Insight Enterprises, Inc.

NasdaqGS:NSIT Stok Raporu

Piyasa değeri: US$2.1b

Insight Enterprises Bilanço Sağlığı

Finansal Sağlık kriter kontrolleri 3/6

Insight Enterprises şirketinin toplam hissedar öz sermayesi $1.6B ve toplam borcu $1.6B olup, bu da borç-öz sermaye oranını 96.2% seviyesine getiriyor. Toplam varlıkları ve toplam yükümlülükleri sırasıyla $9.1B ve $7.4B dir. Insight Enterprises 'in FAVÖK'ü $446.5M faiz karşılama oranı 5.3 dur. Şirketin $358.0M tutarında nakit ve kısa vadeli yatırımları bulunmaktadır.

Anahtar bilgiler

96.21%

Borç/özkaynak oranı

US$1.59b

Borç

Faiz karşılama oranı5.3x
NakitUS$358.02m
EşitlikUS$1.65b
Toplam yükümlülüklerUS$7.44b
Toplam varlıklarUS$9.09b

Son finansal sağlık güncellemeleri

Recent updates

Analiz Güncellemesi 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
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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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Yeni Analiz 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi Jul 15

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

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

Finansal Durum Analizi

Kısa Vadeli Yükümlülükler: NSIT 'nin kısa vadeli varlıkları ( $6.4B ) kısa vadeli yükümlülüklerini ( $5.1B ) aşıyor.

Uzun Vadeli Yükümlülükler: NSIT şirketinin kısa vadeli varlıkları ( $6.4B ) uzun vadeli yükümlülüklerini ( $2.3B ) aşmaktadır.


Borç-Özkaynak Tarihçesi ve Analizi

Borç Seviyesi: NSIT 'nin net borç/öz sermaye oranı ( 74.5% ) yüksek olarak değerlendiriliyor.

Borcun Azaltılması: NSIT şirketinin borç/öz sermaye oranı son 5 yılda 59.1% seviyesinden 96.2% seviyesine yükseldi.

Borç Kapsamı: NSIT 'nin borcu işletme nakit akışı ( 19.2% ) tarafından iyi bir şekilde karşılanmıyor.

Faiz Kapsamı: NSIT 'in borcuna ilişkin faiz ödemeleri EBIT ( 5.3 x kapsam) tarafından iyi bir şekilde karşılanmaktadır.


Bilanço


Sağlıklı şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/06 21:20
Gün Sonu Hisse Fiyatı2026/05/06 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Insight Enterprises, Inc. 9 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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