Insight Enterprises, Inc. (NSIT)
NASDAQIndustrialsInformation Technology ServicesSnapshot 2026-09-09
$156.05-0.82%
Close 2026-09-09 · 1-day change
NASDAQIndustrialsInformation Technology ServicesSnapshot 2026-09-09
Warn: Primary pillar under pressure — EPS near $11.25 per share: FY26 EPS guide $12.45 vs $11.25 target.
Insight Enterprises grows sales about 3% a year. Gross profit rose from $434 million to $462 million recently. The company adds AI and cloud services that boost growth. Profit per share is guided to rise to about $11.25 in 2026.
Operating income fell from $93 million to $72 million recently. Net income also dropped from $51 million to $30 million. The company faces sector headwinds and soft guidance. Profit growth may stall or decline.
The price is about 38% below our fair value near $184. Analysts expect about 3% revenue growth. Our view aligns with moderate growth but sees risk in profit margins and income.
Breaks if: EPS falls below $9.6 per share
Breaks if: gross profit falls below $434 million
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on growth through artificial intelligence in cloud and services. The current thesis state is intact, with recent earnings performance showing strength relative to industry peers.
The market appears to have a neutral valuation, with expectations slightly below peers. There is a low fragility tier, indicating that the current price does not reflect significant risks or vulnerabilities.
Fundamentals are likely to remain strong, as management is on track with priorities that have shown robust growth in sales and profits. However, there is a near-term risk of missing earnings, given the recent history of peers in the industry.
The thesis hinges on the performance of sector bellwethers like BR, LDOS, and CACI, which could influence NSIT's momentum. If these companies continue to perform well, it could support NSIT's growth; conversely, any negative guidance from them could pose risks.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports the positive outlook. The company's focus on AI infrastructure and services drives growth momentum. This aligns well with management's objectives.
as of 2026-09-09
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Focus on enhancing gross profit through strategic initiatives.
Breaks if: operating income falls below $60 million
Breaks if: revenue growth falls below 1%
Overall, NSIT's performance and management execution suggest a stable outlook for the next 1 to 3 years. Not investment advice.