Insight Enterprises (NASDAQ:NSIT) Updates FY 2026 Earnings Guidance

Insight Enterprises (NASDAQ:NSIT) updated its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 12.200-12.700 for the period, compared to the consensus EPS estimate of 11.300. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

NSIT has been the topic of a number of research reports. Wall Street Zen cut shares of Insight Enterprises from a “strong-buy” rating to a “buy” rating in a research note on Sunday. Zacks Research upgraded Insight Enterprises from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, July 7th. Raymond James Financial restated an “outperform” rating and set a $175.00 price target on shares of Insight Enterprises in a report on Thursday. Canaccord Genuity Group set a $75.00 price objective on Insight Enterprises in a research note on Friday, May 8th. Finally, Weiss Ratings upgraded shares of Insight Enterprises from a “hold (c-)” rating to a “hold (c)” rating in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, Insight Enterprises has a consensus rating of “Moderate Buy” and a consensus target price of $118.75.

Insight Enterprises Trading Up 6.3%

Shares of NSIT stock traded up $8.89 on Thursday, hitting $149.17. The company had a trading volume of 905,877 shares, compared to its average volume of 414,563. Insight Enterprises has a twelve month low of $63.62 and a twelve month high of $153.91. The company has a debt-to-equity ratio of 0.92, a quick ratio of 1.17 and a current ratio of 1.22. The firm has a market cap of $4.50 billion, a P/E ratio of 26.08, a P/E/G ratio of 1.29 and a beta of 1.07. The stock’s 50-day moving average is $117.37 and its two-hundred day moving average is $93.55.

Insight Enterprises (NASDAQ:NSIT) last announced its earnings results on Thursday, August 6th. The software maker reported $3.86 EPS for the quarter, beating the consensus estimate of $2.93 by $0.93. Insight Enterprises had a return on equity of 20.89% and a net margin of 2.17%.The business had revenue of $2.40 billion for the quarter, compared to analysts’ expectations of $2.18 billion. During the same period in the prior year, the business posted $2.45 earnings per share. The firm’s revenue was up 14.7% on a year-over-year basis. Insight Enterprises has set its FY 2026 guidance at 12.200-12.700 EPS. On average, equities research analysts anticipate that Insight Enterprises will post 10.89 earnings per share for the current fiscal year.

Insider Buying and Selling at Insight Enterprises

In related news, CFO James A. Morgado purchased 2,290 shares of Insight Enterprises stock in a transaction on Monday, May 11th. The stock was acquired at an average cost of $87.25 per share, for a total transaction of $199,802.50. Following the completion of the acquisition, the chief financial officer owned 17,246 shares of the company’s stock, valued at $1,504,713.50. This trade represents a 15.31% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this link. 1.21% of the stock is currently owned by company insiders.

More Insight Enterprises News

Here are the key news stories impacting Insight Enterprises this week:

• Positive Sentiment: Second-quarter revenue rose 15% year over year to $2.40 billion, exceeding the $2.18 billion consensus estimate. Gross profit increased 18% to $521.6 million, while gross margin expanded 60 basis points to 21.7%. Insight Enterprises Q2 net sales rise 15% as earnings jump 65%
• Positive Sentiment: Adjusted diluted EPS was $3.86, versus the $2.93-$2.95 analyst consensus and $2.45 a year earlier. Consolidated net earnings rose 65% to $77.6 million, reinforcing the earnings upside. Insight Enterprises Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management raised its 2026 adjusted EPS outlook to $12.20-$12.70 from the prior guidance, above the roughly $11.30 analyst consensus, and increased its gross-profit growth outlook to 8%-10%. Insight outlines 2026 adjusted EPS guidance
• Positive Sentiment: Growth was geographically broad: North American sales increased 15% to $1.9 billion, EMEA sales rose 8% to $375.2 million and APAC sales surged 46% to $85.6 million. Insight Enterprises Q2 Earnings Snapshot
• Neutral Sentiment: After the rally, NSIT is trading near its 52-week high, with a trailing P/E near 26. Investors may therefore expect continued execution to justify the higher valuation. Insider activity was mixed, with a recent CFO purchase and general counsel sale.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the stock. Creative Planning increased its position in shares of Insight Enterprises by 1.8% during the 3rd quarter. Creative Planning now owns 7,630 shares of the software maker’s stock valued at $865,000 after purchasing an additional 135 shares during the last quarter. Raymond James Financial Inc. boosted its holdings in shares of Insight Enterprises by 1.6% in the third quarter. Raymond James Financial Inc. now owns 9,854 shares of the software maker’s stock worth $1,118,000 after buying an additional 154 shares during the last quarter. EverSource Wealth Advisors LLC boosted its holdings in shares of Insight Enterprises by 26.0% in the second quarter. EverSource Wealth Advisors LLC now owns 775 shares of the software maker’s stock worth $107,000 after buying an additional 160 shares during the last quarter. Captrust Financial Advisors grew its position in Insight Enterprises by 4.5% during the second quarter. Captrust Financial Advisors now owns 3,782 shares of the software maker’s stock valued at $522,000 after buying an additional 162 shares during the period. Finally, Cerity Partners LLC grew its position in Insight Enterprises by 22.7% during the second quarter. Cerity Partners LLC now owns 1,643 shares of the software maker’s stock valued at $227,000 after buying an additional 304 shares during the period.

About Insight Enterprises

Insight Enterprises, Inc is a global technology provider headquartered in Tempe, Arizona. Founded in 1988, the company specializes in helping organizations harness the power of digital transformation by offering a comprehensive portfolio of IT hardware, software, cloud and licensing management solutions. Insight’s expertise spans across the full technology lifecycle, from initial strategy and consulting to implementation, integration and ongoing managed services.

At the core of Insight’s business are its consulting and professional services, which guide clients through complex technology environments and ensure optimal deployment of solutions.