NasdaqGS:NSITElectronic
How Record Margins, Stalled Buybacks and Diverging Insider Signals At Insight Enterprises (NSIT) Has Changed Its Investment Story
In the past quarter, Insight Enterprises reported record gross margins of 23.4% even as revenue edged lower, while a previously announced share repurchase program from December 2025 resulted in no actual buybacks.
At the same time, insider purchases at three-year lows contrasted with a major shareholder trimming its stake, highlighting sharply different views on Insight’s prospects.
Against this backdrop of record margins and contrasting insider versus institutional activity, we’ll examine...