$NSIT

Insight Enterprises (NSIT) reported second-quarter results and raised its fiscal 2026 adjusted earnings guidance to $12.20 to $12.70 per share, from $11.00 to $11.50. In pre-market trading, NSIT was quoted around $139.00 on the Nasdaq, down $1.28 or 0.91%.

Insight Enterprises (NSIT) reported Q2 CY2026 results. Revenue rose 14.7% year on year to $2.40 billion, exceeding Wall Street’s revenue estimate by 10.5%. Non-GAAP EPS was $3.86, up from $2.45 a year earlier and 31.8% above consensus. The stock rose 2.4% to $143.62 after the release. Analysts expect full-year EPS to fall to $11.53.

INSIGHT ENTERPRISES INC (NSIT) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 nsit-20260806xerx8kex991.htm EX-99.1 Document E XHIBIT 99.1 FOR IMMEDIATE RELEASE NASDAQ: NSIT INSIGHT ENTERPRISES, INC. REPORTS SECOND QUARTER RESULTS Strong quarter led by AI momentum driving growth in cloud, infrastructure and services; Raising guidance for full year

TD SYNNEX (SNX) reported Q1 revenue of $19.57B, up 31% YoY, beating analyst expectations by 16.6%, and posted an EPS beat. Insight Enterprises (NSIT) reported $2.13B revenue, up 1.2% YoY, slightly above expectations but missed EPS. Avnet (AVT) had $7.12B revenue, up 33.9%, and raised guidance. ScanSource (SCSC) reported $766.8M revenue, up 8.8%, beating estimates.

This article analyzes three momentum stocks, recommending one Buy and two Sells based on recent performance and underlying financial health. Super Micro Computer (SMCI) is rated a Buy due to significant revenue and EPS growth, while DaVita (DVA) and Insight Enterprises (NSIT) are flagged as Sells due to concerns over flat growth, increased capital intensity, and lagging EPS growth, despite recent stock price gains.

Insight Enterprises reported strong Q1 2026 results, showing significant gross profit growth and margin expansion, largely due to higher-margin services and cloud offerings. This shift, coupled with CEO Jack Azagury's decision to pause acquisitions and focus on internal operations, suggests a potential durable change in the company's investment narrative, even as revenue growth remains slow. Forecasts project continued revenue and earnings growth, leading to an estimated fair value of $103.75 for NSIT.

Insight Enterprises (NASDAQ:NSIT) recently hit a new 52-week low, trading as low as $63.72, down about 2.1%. Analyst sentiment has shifted to mixed-to-negative, with an average "Reduce" rating and a $100 consensus price target, and some firms cutting ratings and targets. Despite beating EPS expectations, revenue declined 1.2% year-over-year, although large institutions have increased their stakes.

Insight Enterprises, Inc. announced it will release its fourth-quarter and full-year 2025 financial results on February 5, 2026, before market open. The company will also host a conference call and live webcast at 9:00 a.m. ET to discuss these results. Interested parties can access the webcast and register for the conference call through the investor relations section of Insight's website.

Insight Enterprises (NSIT) approved a new $299 million common stock repurchase program on December 17, 2025, which includes $149 million carried over from prior authorizations. This move is seen as a sign of management's confidence in the company's financial health and its potential to boost shareholder value. Despite a recent "Sell" rating from an analyst, TipRanks' AI Analyst, Spark, rates NSIT as "Neutral," citing strong cash flow and strategic initiatives in AI balanced by technical weaknesses and valuation concerns.

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