Insight Enterprises, Inc. (NSIT) Stock Price & Analysis
Insight Enterprises, Inc. (NSIT) closed at USD 171.27 on Thursday, October 22, 2026, up 0.05% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 171.19; the Oct 22, 2026 session ranged USD 163.75–171.64 on volume of 297,767 shares. Market capitalization is $5.03B, with a 52-week range of USD 63.62–177.34 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:59 UTC.
Also available as compact Markdown for AI agents: nexqual.com/NSIT.md
Key facts (NSIT)
- Last four reported quarters (through Jun 30, 2026): revenue $8.58B, net income $210M (2.5% margin), free cash flow $397M (SEC filings).
- Valuation: P/E 23.9x (avg 21.1x at the last 3 fiscal year-ends), EV/EBITDA 12.2x, net debt $1.11B.
- Analysts: Buy (mean 2.00 on a 1–5 scale) (4 analysts), mean target USD 163.75 (range 140–180).
- Total return with dividends: 1Y +58.3% vs S&P 500 +14.9%; 5Y +81.7% vs S&P 500 +80.3%.
- Next earnings: 2026-11-05, EPS estimate USD 2.85, revenue estimate $2.15B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (NSIT)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $9.44B | $10.4B | $9.18B | $8.70B | $8.25B | $8.58B |
| Gross profit | $1.45B | $1.64B | $1.67B | $1.77B | $1.76B | — |
| Operating income | $332M | $414M | $420M | $389M | $335M | $391M |
| Net income | $219M | $281M | $281M | $250M | $157M | $210M |
| EPS (diluted) | $5.95 | $7.66 | $7.55 | $6.55 | $4.86 | — |
| Free cash flow | $112M | $27.2M | $580M | $586M | $279M | $397M |
| Gross margin | 15.3% | 15.7% | 18.2% | 20.3% | 21.4% | — |
| Operating margin | 3.5% | 4.0% | 4.6% | 4.5% | 4.1% | 4.6% |
| Net margin | 2.3% | 2.7% | 3.1% | 2.9% | 1.9% | 2.5% |
| Revenue growth | +13.1% | +10.5% | -12.0% | -5.2% | -5.2% | — |
| Cash + short-term investments | $104M | $164M | $269M | $259M | $358M | — |
| Total debt | $362M | $292M | $593M | $531M | $1.36B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (NSIT)
P/E 23.9x · P/S 0.6x · EV/EBITDA 12.2x · EV/Sales 0.7x · P/FCF 12.7x · P/B 3.1x · FCF yield 7.89% · Earnings yield 4.19% · Buyback yield (TTM) 4.48% · Net debt $1.11B · EV $6.14B
P/E at fiscal year-ends: Dec 2025 16.7x, Dec 2024 23.2x, Dec 2023 23.5x.
Analysts (NSIT)
Consensus Buy (mean 2.00 on a 1–5 scale), 4 analysts; mean target USD 163.75 (low 140, high 180).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-07 | JP Morgan | Target raised | Neutral | $135 → $160 |
Total return (dividends reinvested) (NSIT)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +58.3% | +81.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +58.5% | +12.7% |
| Volatility (annualized) | 45.8% | 34.1% |
| Max drawdown | -40.9% (Oct 2025→Mar 2026) | -70.8% (Jul 2024→Mar 2026) |
NSIT revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| North America | $1.94B | 80.8% | +15.1% |
| EMEA | $375.2M | 15.6% | +7.6% |
| APAC | $85.6M | 3.6% | +46.2% |
| Total revenue | $2.40B | 100% | — |
NSIT revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Products | $1.89B | 78.6% | +13.2% |
| Hardware | $1.29B | 53.9% | +20.3% |
| Services | $513.9M | 21.4% | +20.6% |
| Software | $278.1M | 11.6% | -7.5% |
| Total revenue | $2.40B | 100% | — |
NSIT revenue by region (fiscal year ended Dec 31, 2025)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $6.21B | 75.3% | -6.0% |
| Other Foreign Countries | $1.35B | 16.4% | -1.3% |
| United Kingdom | $683.0M | 8.3% | -6.0% |
| Total revenue | $8.25B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
NSIT suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Microsoft (MSFT) | “Our top five partners as a group for 2025 were Microsoft, TD Synnex (a distributor), Google, Cisco Systems and Ingram Micro (a distributor).” |
| Partner | Cisco (CSCO) | “Our top five partners as a group for 2025 were Microsoft, TD Synnex (a distributor), Google, Cisco Systems and Ingram Micro (a distributor).” |
| Partner | Alphabet (Google) (GOOGL) | “Our top five partners as a group for 2025 were Microsoft, TD Synnex (a distributor), Google, Cisco Systems and Ingram Micro (a distributor).” |
| Partner | ServiceNow (NOW) | “Infocenter is a pure-play ServiceNow Elite Partner dedicated to automating business processes on the Now Platform®.” |
| Competitor | Accenture (ACN) | “•Systems integrators and digital consultants such as Accenture, Capgemini, Atos, HCL Technologies, Tata Consultancy Services and Infosys; and” |
| Competitor | Dell Technologies (DELL) | “We sometimes compete directly with publisher and manufacturer partners for many of these offerings, including Microsoft, Cisco Systems, Dell, HP Inc. and Adobe Systems.” |
| Competitor | HP Inc. (HPQ) | “We sometimes compete directly with publisher and manufacturer partners for many of these offerings, including Microsoft, Cisco Systems, Dell, HP Inc. and Adobe Systems.” |
| Competitor | Adobe (ADBE) | “We sometimes compete directly with publisher and manufacturer partners for many of these offerings, including Microsoft, Cisco Systems, Dell, HP Inc. and Adobe Systems.” |
Quoted from the company's 10-K filed Feb 12, 2026.
NSIT company outlook (results filed Aug 6, 2026)
- “Raising guidance for full year CHANDLER, AZ – August 6, 2026 – Insight Enterprises, Inc.”
- “Insight Way Chandler, Arizona 85286 800.467.4448 FAX 480.760.8958 GUIDANCE For the full year 2026, we are raising our gross profit growth expectations to 8% to 10% and expect gross margin to be between 21.5% and 22.0%.”
- “We now expect our Adjusted diluted earnings per share to be between $12.20 and $12.70.”
- “This outlook assumes: • interest and other expenses of approximately $95 million; • an effective tax rate of 25.5% to 26.5% for the full year; • capital expenditures between approximately $20 million and $30 million; • an average share count for the full year of approximately 30.0 million shares.”
Quoted word-for-word from the SEC 8-K results press release.
NSIT analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $2.85 | $2.59 | +9.9% | $2.15B | 4 |
| Next quarter (ends Dec 2026) | $2.92 | $2.94 | -0.7% | $2.16B | 4 |
| Current fiscal year (ends Dec 2026) | $12.50 | $11.06 | +13.0% | $8.83B | 4 |
| Next fiscal year (ends Dec 2027) | $13.25 | $11.90 | +11.4% | $9.17B | 4 |
NSIT options: expected move
Options price a move of about ±11.8% (±$20.20) by Nov 20, 2026, which includes earnings on Nov 5, 2026. Over the last 8 reports the stock moved ±10% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 52.7% | ±11.8% |
| Dec 18, 2026 | 56 | 48.3% | ±15.1% |
| Feb 19, 2027 | 119 | 44.9% | ±20.4% |
| May 21, 2027 | 210 | 45.1% | ±27.2% |
30-day implied volatility 49.5% vs 43.6% realized over the last 30 trading days. Put/call ratio (volume) 0. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:59 UTC)
| Price | USD 171.27 |
|---|---|
| Change | ▲ 0.05% (up) |
| Previous Close | USD 171.19 |
| Open | USD 169.7 |
| Day Range | USD 163.75 – 171.64 |
| 52-Week Range | USD 63.62 – 177.34 |
| Volume | 297,767 shares |
| Market Cap | $5.03B |
| Exchange | NMS |
Technical Analysis (NSIT)
Nexqual's technical model rates NSIT "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 23, 2026 at 09:59 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 59.54 (neutral) |
| vs SMA50 | Above (USD 158.14) |
| MACD | 3.26 (positive) |
Analyst Ratings (NSIT)
Wall Street analysts rate NSIT "Buy" based on 4 analysts, with a mean price target of USD 163.75 (range USD 140–180), per Nexqual as of October 23, 2026 at 09:59 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 4 |
| Mean Target | USD 163.75 |
| High Target | USD 180 |
| Low Target | USD 140 |
| Buy / Hold / Sell | 2 / 2 / 0 |
Earnings (NSIT)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 2.85 |
| Revenue Estimate | $2.15B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 3.86 vs est 2.93 ▲ beat |
| 2026-03-31 | USD 2.88 vs est 2.44 ▲ beat |
| 2025-12-31 | USD 2.96 vs est 2.84 ▲ beat |
| 2025-09-30 | USD 2.43 vs est 2.49 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:59 UTC.
Financials & Fundamentals (NSIT)
| Total Revenue | $8.58B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +14.70% |
| Gross Margin | +22.10% |
| Operating Margin | +6.18% |
| Profit Margin | +2.45% |
| ROE | +13.11% |
| Debt / Equity | 1.09 |
| Current Ratio | 1.18 |
| Total Cash | $363.48M |
| Total Debt | $1.74B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $396.57M (4.6% of revenue) |
Source: Nexqual, October 23, 2026 at 09:59 UTC.
Financial Health Score (NSIT)
Nexqual rates Insight Enterprises, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:59 UTC.
| Growth | Weak — Revenue -5% YoY (annual), declining |
|---|---|
| Profitability | Mixed — Gross margin 22%, operating 6% (last 12 months) |
| Balance Sheet | Mixed — $363M cash and investments vs $1.48B debt (Jun 2026, SEC) |
| Cash Flow | Mixed — FCF $397M (last 4 quarters to Jun 2026, SEC), slim 4.6% margin |
| Efficiency | Mixed — ROE 13%, ROA 3.2% |
Ownership (NSIT)
| Insider Ownership | +1.26% |
|---|---|
| Institutional Ownership | +105.87% |
| Shares Outstanding | 29.35M |
| Float | 28.84M |
| Short % of Float | +3.89% |
Source: Nexqual, October 23, 2026 at 09:59 UTC.
Leadership (NSIT)
Insight Enterprises, Inc. is led by Jack Azagury, CEO, President & Director, per Nexqual as of October 23, 2026 at 09:59 UTC.
| CEO, President & Director | Jack Azagury |
|---|---|
| Chief Financial Officer | James A. Morgado |
| President of EMEA | Adrian Gregory |
| Senior Vice President of EMEA Legal, Commercial & Global Sales | Jet Golia |
| Chief Marketing Officer | Hilary Kerner |
Major Backers & Investors (NSIT)
Notable institutional backers of Insight Enterprises, Inc. include Morgan Stanley, Fiduciary Management, Inc., Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund, according to Nexqual as of October 23, 2026 at 09:59 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Morgan Stanley | 9.66% |
| Fiduciary Management, Inc. | 7.49% |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | 5.71% |
| FMI Funds Inc-Common Stock Fund | 3.71% |
| Paradigm Capital Management | 3.26% |
| FMR, LLC | 3.2% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 16.43% |
| Vanguard Group | 13.38% |
| State Street | 4.17% |
| Dimensional Fund Advisors | 2.89% |
Source: Nexqual, October 23, 2026 at 09:59 UTC.
From Insight Enterprises, Inc.'s Latest SEC 10-K Filing (filed 2026-02-12)
Key Strengths & Strategy (as disclosed to the SEC)
- As a Fortune 500-ranked Solutions Integrator, we deliver secure, end-to-end digital transformation and meet the needs of our clients through a comprehensive portfolio of solutions, far-reaching partnerships and 37 years of broad IT expertise.
- Amdaris also specializes in customized solutions for cloud, mobile, data analytics and web application development helping clients digitally transform faster. •2023 - SADA Systems, LLC ("SADA") is a Google cloud service provider with engineering capabilities across the entire Google Cloud stack specializing in Google Cloud priority workloads.
- We sometimes compete directly with publisher and manufacturer partners for many of these offerings, including Microsoft, Cisco Systems, Dell, HP Inc. and Adobe Systems.
- As part of our business, we provide value to clients based, in part, on our technical innovations, methodologies, know-how, and other reusable proprietary assets that we protect through different forms of intellectual property protection, including trademarks, patents, copyrights, and trade secrets in the United States and select foreign jurisdictions where we believe it is appropriate to seek such legal protection.
Legal & Regulatory Risks (Item 1A, quoted)
- We are exposed to risks from legal proceedings and client audits and failure to comply with the laws and regulations applicable to our operations could adversely impact our business, results of operations or cash flows.
- Our public sector contracts are subject to unique risks and uncertainties, including termination rights, delays in payment, audits and investigations, any of which could have a material adverse effect on our business.
- Changes in, interpretations of, or enforcement trends related to tax rules and regulations may adversely affect our effective income tax rates or operating margins and we may be required to pay additional tax assessments.
- The determination of our worldwide provision for income taxes and other tax liabilities requires estimation, judgment and complex calculations in situations where the ultimate tax determination may not be certain.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:59 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt