Insight Enterprises, Inc.

NasdaqGS:NSIT 주식 리포트

시가총액: US$3.1b

Insight Enterprises 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Jack Azagury

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간less than a year
CEO 지분 보유율n/a
경영진 평균 재임 기간3.3yrs
이사회 평균 재임 기간9.3yrs

최근 경영진 업데이트

분석 기사 May 07

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

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

Recent updates

내러티브 업데이트 May 14

NSIT: New Leadership And Upgraded Rating Will Support Long Term Upside

Analysts have revised their price targets for Insight Enterprises, trimming them by $10 as they factor in updated expectations for discount rates, growth, profitability, and future P/E, while some recent research points to a more constructive view on the company's current approach. Analyst Commentary Recent research highlights a mixed but increasingly constructive view on Insight Enterprises, with some firms adjusting price targets while others take a more positive stance on the company’s current playbook and long term positioning.
내러티브 업데이트 Apr 29

NSIT: Reset Assumptions And Upcoming CEO Transition Will Support Long Term Upside

Analysts have reduced their price targets on Insight Enterprises by $10, citing updated assumptions around discount rates, revenue growth, profit margins and forward P/E multiples. These changes leave their fair value view broadly unchanged at $120.
Seeking Alpha Apr 28

Insight Enterprises: Looking For Greater Insights

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

NSIT: Reset Assumptions And New Leadership Will Support Long Term Upside

Analysts have trimmed their price target on Insight Enterprises by $10. This reflects updated assumptions around discount rates, modestly adjusted revenue growth and profit margin expectations, and a slightly revised future P/E outlook.
내러티브 업데이트 Mar 31

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

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

NSIT: High Conviction Listing And Buybacks Will Support Long Term Upside

Analysts have reset their price target on Insight Enterprises to $120 from $235, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E, even though the stock remains included on some firms' high-conviction idea lists for 2026. Analyst Commentary Bullish analysts are still highlighting Insight Enterprises as one of their preferred ideas for 2026, even with price targets reset to reflect updated assumptions on discount rate, revenue, margins and future P/E.
내러티브 업데이트 Mar 03

NSIT: AI And Share Repurchases Will Support Future Rerating

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

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

The market was pleased with the recent earnings report from Insight Enterprises, Inc. ( NASDAQ:NSIT ), despite the...
내러티브 업데이트 Feb 17

NSIT: Solutions Shift And AI Push Will Support Future Rerating

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

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

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

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

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

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

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

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

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

NSIT: Transition Year Will Set Stage For Higher Margin Mix

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

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

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

NSIT: Shares Will Gain As Solutions Transition Lays Foundation For Rebound

Analysts have lowered their price target for Insight Enterprises from $137.33 to $128.00, citing muted growth expectations and ongoing challenges related to a slower transition to solutions-led offerings as well as macroeconomic caution. Analyst Commentary Analysts have offered a balanced perspective on Insight Enterprises, highlighting both opportunities and challenges as the company navigates a multi-year transformation in its business strategy.
내러티브 업데이트 Nov 16

NSIT: Shares Will Benefit From Ongoing AI Partnerships And Leadership Stability

Analysts have revised their price target for Insight Enterprises downward from $152 to approximately $137, citing updates to fair value estimates and a slightly higher discount rate. These changes reflect a more cautious outlook on future performance.
내러티브 업데이트 Nov 01

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

Analysts have revised their fair value estimate for Insight Enterprises downward from $161.33 to $152.00. They cite more conservative expectations for revenue growth and profit margins as the reason for this adjustment.
내러티브 업데이트 Sep 26

AI Adoption And Cybersecurity Trends Will Transform IT Infrastructure

The modest increase in Insight Enterprises' consensus price target to $161.33 is primarily driven by a higher future P/E multiple, reflecting improved market expectations for earnings growth. What's in the News The company completed a $299.96 million share repurchase of 1,742,720 shares (5.3%) under the buyback announced in May 2023, with no shares repurchased in the second quarter of 2025.
분석 기사 Jul 28

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

CEO

Jack Azagury

less than a year
재임 기간

Mr. Jack Azagury serves as CEO, President & Director at Insight Enterprises, Inc. since April 13, 2026. He is Chair of the Board at Eisner Advisory Group LLC since October 2025. He was Chair of the Board a...


리더십 팀

이름직위재임 기간보수지분
James Morgado
Chief Financial Officer1.3yrsUS$4.25m0.057%
$ 1.8m
Jennifer Vasin
Chief Human Resources Officer8.8yrsUS$2.86m0.028%
$ 862.5k
Robert Green
Chief Digital Officer4.3yrsUS$2.68m0.031%
$ 952.9k
Adrian Gregory
President of EMEA3.3yrsUS$3.45m0.029%
$ 896.7k
Jack Azagury
CEO, President & Directorless than a year데이터 없음데이터 없음
Rachael Crump
Chief Accounting Officer7.7yrs데이터 없음0.020%
$ 607.5k
Ryan Miyasato
Head of Investor Relationsno data데이터 없음데이터 없음
Karim Adatia
Senior VPless than a year데이터 없음0.0027%
$ 82.9k
Jet Golia
Senior Vice President of EMEA Legal9.3yrs데이터 없음데이터 없음
Hilary Kerner
Chief Marketing Officer2.3yrs데이터 없음데이터 없음
Robert Kane
Senior VP of Enterprise Sales & North America and Chief Revenue Officer3.3yrs데이터 없음데이터 없음
Russell Leighton
Senior Vice President of Finance & Operations - EMEA10.9yrs데이터 없음데이터 없음
3.3yrs
평균 재임 기간
51yo
평균 나이

경험이 풍부한 관리: NSIT의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.3 년).


이사회 구성원

이름직위재임 기간보수지분
Jack Azagury
CEO, President & Directorless than a year데이터 없음데이터 없음
Timothy Crown
Co-Founder & Independent Chairman of the Board32.3yrsUS$440.06k0.31%
$ 9.6m
Bruce Armstrong
Independent Director10.2yrsUS$320.06k0.050%
$ 1.6m
Anthony Ibarguen
Presiding Independent Director17.8yrsUS$305.06k0.073%
$ 2.3m
Richard Allen
Independent Director14.3yrsUS$335.06k0.091%
$ 2.8m
Linda Breard
Independent Director8.3yrsUS$345.06k0.043%
$ 1.4m
Catherine Courage
Independent Director10.3yrsUS$307.56k0.043%
$ 1.3m
Thomas Reichert
Independent Director1.8yrsUS$310.06k0.0023%
$ 72.1k
Girish Rishi
Independent Director8.4yrsUS$310.06k0.045%
$ 1.4m
Janet Foutty
Independent Director1.8yrsUS$305.06k0.0023%
$ 72.1k
9.3yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 이사회: NSIT의 이사회경험이 있음으로 간주됩니다(평균 재임 9.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/28 21:49
종가2026/05/28 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Insight Enterprises, Inc.는 9명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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