Insight Enterprises

NSIT: AI Investment And Leadership Transition Will Drive Long-Term Performance

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

28 Aug 24

Updated

30 Nov 25

Views

89

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-48.3%

7D

0.4%

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1Y

-48.3%

7D

0.4%

You can edit this narrative until Dec 1 6:05 PM. Then, changes will post as Updates.

Author's Valuation

US$12837.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 30 Nov 25

Fair value Decreased 6.80%

NSIT: Shares Will Gain As Solutions Transition Lays Foundation For Rebound

Analysts have lowered their price target for Insight Enterprises from $137.33 to $128.00, citing muted growth expectations and ongoing challenges related to a slower transition to solutions-led offerings as well as macroeconomic caution. Analyst Commentary Analysts have offered a balanced perspective on Insight Enterprises, highlighting both opportunities and challenges as the company navigates a multi-year transformation in its business strategy.

Shared on 16 Nov 25

Fair value Decreased 9.65%

NSIT: Shares Will Benefit From Ongoing AI Partnerships And Leadership Stability

Analysts have revised their price target for Insight Enterprises downward from $152 to approximately $137, citing updates to fair value estimates and a slightly higher discount rate. These changes reflect a more cautious outlook on future performance.

Shared on 01 Nov 25

Fair value Decreased 5.79%

Analysts have revised their fair value estimate for Insight Enterprises downward from $161.33 to $152.00. They cite more conservative expectations for revenue growth and profit margins as the reason for this adjustment.

Shared on 26 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 on 04 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 on 07 May 25

Fair value Decreased 1.13%

Shared on 30 Apr 25

Fair value Decreased 1.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 3.94%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 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 on 09 Apr 25

Fair value Decreased 12%

Shared on 02 Apr 25

Fair value Decreased 3.63%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 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%.

AnalystConsensusTarget Fair Value

US$128

37.7% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

2.45%

Electronic Equipment and Components revenue growth rate

0.47%

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

10.28%

Calculation

US$398.77m

Earnings '28

x

12.00x

PE Ratio '28

=

US$4.79b

Market Cap '28

US$4.79b

Market Cap '28

/

28.70m

No. shares '28

=

US$166.73

Share Price '28

US$166.73 Share Price '28

Discounted to 2025 @ 10.12% p.a.

=

US$124.86

Fair Value '25