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

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

Insight Enterprises Price Performance

Shares of NSIT opened at $158.25 on Friday. The stock has a market cap of $4.64 billion, a PE ratio of 14.09, a PEG ratio of 1.21 and a beta of 1.06. The business has a 50-day simple moving average of $162.73 and a two-hundred day simple moving average of $115.24. The company has a quick ratio of 1.15, a current ratio of 1.18 and a debt-to-equity ratio of 0.92. Insight Enterprises has a 12-month low of $63.62 and a 12-month high of $182.12.

Insight Enterprises (NASDAQ:NSIT) last issued its quarterly earnings results on Thursday, November 5th. The software maker reported $3.59 EPS for the quarter, topping analysts’ consensus estimates of $2.85 by $0.74. Insight Enterprises had a net margin of 2.45% and a return on equity of 22.70%. The firm had revenue of $2.44 billion for the quarter, compared to analyst estimates of $2.15 billion. During the same quarter in the prior year, the firm earned $2.43 EPS. The business’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. Analysts anticipate that Insight Enterprises will post 11.50 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research firms recently commented on NSIT. Barrington Research set a $180.00 price objective on Insight Enterprises in a research note on Monday, August 10th. Raymond James Financial reissued an “outperform” rating and set a $175.00 price target on shares of Insight Enterprises in a research report on Thursday, August 6th. Zacks Research cut shares of Insight Enterprises from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, October 6th. JPMorgan Chase & Co. lifted their target price on shares of Insight Enterprises from $135.00 to $160.00 and gave the company a “neutral” rating in a research note on Friday, August 7th. Finally, Canaccord Genuity Group lifted their price target on shares of Insight Enterprises from $140.00 to $175.00 and gave the stock a “hold” rating in a research report on Friday. Three research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, Insight Enterprises currently has an average rating of “Hold” and a consensus price target of $172.50.

Insider Buying and Selling

In other Insight Enterprises news, General Counsel Karim Adatia sold 248 shares of Insight Enterprises 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 filing with the SEC, which is available at this hyperlink. Company insiders own 1.21% of the company’s stock.

Key Headlines Impacting Insight Enterprises

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

• Positive Sentiment: Q3 adjusted EPS was $3.59, beating the roughly $2.85 consensus, while revenue of $2.44 billion topped estimates of $2.15 billion and increased 21.8% year over year. Coverage linked the strong earnings performance to AI-infrastructure demand. Zacks Q3 earnings coverage AI infrastructure earnings analysis
• Positive Sentiment: Management raised its FY2026 EPS outlook to $13.55–$13.75, above the cited analyst consensus of $12.30. The stronger outlook reinforces the positive earnings surprise. FY2026 outlook update
• Neutral Sentiment: Canaccord Genuity raised its price target to $175 from $140, but maintained a “hold” rating. The higher target suggests potential upside, while the unchanged rating signals a cautious stance. Canaccord Genuity rating information
• Negative Sentiment: One report noted that quarterly profit fell, a caveat to the strong adjusted EPS and revenue results. Q3 profit and outlook report

Insight Enterprises Company Profile

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.