Update shared on 01 Nov 2025
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.
What's in the News
- CEO Joyce Mullen intends to retire when the Board elects her successor, which is expected during the first quarter of 2026 as part of long-term succession planning. She will continue as an advisor following her retirement (Key Developments).
- Insight Enterprises and GTT Communications jointly announced the deployment of a new AI factory for GTT, utilizing Dell PowerEdge servers and NVIDIA's accelerated computing platform to drive product innovation and enhance the customer experience (Key Developments).
Valuation Changes
- The Fair Value Estimate has fallen from $161.33 to $152.00 as a result of a more cautious outlook.
- The Discount Rate has risen slightly from 9.35% to 9.74%, suggesting an increased risk premium.
- The Revenue Growth forecast has declined from 4.92% to 4.11%.
- The Net Profit Margin projection has decreased modestly from 4.36% to 4.27%.
- The Future P/E Ratio estimate has edged up from 15.04x to 15.11x.
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