Insight Enterprises, Inc. NSIT

159.03 (0.70) (0.44%) as of 25 Sep
Market cap
$4.7B
P/E
23.2×
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.20
Total sells 0.72
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — 1 — — — —
Sell — — — — — — — 1 — — 2 —
Insider Ownership 3.60%

Capital & Financial Ratios

Market Cap 4,690.00
Revenue 8,579.63
Net Income 210.48
Free Cash Flow 404.56
Net Debt 1,111.61
Current Ratio 1.18
Debt/Equity 0.92
P/E ratio 23.22
P/S ratio 0.56
P/B ratio 2.98
Past 5Y EPS Growth 6.09%
This Y EPS Growth 26.67%
Next Y EPS Growth 6.00%
Next 5Y EPS Growth 16.11%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2019 Powerpack
2017 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 269 259 358 363
Receivables 3,568 4,172 5,517 7,816
Inventory 185 123 161 248
Other 310 291 327 368
4,331 4,845 6,362 8,795
2023 2024 2025 Q'26
Payables 2,487 3,277 4,489 6,786
ST’ Debt 348 333 0 —
Other — — — —
3,373 4,122 5,104 7,434
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 4.38% (0.22%) (7.53%)
Cash Flow 5.31% (3.10%) 45.76%
Earnings 7.57% (1.84%) (17.54%)
Book Value 9.17% 4.20% 0.22%

Revenue

Mar Jun Sep Dec Year
’26 2,128 2,399 — — —
’25 2,104 2,091 2,004 2,048 8,247
’24 2,379 2,162 2,088 2,073 8,702
’23 2,324 2,350 2,266 2,236 9,176
’22 2,651 2,743 2,534 2,503 10,431
’21 2,193 2,230 2,448 2,566 9,436
’20 2,144 1,969 1,936 2,291 8,341
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 32 (12) — — —
’25 78 (177) 249 154 304
’24 247 46 125 215 633
’23 160 28 226 206 620
’22 (284) (158) 236 304 98
’21 43 (38) (123) 281 164
’20 93 404 (35) (107) 356
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 26 (12) — — —
’25 71 (182) 243 147 279
’24 241 38 121 201 600
’23 151 39 210 196 596
’22 (310) (178) 224 292 29
’21 62 (47) (132) 259 143
’20 100 397 (42) (84) 372
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.97 2.57 — — —
’25 0.22 1.46 1.62 1.67 4.86
’24 1.74 2.27 1.52 0.99 6.55
’23 1.34 2.17 1.62 2.42 7.55
’22 1.53 2.42 1.58 2.13 7.66
’21 1.18 1.58 1.51 1.69 5.95
’20 0.95 1.32 1.10 1.50 4.87
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2.4
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
18.26 35.26 32.10 39.45 28.25 74.10 81.11 100.22 146.56 77.10

Analyst estimates 2026–2028

Powerpack
Low Price
41.81 53.19 56.86 71.78 77.33 107.86 111.02 186.16 228.07 181.92
High Price
5,930 6,697 7,420 11,261 11,006 11,624 13,448 14,437 14,324 14,505
Employees
1 1 1 1 1 1 1 1 1 1
Revenue/Emp
5,486 6,704 7,080 7,731 8,341 9,436 10,431 9,176 8,702 8,247
Revenue
13.55% 13.70% 14.04% 14.72% 15.59% 15.34% 15.69% 18.19% 20.30% 21.36%
Gross Margin
139 159 212 212 228 293 374 378 333 226
EBT
2.54% 2.37% 2.99% 2.74% 2.74% 3.10% 3.59% 4.12% 3.83% 2.74%
EBT Margin
85 91 164 159 173 219 281 281 250 157
Net Income
38 43 37 53 82 72 63 67 104 111
Depreciation
151.94 187.56 198.96 217.55 237.51 269.52 298.86 278.13 269.52 261.87
Revenue/Sh
2.35 2.54 4.60 4.49 4.92 6.27 8.04 8.53 7.73 5.00
Earnings/Sh
2.66 (8.59) 8.22 3.60 10.13 4.68 2.81 18.78 19.60 9.65
Cash Flow/Sh
(0.30) (0.54) (0.48) (1.94) 0.46 (0.60) (1.99) (0.72) (1.02) (0.78)
Capex/Sh
2.36 (9.13) 7.74 1.65 10.58 4.07 0.82 18.06 18.58 8.87
Free CF/Sh
19.76 23.60 27.74 32.65 38.23 43.11 46.93 52.61 54.84 52.36
Book Value/Sh
36 36 36 36 35 35 35 33 32 31
Shares
17.31 15.17 8.86 15.69 15.50 17.00 12.71 20.70 19.68 16.23
PE Ratio
0.27 0.21 0.20 0.32 0.32 0.40 0.34 0.64 0.56 0.31
PS Ratio
2.06 1.64 1.47 2.15 1.99 2.47 2.18 3.36 2.77 1.56
PB Ratio
0.24 0.24 0.21 0.42 0.36 0.42 0.39 0.71 0.63 0.43
EV/Sales
15.34 (4.87) 5.46 55.16 8.02 27.97 141.74 10.91 9.20 12.78
EV/FCF
96 (307) 293 128 356 164 98 620 633 304
Op' Cash Flow
(11) (19) (17) (69) 16 (21) (70) (24) (33) (25)
Capex
85 (326) 275 59 372 143 29 596 600 279
FCF
545 804 802 1,165 949 1,053 1,034 958 722 1,258
Working Cap'
41 313 197 859 439 362 638 941 864 1,361
Total Debt
(162) 207 54 745 310 258 474 672 605 1,003
Net Debt
713 843 987 1,160 1,342 1,509 1,638 1,736 1,771 1,649
Sh' Equity
4.00% 3.70% 5.99% 4.58% 4.07% 4.87% 5.73% 4.94% 3.64% 1.90%
ROA
16.87% 10.66% 14.01% 7.89% 10.27% 11.75% 12.24% 10.90% 10.22% 7.89%
ROIC
12.11% 11.65% 17.88% 14.85% 13.80% 15.38% 17.83% 16.68% 14.24% 9.20%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Insight Enterprises, Inc. peers in Electronics & Computer Distribution

All 10 Electronics & Computer Distribution stocks →

Insight Enterprises, Inc. (NSIT) key facts

  • Insight Enterprises, Inc. (NSIT) is an Electronics & Computer Distribution company in the Technology sector, listed on Nasdaq.
  • Insight Enterprises, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $8.2 billion, down 5.22% from fiscal 2024.
  • Net income was $157.3 million, or $5.00 per share (basic), a net margin of 1.91%.
  • As of September 25, 2026, NSIT traded at $159.03, a market capitalization of $4.7 billion.
  • At that price the stock trades at 23.2× trailing-twelve-month earnings and 0.6× sales.
  • Return on equity was 9.20% and debt-to-equity 0.92.

Source: company filings (standardised) and stockrow calculations.

Insight Enterprises, Inc. (NSIT) Latest News

News by impact score

Fine-tune

22 Sep

3

StockStory labels Insight Enterprises (NSIT) as the stock to sell, citing five-year sales stagnation, a slim free cash flow margin around 3.5%, and eroding returns on capital, implying aging profit centers. At about $157.42, NSIT trades roughly 12.3x forward earnings. The piece also highlights two stocks to watch—LYTS (LSI) and Brink’s (BCO)—as more promising: LYTS posted 21.2% revenue growth over the last two years, with improving free cash flow margins and strong EPS growth; BCO benefits from economies of scale, share buybacks driving solid EPS growth and rising ROIC. Both trade at forward P/Es around 15x (LYTS) and 10.9x (BCO). The article frames NSIT as high beta and riskier, and encourages readers to read the full free report and focus on LYTS and BCO instead. Flagging NSIT’s stagnant sales and weak capital efficiency could damp sentiment and valuation, signaling a moderate potential impact on its trajectory.

8 Sep

3

An independent study found organizations achieved 144% ROI with Insight Flex for Devices from Insight Enterprises. Positive independent ROI validation for Insight Flex may boost product adoption and market sentiment.

15 Aug

4

Insight Enterprises invests in AI infrastructure and services while pursuing leaner operations. Bet on AI infrastructure and services combined with operational streamlining signals major strategic shift likely to alter growth trajectory.

3

Insight Enterprises addressed top analyst questions during its Q2 earnings call. Q2 earnings call details can moderately shift near-term investor sentiment on financial outlook.

13 Aug

4 transcript

Insight Enterprises (NSIT) released its Q2 2026 earnings call transcript covering financial results, operational updates and forward guidance. Quarterly earnings calls deliver performance metrics and outlook that frequently drive stock price movements and valuation shifts.

10 Aug

4

Insight Enterprises achieved Q2 outperformance through AI infrastructure investments and operational improvements. AI infrastructure focus and operational execution signal major growth drivers that can reshape competitive position and investor outlook.

9 Aug

4

Insight Enterprises posted AI-driven Q2 earnings beat and raised 2026 guidance, sending shares up 15.8%. AI-driven Q2 beat plus raised 2026 guidance signals major positive shift in growth trajectory and investor sentiment.

3

Insight Enterprises (NSIT) stock could be 39% above fair value following its latest earnings update. Earnings update and resulting valuation assessment may moderately shift investor sentiment and near-term share price.

8 Aug

4

Insight Enterprises Inc reported Q2 2026 EPS growth of 44% driven by cloud and related segments. 44% EPS surge from cloud operations signals major positive shift in financial trajectory and investor outlook.

7 Aug

3 transcript

Insight Enterprises held its Q2 earnings call to present financial results, operational updates, and forward guidance for the company. Q2 earnings call delivers performance metrics and outlook that typically move investor views on NSIT stock.

6 Aug

4

Insight Enterprises reported bullish Q2 CY2026 results. Bullish quarterly results signal strong financial performance likely to boost stock trajectory and investor sentiment.

3

Insight Enterprises (NSIT) reported Q2 earnings and highlighted key financial metrics such as revenue, EPS, and segment results. Q2 earnings release with metrics discussion can sway short-term investor sentiment but does not signal major strategic or competitive changes.

3

Insight Enterprises (NSIT) beat estimates for Q2 earnings and revenues. Q2 earnings and revenue beats signal better than expected financial results with moderate effects on performance trajectory.

3

Insight Enterprises, Inc. announced its second quarter financial results. Quarterly results deliver updated financial metrics that can shift near-term investor views and valuation without altering long-term strategy.

1 Jul

4

Insight Enterprises will market the Microsoft 365 E7 AI-Powered Frontier Suite and deploy the solution enterprise-wide internally. Offering and internal rollout of AI-powered Microsoft suite signals major strategic expansion in services and competitive positioning.

20 Jun

3

Insight Enterprises (NSIT) launches Managed Exposure Defense service to combat AI-driven cyber threats. New cybersecurity service launch strengthens NSIT positioning in AI threat defense without altering core operations.

6 Jun

4

Insight Enterprises launched an AI cybersecurity service and implemented credit adjustments, potentially reshaping its growth trajectory in IT solutions. New AI cybersecurity service plus credit tweaks signal major strategic moves likely to alter NSIT trajectory and investor views.

1 Jun

3

Insight Enterprises launches Insight Managed Exposure Defense service to help organizations defend against AI-driven vulnerability exploitation. Managed service launch targets AI security threats and may improve competitive positioning without fundamentally shifting company trajectory.

18 May

4

Insight Enterprises beat Q1 2026 earnings expectations on AI and cloud strength, triggering upward valuation reassessment and improved market positioning for the company. AI and cloud earnings beat signals accelerated growth potential in high-demand sectors that can materially shift company trajectory and investor outlook.

15 May

4

Insight Enterprises posted Q1 outperformance fueled by cloud and AI services growth. Management is shifting primary focus to organic expansion initiatives. Cloud and AI momentum plus organic growth pivot signal major strategic repositioning that can materially lift future results and investor views.

14 May

3

Insight Enterprises (NSIT) is positioned for another year of steady growth, driven by strong demand in digital innovation services, robust backlog, and strategic partnerships enhancing its competitive edge in IT solutions. NSIT's outlook for steady growth impacts key financial and operational areas moderately without fundamentally altering long-term trajectory.

3

Insight Enterprises (NSIT) reported soft earnings, but some investors remain willing to overlook the weakness. Soft earnings signal moderately noticeable pressure on financial performance, tempered by investor tolerance.

10 May

4

Insight Enterprises beat Q1 earnings expectations due to strong margins, coupled with a shift in FMR's stake, raising questions on strengthening the bull case for NSIT stock. Q1 earnings beat driven by margins and FMR stake shift positively influence financial performance and investor sentiment for NSIT.

8 May

4

Insight Enterprises released Q1 earnings call highlights, covering financial results, strategic updates, and forward guidance. Q1 earnings highlights provide critical financial metrics and outlook that significantly influence NSIT's stock trajectory and investor sentiment.

7 May

4

Insight Enterprises, Inc. (NSIT) beat first-quarter earnings estimates. Beating Q1 earnings estimates boosts investor sentiment and signals strong financial performance likely to drive stock gains and positive trajectory.

4

Insight Enterprises (NSIT) Q1 earnings key metrics compared to estimates, providing analysis on performance versus expectations. Q1 earnings metrics versus estimates signal potential significant shifts in financial trajectory and investor sentiment for NSIT.

4

Insight Enterprises (NASDAQ:NSIT) reported better-than-expected sales in Q1 CY2026, causing its stock to soar. Beating Q1 sales expectations triggered a stock surge, signaling strong financial momentum with potential to enhance investor confidence and trajectory.

3

Insight Enterprises, Inc. reported first quarter financial results. First quarter results affect key financial performance metrics and short-term investor sentiment.

21 Apr

4

Insight Enterprises, Inc. (NSIT) wins the 2026 Google Cloud Partner of the Year Award for Global Workplace AI Transformation. Prestigious Google Cloud award in AI workplace transformation validates NSIT's expertise and strengthens competitive positioning in high-growth cloud services.

31 Mar

4

Insight Enterprises (NSIT) announces major leadership changes, prompting a valuation analysis amid questions on future performance. Major leadership changes represent a significant strategic shift that could alter Insight Enterprises' trajectory and investor sentiment.

stockrow.com/NSIT · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com