Insight Enterprises, Inc.

Report azionario NasdaqGS:NSIT

Capitalizzazione di mercato: US$2.1b

Insight Enterprises Salute del bilancio

Criteri Salute finanziaria verificati 3/6

Insight Enterprises ha un patrimonio netto totale di $1.6B e un debito totale di $1.7B, che porta il suo rapporto debito/patrimonio netto a 107.9%. Le sue attività totali e le sue passività totali sono rispettivamente $10.1B e $8.5B. L'EBIT di Insight Enterprises è $457.4M rendendo il suo rapporto di copertura degli interessi 4.9. Ha liquidità e investimenti a breve termine pari a $440.6M.

Informazioni chiave

107.87%

Rapporto debito/patrimonio netto

US$1.73b

Debito

Indice di copertura degli interessi4.9x
ContantiUS$440.63m
Patrimonio nettoUS$1.60b
Totale passivitàUS$8.45b
Totale attivitàUS$10.06b

Aggiornamenti recenti sulla salute finanziaria

Recent updates

Aggiornamento dell'analisi Apr 29

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.
Seeking Alpha Apr 28

Insight Enterprises: Looking For Greater Insights

Summary Insight Enterprises trades at just 7x adjusted earnings, with manageable leverage and record profitability despite recent revenue declines. Insight's shift toward higher-margin services supports operating margin expansion, offsetting topline softness and positioning for a return to sales growth in 2026. Recent acquisitions, including Inspire11, enhance Insight's AI and systems integration capabilities, potentially closing the AI gap and driving future growth. While valuation is attractive and buybacks continue, conviction for a large position is tempered by recent revenue trends and strategic execution uncertainty. Read the full article on Seeking Alpha
Aggiornamento dell'analisi Apr 14

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.
Aggiornamento dell'analisi Mar 31

NSIT: 2026 Leadership Shift And Payments Partnership Will Shape Margin Upside

Analysts have reduced their price target on Insight Enterprises by $10 to reflect updated assumptions on growth, margins, discount rate, and a higher future P/E, while still keeping the stock on some best ideas lists for 2026. Analyst Commentary Recent research on Insight Enterprises highlights a mix of recognition and restraint.
Aggiornamento dell'analisi Mar 17

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.
Aggiornamento dell'analisi Mar 03

NSIT: AI And Share Repurchases Will Support Future Rerating

Analysts have trimmed their price target on Insight Enterprises by $10, citing updated assumptions for profit margins and P/E expectations, even as they continue to highlight the stock among preferred ideas for 2026. Analyst Commentary Recent research on Insight Enterprises reflects a mixed but engaged view, with some analysts adjusting valuation assumptions while still keeping the stock on key focus lists for 2026.
Articolo di analisi Feb 19

Investors Can Find Comfort In Insight Enterprises' (NASDAQ:NSIT) Earnings Quality

The market was pleased with the recent earnings report from Insight Enterprises, Inc. ( NASDAQ:NSIT ), despite the...
Aggiornamento dell'analisi Feb 17

NSIT: Solutions Shift And AI Push Will Support Future Rerating

Our analyst price target for Insight Enterprises has been revised from $121.25 to $103.75, reflecting updated assumptions on growth, margins and future P/E in line with recent Street research that emphasizes the company's transition year and the need for clearer visibility into a growth inflection. Analyst Commentary Recent Street research frames Insight Enterprises as a company in a transition year, with analysts balancing long term potential against near term execution risks and valuation questions.
Aggiornamento dell'analisi Feb 02

NSIT: Transition Year Will Test Solutions Shift And Margin Upside Potential

Analysts have reduced their fair value estimate for Insight Enterprises by $10 to $90, reflecting a lower assumed future P/E multiple and slightly softer revenue growth expectations. This comes even as they factor in a modestly higher profit margin profile and highlight the stock in recent best ideas lists, while keeping a "show me" stance on execution.
Aggiornamento dell'analisi Jan 19

NSIT: Solutions Pivot And AI Push Will Support Future ReRating Potential

Analysts held their fair value estimate for Insight Enterprises at $121.25, while keeping discount rate, revenue growth, profit margin, and future P/E assumptions effectively unchanged. They pointed to recent recognition in Barrington's 2026 "best ideas" list and Canaccord's Hold initiation with a US$100 target as support for a steady, wait and see stance on the shares.
Articolo di analisi Jan 06

Does Insight Enterprises (NASDAQ:NSIT) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Aggiornamento dell'analisi Jan 05

NSIT: Solutions Pivot And AI Initiatives Will Drive Future Share Gains

Our analyst price target for Insight Enterprises has been trimmed by about $6.75 to $121.25, as analysts factor in recent Hold initiations that highlight the company’s ongoing transition toward solutions-led offerings and call for clearer evidence of a growth inflection before assigning a higher valuation. Analyst Commentary Bullish Takeaways Bullish analysts see Insight as already well along in its shift from a transactional IT reseller model to a solutions-led technology partner, which they view as important for long term growth potential and a higher quality revenue mix.
Aggiornamento dell'analisi Dec 14

NSIT: Transition Year Will Set Stage For Higher Margin Mix

The analyst price target for Insight Enterprises has been cut from $156 to $100 as analysts reset expectations for growth and valuation amid a still transitional 2025, hyperscaler channel uncertainty, and lingering hardware softness that leave investors seeking clearer visibility into a sustainable growth inflection. Analyst Commentary Bearish analysts are framing Insight Enterprises as a transitional story that still needs to prove it can deliver durable, higher quality growth.
Articolo di analisi Dec 09

Is It Too Late To Consider Buying Insight Enterprises, Inc. (NASDAQ:NSIT)?

While Insight Enterprises, Inc. ( NASDAQ:NSIT ) might not have the largest market cap around , it received a lot of...
Aggiornamento dell'analisi Nov 30

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.
Aggiornamento dell'analisi Nov 16

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.
Aggiornamento dell'analisi Nov 01

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

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.
Aggiornamento dell'analisi Sep 26

AI Adoption And Cybersecurity Trends Will Transform IT Infrastructure

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.
Articolo di analisi Jul 28

Is Insight Enterprises (NASDAQ:NSIT) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Jul 15

Is There An Opportunity With Insight Enterprises, Inc.'s (NASDAQ:NSIT) 29% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Insight Enterprises fair value estimate is US$198 Insight...
Articolo di analisi Jul 01

Returns On Capital At Insight Enterprises (NASDAQ:NSIT) Have Hit The Brakes

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Articolo di analisi May 22

Should You Investigate Insight Enterprises, Inc. (NASDAQ:NSIT) At US$133?

Insight Enterprises, Inc. ( NASDAQ:NSIT ), is not the largest company out there, but it saw significant share price...
Articolo di analisi May 09

There May Be Reason For Hope In Insight Enterprises' (NASDAQ:NSIT) Disappointing Earnings

The market for Insight Enterprises, Inc.'s ( NASDAQ:NSIT ) shares didn't move much after it posted weak earnings...
Articolo di analisi May 07

Insight Enterprises, Inc.'s (NASDAQ:NSIT) CEO Compensation Looks Acceptable To Us And Here's Why

Key Insights Insight Enterprises will host its Annual General Meeting on 13th of May CEO Joyce Mullen's total...
Articolo di analisi Apr 14

Is Insight Enterprises (NASDAQ:NSIT) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Articolo di analisi Mar 31

What Insight Enterprises, Inc.'s (NASDAQ:NSIT) P/E Is Not Telling You

It's not a stretch to say that Insight Enterprises, Inc.'s ( NASDAQ:NSIT ) price-to-earnings (or "P/E") ratio of 19.4x...
Articolo di analisi Mar 16

A Look At The Intrinsic Value Of Insight Enterprises, Inc. (NASDAQ:NSIT)

Key Insights Insight Enterprises' estimated fair value is US$164 based on 2 Stage Free Cash Flow to Equity Insight...
Articolo di analisi Jan 27

Here's Why We Think Insight Enterprises (NASDAQ:NSIT) Is Well Worth Watching

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Articolo di analisi Jan 13

When Should You Buy Insight Enterprises, Inc. (NASDAQ:NSIT)?

Insight Enterprises, Inc. ( NASDAQ:NSIT ), might not be a large cap stock, but it saw significant share price movement...
Articolo di analisi Jan 01

Slowing Rates Of Return At Insight Enterprises (NASDAQ:NSIT) Leave Little Room For Excitement

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Articolo di analisi Dec 08

We Think Insight Enterprises (NASDAQ:NSIT) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Nov 26

Is Insight Enterprises, Inc. (NASDAQ:NSIT) Trading At A 31% Discount?

Key Insights The projected fair value for Insight Enterprises is US$224 based on 2 Stage Free Cash Flow to Equity...
Articolo di analisi Nov 14

Earnings Working Against Insight Enterprises, Inc.'s (NASDAQ:NSIT) Share Price Following 28% Dive

Insight Enterprises, Inc. ( NASDAQ:NSIT ) shareholders won't be pleased to see that the share price has had a very...
Articolo di analisi Oct 18

If EPS Growth Is Important To You, Insight Enterprises (NASDAQ:NSIT) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Articolo di analisi Oct 03

Is There Now An Opportunity In Insight Enterprises, Inc. (NASDAQ:NSIT)?

While Insight Enterprises, Inc. ( NASDAQ:NSIT ) might not have the largest market cap around , it saw a decent share...
Articolo di analisi Sep 21

What You Can Learn From Insight Enterprises, Inc.'s (NASDAQ:NSIT) P/E

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
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Nuova analisi Aug 28

Strategies And Challenges Pave Way For Growth And Margin Expansion In Cloud And Services Sector

Insight Enterprises' strategic focus on cloud, services, and solutions integration, along with acquisitions in high-growth markets, aims to boost gross profit and revenue.
Articolo di analisi Aug 27

Insight Enterprises (NASDAQ:NSIT) Is Reinvesting At Lower Rates Of Return

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Articolo di analisi Aug 15

Calculating The Fair Value Of Insight Enterprises, Inc. (NASDAQ:NSIT)

Key Insights Insight Enterprises' estimated fair value is US$170 based on 2 Stage Free Cash Flow to Equity Current...
Articolo di analisi Jul 15

Does Insight Enterprises (NASDAQ:NSIT) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Analisi della posizione finanziaria

Passività a breve termine: Le attività a breve termine ( $7.5B ) di NSIT superano le sue passività a breve termine ( $6.1B ).

Passività a lungo termine: Le attività a breve termine di NSIT ( $7.5B ) superano le sue passività a lungo termine ( $2.3B ).


Storia e analisi del rapporto debito/patrimonio netto

Livello di debito: Il rapporto debito netto/patrimonio netto ( 80.4% ) di NSIT è considerato alto.

Riduzione del debito: Il rapporto debito/patrimonio netto di NSIT è aumentato da 52.4% a 107.9% negli ultimi 5 anni.

Copertura del debito: Il debito di NSIT non è ben coperto dal flusso di cassa operativo ( 14.9% ).

Copertura degli interessi: I pagamenti degli interessi sul debito di NSIT sono ben coperti dall'EBIT ( 4.9 x copertura).


Bilancio


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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 06:52
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

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Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Insight Enterprises, Inc. è coperta da 9 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Vincent ColicchioBarrington Research Associates, Inc.
Marc WiesenbergerB. Riley Securities, Inc.
Lucas MorisonCanaccord Genuity