Insight Enterprises（IEI）株式概要インサイト・エンタープライゼズ社は、その子会社とともに、情報技術、ハードウェア、ソフトウェア、サービスを米国内外で提供している。 詳細IEI ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績0/6財務の健全性3/6配当金0/6報酬株価収益率（ 15.7 x） German市場（ 16.8 x）を下回っています。収益は年間15.12%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析負債は営業キャッシュフローで十分にカバーされていない 財務結果に影響を与える大きな一時的項目 German市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るIEI Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€79.0011.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture010b2016201920222025202620282031Revenue US$9.1bEarnings US$197.8mAdvancedSet Fair ValueView all narrativesInsight Enterprises, Inc. 競合他社JenoptikSymbol: XTRA:JENMarket cap: €2.4bBaslerSymbol: XTRA:BSLMarket cap: €774.9mStemmer ImagingSymbol: HMSE:S9IMarket cap: €396.5mALSO HoldingSymbol: SWX:ALSNMarket cap: CHF 2.2b価格と性能株価の高値、安値、推移の概要Insight Enterprises過去の株価現在の株価US$79.0052週高値US$127.1052週安値US$55.32ベータ0.961ヶ月の変化21.54%3ヶ月変化6.84%1年変化-32.33%3年間の変化-34.71%5年間の変化-7.60%IPOからの変化726.75%最新ニュースお知らせ • May 09Insight Enterprises, Inc. Reports Impairment Charges for the First Quarter Ended March 31, 2026Insight 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.お知らせ • Apr 17Insight Enterprises, Inc. to Report Q1, 2026 Results on May 07, 2026Insight Enterprises, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026お知らせ • Mar 25Insight Enterprises, Inc., Annual General Meeting, May 13, 2026Insight Enterprises, Inc., Annual General Meeting, May 13, 2026. Location: 2701 e. insight way, arizona, chandler, United Statesお知らせ • Mar 23+ 1 more updateInsight Enterprises Announces Executive Changes, Effective April 13, 2026Insight Enterprises announced that, effective April 13, 2026, Jack Azagury, age 53, will be appointed as President and Chief Executive Officer of the Company and as a member of the Company's Board of Directors. Jack most recently was appointed Senior Advisor to TowerBrook and Chair of the Board of two companies: global advisory firm BRG, and audit, tax, and advisory firm EisnerAmper. Prior to that, he spent 29 years at Accenture, where he served as group chief executive for consulting, leading Accenture’s global consulting team, its 42 industries and enterprise functions, and serving on the company’s Executive and Global Management committees. Jack serves on the board of Hillel International. He holds master’s degrees from Imperial College London and INSEAD. In conjunction with Jack’s appointment, Insight is announcing two departures within its senior leadership team, both effective March 31, 2026. After a distinguished 43-year career, Sam Cowley, General Counsel, has announced his retirement; he will be succeeded by Karim Adatia, who currently serves as Senior Vice President & Deputy General Counsel. Additionally, On March 20, 2026, Dee Burger notified the Company that he will step down from his current role as President of the Company’s North American business and resign from the Company effective March 31, 2026. Mr. Burger's decision to step down was not the result of any disagreement with the Company or the board of director or management on any matter relating to the Company's operations, policies or practices. Mr. Azagury will replace Joyce Mullen, who will be retiring from the role of Chief Executive Officer, President and director of the Company, effective upon the appointment of Mr. Azagury.お知らせ • Jan 23Insight Enterprises, Inc. to Report Q4, 2025 Results on Feb 05, 2026Insight Enterprises, Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 05, 2026お知らせ • Dec 19Insight 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.最新情報をもっと見るRecent updatesお知らせ • May 09Insight Enterprises, Inc. Reports Impairment Charges for the First Quarter Ended March 31, 2026Insight 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.お知らせ • Apr 17Insight Enterprises, Inc. to Report Q1, 2026 Results on May 07, 2026Insight Enterprises, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026お知らせ • Mar 25Insight Enterprises, Inc., Annual General Meeting, May 13, 2026Insight Enterprises, Inc., Annual General Meeting, May 13, 2026. Location: 2701 e. insight way, arizona, chandler, United Statesお知らせ • Mar 23+ 1 more updateInsight Enterprises Announces Executive Changes, Effective April 13, 2026Insight Enterprises announced that, effective April 13, 2026, Jack Azagury, age 53, will be appointed as President and Chief Executive Officer of the Company and as a member of the Company's Board of Directors. Jack most recently was appointed Senior Advisor to TowerBrook and Chair of the Board of two companies: global advisory firm BRG, and audit, tax, and advisory firm EisnerAmper. Prior to that, he spent 29 years at Accenture, where he served as group chief executive for consulting, leading Accenture’s global consulting team, its 42 industries and enterprise functions, and serving on the company’s Executive and Global Management committees. Jack serves on the board of Hillel International. He holds master’s degrees from Imperial College London and INSEAD. In conjunction with Jack’s appointment, Insight is announcing two departures within its senior leadership team, both effective March 31, 2026. After a distinguished 43-year career, Sam Cowley, General Counsel, has announced his retirement; he will be succeeded by Karim Adatia, who currently serves as Senior Vice President & Deputy General Counsel. Additionally, On March 20, 2026, Dee Burger notified the Company that he will step down from his current role as President of the Company’s North American business and resign from the Company effective March 31, 2026. Mr. Burger's decision to step down was not the result of any disagreement with the Company or the board of director or management on any matter relating to the Company's operations, policies or practices. Mr. Azagury will replace Joyce Mullen, who will be retiring from the role of Chief Executive Officer, President and director of the Company, effective upon the appointment of Mr. Azagury.お知らせ • Jan 23Insight Enterprises, Inc. to Report Q4, 2025 Results on Feb 05, 2026Insight Enterprises, Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 05, 2026お知らせ • Dec 19Insight 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.お知らせ • Nov 13Insight Enterprises Launches Insight AI, New Way to Achieve AI OutcomesInsight 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.お知らせ • Oct 31+ 1 more updateInsight Enterprises Announces Intends to Retire Joyce Mullen as CEOOn October 30, 2025, Insight Enterprises, Inc. announced that Joyce Mullen intends to retire as Chief Executive Officer, effective upon the Board electing her successor. This transition is part of the Board’s succession planning, which has been in development since the beginning of this year with the transition currently expected to occur during the first quarter of 2026. In connection with this succession planning, the Board began a search earlier this year by engaging an executive search firm to identify a suitable candidate and evaluate potential successors from outside the Company. To ensure an effective transition to new leadership, Ms. Mullen will continue to serve as an advisor following her retirement as CEO.お知らせ • Oct 17Insight Enterprises, Inc. to Report Q3, 2025 Results on Oct 30, 2025Insight Enterprises, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 30, 2025お知らせ • Oct 01Insight 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.お知らせ • Jul 18Insight Enterprises, Inc. to Report Q2, 2025 Results on Jul 31, 2025Insight Enterprises, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 31, 2025お知らせ • Apr 25Insight Enterprises, Inc., Annual General Meeting, May 13, 2025Insight Enterprises, Inc., Annual General Meeting, May 13, 2025. Location: 2701 e. insight way, arizona 85286, chandler United Statesお知らせ • Apr 23Insight Introduces RADIUS AI to Accelerate ROI-Focused AI AdoptionInsight 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.お知らせ • Apr 18Insight Enterprises, Inc. to Report Q1, 2025 Results on May 01, 2025Insight Enterprises, Inc. announced that they will report Q1, 2025 results Pre-Market on May 01, 2025お知らせ • Apr 04Insight Enterprises, Inc. Announces Alexander Baum's Intention to Retire from the BoardOn 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.お知らせ • Feb 18+ 1 more updateInsight Enterprises Unveils Its Enhanced Insight Flex for Devices ProgramInsight Enterprises unveiled its enhanced Insight Flex for Devices (Flex) program, offering organizations cost-saving and simplified Device-as-a-Service (DaaS) solutions. Flex improves employee experience (EX) by getting the right devices to the right users when they need them to minimize downtime and increase productivity. With automation, proactive communications, a simplified e-commerce experience, and near-real-time intelligent data, organizations gain visibility for better device management. Amid economic uncertainty, many organizations delay device upgrades, impacting performance, security, and productivity. Flex helps by extending device refresh cycles while ensuring devices remain secure and fully optimized. With Advanced Asset Management and predictive analytics, businesses can replace rigid upgrade schedules with a flexible, needs-based approach -- reducing capital expenditures while maintaining workforce efficiency. This model eliminates the need for large upfront investments and enables predictable budgeting. Advanced Asset Management (AAM): Managing a large fleet of devices can be complex and time-consuming, especially when needing to scale consistently. Proprietary AAM technology provides near-real-time data intelligence, enabling IT administrators to track individual assets across their respective lifecycles. This identifies refresh candidates and ensures that employees are always working on devices in optimal condition. Device Performance Score (DPS): Enhancing EX is a top priority, with Gallup reporting that disengaged employees cost the global economy $8.9 trillion a year. Flex plays a crucial role, particularly for organizations that lack the resources or expertise to effectively manage such complexities. Leveraging Device Employee Experience (DEX) technology, Flex's DPS reports on the health and performance of each device to also help companies move toward as-needed instead of calendar-based refreshes to extend the lives of assets. Lifecycle User Communication Service (LUCS): Flex facilitates device refreshes through automated LUCS emails. As assets approach end of life, IT administrators are automatically notified versus needing to annually check with individual employees. In one case, shortly after a leading North American building-products manufacturer launched Flex, LUCS helped with the recovery of 49% of devices with a delayed-return status to be refurbished to meet employees' needs or securely disposed in the first 30 days of service.お知らせ • Jan 24Insight Enterprises, Inc. to Report Q4, 2024 Results on Feb 06, 2025Insight Enterprises, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 06, 2025Valuation Update With 7 Day Price Move • Nov 07Investor 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 03Now 28% undervalued after recent price dropOver 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 01Third 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.お知らせ • Oct 22Insight Enterprises, Inc. to Report Q3, 2024 Results on Oct 31, 2024Insight Enterprises, Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 31, 2024Buy Or Sell Opportunity • Oct 07Now 23% overvalued after recent price riseOver 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.お知らせ • Sep 12Insight 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.お知らせ • Sep 04+ 1 more updateInsight Enterprises, Inc. Announces Appointment of James Morgado as Chief Financial Officer, Effective January 1, 2025Insight Enterprises announced the appointment of James Morgado to the role of chief financial officer, effective January 1, 2025. Morgado will report to Insight CEO Joyce Mullen and, in January, will replace CFO Glynis Bryan, who announced her intent to retire earlier this year. Morgado currently serves as senior vice president and chief financial officer for North America at Insight. In this role, Morgado has been responsible for driving the company’s successful efforts to increase its gross margins as part of Insight’s commercial excellence initiative. Prior to Insight, Morgado was vice president of finance for Synopsys Inc., where he led corporate planning, FP&A, treasury, procurement, and supply chain finance. He also served as vice president of finance for Juniper Networks, where he built the reporting and analytics team and helped design the system for corporate planning and sales forecasting. Morgado will succeed Glynis Bryan who has served as Insight’s CFO since 2007 and has been instrumental in shaping the organization over the past 17 years. Bryan will continue to serve as CFO through the end of the 2024 calendar year.Buy Or Sell Opportunity • Aug 27Now 20% overvalued after recent price riseOver 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 02Second 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.お知らせ • Jul 19Insight Enterprises, Inc. to Report Q2, 2024 Results on Aug 01, 2024Insight Enterprises, Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 01, 2024Buy Or Sell Opportunity • Jul 17Now 22% overvalued after recent price riseOver 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 02President of EMEA recently sold €498k worth of stockOn 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 12President recently sold €1.9m worth of stockOn 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 09Investor 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 03First 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.お知らせ • May 03Insight Enterprises, Inc. Announces Glynis Bryan Plans to Retire as Chief Financial Officer, Effective December 31, 2024Insight 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.お知らせ • Apr 20Insight Enterprises, Inc. to Report Q1, 2024 Results on May 02, 2024Insight Enterprises, Inc. announced that they will report Q1, 2024 results Pre-Market on May 02, 2024お知らせ • Apr 05Insight Enterprises, Inc., Annual General Meeting, May 21, 2024Insight 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 01Independent Director recently sold €1.7m worth of stockOn 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 16Full 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.お知らせ • Jan 26Insight Enterprises, Inc. to Report Q4, 2023 Results on Feb 15, 2024Insight Enterprises, Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 15, 2024Valuation Update With 7 Day Price Move • Dec 05Investor 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.お知らせ • Dec 01Insight 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 03New minor risk - Shareholder dilutionThe 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 03Third 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.お知らせ • Nov 02Insight Enterprises, Inc. Appoints Reem Gedeon as New Senior Vice President and General Manager of Insight CanadaInsight 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.お知らせ • Oct 20Insight Enterprises, Inc. to Report Q3, 2023 Results on Nov 02, 2023Insight Enterprises, Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 02, 2023Reported Earnings • Aug 04Second 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.お知らせ • Jul 23Insight Enterprises, Inc. to Report Q2, 2023 Results on Aug 03, 2023Insight Enterprises, Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 03, 2023お知らせ • May 19Insight 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 03First 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 19Key Executive recently bought €119k worth of stockOn 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 10Full 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.お知らせ • Feb 10Insight Enterprises, Inc. Provides Earnings Guidance for the Full Year 2023Insight 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.お知らせ • Jan 27Insight Enterprises, Inc. to Report Q4, 2022 Results on Feb 09, 2023Insight Enterprises, Inc. announced that they will report Q4, 2022 results Pre-Market on Feb 09, 2023Recent Insider Transactions • Dec 01Insider recently sold €84k worth of stockOn 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 16Key Executive recently bought €121k worth of stockOn 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 04Third 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 03Now 21% undervalued after recent price dropOver 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 23Independent Director recently sold €191k worth of stockOn 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 05Second 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 11Senior VP recently sold €511k worth of stockOn 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 06First 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.お知らせ • May 06Insight Enterprises, Inc. Provides Earnings Guidance for the Full Year 2022Insight Enterprises, Inc. provided earnings guidance for the full year 2022. For the period, the company expected to deliver low double digit net sales growth.お知らせ • May 04Insight Enterprises Announces Dee Burger as New President of North America BusinessInsight 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.お知らせ • Apr 22Insight Enterprises, Inc. to Report Q1, 2022 Results on May 05, 2022Insight Enterprises, Inc. announced that they will report Q1, 2022 results Pre-Market on May 05, 2022お知らせ • Apr 07+ 1 more updateInsight Enterprises, Inc. Appoints Sumana Nallapati as Chief Information OfficerInsight Enterprises, Inc. announced the appointment of Sumana Nallapati as chief information officer. Nallapati will report to Insight CEO Joyce Mullen and be responsible for leading a global team of information technology professionals focused on expanding the company’s digital capabilities and enhancing Insight’s client experience. Nallapati most recently served as senior vice president of operations and chief digital officer at Everbridge. She was senior vice president and chief digital officer at Dish Network from 2019-2021. She previously worked as secretary of technology and chief information officer for the State of Colorado Governor’s Office, where she led a 900 plus employee organization and served 35,000 state workers.Recent Insider Transactions • Mar 01Chief Financial Officer recently sold €462k worth of stockOn 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.お知らせ • Feb 18Insight Enterprises, Inc. Appoints Alexander L. Baum as Independent Director to Its BoardInsight 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.お知らせ • Feb 11Insight Enterprises, Inc. Provides Sales Guidance for the Full Year 2022Insight 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 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull 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.お知らせ • Jan 28Insight Enterprises, Inc. to Report Q4, 2021 Results on Feb 10, 2022Insight Enterprises, Inc. announced that they will report Q4, 2021 results Pre-Market on Feb 10, 2022Reported Earnings • Nov 05Third 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 05Third 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.お知らせ • Sep 25Insight Enterprises, Inc. Introduces Managed VDI for Citrix to Bring Greater Security, Scalability to Virtual WorkInsight 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 29Chief Financial Officer recently sold €419k worth of stockOn 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 18Insider recently sold €124k worth of stockOn 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 06Second 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.お知らせ • Aug 06Insight Enterprises, Inc. Revises Earnings Guidance for the Full Year of 2021Insight 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.お知らせ • May 07Insight Enterprises, Inc. Provides Financial Guidance for the Full Year 2021Insight 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 07First 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 03New 90-day high: €72.00The 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 18Senior VP recently sold €519k worth of stockOn 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 13Full 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 13Revenue beats expectationsRevenue 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 06New 90-day high: €69.00The 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.お知らせ • Jan 29Insight Enterprises, Inc. to Report Q4, 2020 Results on Feb 11, 2021Insight Enterprises, Inc. announced that they will report Q4, 2020 results Pre-Market on Feb 11, 2021お知らせ • Jan 26Insight Enterprises Announces the Launch of Tech Hub Powered by Insight, Virtually Managed Modern Workplace Services SolutionInsight 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 22New 90-day high: €67.00The 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.お知らせ • Jan 08Insight Enterprises, Inc. Announces Executive ChangeInsight 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 05New 90-day high: €63.00The 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.お知らせ • Dec 10Microshare Partner on IOT-Based Contact Tracing to Help Prevent Spread of DiseaseInsight 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 01Insider recently sold €204k worth of stockOn 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 13President of Insight EMEA recently sold €2.2m worth of stockOn 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 10Market bids up stock over the past weekAfter 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 07New 90-day high: €54.50The 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.株主還元IEIDE ElectronicDE 市場7D5.3%-6.2%0.6%1Y-32.3%91.3%0.2%株主還元を見る業界別リターン: IEI過去 1 年間で91.3 % の収益を上げたGerman Electronic業界を下回りました。リターン対市場: IEIは、過去 1 年間で0.2 % のリターンを上げたGerman市場を下回りました。価格変動Is IEI's price volatile compared to industry and market?IEI volatilityIEI Average Weekly Movement9.6%Electronic Industry Average Movement9.7%Market Average Movement6.1%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%安定した株価: IEIの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: IEIの weekly volatility ( 10% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト198814,505Jack Azagurywww.insight.comインサイト・エンタープライゼズ社は、その子会社とともに、米国内外で情報技術、ハードウェア、ソフトウェア、サービスを提供している。クラウドやデータ・プラットフォーム、最新のネットワーク、エッジ技術を管理・サポートする最新のプラットフォーム／インフラ、最新のプラットフォームを安全に自動化・接続するサイバーセキュリティ・ソリューション、データ・プラットフォームやアーキテクチャを最新化し、データ分析やAIソリューションを構築するデータと人工知能、最新のワークプレイスやアプリ、リアルタイムの意思決定のためにデータを収集・活用するインテリジェント・エッジ・ソリューションを提供している。また、ソフトウェアのアップグレード、バグフィックス、ヘルプデスク、その他のサポートサービスを顧客に提供するソフトウェアメンテナンスソリューション、ベンダーダイレクトサポートサービス契約、クラウド／ソフトウェア・アズ・ア・サービスのサブスクリプション製品を提供している。また、ハードウェア、ソフトウェア、サービスを組み合わせたソリューションの設計、調達、展開、導入、管理を行い、ビジネスを支援している。同社は、建設、エスポート、金融サービス、ヘルスケア・ライフサイエンス、製造、小売・外食、サービスプロバイダー、中小企業、旅行・観光業界にサービスを提供している。同社は1988年に設立され、アリゾナ州チャンドラーに本社を置いている。もっと見るInsight Enterprises, Inc. 基礎のまとめInsight Enterprises の収益と売上を時価総額と比較するとどうか。IEI 基礎統計学時価総額€2.40b収益（TTM）€154.81m売上高(TTM)€7.12b15.7xPER（株価収益率0.3xP/SレシオIEI は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計IEI 損益計算書（TTM）収益US$8.27b売上原価US$6.45b売上総利益US$1.82bその他の費用US$1.64b収益US$179.84m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）5.95グロス・マージン21.97%純利益率2.17%有利子負債／自己資本比率107.9%IEI の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 21:56終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Insight Enterprises, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Vincent ColicchioBarrington Research Associates, Inc.Marc WiesenbergerB. Riley Securities, Inc.Lucas MorisonCanaccord Genuity6 その他のアナリストを表示
お知らせ • May 09Insight Enterprises, Inc. Reports Impairment Charges for the First Quarter Ended March 31, 2026Insight 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.
お知らせ • Apr 17Insight Enterprises, Inc. to Report Q1, 2026 Results on May 07, 2026Insight Enterprises, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026
お知らせ • Mar 25Insight Enterprises, Inc., Annual General Meeting, May 13, 2026Insight Enterprises, Inc., Annual General Meeting, May 13, 2026. Location: 2701 e. insight way, arizona, chandler, United States
お知らせ • Mar 23+ 1 more updateInsight Enterprises Announces Executive Changes, Effective April 13, 2026Insight Enterprises announced that, effective April 13, 2026, Jack Azagury, age 53, will be appointed as President and Chief Executive Officer of the Company and as a member of the Company's Board of Directors. Jack most recently was appointed Senior Advisor to TowerBrook and Chair of the Board of two companies: global advisory firm BRG, and audit, tax, and advisory firm EisnerAmper. Prior to that, he spent 29 years at Accenture, where he served as group chief executive for consulting, leading Accenture’s global consulting team, its 42 industries and enterprise functions, and serving on the company’s Executive and Global Management committees. Jack serves on the board of Hillel International. He holds master’s degrees from Imperial College London and INSEAD. In conjunction with Jack’s appointment, Insight is announcing two departures within its senior leadership team, both effective March 31, 2026. After a distinguished 43-year career, Sam Cowley, General Counsel, has announced his retirement; he will be succeeded by Karim Adatia, who currently serves as Senior Vice President & Deputy General Counsel. Additionally, On March 20, 2026, Dee Burger notified the Company that he will step down from his current role as President of the Company’s North American business and resign from the Company effective March 31, 2026. Mr. Burger's decision to step down was not the result of any disagreement with the Company or the board of director or management on any matter relating to the Company's operations, policies or practices. Mr. Azagury will replace Joyce Mullen, who will be retiring from the role of Chief Executive Officer, President and director of the Company, effective upon the appointment of Mr. Azagury.
お知らせ • Jan 23Insight Enterprises, Inc. to Report Q4, 2025 Results on Feb 05, 2026Insight Enterprises, Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 05, 2026
お知らせ • Dec 19Insight 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.
お知らせ • May 09Insight Enterprises, Inc. Reports Impairment Charges for the First Quarter Ended March 31, 2026Insight 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.
お知らせ • Apr 17Insight Enterprises, Inc. to Report Q1, 2026 Results on May 07, 2026Insight Enterprises, Inc. announced that they will report Q1, 2026 results Pre-Market on May 07, 2026
お知らせ • Mar 25Insight Enterprises, Inc., Annual General Meeting, May 13, 2026Insight Enterprises, Inc., Annual General Meeting, May 13, 2026. Location: 2701 e. insight way, arizona, chandler, United States
お知らせ • Mar 23+ 1 more updateInsight Enterprises Announces Executive Changes, Effective April 13, 2026Insight Enterprises announced that, effective April 13, 2026, Jack Azagury, age 53, will be appointed as President and Chief Executive Officer of the Company and as a member of the Company's Board of Directors. Jack most recently was appointed Senior Advisor to TowerBrook and Chair of the Board of two companies: global advisory firm BRG, and audit, tax, and advisory firm EisnerAmper. Prior to that, he spent 29 years at Accenture, where he served as group chief executive for consulting, leading Accenture’s global consulting team, its 42 industries and enterprise functions, and serving on the company’s Executive and Global Management committees. Jack serves on the board of Hillel International. He holds master’s degrees from Imperial College London and INSEAD. In conjunction with Jack’s appointment, Insight is announcing two departures within its senior leadership team, both effective March 31, 2026. After a distinguished 43-year career, Sam Cowley, General Counsel, has announced his retirement; he will be succeeded by Karim Adatia, who currently serves as Senior Vice President & Deputy General Counsel. Additionally, On March 20, 2026, Dee Burger notified the Company that he will step down from his current role as President of the Company’s North American business and resign from the Company effective March 31, 2026. Mr. Burger's decision to step down was not the result of any disagreement with the Company or the board of director or management on any matter relating to the Company's operations, policies or practices. Mr. Azagury will replace Joyce Mullen, who will be retiring from the role of Chief Executive Officer, President and director of the Company, effective upon the appointment of Mr. Azagury.
お知らせ • Jan 23Insight Enterprises, Inc. to Report Q4, 2025 Results on Feb 05, 2026Insight Enterprises, Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 05, 2026
お知らせ • Dec 19Insight 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.
お知らせ • Nov 13Insight Enterprises Launches Insight AI, New Way to Achieve AI OutcomesInsight 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.
お知らせ • Oct 31+ 1 more updateInsight Enterprises Announces Intends to Retire Joyce Mullen as CEOOn October 30, 2025, Insight Enterprises, Inc. announced that Joyce Mullen intends to retire as Chief Executive Officer, effective upon the Board electing her successor. This transition is part of the Board’s succession planning, which has been in development since the beginning of this year with the transition currently expected to occur during the first quarter of 2026. In connection with this succession planning, the Board began a search earlier this year by engaging an executive search firm to identify a suitable candidate and evaluate potential successors from outside the Company. To ensure an effective transition to new leadership, Ms. Mullen will continue to serve as an advisor following her retirement as CEO.
お知らせ • Oct 17Insight Enterprises, Inc. to Report Q3, 2025 Results on Oct 30, 2025Insight Enterprises, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 30, 2025
お知らせ • Oct 01Insight 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.
お知らせ • Jul 18Insight Enterprises, Inc. to Report Q2, 2025 Results on Jul 31, 2025Insight Enterprises, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 31, 2025
お知らせ • Apr 25Insight Enterprises, Inc., Annual General Meeting, May 13, 2025Insight Enterprises, Inc., Annual General Meeting, May 13, 2025. Location: 2701 e. insight way, arizona 85286, chandler United States
お知らせ • Apr 23Insight Introduces RADIUS AI to Accelerate ROI-Focused AI AdoptionInsight 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.
お知らせ • Apr 18Insight Enterprises, Inc. to Report Q1, 2025 Results on May 01, 2025Insight Enterprises, Inc. announced that they will report Q1, 2025 results Pre-Market on May 01, 2025
お知らせ • Apr 04Insight Enterprises, Inc. Announces Alexander Baum's Intention to Retire from the BoardOn 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.
お知らせ • Feb 18+ 1 more updateInsight Enterprises Unveils Its Enhanced Insight Flex for Devices ProgramInsight Enterprises unveiled its enhanced Insight Flex for Devices (Flex) program, offering organizations cost-saving and simplified Device-as-a-Service (DaaS) solutions. Flex improves employee experience (EX) by getting the right devices to the right users when they need them to minimize downtime and increase productivity. With automation, proactive communications, a simplified e-commerce experience, and near-real-time intelligent data, organizations gain visibility for better device management. Amid economic uncertainty, many organizations delay device upgrades, impacting performance, security, and productivity. Flex helps by extending device refresh cycles while ensuring devices remain secure and fully optimized. With Advanced Asset Management and predictive analytics, businesses can replace rigid upgrade schedules with a flexible, needs-based approach -- reducing capital expenditures while maintaining workforce efficiency. This model eliminates the need for large upfront investments and enables predictable budgeting. Advanced Asset Management (AAM): Managing a large fleet of devices can be complex and time-consuming, especially when needing to scale consistently. Proprietary AAM technology provides near-real-time data intelligence, enabling IT administrators to track individual assets across their respective lifecycles. This identifies refresh candidates and ensures that employees are always working on devices in optimal condition. Device Performance Score (DPS): Enhancing EX is a top priority, with Gallup reporting that disengaged employees cost the global economy $8.9 trillion a year. Flex plays a crucial role, particularly for organizations that lack the resources or expertise to effectively manage such complexities. Leveraging Device Employee Experience (DEX) technology, Flex's DPS reports on the health and performance of each device to also help companies move toward as-needed instead of calendar-based refreshes to extend the lives of assets. Lifecycle User Communication Service (LUCS): Flex facilitates device refreshes through automated LUCS emails. As assets approach end of life, IT administrators are automatically notified versus needing to annually check with individual employees. In one case, shortly after a leading North American building-products manufacturer launched Flex, LUCS helped with the recovery of 49% of devices with a delayed-return status to be refurbished to meet employees' needs or securely disposed in the first 30 days of service.
お知らせ • Jan 24Insight Enterprises, Inc. to Report Q4, 2024 Results on Feb 06, 2025Insight Enterprises, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 06, 2025
Valuation Update With 7 Day Price Move • Nov 07Investor 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 03Now 28% undervalued after recent price dropOver 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 01Third 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.
お知らせ • Oct 22Insight Enterprises, Inc. to Report Q3, 2024 Results on Oct 31, 2024Insight Enterprises, Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 31, 2024
Buy Or Sell Opportunity • Oct 07Now 23% overvalued after recent price riseOver 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.
お知らせ • Sep 12Insight 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.
お知らせ • Sep 04+ 1 more updateInsight Enterprises, Inc. Announces Appointment of James Morgado as Chief Financial Officer, Effective January 1, 2025Insight Enterprises announced the appointment of James Morgado to the role of chief financial officer, effective January 1, 2025. Morgado will report to Insight CEO Joyce Mullen and, in January, will replace CFO Glynis Bryan, who announced her intent to retire earlier this year. Morgado currently serves as senior vice president and chief financial officer for North America at Insight. In this role, Morgado has been responsible for driving the company’s successful efforts to increase its gross margins as part of Insight’s commercial excellence initiative. Prior to Insight, Morgado was vice president of finance for Synopsys Inc., where he led corporate planning, FP&A, treasury, procurement, and supply chain finance. He also served as vice president of finance for Juniper Networks, where he built the reporting and analytics team and helped design the system for corporate planning and sales forecasting. Morgado will succeed Glynis Bryan who has served as Insight’s CFO since 2007 and has been instrumental in shaping the organization over the past 17 years. Bryan will continue to serve as CFO through the end of the 2024 calendar year.
Buy Or Sell Opportunity • Aug 27Now 20% overvalued after recent price riseOver 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 02Second 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.
お知らせ • Jul 19Insight Enterprises, Inc. to Report Q2, 2024 Results on Aug 01, 2024Insight Enterprises, Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 01, 2024
Buy Or Sell Opportunity • Jul 17Now 22% overvalued after recent price riseOver 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 02President of EMEA recently sold €498k worth of stockOn 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 12President recently sold €1.9m worth of stockOn 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 09Investor 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 03First 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.
お知らせ • May 03Insight Enterprises, Inc. Announces Glynis Bryan Plans to Retire as Chief Financial Officer, Effective December 31, 2024Insight 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.
お知らせ • Apr 20Insight Enterprises, Inc. to Report Q1, 2024 Results on May 02, 2024Insight Enterprises, Inc. announced that they will report Q1, 2024 results Pre-Market on May 02, 2024
お知らせ • Apr 05Insight Enterprises, Inc., Annual General Meeting, May 21, 2024Insight 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 01Independent Director recently sold €1.7m worth of stockOn 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 16Full 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.
お知らせ • Jan 26Insight Enterprises, Inc. to Report Q4, 2023 Results on Feb 15, 2024Insight Enterprises, Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 15, 2024
Valuation Update With 7 Day Price Move • Dec 05Investor 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.
お知らせ • Dec 01Insight 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 03New minor risk - Shareholder dilutionThe 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 03Third 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.
お知らせ • Nov 02Insight Enterprises, Inc. Appoints Reem Gedeon as New Senior Vice President and General Manager of Insight CanadaInsight 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.
お知らせ • Oct 20Insight Enterprises, Inc. to Report Q3, 2023 Results on Nov 02, 2023Insight Enterprises, Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 02, 2023
Reported Earnings • Aug 04Second 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.
お知らせ • Jul 23Insight Enterprises, Inc. to Report Q2, 2023 Results on Aug 03, 2023Insight Enterprises, Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 03, 2023
お知らせ • May 19Insight 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 03First 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 19Key Executive recently bought €119k worth of stockOn 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 10Full 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.
お知らせ • Feb 10Insight Enterprises, Inc. Provides Earnings Guidance for the Full Year 2023Insight 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.
お知らせ • Jan 27Insight Enterprises, Inc. to Report Q4, 2022 Results on Feb 09, 2023Insight Enterprises, Inc. announced that they will report Q4, 2022 results Pre-Market on Feb 09, 2023
Recent Insider Transactions • Dec 01Insider recently sold €84k worth of stockOn 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 16Key Executive recently bought €121k worth of stockOn 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 04Third 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 03Now 21% undervalued after recent price dropOver 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 23Independent Director recently sold €191k worth of stockOn 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 05Second 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 11Senior VP recently sold €511k worth of stockOn 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 06First 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.
お知らせ • May 06Insight Enterprises, Inc. Provides Earnings Guidance for the Full Year 2022Insight Enterprises, Inc. provided earnings guidance for the full year 2022. For the period, the company expected to deliver low double digit net sales growth.
お知らせ • May 04Insight Enterprises Announces Dee Burger as New President of North America BusinessInsight 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.
お知らせ • Apr 22Insight Enterprises, Inc. to Report Q1, 2022 Results on May 05, 2022Insight Enterprises, Inc. announced that they will report Q1, 2022 results Pre-Market on May 05, 2022
お知らせ • Apr 07+ 1 more updateInsight Enterprises, Inc. Appoints Sumana Nallapati as Chief Information OfficerInsight Enterprises, Inc. announced the appointment of Sumana Nallapati as chief information officer. Nallapati will report to Insight CEO Joyce Mullen and be responsible for leading a global team of information technology professionals focused on expanding the company’s digital capabilities and enhancing Insight’s client experience. Nallapati most recently served as senior vice president of operations and chief digital officer at Everbridge. She was senior vice president and chief digital officer at Dish Network from 2019-2021. She previously worked as secretary of technology and chief information officer for the State of Colorado Governor’s Office, where she led a 900 plus employee organization and served 35,000 state workers.
Recent Insider Transactions • Mar 01Chief Financial Officer recently sold €462k worth of stockOn 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.
お知らせ • Feb 18Insight Enterprises, Inc. Appoints Alexander L. Baum as Independent Director to Its BoardInsight 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.
お知らせ • Feb 11Insight Enterprises, Inc. Provides Sales Guidance for the Full Year 2022Insight 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 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull 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.
お知らせ • Jan 28Insight Enterprises, Inc. to Report Q4, 2021 Results on Feb 10, 2022Insight Enterprises, Inc. announced that they will report Q4, 2021 results Pre-Market on Feb 10, 2022
Reported Earnings • Nov 05Third 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 05Third 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.
お知らせ • Sep 25Insight Enterprises, Inc. Introduces Managed VDI for Citrix to Bring Greater Security, Scalability to Virtual WorkInsight 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 29Chief Financial Officer recently sold €419k worth of stockOn 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 18Insider recently sold €124k worth of stockOn 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 06Second 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.
お知らせ • Aug 06Insight Enterprises, Inc. Revises Earnings Guidance for the Full Year of 2021Insight 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.
お知らせ • May 07Insight Enterprises, Inc. Provides Financial Guidance for the Full Year 2021Insight 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 07First 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 03New 90-day high: €72.00The 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 18Senior VP recently sold €519k worth of stockOn 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 13Full 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 13Revenue beats expectationsRevenue 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 06New 90-day high: €69.00The 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.
お知らせ • Jan 29Insight Enterprises, Inc. to Report Q4, 2020 Results on Feb 11, 2021Insight Enterprises, Inc. announced that they will report Q4, 2020 results Pre-Market on Feb 11, 2021
お知らせ • Jan 26Insight Enterprises Announces the Launch of Tech Hub Powered by Insight, Virtually Managed Modern Workplace Services SolutionInsight 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 22New 90-day high: €67.00The 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.
お知らせ • Jan 08Insight Enterprises, Inc. Announces Executive ChangeInsight 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 05New 90-day high: €63.00The 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.
お知らせ • Dec 10Microshare Partner on IOT-Based Contact Tracing to Help Prevent Spread of DiseaseInsight 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 01Insider recently sold €204k worth of stockOn 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 13President of Insight EMEA recently sold €2.2m worth of stockOn 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 10Market bids up stock over the past weekAfter 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 07New 90-day high: €54.50The 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.
