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Insight Enterprises, Inc. Stock Price

NasdaqGS:NSIT Community·US$4.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 11 Fair Values set on narratives written by author

NSIT Share Price Performance

US$155.65
25.49 (19.58%)
US$107.50
Fair Value
US$155.65
25.49 (19.58%)
44.8% overvalued intrinsic discount
US$107.50
Fair Value
Price US$155.65
AnalystConsensusTarget US$107.50
AnalystHighTarget US$135.00
AnalystLowTarget US$140.00

NSIT Community Narratives

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Fair Value US$107.5 44.8% overvalued intrinsic discount

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

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·
Fair Value US$135 15.3% overvalued intrinsic discount

Digital Transformation And AI Will Empower IT Services

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Fair Value US$140 11.2% overvalued intrinsic discount

Cloud Adjustments And Cost Cuts Will Reinvigorate Future Outlook

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US$140
11.2% overvalued intrinsic discount
Revenue
5.31% p.a.
Profit Margin
4.11%
Future PE
10.86x
Price in 2029
US$179.19
US$107.5
44.8% overvalued intrinsic discount
Revenue
3.53% p.a.
Profit Margin
3.47%
Future PE
11.73x
Price in 2029
US$139.77

Trending Discussion

No trending discussion available.

Updated Narratives

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NSIT: AI Services Momentum And Cloud Profitability Will Test Elevated P E Expectations

Fair Value: US$140 11.2% overvalued intrinsic discount
0 users have set this as their fair value
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NSIT: Cloud Demand And AI Security Partnerships Will Shape Balanced Future Returns

Fair Value: US$135 15.3% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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NSIT: Cloud Demand And AI Security Mix Will Support Balanced Rerating

Fair Value: US$107.5 44.8% overvalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Reasonable growth potential with adequate balance sheet.

3 Risks
3 Rewards

Insight Enterprises, Inc. Key Details

US$8.6b

Revenue

US$6.7b

Cost of Revenue

US$1.9b

Gross Profit

US$1.7b

Other Expenses

US$210.5m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
7.17
22.10%
2.45%
108.5%
View Full Analysis

About NSIT

Founded
1988
Employees
14505
CEO
Jack Azagury
WebsiteView website
www.insight.com

Insight Enterprises, Inc., together with its subsidiaries, provides information technology, hardware, software, and services in the United States, rest of North America, Europe, Middle East, Africa, and the Asia-Pacific. It offers multicloud solutions that manages and supports cloud and data center platforms, modern networks, and edge technologies; cybersecurity solutions automates and securely connects modern platforms, including networks, security systems, and automation tools; data and artificial intelligence solutions; digital workplace and device solutions; and intelligent application solutions. The company provides software maintenance solutions that offers clients to obtain software upgrades, bug fixes, help desk, and other support services; vendor direct support services contracts; and cloud/software-as-a-service subscription products. In addition, it designs, procures, deploys, implements, and manages solutions that combine hardware, software, and services to help businesses. The company serves construction, esports, financial services, health care and life sciences, manufacturing, retail and restaurant, service providers, small to medium business, and travel and tourism industries. The company was founded in 1988 and is headquartered in Chandler, Arizona.

Recent NSIT News & Updates

Narrative Update 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.

Recent updates

No updates