Insight Enterprises (NASDAQ:NSIT) Rating Increased to Buy at Wall Street Zen

Key Points

• Insight Enterprises was upgraded by Wall Street Zen from hold to buy, adding to a mixed but improving analyst backdrop that still shows a consensus hold rating.
• The company reported better-than-expected Q1 results, with EPS of $2.88 topping estimates and revenue of $2.13 billion slightly ahead of forecasts. Gross margin also improved meaningfully, helped by a 14% jump in gross profit.
• Management raised FY2026 EPS guidance to $11.00–$11.50, above Wall Street’s current estimate, while shares were trading up sharply and had recently changed hands around $83.79.

Insight Enterprises (NASDAQ:NSIT - Get Free Report) was upgraded by investment analysts at Wall Street Zen from a "hold" rating to a "buy" rating in a report released on Sunday.

NSIT has been the topic of a number of other research reports. Canaccord Genuity Group set a $75.00 target price on Insight Enterprises in a research note on Friday. Raymond James Financial raised Insight Enterprises from a "market perform" rating to an "outperform" rating and set a $100.00 price target for the company in a report on Thursday. Weiss Ratings restated a "sell (d+)" rating on shares of Insight Enterprises in a research report on Thursday, April 2nd. JPMorgan Chase & Co. dropped their price objective on shares of Insight Enterprises from $90.00 to $80.00 and set an "underweight" rating on the stock in a research note on Thursday, April 16th. Finally, Barrington Research reaffirmed an "outperform" rating and set a $120.00 target price on shares of Insight Enterprises in a report on Friday, February 6th. Two equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Hold" and a consensus price target of $93.75.

Insight Enterprises Trading Up 19.1%

Shares of Insight Enterprises stock opened at $83.79 on Friday. The stock has a market cap of $2.54 billion, a PE ratio of 14.65, a price-to-earnings-growth ratio of 0.83 and a beta of 0.96. The firm has a fifty day moving average price of $74.94 and a 200 day moving average price of $83.05. Insight Enterprises has a 1 year low of $63.62 and a 1 year high of $148.58. The company has a debt-to-equity ratio of 0.92, a current ratio of 1.22 and a quick ratio of 1.22.

Insight Enterprises (NASDAQ:NSIT - Get Free Report) last posted its quarterly earnings results on Thursday, May 7th. The software maker reported $2.88 EPS for the quarter, beating the consensus estimate of $2.45 by $0.43. The company had revenue of $2.13 billion for the quarter, compared to analyst estimates of $2.12 billion. Insight Enterprises had a net margin of 2.17% and a return on equity of 20.89%. The firm's revenue was up 1.2% on a year-over-year basis. During the same period in the prior year, the company earned $2.06 earnings per share. Insight Enterprises has set its FY 2026 guidance at 11.000-11.500 EPS. Equities research analysts predict that Insight Enterprises will post 11.29 earnings per share for the current year.

Institutional Trading of Insight Enterprises

Several institutional investors have recently bought and sold shares of NSIT. Principal Financial Group Inc. lifted its position in shares of Insight Enterprises by 11.5% during the 3rd quarter. Principal Financial Group Inc. now owns 151,848 shares of the software maker's stock valued at $17,221,000 after buying an additional 15,655 shares in the last quarter. Vanguard Group Inc. increased its holdings in Insight Enterprises by 4.6% in the 3rd quarter. Vanguard Group Inc. now owns 4,091,041 shares of the software maker's stock worth $463,965,000 after acquiring an additional 179,599 shares in the last quarter. JPMorgan Chase & Co. increased its holdings in Insight Enterprises by 64.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 196,950 shares of the software maker's stock worth $22,336,000 after acquiring an additional 76,992 shares in the last quarter. Kennedy Capital Management LLC raised its position in Insight Enterprises by 14.2% during the third quarter. Kennedy Capital Management LLC now owns 177,075 shares of the software maker's stock worth $20,082,000 after acquiring an additional 22,072 shares during the period. Finally, Allspring Global Investments Holdings LLC lifted its holdings in Insight Enterprises by 31.5% during the fourth quarter. Allspring Global Investments Holdings LLC now owns 250,509 shares of the software maker's stock valued at $21,033,000 after purchasing an additional 59,987 shares in the last quarter.

Key Stories Impacting Insight Enterprises

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

• Positive Sentiment: Q1 adjusted EPS of $2.88 beat estimates of $2.45, while revenue of $2.13 billion also slightly topped forecasts, signaling better-than-expected operating performance. Insight Enterprises, Inc. Reports First Quarter Results
• Positive Sentiment: Gross profit rose 14% year over year to $462.2 million, and gross margin expanded by 240 basis points to 21.7%, showing improved profitability in the quarter. Insight Enterprises, Inc. Reports First Quarter Results
• Positive Sentiment: The company lifted FY2026 EPS guidance to $11.00-$11.50, above the consensus estimate of $10.88, which likely reinforced investor confidence in the outlook. Insight Enterprises, Inc. Reports First Quarter Results
• Positive Sentiment: Net earnings more than doubled year over year to $30.0 million, indicating strong bottom-line improvement. Insight Enterprises, Inc. Reports First Quarter Results
• Neutral Sentiment: Investors are also digesting the Q1 earnings call transcript and related coverage, which may provide additional color on demand trends, margin sustainability, and the company’s FY2026 priorities. Insight Enterprises, Inc. Q1 2026 Earnings Call Transcript

Insight Enterprises Company Profile

Insight Enterprises, Inc is a global technology provider headquartered in Tempe, Arizona. Founded in 1988, the company specializes in helping organizations harness the power of digital transformation by offering a comprehensive portfolio of IT hardware, software, cloud and licensing management solutions. Insight's expertise spans across the full technology lifecycle, from initial strategy and consulting to implementation, integration and ongoing managed services.

At the core of Insight's business are its consulting and professional services, which guide clients through complex technology environments and ensure optimal deployment of solutions.

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