Insight Enterprises (NASDAQ:NSIT) Posts Earnings Results, Beats Estimates By $0.74 EPS

Insight Enterprises (NASDAQ:NSIT) released its quarterly earnings results on Thursday. The software maker reported $3.59 EPS for the quarter, topping analysts’ consensus estimates of $2.85 by $0.74, FiscalAI reports. The firm had revenue of $2.44 billion during the quarter, compared to analysts’ expectations of $2.15 billion. Insight Enterprises had a net margin of 2.45% and a return on equity of 22.70%. The firm’s revenue for the quarter was up 21.8% compared to the same quarter last year. During the same period in the previous year, the company earned $2.43 EPS. Insight Enterprises updated its FY 2026 guidance to 13.550-13.750 EPS.

Here are the key takeaways from Insight Enterprises’ conference call:

• Strong Q3 results led to raised full-year guidance. Gross profit rose 20% and adjusted diluted EPS increased 34%; Insight now expects 2026 gross profit growth of 12.5%–14% and adjusted diluted EPS of $13.55–$13.75, excluding stock-based compensation.
• AI-related infrastructure demand and services growth were key drivers. Infrastructure gross profit increased more than 50%, while cloud gross profit grew 26% and Insight Core Services gross profit rose 21%; management said clients are investing in both on-premises and cloud environments for AI.
• Management expects growth to moderate in Q4. The outlook reflects tougher comparisons, the impact of Google Partner Program changes, and uncertainty around memory pricing, supply chains, and the broader economy, although the company reported healthy bookings and elevated backlog entering the quarter.
• Insight is pursuing operating leverage while investing in growth. A voluntary separation program is expected to generate about $30 million in annualized gross savings, with resources redirected toward AI, cybersecurity, and technical talent; the company also intends to complete its remaining $74 million share-repurchase authorization this year.

Insight Enterprises Trading Down 13.0%

NSIT traded down $22.90 during trading on Thursday, hitting $152.72. 610,334 shares of the stock were exchanged, compared to its average volume of 437,679. The firm has a 50 day simple moving average of $162.67 and a 200 day simple moving average of $114.51. The firm has a market cap of $4.48 billion, a price-to-earnings ratio of 22.36, a P/E/G ratio of 1.21 and a beta of 1.06. Insight Enterprises has a 1 year low of $63.62 and a 1 year high of $182.12. The company has a debt-to-equity ratio of 0.92, a quick ratio of 1.15 and a current ratio of 1.18.

Insider Buying and Selling at Insight Enterprises

In other Insight Enterprises news, General Counsel Karim Adatia sold 248 shares of the company’s stock in a transaction on Friday, August 28th. The stock was sold at an average price of $157.40, for a total value of $39,035.20. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 1.21% of the company’s stock.

More Insight Enterprises News

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

• Positive Sentiment: Q3 adjusted EPS was $3.59, ahead of the roughly $2.85 analyst consensus and up from $2.43 a year earlier. Revenue of $2.44 billion also topped expectations of $2.15 billion and rose 21.8% year over year. Zacks Q3 earnings article
• Positive Sentiment: Insight raised its FY 2026 EPS guidance to $13.55–$13.75, above the cited analyst consensus of $12.30. The higher outlook may support earnings expectations, with coverage pointing to demand for AI infrastructure as a growth driver. Seeking Alpha outlook article
• Neutral Sentiment: Despite the earnings beat and raised guidance, one report characterized Q3 profit as falling. That may be a counterpoint to the strong adjusted EPS and sales figures, though the provided article details do not quantify the decline. RTT News Q3 report

Analysts Set New Price Targets

NSIT has been the subject of several analyst reports. Raymond James Financial reissued an “outperform” rating and issued a $175.00 price objective on shares of Insight Enterprises in a research note on Thursday, August 6th. Weiss Ratings raised Insight Enterprises from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday, October 28th. Zacks Research downgraded Insight Enterprises from a “strong-buy” rating to a “hold” rating in a report on Tuesday, October 6th. Wall Street Zen lowered Insight Enterprises from a “strong-buy” rating to a “buy” rating in a research note on Saturday, September 12th. Finally, Barrington Research set a $180.00 price target on Insight Enterprises in a research note on Monday, August 10th. Three investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $147.50.

Insight Enterprises Company Profile

Insight Enterprises, Inc is a global technology solutions provider that helps businesses and public-sector organizations plan, acquire, implement and manage information technology. The company offers hardware, software and cloud solutions, along with consulting, systems integration, managed services and technical support.

Its portfolio includes workplace and data-center technologies, cloud and data-center modernization, cybersecurity, networking, data and artificial intelligence solutions, and software licensing and asset management.