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Insight Enterprises, Inc.NasdaqGS:NSIT Stock Report

Market Cap US$2.5b
Share Price
US$88.23
US$120
26.5% undervalued intrinsic discount
1Y-35.5%
7D25.2%
Portfolio Value
View

Insight Enterprises, Inc.

NasdaqGS:NSIT Stock Report

Market Cap: US$2.5b

Insight Enterprises (NSIT) Stock Overview

Provides information technology, hardware, software, and services in the United States, rest of North America, Europe, Middle East, Africa, and the Asia-Pacific. More details

NSIT fundamental analysis
Snowflake Score
Valuation5/6
Future Growth1/6
Past Performance0/6
Financial Health3/6
Dividends0/6

NSIT Community Fair Values

Create Narrative

See what 10 others think this stock is worth. Follow their fair value or set your own to get alerts.

Insight Enterprises, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Insight Enterprises
Historical stock prices
Current Share PriceUS$88.23
52 Week HighUS$148.58
52 Week LowUS$63.62
Beta0.96
1 Month Change28.26%
3 Month Change-6.41%
1 Year Change-35.48%
3 Year Change-28.66%
5 Year Change-12.64%
Change since IPO4,205.20%

Recent News & Updates

Narrative Update 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

Recent updates

Narrative Update 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
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
User avatar
New Narrative 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.
Analysis Article 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...
Analysis Article 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...

Shareholder Returns

NSITUS ElectronicUS Market
7D25.2%5.5%2.6%
1Y-35.5%91.8%26.2%

Return vs Industry: NSIT underperformed the US Electronic industry which returned 100.5% over the past year.

Return vs Market: NSIT underperformed the US Market which returned 31.1% over the past year.

Price Volatility

Is NSIT's price volatile compared to industry and market?
NSIT volatility
NSIT Average Weekly Movement8.6%
Electronic Industry Average Movement8.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: NSIT has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: NSIT's weekly volatility (9%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
198814,505Jack Azagurywww.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.

Insight Enterprises, Inc. Fundamentals Summary

How do Insight Enterprises's earnings and revenue compare to its market cap?
NSIT fundamental statistics
Market capUS$2.53b
Earnings (TTM)US$179.84m
Revenue (TTM)US$8.27b
14.8x
P/E Ratio
0.3x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
NSIT income statement (TTM)
RevenueUS$8.27b
Cost of RevenueUS$6.45b
Gross ProfitUS$1.82b
Other ExpensesUS$1.64b
EarningsUS$179.84m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)5.95
Gross Margin21.97%
Net Profit Margin2.17%
Debt/Equity Ratio107.9%

How did NSIT perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 05:46
End of Day Share Price 2026/05/11 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Insight Enterprises, Inc. is covered by 9 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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