Insight Enterprises Inkomsten in het verleden
Verleden criteriumcontroles 3/6
De winst van Insight Enterprises is gedaald met een gemiddeld jaarlijks percentage van -4.9%, terwijl de winst van de Electronic -industrie jaarlijks groeide met 2.9%. De inkomsten zijn daalde met een gemiddeld percentage van 3.6% per jaar. Het rendement op het eigen vermogen Insight Enterprises bedraagt 13.1% en de nettomarge bedraagt 2.5%.
Belangrijke informatie
-4.91%
Groei van de winst
-2.39%
Groei van de winst per aandeel
| Electronic Groei van de industrie | 15.34% |
| Inkomstengroei | -3.64% |
| Rendement op eigen vermogen | 13.11% |
| Nettomarge | 2.45% |
| Laatste winstupdate | 30 Jun 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Narratiefupdate • Sep 08
NSIT: AI Services Execution And Buybacks Will Support Balanced Rerating
Insight Enterprises' analyst price target has been reset higher from about $107.50 to roughly $163.75 as analysts point to stronger Q2 execution, AI driven demand for services, and improved operating leverage under new leadership. Analyst Commentary Recent research on Insight Enterprises highlights a clear split between enthusiasm around execution and AI related growth, and caution around how much of that story may already be priced into the stock.
Narratiefupdate • Aug 25
NSIT: AI Services Momentum And Cloud Profitability Will Test Elevated P E Expectations
Insight Enterprises' analyst fair value estimate is updated from $75.00 to $140.00, as analysts point to higher assumed revenue growth, a slightly lower discount rate, and richer future P/E expectations supported by recent price target increases that cite strong Q2 execution, AI related demand, and improving cloud and services profitability. Analyst Commentary Recent Street research on Insight Enterprises highlights a mix of enthusiasm around AI related demand and services growth alongside some caution on how much of this is already reflected in the stock price.Seeking Alpha • Aug 17
Insight Enterprises: An Impressive Performance
Summary Insight Enterprises has doubled in share price, driven by accelerating sales and margin gains, with a current valuation of 13–14x adjusted earnings. NSIT's business mix shift toward higher-margin services and AI-related products has fueled record profits despite topline softness and modest revenue growth. Management raised 2024 earnings guidance to $12.20–12.70 per share, continues buybacks, and has paused M&A, citing its own stock as the best capital allocation. I remain cautiously long, as valuation is now less compelling after the sharp re-rating, with management warning of slower growth ahead and macro headwinds. Read the full article on Seeking Alpha
Narratiefupdate • Jul 31
NSIT: Cloud Demand And AI Security Partnerships Will Shape Balanced Future Returns
Insight Enterprises' analyst fair value estimate has been updated from $120.00 to $135.00 as analysts point to continued enterprise demand, recovering cloud growth, stronger cloud gross profit, and an elevated hardware backlog as key supports for the higher target. Analyst Commentary on Insight Enterprises Recent research on Insight Enterprises points to a more constructive tone from several bullish analysts as they reassess the company’s positioning in enterprise IT and cloud services.Narratiefupdate • Jul 16
NSIT: Cloud Demand And AI Security Mix Will Support Balanced Rerating
Insight Enterprises' analyst price target has been revised from $103 to $107.50, as analysts point to ongoing enterprise demand, returning cloud growth, and an elevated hardware backlog as key support for a higher fair value estimate. Analyst Commentary Recent research on Insight Enterprises highlights a shift toward a more balanced view, as analysts reassess the stock in light of enterprise IT demand, cloud activity, and hardware trends.Narratiefupdate • Jul 01
NSIT: Cloud And Hardware Backlog Reliance Will Test Future Earnings Multiple
Analysts have adjusted the price target on Insight Enterprises to $75 from $90, reflecting updated views on revenue growth, profit margin potential, and a lower assumed future P/E multiple. This revision is supported by recent research citing continued enterprise demand, accelerating cloud gross profit, and an elevated hardware backlog.Analyse-artikel • Jun 21
Insight Enterprises (NSIT) Stock Could Be 5.3% Overvalued After AI Security Service Launch
Insight Enterprises (NSIT) has drawn fresh attention after launching its Insight Managed Exposure Defense service, targeting AI-driven cyber threats, alongside a recent rise in institutional ownership from investors including BlackRock and Atlanta Capital Management. See our latest analysis for Insight Enterprises. Over the past year Insight Enterprises has seen its share price build momentum, with a 90 day share price return of 52.47% and a year to date share price return of 29.16%. At the...Narratiefupdate • Jun 17
NSIT: AI Security And Cloud Mix Will Support Measured Rerating
Insight Enterprises' updated analyst price target of $103.00, compared with the prior $103.75, reflects a modest reset as analysts factor in views on continued enterprise demand momentum, returning cloud growth, accelerating cloud gross profit, and elevated hardware backlog. Analyst Commentary Recent research on Insight Enterprises centers on how the company is executing against enterprise demand, cloud growth, and hardware trends, with price targets around the low US$100s framing the current valuation debate.Narratiefupdate • Jun 03
NSIT: AI Security Launch And Upgraded Ratings Will Shape Future Returns
Analysts have raised their price target for Insight Enterprises to $105 from $80, citing continued enterprise demand momentum, returning cloud growth, accelerating cloud gross profit and an elevated hardware backlog as key supports for the updated view. Analyst Commentary Recent research highlights a clear shift in sentiment toward Insight Enterprises, with JPMorgan moving the stock to Neutral from Underweight and lifting its price target to $105 from $80.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Analyse-artikel • 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...Opbrengsten en kosten
Opbrengsten en kosten
Hoe Insight Enterprises geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 30 Jun 26 | 8,580 | 210 | 1,382 | 0 |
| 31 Mar 26 | 8,272 | 180 | 1,344 | 0 |
| 31 Dec 25 | 8,247 | 157 | 1,315 | 0 |
| 30 Sep 25 | 8,272 | 142 | 1,296 | 0 |
| 30 Jun 25 | 8,356 | 150 | 1,302 | 0 |
| 31 Mar 25 | 8,426 | 190 | 1,301 | 0 |
| 31 Dec 24 | 8,702 | 250 | 1,314 | 0 |
| 30 Sep 24 | 8,865 | 303 | 1,315 | 0 |
| 30 Jun 24 | 9,043 | 305 | 1,279 | 0 |
| 31 Mar 24 | 9,231 | 298 | 1,261 | 0 |
| 31 Dec 23 | 9,176 | 281 | 1,236 | 0 |
| 30 Sep 23 | 9,442 | 268 | 1,229 | 0 |
| 30 Jun 23 | 9,711 | 265 | 1,241 | 0 |
| 31 Mar 23 | 10,104 | 274 | 1,229 | 0 |
| 31 Dec 22 | 10,431 | 281 | 1,217 | 0 |
| 30 Sep 22 | 10,495 | 265 | 1,201 | 0 |
| 30 Jun 22 | 10,408 | 263 | 1,172 | 0 |
| 31 Mar 22 | 9,894 | 233 | 1,143 | 0 |
| 31 Dec 21 | 9,436 | 219 | 1,117 | 0 |
| 30 Sep 21 | 9,161 | 211 | 1,083 | 0 |
| 30 Jun 21 | 8,650 | 194 | 1,049 | 0 |
| 31 Mar 21 | 8,390 | 182 | 1,032 | 0 |
| 31 Dec 20 | 8,341 | 173 | 1,014 | 0 |
| 30 Sep 20 | 8,346 | 162 | 1,005 | 0 |
| 30 Jun 20 | 8,322 | 150 | 973 | 0 |
| 31 Mar 20 | 8,190 | 154 | 904 | 0 |
| 31 Dec 19 | 7,731 | 159 | 881 | 0 |
| 30 Sep 19 | 7,183 | 163 | 770 | 0 |
| 30 Jun 19 | 7,018 | 169 | 732 | 0 |
| 31 Mar 19 | 7,023 | 170 | 722 | 0 |
| 31 Dec 18 | 7,080 | 164 | 757 | 0 |
| 30 Sep 18 | 7,115 | 131 | 677 | 0 |
| 30 Jun 18 | 7,125 | 121 | 682 | 0 |
| 31 Mar 18 | 6,969 | 110 | 682 | 0 |
| 31 Dec 17 | 6,704 | 91 | 723 | 0 |
| 30 Sep 17 | 6,387 | 98 | 684 | 0 |
| 30 Jun 17 | 6,022 | 97 | 648 | 0 |
| 31 Mar 17 | 5,794 | 92 | 617 | 0 |
| 31 Dec 16 | 5,486 | 85 | 547 | 0 |
| 30 Sep 16 | 5,405 | 82 | 587 | 0 |
| 30 Jun 16 | 5,355 | 81 | 592 | 0 |
| 31 Mar 16 | 5,322 | 72 | 589 | 0 |
| 31 Dec 15 | 5,373 | 76 | 584 | 0 |
| 30 Sep 15 | 5,432 | 77 | 582 | 0 |
Kwaliteitswinsten: NSIT heeft een grote eenmalige verlies van $123.7M wat gevolgen heeft voor de financiële resultaten van de laatste 12 maanden tot 30th June, 2026.
Groeiende winstmarge: De huidige netto winstmarges (2.5%) NSIT } zijn hoger dan vorig jaar (1.8%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van NSIT is de afgelopen 5 jaar met 4.9% per jaar gedaald.
Versnelling van de groei: De winstgroei van NSIT over het afgelopen jaar ( 40.6% ) overtreft het 5-jarig gemiddelde ( -4.9% per jaar).
Winst versus industrie: De winstgroei NSIT over het afgelopen jaar ( 40.6% ) overtrof de Electronic -sector 22.1%.
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 13.1% ) van NSIT wordt als laag beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/11 08:20 |
| Aandelenkoers aan het einde van de dag | 2026/09/11 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Insight Enterprises, Inc. wordt gevolgd door 8 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Vincent Colicchio | Barrington Research Associates, Inc. |
| Marc Wiesenberger | B. Riley Securities, Inc. |
| Lucas Morison | Canaccord Genuity |