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

Insight Enterprises (NASDAQ:NSIT) updated its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 13.550-13.750 for the period, compared to the consensus estimate of 12.300.

Analyst Ratings Changes

A number of equities analysts have commented on NSIT shares. Weiss Ratings upgraded shares of Insight Enterprises from a “hold (c)” rating to a “hold (c+)” rating in a report on Wednesday, October 28th. Zacks Research cut shares of Insight Enterprises from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, October 6th. Raymond James Financial restated an “outperform” rating and set a $175.00 price target on shares of Insight Enterprises in a report on Thursday, August 6th. Wall Street Zen lowered shares of Insight Enterprises from a “strong-buy” rating to a “buy” rating in a research report on Saturday, September 12th. Finally, Barrington Research set a $180.00 price objective on Insight Enterprises in a report on Monday, August 10th. Three equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $147.50.

Insight Enterprises Trading Down 13.0%

Shares of NASDAQ:NSIT traded down $22.90 during midday trading on Thursday, reaching $152.72. 603,867 shares of the company’s stock were exchanged, compared to its average volume of 437,057. The stock 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 fifty-two week low of $63.62 and a fifty-two week high of $182.12. The firm’s 50 day simple moving average is $162.67 and its two-hundred day simple moving average is $114.51. The company has a debt-to-equity ratio of 0.92, a current ratio of 1.18 and a quick ratio of 1.15.

Insight Enterprises (NASDAQ:NSIT) last posted its earnings results on Thursday, November 5th. The software maker reported $3.59 EPS for the quarter, beating analysts’ consensus estimates of $2.85 by $0.74. The company had revenue of $2.44 billion for 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%. Insight Enterprises’s revenue for the quarter was up 21.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.43 earnings per share. Insight Enterprises has set its FY 2026 guidance at 13.550-13.750 EPS. As a group, sell-side analysts forecast that Insight Enterprises will post 11.50 EPS for the current fiscal year.

Insider Activity

In other news, General Counsel Karim Adatia sold 248 shares of the company’s stock in a transaction that occurred on Friday, August 28th. The shares were sold at an average price of $157.40, for a total value of $39,035.20. The sale was disclosed in a document filed with the SEC, which is available through this link. Company insiders own 1.21% of the company’s stock.

Key Stories Impacting Insight Enterprises

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

• Positive Sentiment: Q3 adjusted EPS was $3.59, beating estimates of about $2.85–$2.86 and rising from $2.43 a year earlier. Revenue increased 21.8% year over year to $2.44 billion, above the $2.15 billion consensus. Zacks earnings report
• Positive Sentiment: Insight raised its FY2026 earnings outlook. Coverage described the quarter’s earnings beat as driven in part by AI infrastructure demand, supporting expectations for continued business momentum. Outlook update
• Negative Sentiment: Despite the beat and raised outlook, one report said Q3 profit fell. That may have tempered the market’s response to the headline growth figures; shares were lower, though the articles provided do not establish a specific reason for the decline. RTTNews earnings coverage

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.