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AI Adoption And Cybersecurity Trends Will Transform IT Infrastructure

Published
28 Aug 24
Updated
26 Sep 25
AnalystConsensusTarget's Fair Value
US$161.33
30.3% undervalued intrinsic discount
26 Sep
US$112.41
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1Y
-47.2%
7D
-1.5%

Author's Valuation

US$161.3330.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on26 Sep 25
Fair value Increased 2.76%

The modest increase in Insight Enterprises' consensus price target to $161.33 is primarily driven by a higher future P/E multiple, reflecting improved market expectations for earnings growth. What's in the News The company completed a $299.96 million share repurchase of 1,742,720 shares (5.3%) under the buyback announced in May 2023, with no shares repurchased in the second quarter of 2025.

Shared on04 Aug 25
Fair value Decreased 5.71%

The consensus analyst price target for Insight Enterprises has been reduced to $157.00, primarily reflecting a notable decline in the future P/E multiple despite improved revenue growth forecasts. What's in the News Added to multiple Russell value indexes, including Russell 2000 Value, 2500 Value, 3000 Value, and 3000E Value.

Shared on07 May 25
Fair value Decreased 1.13%

Shared on30 Apr 25
Fair value Decreased 1.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 3.94%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 5.33%

AnalystConsensusTarget has decreased profit margin from 3.9% to 3.1%, increased future PE multiple from 16.4x to 22.3x and decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on09 Apr 25
Fair value Decreased 12%

Shared on02 Apr 25
Fair value Decreased 3.63%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 21%

AnalystConsensusTarget has increased revenue growth from 3.8% to 4.4% and decreased profit margin from 4.3% to 3.1%.