$NSIT

Insight Enterprises (NSIT) has been named an OpenAI Advanced Partner, focusing on AI solutions for midmarket and lower-enterprise organizations. The company will deploy OpenAI's models, including ChatGPT Enterprise, through its services. Insight plans to expand its capabilities and support clients in AI adoption, strategy, and implementation. Over 90% of Insight's workforce has adopted AI internally, driving productivity gains.

Cognex (CGNX), Insight Enterprises (NSIT), and SAIC (SAIC) fell 4%, 3.8%, and 2.8% respectively, as September inflation rose to 3.7%, surpassing expectations and driving bond yields higher. Elevated inflation and interest rates may compress valuations, particularly in growth sectors like technology. Cognex's volatility continues, with shares down 20.5% from their 52-week high. Truist lowered its price target for Cognex to $74, maintaining a Hold rating.

Avnet (NASDAQ:AVT) reported strong Q2 earnings, raising guidance and seeing an 11.7% stock increase. CDW (NASDAQ:CDW) had the weakest quarter among peers but still beat revenue and EPS estimates, with a stock decline of 11.1%. Insight Enterprises (NASDAQ:NSIT) reported 14.7% revenue growth and a 13.6% stock increase. Ingram Micro (NYSE:INGM) reported 13.6% revenue growth but had the weakest guidance update, with a 9% stock decline.

Insight Enterprises Australia renewed a 3-year Adobe contract with Melbourne Polytechnic to support AI adoption in classrooms. The deal includes optimizing software licensing and providing strategic guidance. According to Insight, 42% of Australian organizations are experimenting with AI, highlighting the need for practical student experience.

A Forrester study found that Insight Flex for Devices delivered a 144% ROI, with benefits including 50% reduction in IT labor and device downtime. Insight also received a U.S. patent for device lifecycle intelligence technology. The study highlights cost savings, operational efficiencies, and improved employee experience. Insight Enterprises is a Fortune 500 technology company.

Avnet (AVT) reported $8.30B revenue, up 47.7% YoY, exceeding expectations. CDW (CDW) saw $6.57B revenue, up 10% YoY. Insight Enterprises (NSIT) reported $2.40B revenue, up 14.7% YoY. TD SYNNEX (SNX) reported $19.57B revenue, up 31% YoY. All companies beat analysts' EPS estimates, with varying stock price reactions.

IBARGUEN ANTHONY sold 4,000 shares of INSIGHT ENTERPRISES INC (NSIT) at $154.83 ($0.62M total) on 2026-08-13.

The article reviews Q2 earnings for seven IT distribution and solutions stocks, noting the group’s revenues beat analysts’ consensus by 8.6% and next-quarter guidance was 10.4% above. It highlights Insight Enterprises (NSIT) revenue $2.40B (+14.7% YoY), Avnet (AVT) $8.30B (+47.7%), and others, with average share prices down 2.7% since results.

Insight Enterprises (NSIT) reported Q2 2026 net sales of $2.4B, up 15% year over year, and adjusted diluted EPS of $3.86, up 44%. Adjusted EBITDA rose to $190.4M. Gross margin expanded to 21.7%. Full-year 2026 adjusted EPS guidance was raised to $12.20-$12.70 and gross profit guidance to 8%-10%.

Investing.com says Q2 earnings season has driven a sharp rise in corporate profits, citing S&P 500 EPS up 50.4% year over year and 86% of companies beating targets. It highlights stock moves tied to earnings, including Mativ Holdings (MATV) up 43.18%, Diodes (DIOD) up 30.02%, Himax (HIMX) up 20.33%, plus CommVault (CVLT), Insight Enterprises (NSIT), and Ramaco Resources (METC) with reported EPS and revenue beats.