Insight Enterprises, Inc. (NSIT) AI Stock Analysis

Insight Enterprises, Inc. delivers comprehensive information technology solutions spanning hardware, software, and services across global markets including the United States, Canada, Europe, the Middle East, Africa, and the Asia-Pacific region. Its portfolio covers cloud enablement, data and AI services, DevOps, digital strategy consulting, intelligent applications, edge computing, and IoT innovations. The company provides cloud and data center transformations, connected workplace solutions, and supply chain optimizations. It also offers software maintenance and SaaS management, handling design, procurement, implementation, and hardware warranty support.

Revenue contracted over recent fiscal years, falling from $10.43B in FY2022 to $8.25B in FY2025, reflecting a 5-year revenue CAGR of -0.2% from FY2020 to FY2025. Despite top-line declines of 5.2% in FY2024 and 5.2% in FY2025, gross margin expanded steadily from 15.3% in FY2021 to 21.4% in FY2025. Net income stood at $157.3M in FY2025 with diluted earnings per share of $9.90. Performance improved in the quarter ended June 30, 2026, where quarterly revenue grew 14.7% year-over-year and quarterly earnings rose 76.0%, bringing trailing twelve months revenue to $8.58B and trailing earnings per share to $6.79.

As of June 30, 2026, Insight Enterprises held $363.5M in cash and short-term investments against $1.74B in total debt, resulting in net debt of $1.38B. Total assets stood at $11.39B and shareholders' equity was $1.61B, yielding a debt-to-equity ratio of 1.09 and a current ratio of 1.18. In FY2025, the company generated $303.8M in operating cash flow and $279.3M in free cash flow. Capital allocation in FY2025 included $24.5M in capital expenditures and $151.1M in share buybacks, contributing to an 18.2% reduction in share count over 5 years.

NSIT trades at a trailing price-to-earnings multiple of 23.6x and a forward price-to-earnings of 11.9x, both below the median of its US-listed Technology peers (28.1x and 18.8x, respectively). Its enterprise value-to-EBITDA stands at 11.9x compared to the peer median of 16.6x, and its price-to-sales multiple is 0.5x versus 2.8x for peers. Over the past year, NSIT delivered a return of 47.5%, outperforming the S&P 500 (SPY) return of 16.8%. Over five years, the stock returned 70.2% versus 83.0% for the benchmark index.

Wall Street coverage includes 2 Buy ratings and 2 Hold ratings, with zero Sell ratings. The mean price target is $163.75, representing an upside of 2.0% over the last close of $160.47. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $8.83B and earnings per share of $12.50, representing 26.7% EPS growth. Insight Enterprises beat earnings estimates in 3 of the last 4 quarters, and its next earnings date is October 29, 2026.

This page is an AI-written research summary of Insight Enterprises, Inc. (NSIT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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