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

Key Points

• Insight raised FY 2026 EPS guidance to $13.55–$13.75, above the analyst consensus estimate of $12.30.
• Third-quarter EPS of $3.59 beat the $2.85 consensus, while revenue rose 21.8% year over year to $2.44 billion, also exceeding estimates.
• Shares fell $22.90 to $152.72 during Thursday’s trading. Analysts’ consensus rating was Hold, with an average price target of $147.50.

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

Insight Enterprises Price Performance

NSIT traded down $22.90 during midday trading on Thursday, hitting $152.72. 603,867 shares of the company traded hands, compared to its average volume of 437,057. The company has a current ratio of 1.18, a quick ratio of 1.15 and a debt-to-equity ratio of 0.92. The company has a market capitalization of $4.48 billion, a price-to-earnings ratio of 22.36, a PEG ratio of 1.21 and a beta of 1.06. Insight Enterprises has a 52-week low of $63.62 and a 52-week high of $182.12. The business has a 50 day simple moving average of $162.67 and a two-hundred day simple moving average of $114.51.

Insight Enterprises (NASDAQ:NSIT - Get Free Report) last announced its earnings results on Thursday, November 5th. The software maker reported $3.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.85 by $0.74. Insight Enterprises had a net margin of 2.45% and a return on equity of 22.70%. The business had revenue of $2.44 billion for the quarter, compared to analyst estimates of $2.15 billion. During the same quarter last year, the business earned $2.43 earnings per share. The company's revenue for the quarter was up 21.8% compared to the same quarter last year. Insight Enterprises has set its FY 2026 guidance at 13.550-13.750 EPS. On average, equities analysts forecast that Insight Enterprises will post 11.50 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages have commented on NSIT. JPMorgan Chase & Co. increased their target price on Insight Enterprises from $135.00 to $160.00 and gave the company a "neutral" rating in a report on Friday, August 7th. Weiss Ratings upgraded Insight Enterprises from a "hold (c)" rating to a "hold (c+)" rating in a research report on Wednesday, October 28th. Barrington Research set a $180.00 price objective on Insight Enterprises in a report on Monday, August 10th. Raymond James Financial reaffirmed an "outperform" rating and set a $175.00 target price on shares of Insight Enterprises in a research note on Thursday, August 6th. Finally, Zacks Research lowered shares of Insight Enterprises from a "strong-buy" rating to a "hold" rating in a report on Tuesday, October 6th. Three investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. According to data from MarketBeat, Insight Enterprises presently has a consensus rating of "Hold" and an average price target of $147.50.

Insider Activity

In related news, General Counsel Karim Adatia sold 248 shares of the stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $157.40, for a total value of $39,035.20. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. 1.21% of the stock is owned by company insiders.

More Insight Enterprises News

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

About Insight Enterprises

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.

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