Annuncio • May 09
Insight Enterprises, Inc. Reports Impairment Charges for the First Quarter Ended March 31, 2026 Insight Enterprises, Inc. reported impairment charges for the first quarter ended March 31, 2026. For the quarter, the company reported Impairment loss on long lived real estate asset of $1,369,000. Annuncio • Apr 17
Insight Enterprises, Inc. to Report Q1, 2026 Results on May 07, 2026 Insight Enterprises, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026 Annuncio • Mar 25
Insight Enterprises, Inc., Annual General Meeting, May 13, 2026 Insight Enterprises, Inc., Annual General Meeting, May 13, 2026. Location: 2701 e. insight way, arizona, chandler, United States Annuncio • Jan 23
Insight Enterprises, Inc. to Report Q4, 2025 Results on Feb 05, 2026 Insight Enterprises, Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 05, 2026 Annuncio • Dec 19
Insight Enterprises, Inc. (NasdaqGS:NSIT) announces an Equity Buyback for $299 million worth of its shares. Insight Enterprises, Inc. (NasdaqGS:NSIT) announces a share repurchase program. Under the program, the company will repurchase up to $299 million worth of its common stock. Annuncio • Nov 13
Insight Enterprises Launches Insight AI, New Way to Achieve AI Outcomes Insight Enterprises announced the launch of Insight AI, a comprehensive suite of services and expertise designed to address the most common barriers to value realisation. Insight AI offers clients a pragmatic approach -- a clear roadmap from ideation to ROI -- with the expertise, the tools, and the delivery engine clients need to get beyond vision and experimentation. Insight AI is purpose-built to eliminate the traditional bottlenecks of enterprise AI -- high costs, long timelines, and misalignment with business priorities. Unlike traditional consulting engagements, Insight AI uses intelligent tooling and pre-built accelerators to give clients a strategic head start alongside proof of value from day zero. This strategic approach combines significant capital investment, the deep technical and business expertise gained through the acquisitions of NWT, Amdaris, and most recently Inspire11, and Insight's own experience in applying AI to its internal operations--re-engineering processes, reskilling teams, and aligning technology investments directly with business value. This powerful combination translates into a client-ready methodology that helps organizations build pragmatic roadmaps, accelerate time-to-value, and achieve a clear return on their AI investments. This low-risk, high-impact programme addresses common business challenges, including "discovery fatigue" and investment uncertainty. The Rapid AI approach provides the clarity and data-driven evidence needed to secure stakeholder alignment and validate ROI. By delivering a demonstrable AI prototype and a strategic path to full-scale deployment, it ensures that AI initiatives are primed for successful implementation. Annuncio • Oct 17
Insight Enterprises, Inc. to Report Q3, 2025 Results on Oct 30, 2025 Insight Enterprises, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 30, 2025 Annuncio • Oct 01
Insight Enterprises, Inc. (NasdaqGS:NSIT) acquired Inspire11 LLC. Insight Enterprises, Inc. (NasdaqGS:NSIT) acquired Inspire11 LLC on October 1, 2025.
Insight Enterprises, Inc. (NasdaqGS:NSIT) completed the acquisition of Inspire11 LLC on October 1, 2025. Annuncio • Jul 18
Insight Enterprises, Inc. to Report Q2, 2025 Results on Jul 31, 2025 Insight Enterprises, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 31, 2025 Annuncio • Apr 25
Insight Enterprises, Inc., Annual General Meeting, May 13, 2025 Insight Enterprises, Inc., Annual General Meeting, May 13, 2025. Location: 2701 e. insight way, arizona 85286, chandler United States Annuncio • Apr 23
Insight Introduces RADIUS AI to Accelerate ROI-Focused AI Adoption Insight Enterprises announced RADIUS® AI, a new solution designed to accelerate Return On Investment (ROI) from artificial intelligence through structured assessments, workshops, and customized roadmaps. The solution helps organizations identify high-impact opportunities for AI integration — including generative AI, machine learning, and computer vision — with the goal of improving efficiency, innovation, and revenue. Within 90-day deployment cycles, RADIUS AI aligns implementation with desired business outcomes, helping clients overcome adoption barriers and achieve ROI. Despite the rapid rise in AI use, many companies still struggle to translate potential into performance. According to McKinsey, only 1% of CEOs report that their generative AI rollouts have matured enough to impact their bottom line, and fewer than 20% say their organizations have established KPIs. Recent research from Boston Consulting Group also finds that, despite extensive investments in AI, only 26% of companies have developed the capabilities to deliver value at scale. Insight has a proven track record of collaborating with clients like Petbarn to identify the right opportunities and technical partnerships for their AI initiatives. In partnership with Microsoft and Greencross, Insight developed PetAI, designing and implementing a retrieval-augmented generation system that provides personalized pet care advice and product recommendations. First developed by Infocenter, a ServiceNow Elite Partner acquired by Insight in 2024, the RADIUS methodology is designed to accelerate enterprise technology transformation. Now integrated into Insight’s broader AI services portfolio, RADIUS AI builds on that foundation and Insight’s global scale to create tailored AI adoption strategies that meet the specific business needs of clients across various industries. RADIUS AI takes an in-depth look into clients’ environments through scope alignment, interviews, and an assessment of pain points and requirements moving forward. Actionable deliverables include value creation roadmaps and project plans to adopt AI and seize opportunities identified over the course of the engagement, which consists of three primary stages: Discovery: data collection and stakeholder interviews to assess client systems and processes; Analysis: identification of pain points and business needs; Recommendations: actionable roadmaps and project plans tailored to client goals and challenges. Annuncio • Apr 18
Insight Enterprises, Inc. to Report Q1, 2025 Results on May 01, 2025 Insight Enterprises, Inc. announced that they will report Q1, 2025 results Pre-Market on May 01, 2025 Annuncio • Apr 04
Insight Enterprises, Inc. Announces Alexander Baum's Intention to Retire from the Board On March 28, 2025, Alexander Baum notified the Board of Directors (the “Board”) of Insight Enterprises, Inc. (the “Company”) that he intends to retire from the Board and will not stand for election at the Company’s next annual meeting of stockholders (the “2025 Annual Meeting”). Mr. Baum will continue to serve on the Board until the 2025 Annual Meeting. In connection with Mr. Baum’s notice of retirement, on April 1, 2025, the Board approved a reduction in the size of the Board to 10 directors, subject to, and concurrently with, the effectiveness of Mr. Baum’s and Ms. Pushor’s previously disclosed retirements from the Board on the date of the 2025 Annual Meeting. Annuncio • Jan 24
Insight Enterprises, Inc. to Report Q4, 2024 Results on Feb 06, 2025 Insight Enterprises, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 06, 2025 Valuation Update With 7 Day Price Move • Nov 07
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €159, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 14x in the Electronic industry in Germany. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €218 per share. Buy Or Sell Opportunity • Nov 03
Now 28% undervalued after recent price drop Over the last 90 days, the stock has fallen 1.5% to €159. The fair value is estimated to be €222, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.9% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 5.3% in 2 years. Earnings are forecast to grow by 27% in the next 2 years. Reported Earnings • Nov 01
Third quarter 2024 earnings released: EPS: US$1.81 (vs US$1.85 in 3Q 2023) Third quarter 2024 results: EPS: US$1.81 (down from US$1.85 in 3Q 2023). Revenue: US$2.09b (down 7.9% from 3Q 2023). Net income: US$58.2m (down 3.4% from 3Q 2023). Profit margin: 2.8% (up from 2.7% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Oct 22
Insight Enterprises, Inc. to Report Q3, 2024 Results on Oct 31, 2024 Insight Enterprises, Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 31, 2024 Buy Or Sell Opportunity • Oct 07
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 9.2% to €198. The fair value is estimated to be €162, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 41% in the next 2 years. Annuncio • Sep 12
Insight Enterprises, Inc. (NasdaqGS:NSIT) announces an Equity Buyback for $300 million worth of its shares. Insight Enterprises, Inc. (NasdaqGS:NSIT) announces a share repurchase program. Under the program, the company will repurchase up to $300 million worth of its common stock. Buy Or Sell Opportunity • Aug 27
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 1.1% to €190. The fair value is estimated to be €158, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 41% in the next 2 years. Reported Earnings • Aug 02
Second quarter 2024 earnings released: EPS: US$2.69 (vs US$2.43 in 2Q 2023) Second quarter 2024 results: EPS: US$2.69 (up from US$2.43 in 2Q 2023). Revenue: US$2.16b (down 8.0% from 2Q 2023). Net income: US$87.4m (up 8.7% from 2Q 2023). Profit margin: 4.0% (up from 3.4% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Jul 19
Insight Enterprises, Inc. to Report Q2, 2024 Results on Aug 01, 2024 Insight Enterprises, Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 01, 2024 Buy Or Sell Opportunity • Jul 17
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 12% to €190. The fair value is estimated to be €156, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 9.0% in a year. Earnings are forecast to grow by 22% in the next year. Recent Insider Transactions • Jun 02
President of EMEA recently sold €498k worth of stock On the 29th of May, Adrian Gregory sold around 3k shares on-market at roughly €181 per share. This transaction amounted to 44% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.9m. Insiders have been net sellers, collectively disposing of €6.6m more than they bought in the last 12 months. Recent Insider Transactions • May 12
President recently sold €1.9m worth of stock On the 9th of May, Joyce Mullen sold around 10k shares on-market at roughly €187 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Joyce's only on-market trade for the last 12 months. Valuation Update With 7 Day Price Move • May 09
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €185, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Electronic industry in Germany. Total returns to shareholders of 132% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €160 per share. Reported Earnings • May 03
First quarter 2024 earnings released: EPS: US$1.74 (vs US$1.48 in 1Q 2023) First quarter 2024 results: EPS: US$1.74 (up from US$1.48 in 1Q 2023). Revenue: US$2.38b (up 2.4% from 1Q 2023). Net income: US$67.0m (up 34% from 1Q 2023). Profit margin: 2.8% (up from 2.2% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • May 03
Insight Enterprises, Inc. Announces Glynis Bryan Plans to Retire as Chief Financial Officer, Effective December 31, 2024 Insight Enterprises, Inc. announced that Glynis Bryan plans to retire as Chief Financial Officer effective December 31, 2024. Ms. Bryan, 65, has been with the Company since December 17, 2007. Ms. Bryan will continue to serve as the Chief Financial Officer through the end of the year. She will then transition to an advisory role. The Company has engaged an executive search firm to identify and evaluate potential successors from internal and external candidates. Ms. Bryan will assist the Company in the search process. Annuncio • Apr 20
Insight Enterprises, Inc. to Report Q1, 2024 Results on May 02, 2024 Insight Enterprises, Inc. announced that they will report Q1, 2024 results Pre-Market on May 02, 2024 Annuncio • Apr 05
Insight Enterprises, Inc., Annual General Meeting, May 21, 2024 Insight Enterprises, Inc., Annual General Meeting, May 21, 2024, at 08:30 Mountain Standard Time. Location: global headquarters located at 2701 E. Insight Way Chandler Arizona United States Agenda: To elect ten directors for a term expiring at the 2025 Annual Meeting of Stockholders (or until their respective successors have been duly elected and qualified); to approve, on an advisory basis, named executive officer compensation; to ratify KPMG LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2024; and to consider any other business that may properly come before the Annual Meeting or any adjournments or postponements of the meeting. Recent Insider Transactions • Mar 01
Independent Director recently sold €1.7m worth of stock On the 27th of February, Richard Allen sold around 10k shares on-market at roughly €171 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.6m more than they bought in the last 12 months. Reported Earnings • Feb 16
Full year 2023 earnings released: EPS: US$8.53 (vs US$8.04 in FY 2022) Full year 2023 results: EPS: US$8.53 (up from US$8.04 in FY 2022). Revenue: US$9.18b (down 12% from FY 2022). Net income: US$281.3m (flat on FY 2022). Profit margin: 3.1% (up from 2.7% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Jan 26
Insight Enterprises, Inc. to Report Q4, 2023 Results on Feb 15, 2024 Insight Enterprises, Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 15, 2024 Valuation Update With 7 Day Price Move • Dec 05
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €159, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Electronic industry in Germany. Total returns to shareholders of 163% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €133 per share. Annuncio • Dec 01
Insight Enterprises, Inc. (NasdaqGS:NSIT) acquired SADA Systems, Inc. from Verse Holdco, Inc. for $800 million. Insight Enterprises, Inc. (NasdaqGS:NSIT) entered into an equity purchase agreement to acquire SADA Systems, Inc. from Verse Holdco, Inc. for $800 million on October 25, 2023. Insight paid a closing purchase price of $410 million on a cash-free, debt-free basis, subject to certain customary purchase price adjustments. There is an additional earnout and incentive opportunity for the Seller Parties of up to $390 million, with a target of $210 million, based on the SADA business achieving EBITDA and revenue growth performances through 2026. The acquisition was financed with cash on hand and ABL facility. In 2022, SADA reported net sales of $251 million. Jeffrey Scudder of Snell & Wilmar LLP acted as legal advisor to Insight. Ethan Skerry of Fenwick & West LLP acted legal advisor to SADA.Insight Enterprises, Inc. (NasdaqGS:NSIT) completed the acquisition of SADA Systems, Inc. from Verse Holdco, Inc. on December 1, 2023. New Risk • Nov 03
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (43% net debt to equity). Shareholders have been diluted in the past year (2.1% increase in shares outstanding). Reported Earnings • Nov 03
Third quarter 2023 earnings released: EPS: US$1.85 (vs US$1.64 in 3Q 2022) Third quarter 2023 results: EPS: US$1.85 (up from US$1.64 in 3Q 2022). Revenue: US$2.27b (down 11% from 3Q 2022). Net income: US$60.2m (up 5.1% from 3Q 2022). Profit margin: 2.7% (up from 2.3% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Nov 02
Insight Enterprises, Inc. Appoints Reem Gedeon as New Senior Vice President and General Manager of Insight Canada Insight Enterprises, Inc. has appointed Reem Gedeon as the new senior vice president and general manager of Insight Canada. She will report directly to Dee Burger, Insight North America president. Gedeon will oversee Insight Canada’s operations and strategy, focusing on delivering exceptional client experiences and solidifying Insight as the leading Solutions Integrator in Canada. For more than 25 years, Gedeon has held senior leadership positions in the IT services sector. Before joining Insight, she served as vice president of CGI’s public sector consulting services for Ontario. Annuncio • Oct 20
Insight Enterprises, Inc. to Report Q3, 2023 Results on Nov 02, 2023 Insight Enterprises, Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 02, 2023 Reported Earnings • Aug 04
Second quarter 2023 earnings released: EPS: US$2.43 (vs US$2.54 in 2Q 2022) Second quarter 2023 results: EPS: US$2.43 (down from US$2.54 in 2Q 2022). Revenue: US$2.35b (down 14% from 2Q 2022). Net income: US$80.5m (down 9.8% from 2Q 2022). Profit margin: 3.4% (up from 3.3% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Jul 23
Insight Enterprises, Inc. to Report Q2, 2023 Results on Aug 03, 2023 Insight Enterprises, Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 03, 2023 Annuncio • May 19
Insight Enterprises, Inc. (NasdaqGS:NSIT) announces an Equity Buyback for $200 million worth of its shares. Insight Enterprises, Inc. (NasdaqGS:NSIT) announces a share repurchase program. Under the program, the company will repurchase up to $200 million worth of its common stock. Reported Earnings • May 03
First quarter 2023 earnings released: EPS: US$1.48 (vs US$1.62 in 1Q 2022) First quarter 2023 results: EPS: US$1.48 (down from US$1.62 in 1Q 2022). Revenue: US$2.32b (down 12% from 1Q 2022). Net income: US$50.0m (down 12% from 1Q 2022). Profit margin: 2.2% (in line with 1Q 2022). Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth. Recent Insider Transactions • Feb 19
Key Executive recently bought €119k worth of stock On the 16th of February, Timothy Crown bought around 1k shares on-market at roughly €119 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Timothy has been a buyer over the last 12 months, purchasing a net total of €361k worth in shares. Reported Earnings • Feb 10
Full year 2022 earnings released: EPS: US$8.04 (vs US$6.27 in FY 2021) Full year 2022 results: EPS: US$8.04 (up from US$6.27 in FY 2021). Revenue: US$10.4b (up 11% from FY 2021). Net income: US$280.6m (up 28% from FY 2021). Profit margin: 2.7% (up from 2.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 24% per year. Annuncio • Feb 10
Insight Enterprises, Inc. Provides Earnings Guidance for the Full Year 2023 Insight Enterprises, Inc. provides earnings guidance for the full year 2023. For the full year 2023, the Company expects to deliver gross profit growth in the high single digit range. Annuncio • Jan 27
Insight Enterprises, Inc. to Report Q4, 2022 Results on Feb 09, 2023 Insight Enterprises, Inc. announced that they will report Q4, 2022 results Pre-Market on Feb 09, 2023 Recent Insider Transactions • Dec 01
Insider recently sold €84k worth of stock On the 28th of November, Rachael Crump sold around 850 shares on-market at roughly €99.17 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €338k. Insiders have been net sellers, collectively disposing of €1.5m more than they bought in the last 12 months. Recent Insider Transactions • Nov 16
Key Executive recently bought €121k worth of stock On the 10th of November, Timothy Crown bought around 1k shares on-market at roughly €96.87 per share. This transaction amounted to 1.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Timothy's only on-market trade for the last 12 months. Reported Earnings • Nov 04
Third quarter 2022 earnings released: EPS: US$1.64 (vs US$1.59 in 3Q 2021) Third quarter 2022 results: EPS: US$1.64 (up from US$1.59 in 3Q 2021). Revenue: US$2.53b (up 3.5% from 3Q 2021). Net income: US$57.3m (up 3.3% from 3Q 2021). Profit margin: 2.3% (in line with 3Q 2021). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 19% per year. Buying Opportunity • Sep 03
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 4.3%. The fair value is estimated to be €112, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 17%. Revenue is forecast to grow by 4.3% in a year. Earnings is forecast to grow by 11% in the next year. Recent Insider Transactions • Aug 23
Independent Director recently sold €191k worth of stock On the 19th of August, Kathleen Pushor sold around 2k shares on-market at roughly €95.40 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.8m more than they bought in the last 12 months. Reported Earnings • Aug 05
Second quarter 2022 earnings released: EPS: US$2.54 (vs US$1.67 in 2Q 2021) Second quarter 2022 results: EPS: US$2.54 (up from US$1.67 in 2Q 2021). Revenue: US$2.74b (up 23% from 2Q 2021). Net income: US$89.2m (up 52% from 2Q 2021). Profit margin: 3.3% (up from 2.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.7%, compared to a 21% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth. Recent Insider Transactions • May 11
Senior VP recently sold €511k worth of stock On the 9th of May, Samuel Cowley sold around 5k shares on-market at roughly €95.58 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.9m more than they bought in the last 12 months. Reported Earnings • May 06
First quarter 2022 earnings released: EPS: US$1.62 (vs US$1.23 in 1Q 2021) First quarter 2022 results: EPS: US$1.62 (up from US$1.23 in 1Q 2021). Revenue: US$2.65b (up 21% from 1Q 2021). Net income: US$56.6m (up 31% from 1Q 2021). Profit margin: 2.1% (up from 2.0% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.0%, compared to a 28% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • May 06
Insight Enterprises, Inc. Provides Earnings Guidance for the Full Year 2022 Insight Enterprises, Inc. provided earnings guidance for the full year 2022. For the period, the company expected to deliver low double digit net sales growth. Annuncio • May 04
Insight Enterprises Announces Dee Burger as New President of North America Business Insight Enterprises has announced the selection of Dee Burger as president of its North America business. Burger is a 29-year veteran of Capgemini, most recently serving as executive vice president of global business lines in North America, spanning cloud infrastructure, insights and data, consulting, business services and engineering. In other recent roles, he led the company’s transformation program for its North American business units and oversaw digital and cloud practices, helping clients thrive in the digital economy. Burger will report to Mullen and will be responsible for Insight’s North America business, including partner management, Insight Public Sector, commercial and enterprise sales, and solutions delivery. Annuncio • Apr 22
Insight Enterprises, Inc. to Report Q1, 2022 Results on May 05, 2022 Insight Enterprises, Inc. announced that they will report Q1, 2022 results Pre-Market on May 05, 2022 Recent Insider Transactions • Mar 01
Chief Financial Officer recently sold €462k worth of stock On the 28th of February, Glynis Bryan sold around 5k shares on-market at roughly €92.39 per share. This was the largest sale by an insider in the last 3 months. Glynis has been a seller over the last 12 months, reducing personal holdings by €881k. Annuncio • Feb 18
Insight Enterprises, Inc. Appoints Alexander L. Baum as Independent Director to Its Board Insight Enterprises, Inc. announced that it named Alexander L. Baum as an independent director to its board. Mr. Baum is a partner at the San Francisco-based, global investment firm ValueAct Capital. Mr. Baum is a CFA and holds a B.A. in physics from Pomona College. He joined ValueAct in 2012 and has worked on numerous ValueAct IT and technology industry investments, including Nintendo Co. LTD, Microsoft Corporation, and Adobe Systems, Inc. among others. Annuncio • Feb 11
Insight Enterprises, Inc. Provides Sales Guidance for the Full Year 2022 Insight Enterprises, Inc. provided sales guidance for the full year 2022. For the full year 2022, the Company expected to deliver mid single-digit net sales growth. Reported Earnings • Feb 11
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: US$6.27 (up from US$4.92 in FY 2020). Revenue: US$9.44b (up 13% from FY 2020). Net income: US$219.3m (up 27% from FY 2020). Profit margin: 2.3% (up from 2.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 4.6%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Jan 28
Insight Enterprises, Inc. to Report Q4, 2021 Results on Feb 10, 2022 Insight Enterprises, Inc. announced that they will report Q4, 2021 results Pre-Market on Feb 10, 2022 Reported Earnings • Nov 05
Third quarter 2021 earnings released: EPS US$1.59 (vs US$1.11 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$2.45b (up 26% from 3Q 2020). Net income: US$55.5m (up 43% from 3Q 2020). Profit margin: 2.3% (up from 2.0% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Nov 05
Third quarter 2021 earnings released: EPS US$1.59 (vs US$1.11 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$2.45b (up 26% from 3Q 2020). Net income: US$55.5m (up 43% from 3Q 2020). Profit margin: 2.3% (up from 2.0% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Sep 25
Insight Enterprises, Inc. Introduces Managed VDI for Citrix to Bring Greater Security, Scalability to Virtual Work Insight Enterprises, Inc. announced that it has added Citrix to its Insight Managed VDI support and managed services portfolio. The addition of Citrix to Insight’s support portfolio for the Connected Workforce means Citrix clients can securely enable employees to work anywhere from any device, while alleviating the expense and time spent by IT managing the day-to-day administration of a virtual environment. The modernization and migration of virtual desktop infrastructure (VDI) resources and tools to modern cloud-based platforms such as Microsoft Azure and Azure Virtual Desktop (AVD) significantly reduce upfront infrastructure costs associated with deployment of a VDI solution. Insight Managed VDI for Citrix Virtual Apps and Desktops offers a modern and cost-effective turnkey approach to the administration and support of new or existing Citrix environments with AVD on Azure. Enhanced management platforms like Citrix Virtual Apps and Desktops enable dynamic and rapid scaling of the environment. Clients can quickly adjust resources up or down as needed, reducing cost complexity and allowing improvements in overall performance. Insight Managed VDI allows organizations to refocus internal resources on critical business needs while ensuring the performance of the environment against specific and measurable targets. Insight provides an evaluation of a client’s existing Citrix and Microsoft environments to see what needs optimizing across the Azure tenant. Insight’s Managed VDI for Citrix Virtual Apps and Desktop takes the challenges out of maintaining a virtualized environment by offering: Tool and portal management for Azure-hosted Citrix solutions. Image management, including operating system and application updates, and deployment of virtual machines. Licensing for Citrix Virtual Apps and Desktops instance. Implementation of the Citrix Virtual Apps and Desktops instance with AVD. Expert ongoing administration of the Citrix Virtual Apps and Desktops and AVD environment. 24/7 admin-to-admin support of the Citrix Virtual Apps and Desktops and AVD environment. Automated processes and regular reporting, service reviews and roadmap development. Citrix joins a rapidly expanding list of VDI technologies for which Insight offers expert operational oversight. Clients can outsource a wide range of managed endpoint, security, workplace and lifecycle services, in order to offload day-to-day management of end-user support, fill skills gaps, expedite issue resolution and reduce the risk of system downtime. Recent Insider Transactions • Aug 29
Chief Financial Officer recently sold €419k worth of stock On the 26th of August, Glynis Bryan sold around 5k shares on-market at roughly €83.72 per share. This was the largest sale by an insider in the last 3 months. This was Glynis' only on-market trade for the last 12 months. Recent Insider Transactions • Aug 18
Insider recently sold €124k worth of stock On the 13th of August, Rachael Crump sold around 2k shares on-market at roughly €82.42 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.2m more than they bought in the last 12 months. Reported Earnings • Aug 06
Second quarter 2021 earnings released: EPS US$1.67 (vs US$1.32 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$2.23b (up 13% from 2Q 2020). Net income: US$58.6m (up 26% from 2Q 2020). Profit margin: 2.6% (up from 2.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Aug 06
Insight Enterprises, Inc. Revises Earnings Guidance for the Full Year of 2021 Insight Enterprises, Inc. revised earnings guidance for the full year of 2021. For the full year 2021, the company now expects to deliver net sales growth at the high-end of the previously stated guidance, which was between 4% and 8% over the prior year. Annuncio • May 07
Insight Enterprises, Inc. Provides Financial Guidance for the Full Year 2021 Insight Enterprises, Inc. provided financial guidance for the full year 2021. For the year, the company expects to deliver net sales growth in the 4% to 8% range. Reported Earnings • May 07
First quarter 2021 earnings released: EPS US$1.23 (vs US$0.96 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$2.19b (up 2.3% from 1Q 2020). Net income: US$43.2m (up 27% from 1Q 2020). Profit margin: 2.0% (up from 1.6% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth. Is New 90 Day High Low • Mar 03
New 90-day high: €72.00 The company is up 21% from its price of €59.50 on 03 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €97.48 per share. Recent Insider Transactions • Feb 18
Senior VP recently sold €519k worth of stock On the 17th of February, Samuel Cowley sold around 8k shares on-market at roughly €69.25 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.0m more than they bought in the last 12 months. Reported Earnings • Feb 13
Full year 2020 earnings released: EPS US$4.92 (vs US$4.49 in FY 2019) The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2020 results: Revenue: US$8.34b (up 7.9% from FY 2019). Net income: US$172.6m (up 8.3% from FY 2019). Profit margin: 2.1% (in line with FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth. Analyst Estimate Surprise Post Earnings • Feb 13
Revenue beats expectations Revenue exceeded analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 4.0%, compared to a 17% growth forecast for the Electronic industry in Germany. Is New 90 Day High Low • Feb 06
New 90-day high: €69.00 The company is up 27% from its price of €54.50 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €52.30 per share. Annuncio • Jan 29
Insight Enterprises, Inc. to Report Q4, 2020 Results on Feb 11, 2021 Insight Enterprises, Inc. announced that they will report Q4, 2020 results Pre-Market on Feb 11, 2021 Annuncio • Jan 26
Insight Enterprises Announces the Launch of Tech Hub Powered by Insight, Virtually Managed Modern Workplace Services Solution Insight Enterprises announced the launch of Tech Hub powered by Insight, a virtually managed modern workplace services solution that reimagines the service desk to better support a radically different workplace and today’s cost-conscious business environment. Given work from anywhere requirements, dispersed end users need remote access and application support along with efficient break/fix services managed from afar. Yet, with the large majority (71%) of IT decision makers focused on reining in operational costs, according to an Everest Group market insight report, traditional IT support has become inefficient and expensive. Insight’s Tech Hub offers virtual self-service to employees with common tech issues. When more complex, Level 2 support is needed, a white-glove approach is available 24/7/365 across three different workplace models: Virtual – Remote employees can access comprehensive support and enhanced problem solving via a live, one-to-one remote appointment; Hybrid – Employees who live within commuting distance can access convenient, in-person support, even if they don’t visit the office regularly, or keep it virtual; In-person – In-office employees can access traditional walk-up support in your critical offices. In instances when employee devices fail, Insight’s Advanced Exchange program can reduce downtime by providing contactless lockers and IT vending machines to make device hot swaps simple and access to IT peripherals more convenient. Is New 90 Day High Low • Jan 22
New 90-day high: €67.00 The company is up 25% from its price of €53.50 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €51.61 per share. Annuncio • Jan 08
Insight Enterprises, Inc. Announces Executive Change Insight Enterprises, Inc. announced that Wolfgang Ebermann would transition from his role as President of the Company's European, Middle East and Africa (EMEA") business, effective December 31, 2020. On December 31, 2020, Mr. Ebermann and the Company entered into an amendment to his service contract reflecting the new terms of his employment (the Amendment"). Pursuant to the Amendment, effective January 1, 2021, Mr. Ebermann will serve as Chief Global Growth Advisor for the Company through March 31, 2022. Is New 90 Day High Low • Jan 05
New 90-day high: €63.00 The company is up 26% from its price of €50.00 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €49.92 per share. Annuncio • Dec 10
Microshare Partner on IOT-Based Contact Tracing to Help Prevent Spread of Disease Insight Enterprises announced the wearable Insight Connected Platform™ for Contact Tracing solution in collaboration with Microshare Inc., a Philadelphia-based data solutions company. As another facet of the Insight Connected Platform for Detection and Prevention, the contact tracing solution helps prioritize both the health and privacy of customers and employees. It empowers organizations to quickly deploy and easily manage an effective system to identify potential infection incidents with greater immediacy. Timing is critical, as up to 79.9% of COVID-19 transmissions can be prevented with immediate tracing and testing, yet effectiveness is reduced to 41.8% after three days and just 4.9% with a seven-day delay, according to clinical research. With this new solution, simple wearable devices and hardware securely collect contact data, which is aggregated and processed by the Insight Connected Platform, a flexible, scalable Internet of Things (IoT) application for managing people, places, equipment and alerts. Insight’s IoT platform brings together Microshare® Universal Contact Tracing technology, Kerlink® Wanesy wave scanners and industrial-grade LoRaWAN® gateways. The contact tracing solution helps prevent the spread of disease within a public space by: Helping keep people at safe distances as they return to work (and play) by using Bluetooth® Low Energy (BLE) sensors on badges, lanyards and wearables; Providing real-time visual alerts to gently remind people to keep a safe distance; Leveraging location beacons to track where deep cleaning might be needed; Sending data to the cloud when a proximity event – two or more people in close contact for a certain period of time – occurs to help track social-distance behaviors and provide updates on areas that need attention; Leveraging archived data to run reports and trace sensors of anyone who might have come in contact in the event of a new virus case. The Insight Connected Platform securely aggregates data from all connected devices and systems throughout a facility – from contact tracing and thermal cameras to smart equipment and sensors – via a user-friendly application. The platform simplifies how organizations gain new insights across the business to track trends and receive alerts to drive quicker, intelligent decision-making. The solution also supports roles and permissions to ensure the right data goes to the right people so privacy and security is appropriately maintained. Recent Insider Transactions • Dec 01
Insider recently sold €204k worth of stock On the 30th of November, Helen Johnson sold around 3k shares on-market at roughly €59.90 per share. In the last 3 months, there was an even bigger sale from another insider worth €2.2m. Insiders have been net sellers, collectively disposing of €4.4m more than they bought in the last 12 months. Recent Insider Transactions • Nov 13
President of Insight EMEA recently sold €2.2m worth of stock On the 11th of November, Wolfgang Ebermann sold around 37k shares on-market at roughly €59.09 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €3.8m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Nov 10
Market bids up stock over the past week After last week's 20% share price gain to US$57.50, the stock is trading at a trailing P/E ratio of 14.6x, up from the previous P/E ratio of 12.2x. This compares to an average P/E of 30x in the Electronic industry in Germany. Total returns to shareholders over the past three years are 84%. Is New 90 Day High Low • Nov 07
New 90-day high: €54.50 The company is up 19% from its price of €45.80 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €44.11 per share.