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

Insight Enterprises (NASDAQ:NSIT) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 11.000-11.500 for the period, compared to the consensus earnings per share estimate of 10.880. The company issued revenue guidance of -.

Insight Enterprises Price Performance

NSIT traded up $13.42 on Friday, reaching $83.79. The company had a trading volume of 1,316,308 shares, compared to its average volume of 456,329. The company has a market capitalization of $2.54 billion, a P/E ratio of 16.86, a PEG ratio of 0.68 and a beta of 0.96. The company has a current ratio of 1.25, a quick ratio of 1.22 and a debt-to-equity ratio of 0.83. The company has a fifty day moving average of $74.94 and a 200-day moving average of $83.05. Insight Enterprises has a one year low of $63.62 and a one year high of $148.58.

Insight Enterprises (NASDAQ:NSIT) last issued its quarterly earnings results on Thursday, May 7th. The software maker reported $2.88 earnings per share for the quarter, topping analysts’ consensus estimates of $2.45 by $0.43. The company had revenue of $2.13 billion during the quarter, compared to analyst estimates of $2.12 billion. Insight Enterprises had a net margin of 1.91% and a return on equity of 19.61%. The business’s revenue for the quarter was up 1.2% compared to the same quarter last year. During the same period in the prior year, the business posted $2.06 EPS. Insight Enterprises has set its FY 2026 guidance at 11.000-11.500 EPS. As a group, equities research analysts anticipate that Insight Enterprises will post 11.25 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on NSIT. Canaccord Genuity Group set a $75.00 price target on Insight Enterprises in a research note on Friday. Barrington Research reissued an “outperform” rating and issued a $120.00 price objective on shares of Insight Enterprises in a research note on Friday, February 6th. JPMorgan Chase & Co. cut their price objective on Insight Enterprises from $90.00 to $80.00 and set an “underweight” rating for the company in a report on Thursday, April 16th. Wall Street Zen cut Insight Enterprises from a “buy” rating to a “hold” rating in a research note on Saturday, May 2nd. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Insight Enterprises in a report on Thursday, April 2nd. Two equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $93.75.

Insight Enterprises News Roundup

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

• Positive Sentiment: Q1 adjusted EPS of $2.88 beat estimates of $2.45, while revenue of $2.13 billion also slightly topped forecasts, signaling better-than-expected operating performance. Insight Enterprises, Inc. Reports First Quarter Results
• Positive Sentiment: Gross profit rose 14% year over year to $462.2 million, and gross margin expanded by 240 basis points to 21.7%, showing improved profitability in the quarter. Insight Enterprises, Inc. Reports First Quarter Results
• Positive Sentiment: The company lifted FY2026 EPS guidance to $11.00-$11.50, above the consensus estimate of $10.88, which likely reinforced investor confidence in the outlook. Insight Enterprises, Inc. Reports First Quarter Results
• Positive Sentiment: Net earnings more than doubled year over year to $30.0 million, indicating strong bottom-line improvement. Insight Enterprises, Inc. Reports First Quarter Results
• Neutral Sentiment: Investors are also digesting the Q1 earnings call transcript and related coverage, which may provide additional color on demand trends, margin sustainability, and the company’s FY2026 priorities. Insight Enterprises, Inc. Q1 2026 Earnings Call Transcript

Institutional Investors Weigh In On Insight Enterprises

Several large investors have recently modified their holdings of the stock. Royal Bank of Canada lifted its holdings in shares of Insight Enterprises by 684.8% during the first quarter. Royal Bank of Canada now owns 24,422 shares of the software maker’s stock valued at $3,664,000 after purchasing an additional 21,310 shares during the last quarter. AQR Capital Management LLC increased its stake in Insight Enterprises by 39.7% in the 1st quarter. AQR Capital Management LLC now owns 15,097 shares of the software maker’s stock worth $2,264,000 after purchasing an additional 4,293 shares in the last quarter. Integrated Wealth Concepts LLC acquired a new stake in Insight Enterprises during the 1st quarter worth about $221,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in Insight Enterprises by 4.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 16,216 shares of the software maker’s stock worth $2,432,000 after buying an additional 714 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in Insight Enterprises by 5.3% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 74,259 shares of the software maker’s stock valued at $11,138,000 after buying an additional 3,722 shares in the last quarter.

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.