Insight Enterprises（1NSIT）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1NSIT 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2/6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（ 16.4 x） Italian市場（ 17.2 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 Italian市場と比較して、過去 3 か月間の株価の変動が非常に大きい財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る1NSIT 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€83.0019.0% 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SeSaSymbol: BIT:SESMarket cap: €1.4bEsprinetSymbol: BIT:PRTMarket cap: €330.0mItwaySymbol: BIT:ITWMarket cap: €10.5mDatalogicSymbol: BIT:DALMarket cap: €223.9m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$83.0052週高値US$88.1052週安値US$57.00ベータ0.961ヶ月の変化29.69%3ヶ月変化16.44%1年変化-28.94%3年間の変化n/a5年間の変化n/aIPOからの変化-30.63%最新ニュースValuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €77.00, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Electronic industry in Europe. Total loss to shareholders of 36% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €119 per share.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.Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$0.97 (vs US$0.24 in 1Q 2025)First quarter 2026 results: EPS: US$0.97 (up from US$0.24 in 1Q 2025). Revenue: US$2.13b (up 1.2% from 1Q 2025). Net income: US$30.0m (up 299% from 1Q 2025). Profit margin: 1.4% (up from 0.4% in 1Q 2025). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electronic industry in Europe.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 StatesValuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €58.16, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €89.16 per share.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €77.00, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Electronic industry in Europe. Total loss to shareholders of 36% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €119 per share.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.Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$0.97 (vs US$0.24 in 1Q 2025)First quarter 2026 results: EPS: US$0.97 (up from US$0.24 in 1Q 2025). Revenue: US$2.13b (up 1.2% from 1Q 2025). Net income: US$30.0m (up 299% from 1Q 2025). Profit margin: 1.4% (up from 0.4% in 1Q 2025). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electronic industry in Europe.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 StatesValuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €58.16, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €89.16 per share.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.Buy Or Sell Opportunity • Mar 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to €69.80. The fair value is estimated to be €88.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.8% over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Buy Or Sell Opportunity • Feb 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to €70.80. The fair value is estimated to be €88.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.8% over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Buy Or Sell Opportunity • Feb 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.8% to €68.20. The fair value is estimated to be €85.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.8% over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.New Risk • Feb 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin).Reported Earnings • Feb 07Full year 2025 earnings released: EPS: US$5.00 (vs US$7.73 in FY 2024)Full year 2025 results: EPS: US$5.00 (down from US$7.73 in FY 2024). Revenue: US$8.25b (down 5.2% from FY 2024). Net income: US$157.3m (down 37% from FY 2024). Profit margin: 1.9% (down from 2.9% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the Electronic industry in Italy.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, 2026Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €63.00, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €122 per share.Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €70.66, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €134 per share.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.New Risk • Nov 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (69% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.7% net profit margin).Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$1.62 (vs US$1.81 in 3Q 2024)Third quarter 2025 results: EPS: US$1.62 (down from US$1.81 in 3Q 2024). Revenue: US$2.00b (down 4.0% from 3Q 2024). Net income: US$50.9m (down 13% from 3Q 2024). Profit margin: 2.5% (down from 2.8% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Italy.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株主還元1NSITIT ElectronicIT 市場7D5.7%1.9%1.4%1Y-28.9%12.8%18.7%株主還元を見る業界別リターン: 1NSIT過去 1 年間で12.8 % の収益を上げたItalian Electronic業界を下回りました。リターン対市場: 1NSITは、過去 1 年間で18.7 % のリターンを上げたItalian市場を下回りました。価格変動Is 1NSIT's price volatile compared to industry and market?1NSIT volatility1NSIT Average Weekly Movement8.6%Electronic Industry Average Movement5.3%Market Average Movement5.2%10% most volatile stocks in IT Market8.6%10% least volatile stocks in IT Market3.2%安定した株価: 1NSITの株価は、 Italian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: 1NSITの weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてItalian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。1NSIT 基礎統計学時価総額€2.54b収益（TTM）€154.95m売上高(TTM)€7.13b16.4xPER（株価収益率0.4xP/Sレシオ1NSIT 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1NSIT 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%1NSIT 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2026/05/25 06:05終値2026/05/22 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
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €77.00, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Electronic industry in Europe. Total loss to shareholders of 36% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €119 per share.
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.
Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$0.97 (vs US$0.24 in 1Q 2025)First quarter 2026 results: EPS: US$0.97 (up from US$0.24 in 1Q 2025). Revenue: US$2.13b (up 1.2% from 1Q 2025). Net income: US$30.0m (up 299% from 1Q 2025). Profit margin: 1.4% (up from 0.4% in 1Q 2025). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electronic industry in Europe.
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
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €58.16, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €89.16 per share.
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 25%After last week's 25% share price gain to €77.00, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 17x in the Electronic industry in Europe. Total loss to shareholders of 36% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €119 per share.
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.
Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$0.97 (vs US$0.24 in 1Q 2025)First quarter 2026 results: EPS: US$0.97 (up from US$0.24 in 1Q 2025). Revenue: US$2.13b (up 1.2% from 1Q 2025). Net income: US$30.0m (up 299% from 1Q 2025). Profit margin: 1.4% (up from 0.4% in 1Q 2025). Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electronic industry in Europe.
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
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €58.16, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €89.16 per share.
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.
Buy Or Sell Opportunity • Mar 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to €69.80. The fair value is estimated to be €88.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.8% over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Buy Or Sell Opportunity • Feb 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to €70.80. The fair value is estimated to be €88.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.8% over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Buy Or Sell Opportunity • Feb 18Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.8% to €68.20. The fair value is estimated to be €85.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.8% over the last 3 years. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
New Risk • Feb 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin).
Reported Earnings • Feb 07Full year 2025 earnings released: EPS: US$5.00 (vs US$7.73 in FY 2024)Full year 2025 results: EPS: US$5.00 (down from US$7.73 in FY 2024). Revenue: US$8.25b (down 5.2% from FY 2024). Net income: US$157.3m (down 37% from FY 2024). Profit margin: 1.9% (down from 2.9% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 6.0% growth forecast for the Electronic industry in Italy.
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
Valuation Update With 7 Day Price Move • Jan 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €63.00, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 17x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €122 per share.
Valuation Update With 7 Day Price Move • Dec 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €70.66, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 16x in the Electronic industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €134 per share.
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.
New Risk • Nov 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (69% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.7% net profit margin).
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$1.62 (vs US$1.81 in 3Q 2024)Third quarter 2025 results: EPS: US$1.62 (down from US$1.81 in 3Q 2024). Revenue: US$2.00b (down 4.0% from 3Q 2024). Net income: US$50.9m (down 13% from 3Q 2024). Profit margin: 2.5% (down from 2.8% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Electronic industry in Italy.
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
